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Wilkins Miller Wealth Management

Latest statistics and disclosures from Wilkins Miller Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, SCHG, IVV, BSCS, SPDW, and represent 27.73% of Wilkins Miller Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BIV, BSCU, BSCW, SCHA, VFMO, SCHF, BSCV, BSCT, XLK, VO.
Started 4 new stock positions in SCHH, AXP, MS, AMGN.
Reduced shares in these 10 stocks: BSJP, BSCP, SCHB, EFA, , SPYG, SPYV, QUS, USRT, SCHX.
Sold out of its positions in META, BSJP, BSCP, EFA.
Wilkins Miller Wealth Management was a net buyer of stock by $4.4M.
Wilkins Miller Wealth Management has $168M in assets under management (AUM), dropping by 4.00%.
Central Index Key (CIK): 0002057318

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Portfolio Holdings for Wilkins Miller Wealth Management

Wilkins Miller Wealth Management holds 92 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	9.7	$16M		606k	26.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.8	$9.7M		297k	32.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.9	$8.1M		12k	684.98	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	3.9	$6.5M		314k	20.60	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.5	$5.9M		134k	44.41	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	3.5	$5.9M	+6%	311k	18.84	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	3.5	$5.8M	+20%	343k	16.92	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.4	$5.7M	+9%	201k	28.48	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	3.3	$5.6M	+2%	253k	22.07	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	3.1	$5.1M	+2%	60k	85.12	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.9	$4.9M	+3%	180k	27.21	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	2.7	$4.6M		216k	21.15	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.5	$4.2M	+4%	178k	23.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.0	$3.4M	+6%	24k	143.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$3.3M	-2%	15k	219.79	View chart
Spdr Series Trust State Street Spd (SPYG)	1.8	$3.1M	-6%	29k	106.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.8	$3.0M	-8%	116k	26.23	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.8	$2.9M	+15%	176k	16.70	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.6	$2.8M	+72%	36k	77.88	View chart
Apple (AAPL)	1.6	$2.6M	-3%	9.7k	271.88	View chart
Vanguard Wellington Us Momentum (VFMO)	1.6	$2.6M	+20%	14k	191.26	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.5	$2.5M	+28%	120k	20.88	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.5	$2.5M	+4%	36k	69.52	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.4	$2.4M		80k	29.61	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$2.2M	+22%	92k	24.04	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.2	$2.0M	+10%	80k	25.46	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.2	$2.0M		101k	19.74	View chart
JPMorgan Chase & Co. (JPM)	1.1	$1.8M		5.6k	322.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$1.6M	+8%	14k	120.18	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.0	$1.6M		64k	25.53	View chart
Spdr Series Trust State Street Spd (SPLG)	1.0	$1.6M		20k	80.23	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.9	$1.5M	+6%	58k	26.14	View chart
Chevron Corporation (CVX)	0.8	$1.3M		8.6k	152.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.3M		4.0k	313.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.2M	-2%	2.0k	614.43	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$1.2M	+15%	40k	30.07	View chart
Spdr Series Trust State Street Spd (SPYD)	0.7	$1.2M	-5%	27k	43.25	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$1.1M	-2%	35k	32.75	View chart
Microsoft Corporation (MSFT)	0.7	$1.1M		2.3k	483.81	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$1.1M	-6%	14k	78.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.1M	-7%	1.8k	627.26	View chart
Spdr Series Trust State Street Spd (QUS)	0.7	$1.1M	-10%	6.3k	174.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.0M	+11%	2.6k	396.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.0M	+27%	3.5k	290.29	View chart
Home Depot (HD)	0.6	$990k	-2%	2.9k	344.25	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.5	$899k	-11%	16k	56.96	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$897k		6.0k	148.72	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.5	$885k	+23%	41k	21.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$750k	-3%	27k	27.43	View chart
Exxon Mobil Corporation (XOM)	0.4	$708k		5.9k	120.36	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$705k	-9%	3.6k	198.67	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.4	$685k	-10%	29k	23.34	View chart
Southern Company (SO)	0.4	$637k		7.3k	87.21	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$637k		7.1k	90.01	View chart
Coca-Cola Company (KO)	0.4	$593k		8.5k	69.91	View chart
Amazon (AMZN)	0.3	$557k		2.4k	230.82	View chart
Eli Lilly & Co. (LLY)	0.3	$532k		495.00	1074.68	View chart
Oracle Corporation (ORCL)	0.3	$510k		2.6k	194.98	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$508k	+100%	3.5k	143.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$489k		1.6k	313.98	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.3	$486k	+63%	23k	21.02	View chart
Emerson Electric (EMR)	0.3	$448k		3.4k	132.73	View chart
NVIDIA Corporation (NVDA)	0.2	$410k	+4%	2.2k	186.50	View chart
Johnson & Johnson (JNJ)	0.2	$398k		1.9k	207.15	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.2	$389k	+5%	16k	24.77	View chart
Merck & Co (MRK)	0.2	$375k	-3%	3.6k	105.27	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$347k	-22%	4.0k	87.16	View chart
Lowe's Companies (LOW)	0.2	$342k		1.4k	241.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$340k		677.00	502.65	View chart
Procter & Gamble Company (PG)	0.2	$336k		2.3k	143.40	View chart
Union Pacific Corporation (UNP)	0.2	$329k		1.4k	231.36	View chart
Carlisle Companies (CSL)	0.2	$307k		960.00	319.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$297k		1.4k	210.34	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$287k	+7%	15k	19.58	View chart
Philip Morris International (PM)	0.2	$282k	-2%	1.8k	160.47	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$277k	-4%	2.0k	139.23	View chart
Raytheon Technologies Corp (RTX)	0.2	$274k		1.5k	183.50	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$255k		3.0k	84.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$251k		367.00	682.79	View chart
Visa Com Cl A (V)	0.1	$249k		710.00	350.81	View chart
Ge Aerospace Com New (GE)	0.1	$248k		803.00	308.21	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.1	$242k		9.2k	26.37	View chart
Norfolk Southern (NSC)	0.1	$242k		838.00	288.77	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$225k	-8%	5.0k	45.21	View chart
Bank of New York Mellon Corporation (BK)	0.1	$223k		1.9k	116.09	View chart
Morgan Stanley Com New (MS)	0.1	$211k	NEW	1.2k	177.68	View chart
Enterprise Products Partners (EPD)	0.1	$211k		6.6k	32.06	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$209k	-38%	3.7k	56.82	View chart
American Express Company (AXP)	0.1	$204k	NEW	550.00	370.49	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$203k	NEW	9.7k	20.89	View chart
Amgen (AMGN)	0.1	$203k	NEW	619.00	327.51	View chart
Duke Energy Corp Com New (DUK)	0.1	$201k		1.7k	117.22	View chart

Past Filings by Wilkins Miller Wealth Management

SEC 13F filings are viewable for Wilkins Miller Wealth Management going back to 2024

Wilkins Miller Wealth Management 2025 Q4 filed Jan. 21, 2026
Wilkins Miller Wealth Management 2025 Q3 filed Nov. 10, 2025
Wilkins Miller Wealth Management 2025 Q2 filed Aug. 14, 2025
Wilkins Miller Wealth Management 2025 Q1 filed May 13, 2025
Wilkins Miller Wealth Management 2024 Q4 filed Feb. 24, 2025

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