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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, SCHA, SPDW, and represent 27.60% of Wilkins Miller Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VO, VOO, FNDX, IJR, QQQ, MS, IXUS, CSCO, VLO, BIV.
Started 7 new stock positions in IXUS, VTV, MS, VLO, MPC, CSCO, VB.
Reduced shares in these 10 stocks: BSCS, BLV, , VIG, IVV, IBDX, PG, AMZN, BSCR, IBDW.
Sold out of its position in DUK.
Wilkins Miller Wealth Management was a net buyer of stock by $3.4M.
Wilkins Miller Wealth Management has $182M in assets under management (AUM), dropping by 10.00%.
Central Index Key (CIK): 0002057318

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Portfolio Holdings for Wilkins Miller Wealth Management

Wilkins Miller Wealth Management holds 95 positions in its portfolio as reported in the June 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)	9.6	$17M		592k	29.43	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.6	$10M		298k	33.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.5	$8.3M		11k	748.88	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.0	$7.3M		203k	36.13	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	3.9	$7.0M		140k	50.39	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	3.5	$6.3M	+2%	378k	16.64	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	3.2	$5.9M		317k	18.57	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	3.2	$5.9M	-6%	288k	20.36	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	3.2	$5.7M	+5%	185k	31.10	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	3.1	$5.6M		256k	21.80	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	3.0	$5.5M		58k	94.42	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	2.4	$4.3M	-2%	207k	20.84	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.2	$4.1M		176k	23.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.2	$4.1M	+4%	26k	158.03	View chart
Vanguard Wellington Us Momentum (VFMO)	2.0	$3.7M	+3%	15k	249.50	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.0	$3.7M	+6%	48k	76.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.8	$3.3M	-4%	14k	236.62	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.8	$3.3M		28k	118.99	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.7	$3.0M		104k	28.96	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.6	$3.0M		181k	16.39	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.6	$2.9M	+2%	84k	34.81	View chart
Apple (AAPL)	1.6	$2.8M		9.8k	289.36	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.5	$2.7M	+5%	99k	27.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$2.6M	+12%	17k	148.31	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	1.3	$2.4M		118k	20.51	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.2	$2.3M	-10%	33k	68.93	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.1	$2.0M	+3%	78k	25.25	View chart
JPMorgan Chase & Co. (JPM)	1.0	$1.8M	+3%	5.6k	327.34	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.0	$1.8M		21k	87.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.9	$1.7M	-5%	87k	19.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$1.7M	+19%	2.3k	736.53	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.9	$1.6M	+2%	63k	25.75	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.9	$1.6M	-6%	63k	25.19	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$1.5M	+5%	42k	36.87	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.5M		4.1k	357.34	View chart
Chevron Corporation (CVX)	0.8	$1.4M	+2%	8.7k	165.77	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.8	$1.4M	+5%	40k	36.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.4M	+34%	2.1k	686.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$1.4M	+349%	17k	80.57	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.6	$1.2M	-3%	24k	47.71	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.6	$1.1M	-6%	5.9k	186.86	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$1.1M		14k	77.91	View chart
Home Depot (HD)	0.6	$1.0M		2.8k	352.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$979k		2.7k	368.38	View chart
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)	0.5	$979k	+4%	47k	21.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$949k	-2%	5.8k	164.27	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.5	$931k		14k	66.45	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$815k	-2%	26k	31.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$792k		3.6k	219.45	View chart
Exxon Mobil Corporation (XOM)	0.4	$790k	+2%	5.8k	136.71	View chart
Microsoft Corporation (MSFT)	0.4	$779k	-10%	2.1k	373.10	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$718k	-4%	7.3k	98.21	View chart
Southern Company (SO)	0.4	$701k		7.3k	95.70	View chart
Coca-Cola Company (KO)	0.4	$691k		8.5k	81.27	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$652k		3.4k	190.51	View chart
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY)	0.3	$602k	+8%	29k	20.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$569k	+6%	1.6k	353.34	View chart
Eli Lilly & Co. (LLY)	0.3	$564k	-3%	470.00	1199.43	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$547k	+27%	23k	23.68	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.3	$544k	-5%	24k	22.96	View chart
Johnson & Johnson (JNJ)	0.3	$499k		2.0k	253.93	View chart
Emerson Electric (EMR)	0.3	$495k	+2%	3.5k	143.16	View chart
NVIDIA Corporation (NVDA)	0.3	$480k	+9%	2.4k	200.12	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.3	$468k		16k	29.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$466k		932.00	500.39	View chart
Merck & Co (MRK)	0.3	$463k		3.6k	128.51	View chart
Amazon (AMZN)	0.2	$452k	-18%	1.9k	238.34	View chart
Union Pacific Corporation (UNP)	0.2	$388k		1.4k	272.05	View chart
Oracle Corporation (ORCL)	0.2	$385k		2.6k	146.57	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$349k	+40%	468.00	746.11	View chart
Carlisle Companies (CSL)	0.2	$348k		960.00	362.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$342k		1.4k	242.43	View chart
Lowe's Companies (LOW)	0.2	$314k		1.4k	220.43	View chart
Ge Aerospace Com New (GE)	0.2	$300k		804.00	373.53	View chart
Raytheon Technologies Corp (RTX)	0.2	$298k	+4%	1.6k	189.69	View chart
Philip Morris International (PM)	0.2	$297k	-5%	1.6k	180.90	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$280k		3.0k	93.25	View chart
Bank of New York Mellon Corporation (BNY)	0.2	$277k		1.9k	144.63	View chart
Norfolk Southern (NSC)	0.1	$265k		842.00	314.43	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$264k		5.0k	52.76	View chart
Morgan Stanley Com New (MS)	0.1	$253k	NEW	1.2k	208.97	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$251k	NEW	2.6k	95.42	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$242k	-18%	1.6k	152.17	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$233k	-10%	12k	19.52	View chart
Cisco Systems (CSCO)	0.1	$233k	NEW	2.0k	117.48	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.1	$229k	-3%	8.8k	26.05	View chart
Amgen (AMGN)	0.1	$226k		624.00	362.16	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$222k		3.6k	60.79	View chart
Enterprise Products Partners (EPD)	0.1	$220k	-4%	6.0k	36.76	View chart
Valero Energy Corporation (VLO)	0.1	$215k	NEW	824.00	260.37	View chart
Procter & Gamble Company (PG)	0.1	$212k	-34%	1.4k	146.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$211k	NEW	966.00	217.96	View chart
Marathon Petroleum Corp (MPC)	0.1	$208k	NEW	814.00	255.71	View chart
Visa Com Cl A (V)	0.1	$204k	-16%	594.00	343.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$204k	NEW	671.00	303.21	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 Q2 filed July 21, 2026
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

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