Wilkins Miller Wealth Management, LLC
Sector Allocation
- Other68.1%$120.6M
- Financials21.1%$37.3M
- Technology4.9%$8.7M
- Energy2.0%$3.5M
- Healthcare1.0%$1.8M
- Industrials1.0%$1.7M
- Consumer Discretionary0.8%$1.5M
- Consumer Staples0.6%$1.0M
- Utilities0.3%$614,190
- Materials0.2%$309,283
AUM History
13fpro.ai/research/fund/wilkins-miller-wealth-management-llc-2057318
Conviction and streaks
Concentrating · top 10 = 45.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SCHWAB$17.6M
- SCHWAB$10.7M
- ISHARES$8.4M
- SPDR$7.0M
IVZ
$6.9M- SCHWAB$6.7M
- SCHWAB$6.0M
- $6.0M
- $5.7M
GS
$5.5M- ISHARES$5.4M
- ISHARES$4.1M
- VANGUARD$4.1M
- ISHARES$4.1M
- SPDR$3.4M
- VANGUARD$3.3M
- VANGUARD$3.3M
AAPL
$3.3M- SCHWAB$3.0M
- $2.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wilkins-miller-wealth-management-llc-2057318
Wilkins Miller Wealth Management, LLC 13F holdings — Q3 2026
$177.1M portfolio (-2.6% QoQ) · 95 holdings · Q3 2026 13F · top 10 are 46% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US LRG CAP ETF
$17.6M
10.0% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - US LCAP GR ETF
$10.7M
6.1% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE S&P500 ETF
$8.4M
4.8% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR INDEX SHS FDS - ST STR PO EX ETF
$7.0M
4.0% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— $6.9M
3.9% of stocks
+13%This quarter-1.4%Since filed8+ qtrsHeld- 6
SCHWAB STRATEGIC TR - US SML CAP ETF
$6.7M
3.8% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$6.0M
3.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $6.0M
3.4% of stocks
+3%This quarter-1.4%Since filed8+ qtrsHeld$5.7M
3.2% of stocks
-1%This quarter-1.4%Since filed8+ qtrsHeld$5.5M
3.1% of stocks
+2%This quarter+0.1%Since filed8+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $17.6M | 10.0% | -0.7% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $10.7M | 6.1% | +0.1% | — | — | — | — | |
| 3 | ISHARES TR - CORE S&P500 ETF | $8.4M | 4.8% | -0.6% | — | — | — | — | |
| 4 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $7.0M | 4.0% | +0.3% | — | — | — | — | |
| 5 | $6.9M | 3.9% | +13% | -1.4% | 8+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | SCHWAB STRATEGIC TR - US SML CAP ETF | $6.7M | 3.8% | +0.5% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $6.0M | 3.4% | +3% | — | — | — | — | |
| 8 | $6.0M | 3.4% | +3% | -1.4% | 8+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $5.7M | 3.2% | -1% | -1.4% | 8+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $5.5M | 3.1% | +2% | +0.1% | 8+ qtrs | 73.2#127 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Wilkins Miller Wealth Management, LLC (Q3 2026)
95 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - IBONDS DEC 2030etf/fund | — | $5.4M | 3.1% | 258K | +0.6% | — | — | 13F |
| 12 | — | ISHARES TR - IBONDS DEC 2031etf/fund | — | $4.1M | 2.3% | 205K | -1% | — | — | 13F |
| 13 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $4.1M | 2.3% | 26K | +2% | — | — | 13F |
| 14 | — | ISHARES TR - IBONDS DEC 29etf/fund | — | $4.1M | 2.3% | 179K | +2% | — | — | 13F |
| 15 | — | SPDR SERIES TRUST - ST STR P500GRWetf/fund | — | $3.4M | 1.9% | 27K | -0.3% | — | — | 13F |
| 16 | — | VANGUARD WELLINGTON FD - US MOMENTUMetf/fund | — | $3.3M | 1.9% | 15K | -1% | — | — | 13F |
| 17 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $3.3M | 1.8% | 14K | -0.6% | — | — | 13F |
| 18 | Apple Inc. | Technology | $3.3M | 1.8% | 9,760 | +0.0% | 8+ qtrs | 75.7 | 13F | |
| 19 | — | SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund | — | $3.0M | 1.7% | 103K | -0.7% | — | — | 13F |
| 20 | Invesco Ltd. | Financials | $2.9M | 1.6% | 182K | +0.8% | 8+ qtrs | — | 13F | |
| 21 | — | SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund | — | $2.8M | 1.6% | 84K | +0.4% | — | — | 13F |
| 22 | — | SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund | — | $2.7M | 1.6% | 100K | +1% | — | — | 13F |
| 23 | Invesco Ltd. | Financials | $2.5M | 1.4% | 127K | +7% | 8+ qtrs | — | 13F | |
| 24 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $2.4M | 1.4% | 18K | +1% | — | — | 13F |
