Wilkins Miller Wealth Management, LLC
13F Reported Value
ⓘ$181.8M
Holdings
95
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Wilkins Miller Wealth Management, LLC disclosed 95 positions worth $181.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 7 new positions and exited 1 — including a new stake in $MS and a full exit from $DUK. The portfolio is most concentrated in Other (69.8% 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.
AI Fund Analysis
Stable
$IVZ$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
SCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$17.4M592,426 shSCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$10.1M298,319 shISHARES TR - CORE S&P500 ETF
—Quality
$8.3M11,046 shSCHWAB STRATEGIC TR - US SML CAP ETF
—Quality
$7.3M203,147 shSPDR INDEX SHS FDS - ST STR PO EX ETF
—Quality
$7.0M139,886 sh- —
Quality
$6.3M377,673 sh - —
Quality
$5.9M317,100 sh - —
Quality
$5.9M288,272 sh SCHWAB STRATEGIC TR - FUNDAMENTAL US L
—Quality
$5.7M184,571 shISHARES TR - IBONDS DEC 2030
—Quality
$5.6M256,301 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $17.4M | 592,426 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $10.1M | 298,319 |
| ISHARES TR - CORE S&P500 ETF | — | $8.3M | 11,046 |
| SCHWAB STRATEGIC TR - US SML CAP ETF | — | $7.3M | 203,147 |
| SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $7.0M | 139,886 |
| Invesco Ltd.$IVZ | — | $6.3M | 377,673 |
| Invesco Ltd.$IVZ | — | $5.9M | 317,100 |
| Invesco Ltd.$IVZ | — | $5.9M | 288,272 |
| SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $5.7M | 184,571 |
| ISHARES TR - IBONDS DEC 2030 | — | $5.6M | 256,301 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wilkins Miller Wealth Management, LLC's 95 positions.
Showing top 10 of 95 holdings.
Sector Allocation
Other
$126.9M
Financials
$36.8M
Technology
$8.6M
Energy
$2.9M
Consumer Discretionary
$1.8M
Healthcare
$1.8M
Consumer Staples
$1.2M
Industrials
$950,628
Full Holdings — Wilkins Miller Wealth Management, LLC (Q2 2026)
All 95 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $17.4M | 9.6% | -0% | — |
| 2 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $10.1M | 5.5% | -1% | — |
| 3 | — | ISHARES TR - CORE S&P500 ETF | $8.3M | 4.5% | -2% | — |
| 4 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $7.3M | 4.0% | -0% | — |
| 5 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $7.0M | 3.9% | +2% | — |
| 6 | $IVZ | Invesco Ltd. | $6.3M | 3.5% | +3% | — |
| 7 | $IVZ | Invesco Ltd. | $5.9M | 3.2% | -0% | — |
| 8 | $IVZ | Invesco Ltd. | $5.9M | 3.2% | -6% | — |
| 9 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $5.7M | 3.2% | +5% | — |
| 10 | — | ISHARES TR - IBONDS DEC 2030 | $5.6M | 3.1% | -0% | — |
| 11 |  $GS | GOLDMAN SACHS GROUP INC | $5.5M | 3.0% | -0% | 73.5 |
| 12 | — | ISHARES TR - IBONDS DEC 2031 | $4.3M | 2.4% | -2% | — |
| 13 | — | ISHARES TR - IBONDS DEC 29 | $4.1M | 2.2% | +0% | — |
