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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 28.38% of Wilkins Miller Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VFMO, BIV, BSCW, BSCU, IVV, BSCV, IBDY, BSCY, IJR, BSCX.
Started 3 new stock positions in BSCY, IBDZ, BK.
Reduced shares in these 10 stocks: BSV, BSCS, BSCR, IBDU, USRT, BSCP, BSJP, BSJQ, PG, FNDF.
Wilkins Miller Wealth Management was a net buyer of stock by $6.5M.
Wilkins Miller Wealth Management has $162M in assets under management (AUM), dropping by 9.84%.
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 September 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)	10.0	$16M		610k	26.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.9	$9.5M	+2%	297k	31.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.0	$8.0M	+6%	12k	669.17	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	4.0	$6.5M	-3%	317k	20.50	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.5	$5.7M	+2%	134k	42.74	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	3.4	$5.5M		246k	22.16	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	3.3	$5.4M	+4%	292k	18.53	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.1	$5.1M	+4%	183k	27.74	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	3.1	$5.0M	+4%	59k	85.04	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	3.0	$4.8M	+13%	286k	16.91	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	2.9	$4.6M	+4%	218k	21.22	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.8	$4.6M		174k	26.31	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.5	$4.0M	-3%	170k	23.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$3.3M		15k	215.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.0	$3.2M		126k	25.71	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	2.0	$3.2M		31k	104.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$3.1M	+4%	22k	140.96	View chart
Apple (AAPL)	1.6	$2.6M		10k	254.64	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.6	$2.6M	+16%	153k	16.68	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.5	$2.4M	+3%	34k	70.89	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.4	$2.3M		79k	29.11	View chart
Vanguard Wellington Us Momentum (VFMO)	1.4	$2.2M	+57%	12k	190.24	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.3	$2.0M	-10%	102k	19.74	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.2	$1.9M	+50%	94k	20.77	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.1	$1.8M		72k	25.47	View chart
JPMorgan Chase & Co. (JPM)	1.1	$1.8M		5.6k	315.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$1.7M	+6%	75k	23.26	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.0	$1.6M	+14%	63k	25.62	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.0	$1.6M	+5%	20k	78.34	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$1.6M	+72%	21k	77.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$1.5M	+22%	13k	117.26	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.9	$1.4M	+31%	55k	26.15	View chart
Chevron Corporation (CVX)	0.8	$1.3M	+2%	8.6k	155.32	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.8	$1.3M		29k	44.00	View chart
Microsoft Corporation (MSFT)	0.8	$1.2M		2.4k	518.09	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	0.7	$1.2M		7.1k	171.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.2M		2.0k	600.46	View chart
Home Depot (HD)	0.7	$1.2M		3.0k	405.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$1.2M	-24%	15k	78.91	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$1.2M	-2%	36k	33.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.2M	-2%	1.9k	612.54	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.7	$1.1M	-6%	18k	59.13	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$1.0M	+5%	34k	29.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$985k		4.1k	243.12	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.6	$968k	-4%	42k	23.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$883k	+21%	6.1k	145.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$808k	+39%	2.3k	352.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$782k	+25%	2.7k	287.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$776k		28k	27.30	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.5	$765k	-6%	33k	23.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$764k		3.9k	194.53	View chart
Oracle Corporation (ORCL)	0.5	$751k		2.7k	281.28	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.4	$717k	+52%	33k	21.47	View chart
Southern Company (SO)	0.4	$692k		7.3k	94.79	View chart
Exxon Mobil Corporation (XOM)	0.4	$661k		5.9k	112.78	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$595k	+16%	7.0k	84.69	View chart
Coca-Cola Company (KO)	0.3	$560k	-3%	8.4k	66.33	View chart
Amazon (AMZN)	0.3	$530k		2.4k	219.57	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$497k		1.8k	282.01	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$462k	+3%	5.2k	89.38	View chart
Emerson Electric (EMR)	0.3	$443k		3.4k	131.21	View chart
NVIDIA Corporation (NVDA)	0.2	$392k	+3%	2.1k	186.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$379k		1.6k	243.59	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$379k	-12%	18k	20.69	View chart
Eli Lilly & Co. (LLY)	0.2	$378k	-3%	495.00	763.00	View chart
Procter & Gamble Company (PG)	0.2	$368k	-11%	2.4k	153.71	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.2	$367k	+25%	15k	24.72	View chart
Lowe's Companies (LOW)	0.2	$362k		1.4k	251.38	View chart
Johnson & Johnson (JNJ)	0.2	$355k		1.9k	185.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$340k		677.00	502.74	View chart
Union Pacific Corporation (UNP)	0.2	$336k		1.4k	236.39	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$331k	+2%	6.0k	55.33	View chart
Carlisle Companies (CSL)	0.2	$316k	-9%	960.00	328.96	View chart
Merck & Co (MRK)	0.2	$311k		3.7k	83.96	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.2	$297k	NEW	14k	21.02	View chart
Philip Morris International (PM)	0.2	$292k		1.8k	162.26	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$290k		2.1k	140.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$288k		1.4k	203.59	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$266k	+30%	14k	19.56	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$252k	-4%	3.0k	84.00	View chart
Norfolk Southern (NSC)	0.2	$251k		836.00	300.49	View chart
Raytheon Technologies Corp (RTX)	0.2	$249k		1.5k	167.41	View chart
Ge Aerospace Com New (GE)	0.2	$246k		818.00	300.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$245k		368.00	666.57	View chart
Visa Com Cl A (V)	0.2	$242k		709.00	341.65	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.1	$241k	NEW	9.1k	26.47	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$235k	-14%	5.5k	42.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$213k		2.3k	93.37	View chart
Duke Energy Corp Com New (DUK)	0.1	$211k		1.7k	123.80	View chart
Bank of New York Mellon Corporation (BK)	0.1	$209k	NEW	1.9k	109.00	View chart
Meta Platforms Cl A (META)	0.1	$206k	+2%	280.00	735.45	View chart
Enterprise Products Partners (EPD)	0.1	$205k		6.5k	31.27	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 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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