| 25 | — | ISHARES TR - IBDS DEC28 ETFetf/fund | — | $1.9M | 1.1% | 75K | -4% | — | — | 13F |
| 26 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $1.8M | 1.0% | 21K | +0.2% | |||
| 27 | $JPM | JPMORGAN CHASE & CO | Financials | $1.8M | 1.0% | 5,574 | -0.8% | |||
| 28 | $CVX | CHEVRON CORP | Energy | $1.8M | 1.0% | 8,651 | -0.7% | |||
| 29 | $IVZ | Invesco Ltd. | Financials | $1.7M | 1.0% | 88K | +1% | |||
| 30 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $1.6M | 0.9% | 43K | +7% | |||
| 31 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.5M | 0.8% | 2,002 | -13% | |||
| 32 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.5M | 0.8% | 2,086 | +0.2% | |||
| 33 | — | ISHARES TR - IBONDS DEC 2033 | — | $1.5M | 0.8% | 60K | -5% | |||
| 34 | — | ISHARES TR - IBONDS DEC 2032 | — | $1.5M | 0.8% | 61K | -3% | |||
| 35 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $1.4M | 0.8% | 42K | +0.7% | |||
| 36 | $GOOGL | Alphabet Inc. | Technology | $1.4M | 0.8% | 4,049 | -2% | |||
| 37 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $1.4M | 0.8% | 17K | +3% | |||
| 38 | $META | Meta Platforms, Inc. | Technology | $1.1M | 0.7% | 15K | +7% | |||
| 39 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | — | $1.1M | 0.6% | 5,919 | +0.4% | |||
| 40 | — | SPDR SERIES TRUST - ST STR SP500DIV | — | $1.1M | 0.6% | 24K | +0.3% | |||
| 41 | $MSFT | MICROSOFT CORP | Technology | $1.1M | 0.6% | 2,056 | -1% | |||
| 42 | $GLD | SPDR GOLD TRUST | Financials | $1.0M | 0.6% | 2,669 | +0.5% | |||
| 43 | — | ISHARES TR - CORE S&P TTL STK | — | $966K | 0.6% | 5,810 | +0.6% | |||
| 44 | $IVZ | Invesco Ltd. | Financials | $938K | 0.5% | 47K | +1.0% | |||
| 45 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $924K | 0.5% | 5,677 | -2% | |||
| 46 | — | ISHARES TR - CRE U S REIT ETF | — | $855K | 0.5% | 14K | -0.9% | |||
| 47 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $826K | 0.5% | 25K | -1% | |||
| 48 | — | ISHARES TR - MSCI USA QLT FCT | — | $817K | 0.5% | 3,675 | +2% | |||
| 49 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $788K | 0.5% | 2,771 | -3% | |||
| 50 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $743K | 0.4% | 7,346 | +0.5% | |||
| 51 | $KO | COCA COLA CO | Consumer Staples | $719K | 0.4% | 8,349 | -2% | |||
| 52 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $670K | 0.4% | 3,423 | +0.1% | |||
| 53 | $SO | SOUTHERN CO | Utilities | $614K | 0.3% | 7,410 | +1% | |||
| 54 | $IVZ | Invesco Ltd. | Financials | $595K | 0.3% | 30K | +5% | |||
| 55 | $NVDA | NVIDIA CORP | Technology | $553K | 0.3% | 2,423 | +1% | |||
| 56 | $GOOG | Alphabet Inc. | Technology | $549K | 0.3% | 1,611 | +0.1% | |||
| 57 | $LLY | ELI LILLY & Co | Healthcare | $540K | 0.3% | 467 | -0.6% | |||
| 58 | — | FIDELITY COVINGTON TRUST - MSCI ENERGY IDX | — | $540K | 0.3% | 16K | +0.5% | |||
| 59 | $EMR | EMERSON ELECTRIC CO | Industrials | $532K | 0.3% | 3,431 | -0.8% | |||
| 60 | $MRK | Merck & Co., Inc. | Healthcare | $526K | 0.3% | 3,620 | +0.4% | |||
| 61 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $525K | 0.3% | 24K | +3% | |||
| 62 | $JNJ | JOHNSON & JOHNSON | Healthcare | $506K | 0.3% | 1,912 | -3% | |||
| 63 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | — | $499K | 0.3% | 22K | -8% | |||
| 64 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $464K | 0.3% | 932 | — | |||
| 65 | $AMZN | AMAZON COM INC | Consumer Discretionary | $445K | 0.3% | 1,787 | -6% | |||
| 66 | $UNP | UNION PACIFIC CORP | Industrials | $388K | 0.2% | 1,426 | +0.1% | |||
| 67 | $SPY | SPDR S&P 500 ETF TRUST | — | $357K | 0.2% | 468 | — | |||
| 68 | — | ISHARES TR - RUS 1000 VAL ETF | — | $350K | 0.2% | 1,412 | — | |||
| 69 | $ORCL | ORACLE CORP | Technology | $336K | 0.2% | 2,448 | -7% | |||
| 70 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | — | $330K | 0.2% | 4,041 | New | |||
| 71 | $MPC | Marathon Petroleum Corp | Energy | $323K | 0.2% | 816 | +0.2% | |||
| 72 | $VLO | VALERO ENERGY CORP/TX | Energy | $316K | 0.2% | 814 | -1% | |||