| 14 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $4.1M | 2.2% | +4% | — |
| 15 | — | VANGUARD WELLINGTON FD - US MOMENTUM | $3.7M | 2.0% | +4% | — |
| 16 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $3.7M | 2.0% | +6% | — |
| 17 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $3.3M | 1.8% | -5% | — |
| 18 | — | SPDR SERIES TRUST - ST STR P500GRW | $3.3M | 1.8% | +0% | — |
| 19 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.0M | 1.7% | -0% | — |
| 20 | $IVZ | Invesco Ltd. | $3.0M | 1.6% | +1% | — |
| 21 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $2.9M | 1.6% | +2% | — |
| 22 |  $AAPL | Apple Inc. | $2.8M | 1.6% | -0% | 76.4 |
| 23 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $2.7M | 1.5% | +5% | — |
| 24 | — | ISHARES TR - CORE S&P SCP ETF | $2.6M | 1.4% | +13% | — |
| 25 | $IVZ | Invesco Ltd. | $2.4M | 1.3% | -0% | — |
| 26 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | $2.3M | 1.2% | -10% | — |
| 27 | — | ISHARES TR - IBDS DEC28 ETF | $2.0M | 1.1% | +4% | — |
| 28 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 1.0% | +3% | 70.7 |
| 29 | — | SPDR SERIES TRUST - ST STR P500ETF | $1.8M | 1.0% | +1% | — |
| 30 | $IVZ | Invesco Ltd. | $1.7M | 0.9% | -5% | — |
| 31 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.7M | 0.9% | +19% | — |
| 32 | — | ISHARES TR - IBONDS DEC 2033 | $1.6M | 0.9% | +2% | — |
| 33 | — | ISHARES TR - IBONDS DEC 2032 | $1.6M | 0.9% | -7% | — |
| 34 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.5M | 0.8% | +5% | — |
| 35 |  $GOOG | Alphabet Inc. | $1.5M | 0.8% | +1% | 78.2 |
| 36 |  $CVX | CHEVRON CORP | $1.4M | 0.8% | +2% | 62.8 |
| 37 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $1.4M | 0.8% | +6% | — |
| 38 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.4M | 0.8% | +34% | — |
| 39 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.4M | 0.8% | +349% | — |
| 40 | — | SPDR SERIES TRUST - ST STR SP500DIV | $1.2M | 0.6% | -3% | — |
| 41 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | $1.1M | 0.6% | -6% | — |
| 42 |  $META | Meta Platforms, Inc. | $1.1M | 0.6% | +2% | 79.6 |
| 43 |  $HD | HOME DEPOT, INC. | $1.0M | 0.6% | -0% | 60.3 |
| 44 |  $GLD | SPDR GOLD TRUST | $978,786 | 0.5% | +1% | — |
| 45 | $IVZ | Invesco Ltd. | $978,574 | 0.5% | +5% | — |
| 46 | — | ISHARES TR - CORE S&P TTL STK | $948,962 | 0.5% | -3% | — |
| 47 | — | ISHARES TR - CRE U S REIT ETF | $930,654 | 0.5% | -1% | — |
| 48 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $814,762 | 0.5% | -2% | — |
| 49 | — | ISHARES TR - MSCI USA QLT FCT | $791,780 | 0.4% | +1% | — |
| 50 |  $XOM.R34088 | EXXON MOBIL CORP | $789,498 | 0.4% | +3% | 57.9 |
| 51 |  $MSFT | MICROSOFT CORP | $778,656 | 0.4% | -11% | 79.8 |
| 52 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $717,694 | 0.4% | -5% | — |
| 53 |  $SO | SOUTHERN CO | $700,848 | 0.4% | +0% | 62 |
| 54 |  $KO | COCA COLA CO | $690,931 | 0.4% | +0% | 69.5 |
| 55 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $651,750 | 0.4% | -1% | — |
