Wilkins Miller Wealth Management

Wilkins Miller Wealth Management as of June 30, 2026

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