| 73 | $CSL | CARLISLE COMPANIES INC | Materials | $309K | 0.2% | 960 | — | |||
| 74 | $PM | Philip Morris International Inc. | Consumer Staples | $304K | 0.2% | 1,595 | -3% | |||
| 75 | $RTX | RTX Corp | Industrials | $289K | 0.2% | 1,557 | -1.0% | |||
| 76 | $WT | WisdomTree, Inc. | Financials | $280K | 0.2% | 2,999 | — | |||
| 77 | $BNY | Bank of New York Mellon Corp | Financials | $275K | 0.2% | 1,902 | -0.6% | |||
| 78 | — | ISHARES TR - CORE MSCI TOTAL | — | $269K | 0.1% | 2,830 | +8% | |||
| 79 | $AMGN | AMGEN INC | Healthcare | $264K | 0.1% | 626 | +0.3% | |||
| 80 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $256K | 0.1% | 828 | -2% | |||
| 81 | $GE | GENERAL ELECTRIC CO | Industrials | $251K | 0.1% | 804 | — | |||
| 82 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $246K | 0.1% | 1,336 | -6% | |||
| 83 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $243K | 0.1% | 3,971 | +9% | |||
| 84 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $233K | 0.1% | 4,332 | -13% | |||
| 85 | — | SSGA ACTIVE TR - STATE STREET US | — | $233K | 0.1% | 3,506 | New | |||
| 86 | $IVZ | Invesco Ltd. | Financials | $231K | 0.1% | 12K | -0.9% | |||
| 87 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $230K | 0.1% | 1,567 | -2% | |||
| 88 | $MS | MORGAN STANLEY | Financials | $224K | 0.1% | 1,190 | -2% | |||
| 89 | — | ISHARES TR - IBONDS DEC 2034 | — | $214K | 0.1% | 8,687 | -1.0% | |||
| 90 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $210K | 0.1% | 970 | +0.4% | |||
| 91 | $V | VISA INC. | Financials | $210K | 0.1% | 583 | -2% | |||
| 92 | $CSCO | CISCO SYSTEMS, INC. | Technology | $208K | 0.1% | 1,935 | -2% | |||
| 93 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $208K | 0.1% | 5,841 | -2% | |||
| 94 | — | ISHARES TR - MSCI EAFE ETF | — | $208K | 0.1% | 1,998 | New | |||
| 95 | $META | Meta Platforms, Inc. | Technology | $203K | 0.1% | 281 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 44 added to, 41 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
- FIDELITY COVINGTON TRUST - MSCI HLTH CARE I$330K
first bought this quarter
- SSGA ACTIVE TR - STATE STREET US$233K
first bought this quarter
- ISHARES TR - MSCI EAFE ETF$208K
first bought this quarter
Added to (44)
now $6.9M · held 8+ qtrs
- SCHWAB STRATEGIC TR - FUNDAMENTAL US L+3%
now $6.0M
now $5.5M · held 8+ qtrs
- SCHWAB STRATEGIC TR - EMRG MKTEQ ETF+7%
now $1.6M
- VANGUARD WHITEHALL FDS - HIGH DIV YLD+2%
now $4.1M
$METAMeta Platforms, Inc.+7%
now $1.1M · held 8+ qtrs, 2 adds in a row
+38 more in the Excel export
Trimmed (41)
$QQQINVESCO QQQ TRUST, SERIES 1-13%
now $1.5M · held 8+ qtrs
- SCHWAB STRATEGIC TR - US LRG CAP ETF-0.7%
now $17.6M
- ISHARES TR - IBONDS DEC 2033-5%
now $1.5M
- ISHARES TR - IBDS DEC28 ETF-4%
now $1.9M
- ISHARES TR - CORE S&P500 ETF-0.6%
now $8.4M
- ISHARES TR - IBONDS DEC 2032-3%
now $1.5M
+35 more in the Excel export
Sold out (4)
- VANGUARD BD INDEX FDS - INTERMED TERMwas $3.7M
- VANGUARD BD INDEX FDS - LONG TERM BONDwas $2.3M
$PGPROCTER & GAMBLE Cowas $212K
held 7+ qtrs
- VANGUARD INDEX FDS - SMALL CP ETFwas $203K
Holdings by quarter
Every 13F Wilkins Miller Wealth Management, LLC has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow Wilkins Miller Wealth Management?
Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Wilkins Miller Wealth Management's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.5%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 7% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Wilkins Miller Wealth Management, LLC disclosed 95 positions worth $177.1M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 3 new positions and exited 4. The portfolio is most concentrated in Other (68.1% of disclosed assets). All figures are sourced directly from Wilkins Miller Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2057318.
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AI-Powered Hedge Fund Analysis: Wilkins Miller Wealth Management, LLC
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Every holding in Wilkins Miller Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.