| 56 | $IVZ | Invesco Ltd. | $601,597 | 0.3% | +8% | — |
| 57 |  $GOOGL | Alphabet Inc. | $568,875 | 0.3% | +6% | 78.2 |
| 58 |  $LLY | ELI LILLY & Co | $563,732 | 0.3% | -3% | 87.5 |
| 59 | — | SCHWAB STRATEGIC TR - US REIT ETF | $547,128 | 0.3% | +28% | — |
| 60 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | $543,740 | 0.3% | -5% | — |
| 61 |  $JNJ | JOHNSON & JOHNSON | $498,720 | 0.3% | +2% | 69 |
| 62 |  $EMR | EMERSON ELECTRIC CO | $495,333 | 0.3% | +2% | 65.3 |
| 63 |  $NVDA | NVIDIA CORP | $480,088 | 0.3% | +9% | 85.9 |
| 64 | — | FIDELITY COVINGTON TRUST - MSCI ENERGY IDX | $468,075 | 0.3% | +0% | — |
| 65 |  $BRK.B | BERKSHIRE HATHAWAY INC | $466,363 | 0.3% | -1% | 73.8 |
| 66 |  $MRK | Merck & Co., Inc. | $463,152 | 0.3% | +1% | 59.9 |
| 67 |  $AMZN | AMAZON COM INC | $451,893 | 0.3% | -18% | 68.7 |
| 68 |  $UNP | UNION PACIFIC CORP | $387,677 | 0.2% | +0% | 69.7 |
| 69 |  $ORCL | ORACLE CORP | $385,198 | 0.2% | +0% | 66.2 |
| 70 |  $SPY | SPDR S&P 500 ETF TRUST | $349,178 | 0.2% | +41% | — |
| 71 |  $CSL | CARLISLE COMPANIES INC | $348,240 | 0.2% | +0% | 59.4 |
| 72 | — | ISHARES TR - RUS 1000 VAL ETF | $342,311 | 0.2% | +0% | — |
| 73 |  $LOW | LOWES COMPANIES INC | $313,893 | 0.2% | +0% | 60.8 |
| 74 |  $GE | GENERAL ELECTRIC CO | $300,317 | 0.2% | +0% | 73.8 |
| 75 |  $RTX | RTX Corp | $298,198 | 0.2% | +5% | 73.2 |
| 76 |  $PM | Philip Morris International Inc. | $297,224 | 0.2% | -6% | 75.9 |
| 77 |  $WT | WisdomTree, Inc. | $279,647 | 0.1% | +0% | 59.9 |
| 78 |  $BNY | Bank of New York Mellon Corp | $276,826 | 0.1% | -1% | 74.1 |
| 79 |  $NSC | NORFOLK SOUTHERN CORP | $264,753 | 0.1% | +0% | 63.2 |
| 80 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $263,635 | 0.1% | +0% | — |
| 81 |  $MS | MORGAN STANLEY | $252,859 | 0.1% | NEW | 75.8 |
| 82 | — | ISHARES TR - CORE MSCI TOTAL | $250,962 | 0.1% | NEW | — |
| 83 | — | SPDR SERIES TRUST - ST STR SP DIV | $242,103 | 0.1% | -18% | — |
| 84 | $IVZ | Invesco Ltd. | $232,836 | 0.1% | -10% | — |
| 85 |  $CSCO | CISCO SYSTEMS, INC. | $232,603 | 0.1% | NEW | 70.3 |
| 86 | — | ISHARES TR - IBONDS DEC 2034 | $228,507 | 0.1% | -4% | — |
| 87 |  $AMGN | AMGEN INC | $225,989 | 0.1% | +0% | 79.2 |
| 88 | — | SPDR SERIES TRUST - ST STR P500VAL | $221,458 | 0.1% | +0% | — |
| 89 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $219,457 | 0.1% | -4% | 61.4 |
| 90 |  $VLO | VALERO ENERGY CORP/TX | $214,548 | 0.1% | NEW | 57.8 |
| 91 |  $PG | PROCTER & GAMBLE Co | $212,147 | 0.1% | -34% | 64.6 |
| 92 | — | VANGUARD INDEX FDS - VALUE ETF | $210,545 | 0.1% | NEW | — |
| 93 |  $MPC | Marathon Petroleum Corp | $208,146 | 0.1% | NEW | 61 |
| 94 |  $V | VISA INC. | $203,770 | 0.1% | -16% | 82.9 |
| 95 | — | VANGUARD INDEX FDS - SMALL CP ETF | $203,453 | 0.1% | NEW | — |
New Positions (7)
Exited Positions (1)
$DUK Duke Energy CORPBrowse Top Institutional Investors
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