Wilkins Miller Wealth Management

Wilkins Miller Wealth Management as of March 31, 2026

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