Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, SPDW, BSCS, and represent 26.52% of Wilkins Miller Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BIV, BSCU, IJR, SCHH, SPDW, VYM, BSCT, BRK.B, SCHE, SCHG.
Reduced shares in these 10 stocks: IVV, TLT, SCHX, SCHB, MS, AXP, BSCR, GSEW, BSCS, FNDX.
Sold out of its positions in AXP, TLT, MS.
Wilkins Miller Wealth Management was a net seller of stock by $-389k.
Wilkins Miller Wealth Management has $165M in assets under management (AUM), dropping by -1.55%.
Central Index Key (CIK): 0002057318

Tip: Access up to 7 years of quarterly data

Positions held by Wilkins Miller Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Wilkins Miller Wealth Management

Wilkins Miller Wealth Management holds 89 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	9.2	$15M		594k	25.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.3	$8.7M		300k	29.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.4	$7.3M	-5%	11k	653.19	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	3.8	$6.3M	+2%	138k	45.65	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	3.8	$6.3M	-2%	307k	20.42	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	3.7	$6.1M	+6%	367k	16.72	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	3.6	$5.9M	+2%	318k	18.66	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.6	$5.9M		203k	29.08	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	3.4	$5.6M		257k	21.89	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	3.0	$5.0M	-2%	59k	84.66	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.9	$4.9M	-2%	175k	27.85	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	2.7	$4.4M	-2%	211k	20.93	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.5	$4.1M		176k	23.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.2	$3.6M	+3%	25k	148.10	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.1	$3.5M	+26%	45k	77.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$3.2M		15k	215.06	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.8	$2.9M		179k	16.46	View chart
Vanguard Wellington Us Momentum (VFMO)	1.7	$2.8M	+3%	14k	197.10	View chart
Spdr Series Trust State Street Spd (SPYG)	1.6	$2.7M	-3%	28k	97.91	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$2.6M	-9%	104k	25.10	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.5	$2.5M		37k	68.78	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.5	$2.5M	+2%	82k	30.50	View chart
Apple (AAPL)	1.5	$2.5M		9.8k	253.80	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.5	$2.4M		118k	20.59	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$2.3M	+2%	94k	24.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$1.9M	+13%	15k	124.31	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.2	$1.9M	-6%	75k	25.33	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.1	$1.8M	-9%	91k	19.62	View chart
Chevron Corporation (CVX)	1.1	$1.8M		8.5k	206.89	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.0	$1.7M	+4%	67k	25.27	View chart
JPMorgan Chase & Co. (JPM)	1.0	$1.6M	-2%	5.5k	294.18	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	1.0	$1.6M	+5%	62k	25.85	View chart
Spdr Series Trust State Street Spd (SPYM)	0.9	$1.6M		20k	76.54	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.8	$1.2M	+9%	38k	32.95	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$1.2M		40k	30.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.2M		4.1k	287.59	View chart
Spdr Series Trust State Street Spd (SPYD)	0.7	$1.1M	-7%	25k	45.52	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$1.1M	+2%	2.6k	430.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.1M		1.9k	577.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$1.1M	-2%	14k	78.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$1.1M	+9%	3.8k	287.17	View chart
Spdr Series Trust State Street Spd (QUS)	0.7	$1.1M		6.3k	171.63	View chart
Exxon Mobil Corporation (XOM)	0.6	$953k	-4%	5.6k	169.66	View chart
Home Depot (HD)	0.6	$938k		2.9k	328.92	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.6	$937k	+7%	44k	21.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$928k	-12%	1.6k	597.70	View chart
Microsoft Corporation (MSFT)	0.5	$864k		2.3k	370.22	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$845k		5.9k	142.44	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.5	$836k	-10%	14k	59.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$807k	-3%	26k	30.68	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$725k	+8%	7.7k	94.24	View chart
Southern Company (SO)	0.4	$706k		7.3k	96.52	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$683k		3.6k	191.80	View chart
Coca-Cola Company (KO)	0.4	$645k		8.5k	76.05	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.4	$579k	-14%	25k	23.18	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.3	$557k	+16%	27k	20.70	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.3	$538k		16k	34.02	View chart
Amazon (AMZN)	0.3	$484k	-3%	2.3k	208.27	View chart
Johnson & Johnson (JNJ)	0.3	$471k		1.9k	244.39	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$461k		3.5k	132.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$451k	+39%	942.00	479.20	View chart
Eli Lilly & Co. (LLY)	0.3	$446k	-2%	485.00	919.77	View chart
Emerson Electric (EMR)	0.3	$443k		3.4k	131.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$435k	-2%	1.5k	286.77	View chart
Merck & Co (MRK)	0.3	$431k		3.6k	120.29	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$389k	+86%	18k	21.49	View chart
Oracle Corporation (ORCL)	0.2	$386k		2.6k	147.13	View chart
NVIDIA Corporation (NVDA)	0.2	$384k		2.2k	174.40	View chart
Union Pacific Corporation (UNP)	0.2	$346k		1.4k	242.67	View chart
Lowe's Companies (LOW)	0.2	$336k		1.4k	236.20	View chart
Carlisle Companies (CSL)	0.2	$320k		960.00	333.62	View chart
Procter & Gamble Company (PG)	0.2	$319k	-5%	2.2k	144.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$302k		1.4k	213.67	View chart
Raytheon Technologies Corp (RTX)	0.2	$289k		1.5k	192.90	View chart
Philip Morris International (PM)	0.2	$288k		1.7k	165.37	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$285k		2.0k	145.94	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$259k	-9%	13k	19.53	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$259k		3.0k	86.36	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$244k		5.0k	48.93	View chart
Norfolk Southern (NSC)	0.1	$241k		840.00	286.95	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.1	$237k		9.1k	26.06	View chart
Enterprise Products Partners (EPD)	0.1	$236k	-5%	6.2k	37.84	View chart
Bank of New York Mellon Corporation (BK)	0.1	$229k		1.9k	118.66	View chart
Ge Aerospace Com New (GE)	0.1	$228k		804.00	283.60	View chart
Duke Energy Corp Com New (DUK)	0.1	$225k		1.7k	130.93	View chart
Amgen (AMGN)	0.1	$219k		622.00	351.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$216k	-9%	332.00	649.83	View chart
Visa Com Cl A (V)	0.1	$215k		711.00	302.14	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$205k		3.6k	56.58	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 2026 Q1 filed April 22, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z