Wilkins Miller Wealth Management

Wilkins Miller Wealth Management as of Dec. 31, 2025

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