Wilkins Miller Wealth Management, LLC — 13F Holdings & Portfolio
CIK 2057318 · latest 13F-HR filed 2026-04-22
Wilkins Miller Wealth Management, LLC manages $165.3M in 13F-reported U.S. long-equity assets across 89 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SCHX (9.22%), SCHG (5.28%), IVV (4.43%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 3, added to 29, and trimmed 28.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$165.3M
Long-equity book
89
Distinct positions
2026-03-31
Filed 2026-04-22
+0 / −3 / ↑29 / ↓28
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD BD INDEX FDS$693.9K +25.1%
- CHEVRON CORPORATION$449.1K +34.1%
- INVESCO EXCH TRD SLF IDX FD$329.8K +5.7%
- SPDR INDEX SHS FDS$327.9K +5.5%
- ISHARES TR$280.5K +17.1%
Top Trims
- SCHWAB STRATEGIC TR-$1.1M -6.6%
- SCHWAB STRATEGIC TR-$944.9K -9.8%
- ISHARES TR-$818.5K -10.0%
- SCHWAB STRATEGIC TR-$420.3K -13.8%
- SPDR SERIES TRUST-$358.2K -11.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $15.2M | 9.22% | 594,346 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $8.7M | 5.28% | 299,870 | SH |
| 3 | ISHARES TR | IVV | 464287200 | $7.3M | 4.43% | 11,222 | SH |
| 4 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $6.3M | 3.80% | 137,492 | SH |
| 5 | INVESCO EXCH TRD SLF IDX FD | BSCS | 46138J643 | $6.3M | 3.79% | 306,717 | SH |
| 6 | INVESCO EXCH TRD SLF IDX FD | BSCU | 46138J460 | $6.1M | 3.71% | 366,781 | SH |
| 7 | INVESCO EXCH TRD SLF IDX FD | BSCT | 46138J577 | $5.9M | 3.59% | 318,058 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $5.9M | 3.58% | 203,404 | SH |
| 9 | ISHARES TR | IBDV | 46436E726 | $5.6M | 3.40% | 256,888 | SH |
| 10 | GOLDMAN SACHS ETF TR | GSEW | 381430438 | $5.0M | 3.00% | 58,550 | SH |
| 11 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $4.9M | 2.95% | 174,986 | SH |
| 12 | ISHARES TR | IBDW | 46436E486 | $4.4M | 2.68% | 211,441 | SH |
| 13 | ISHARES TR | IBDU | 46436E205 | $4.1M | 2.48% | 176,133 | SH |
| 14 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $3.6M | 2.21% | 24,645 | SH |
| 15 | VANGUARD BD INDEX FDS | BIV | 921937819 | $3.5M | 2.09% | 44,842 | SH |
| 16 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $3.2M | 1.91% | 14,708 | SH |
| 17 | INVESCO EXCH TRD SLF IDX FD | BSCV | 46138J429 | $2.9M | 1.78% | 179,123 | SH |
| 18 | VANGUARD WELLINGTON FD | VFMO | 921935508 | $2.8M | 1.70% | 14,242 | SH |
| 19 | SPDR SERIES TRUST | SPYG | 78464A409 | $2.7M | 1.63% | 27,562 | SH |
| 20 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $2.6M | 1.59% | 104,394 | SH |
| 21 | VANGUARD BD INDEX FDS | BLV | 921937793 | $2.5M | 1.52% | 36,498 | SH |
| 22 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $2.5M | 1.51% | 82,007 | SH |
| 23 | APPLE INC | AAPL | 037833100 | $2.5M | 1.50% | 9,761 | SH |
| 24 | INVESCO EXCH TRD SLF IDX FD | BSCW | 46139W858 | $2.4M | 1.47% | 118,363 | SH |
| 25 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $2.3M | 1.41% | 93,919 | SH |
| 26 | ISHARES TR | IJR | 464287804 | $1.9M | 1.16% | 15,446 | SH |
| 27 | ISHARES TR | IBDT | 46435U515 | $1.9M | 1.15% | 75,079 | SH |
| 28 | INVESCO EXCH TRD SLF IDX FD | BSCR | 46138J783 | $1.8M | 1.08% | 91,253 | SH |
| 29 | CHEVRON CORPORATION | CVX | 166764100 | $1.8M | 1.07% | 8,540 | SH |
| 30 | ISHARES TR | IBDX | 46436E312 | $1.7M | 1.03% | 67,064 | SH |
| 31 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.6M | 0.97% | 5,453 | SH |
| 32 | ISHARES TR | IBDY | 46436E130 | $1.6M | 0.96% | 61,517 | SH |
| 33 | SPDR SERIES TRUST | SPYM | 78464A854 | $1.6M | 0.94% | 20,269 | SH |
| 34 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $1.2M | 0.75% | 37,660 | SH |
| 35 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $1.2M | 0.75% | 39,877 | SH |
| 36 | ALPHABET INC | GOOGL | 02079K305 | $1.2M | 0.71% | 4,063 | SH |
| 37 | SPDR SERIES TRUST | SPYD | 78468R788 | $1.1M | 0.69% | 24,940 | SH |
| 38 | SPDR GOLD TR | GLD | 78463V107 | $1.1M | 0.68% | 2,630 | SH |
| 39 | INVESCO QQQ TR | QQQ | 46090E103 | $1.1M | 0.67% | 1,925 | SH |
| 40 | VANGUARD BD INDEX FDS | BSV | 921937827 | $1.1M | 0.66% | 13,830 | SH |
| 41 | VANGUARD INDEX FDS | VO | 922908629 | $1.1M | 0.66% | 3,774 | SH |
| 42 | SPDR SERIES TRUST | QUS | 78468R812 | $1.1M | 0.65% | 6,294 | SH |
| 43 | EXXON MOBIL CORP | XOM | 30231G102 | $953.3K | 0.58% | 5,619 | SH |
| 44 | HOME DEPOT INC | HD | 437076102 | $937.8K | 0.57% | 2,851 | SH |
| 45 | INVESCO EXCH TRD SLF IDX FD | BSCX | 46139W825 | $937.1K | 0.57% | 44,308 | SH |
| 46 | VANGUARD INDEX FDS | VOO | 922908363 | $928.2K | 0.56% | 1,553 | SH |
| 47 | MICROSOFT CORP | MSFT | 594918104 | $863.7K | 0.52% | 2,333 | SH |
| 48 | ISHARES TR | ITOT | 464287150 | $844.6K | 0.51% | 5,930 | SH |
| 49 | ISHARES TR | USRT | 464288521 | $835.9K | 0.51% | 14,123 | SH |
| 50 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $806.9K | 0.49% | 26,300 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-22 | $165.3M | 89 | 0002057318-26-000002 |
| 2025-12-31 | 2026-01-21 | $167.9M | 92 | 0001172661-26-000242 |