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Wilkins Miller Wealth Management, LLC — 13F Holdings & Portfolio

CIK 2057318 · latest 13F-HR filed 2026-07-21

Backtest portfolio

Wilkins Miller Wealth Management, LLC manages $181.8M in 13F-reported U.S. long-equity assets across 95 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHX (9.59%), SCHG (5.55%), IVV (4.55%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 1, added to 48, and trimmed 17.

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.

Filer Information
Address
41 W. I-65 SERVICE RD., N., STE 400
MOBILE, AL 36608
Phone
(251) 410-6700
Filing Manager
Wilkins Miller Wealth Management, LLC
MOBILE, AL
Signatory
Dariel Murray
Compliance Officer
Loading holdings…
AUM

$181.8M

Long-equity book

Holdings

95

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+7 / −1 / ↑48 / ↓17

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SCHWAB STRATEGIC TR$2.2M +14.4%
  • SCHWAB STRATEGIC TR$1.4M +24.1%
  • SCHWAB STRATEGIC TR$1.4M +15.6%
  • ISHARES TR$942.1K +12.9%
  • VANGUARD WELLINGTON FD$885.5K +31.5%
Show all 48 →

Top Trims

  • INVESCO EXCH TRD SLF IDX FD-$393.4K -6.3%
  • CHEVRON CORPORATION-$322.6K -18.3%
  • VANGUARD BD INDEX FDS-$253.1K -10.1%
  • EXXON MOBIL CORP-$163.8K -17.2%
  • SPDR GOLD TR-$152.9K -13.5%
Show all 17 →

New Positions

  • MORGAN STANLEY$252.9K
  • ISHARES TR$251.0K
  • CISCO SYS INC$232.6K
  • VALERO ENERGY CORP$214.5K
  • VANGUARD INDEX FDS$210.5K
Show all 7 →

Exited Positions

  • DUKE ENERGY CORP NEW$224.9K
Show all 1 →
All Holdings

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 $17.4M 9.59% 592,426 SH
2 SCHWAB STRATEGIC TR SCHG 808524300 $10.1M 5.55% 298,319 SH
3 ISHARES TR IVV 464287200 $8.3M 4.55% 11,046 SH
4 SCHWAB STRATEGIC TR SCHA 808524607 $7.3M 4.04% 203,147 SH
5 SPDR INDEX SHS FDS SPDW 78463X889 $7.0M 3.88% 139,886 SH
6 INVESCO EXCH TRD SLF IDX FD BSCU 46138J460 $6.3M 3.46% 377,673 SH
7 INVESCO EXCH TRD SLF IDX FD BSCT 46138J577 $5.9M 3.24% 317,100 SH
8 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $5.9M 3.23% 288,272 SH
9 SCHWAB STRATEGIC TR FNDX 808524771 $5.7M 3.16% 184,571 SH
10 ISHARES TR IBDV 46436E726 $5.6M 3.07% 256,301 SH
11 GOLDMAN SACHS ETF TR GSEW 381430438 $5.5M 3.03% 58,410 SH
12 ISHARES TR IBDW 46436E486 $4.3M 2.37% 207,018 SH
13 ISHARES TR IBDU 46436E205 $4.1M 2.24% 176,182 SH
14 VANGUARD WHITEHALL FDS VYM 921946406 $4.1M 2.24% 25,752 SH
15 VANGUARD WELLINGTON FD VFMO 921935508 $3.7M 2.03% 14,800 SH
16 VANGUARD BD INDEX FDS BIV 921937819 $3.7M 2.01% 47,601 SH
17 VANGUARD SPECIALIZED FUNDS VIG 921908844 $3.3M 1.82% 14,021 SH
18 SPDR SERIES TRUST SPYG 78464A409 $3.3M 1.80% 27,576 SH
19 SCHWAB STRATEGIC TR SCHB 808524102 $3.0M 1.66% 104,089 SH
20 INVESCO EXCH TRD SLF IDX FD BSCV 46138J429 $3.0M 1.63% 180,949 SH
21 SCHWAB STRATEGIC TR SCHV 808524409 $2.9M 1.60% 83,792 SH
22 APPLE INC AAPL 037833100 $2.8M 1.55% 9,757 SH
23 SCHWAB STRATEGIC TR SCHF 808524805 $2.7M 1.51% 99,015 SH
24 ISHARES TR IJR 464287804 $2.6M 1.42% 17,394 SH
25 INVESCO EXCH TRD SLF IDX FD BSCW 46139W858 $2.4M 1.33% 118,200 SH
26 VANGUARD BD INDEX FDS BLV 921937793 $2.3M 1.24% 32,747 SH
27 ISHARES TR IBDT 46435U515 $2.0M 1.08% 77,792 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $1.8M 1.01% 5,620 SH
29 SPDR SERIES TRUST SPYM 78464A854 $1.8M 0.99% 20,542 SH
30 INVESCO EXCH TRD SLF IDX FD BSCR 46138J783 $1.7M 0.93% 86,537 SH
31 INVESCO QQQ TR QQQ 46090E103 $1.7M 0.93% 2,295 SH
32 ISHARES TR IBDY 46436E130 $1.6M 0.89% 62,838 SH
33 ISHARES TR IBDX 46436E312 $1.6M 0.87% 62,568 SH
34 SCHWAB STRATEGIC TR SCHM 808524508 $1.5M 0.85% 41,944 SH
35 ALPHABET INC GOOGL 02079K305 $1.5M 0.81% 4,121 SH
36 CHEVRON CORPORATION CVX 166764100 $1.4M 0.79% 8,713 SH
37 SCHWAB STRATEGIC TR SCHE 808524706 $1.4M 0.79% 39,802 SH
38 VANGUARD INDEX FDS VOO 922908363 $1.4M 0.79% 2,082 SH
39 VANGUARD INDEX FDS VO 922908629 $1.4M 0.75% 16,958 SH
40 SPDR SERIES TRUST SPYD 78468R788 $1.2M 0.63% 24,152 SH
41 SPDR SERIES TRUST QUS 78468R812 $1.1M 0.61% 5,894 SH
42 VANGUARD BD INDEX FDS BSV 921937827 $1.1M 0.60% 14,055 SH
43 HOME DEPOT INC HD 437076102 $1.0M 0.55% 2,848 SH
44 SPDR GOLD TR GLD 78463V107 $978.8K 0.54% 2,657 SH
45 INVESCO EXCH TRD SLF IDX FD BSCX 46139W825 $978.6K 0.54% 46,477 SH
46 ISHARES TR ITOT 464287150 $949.0K 0.52% 5,777 SH
47 ISHARES TR USRT 464288521 $930.7K 0.51% 14,005 SH
48 SCHWAB STRATEGIC TR SCHD 808524797 $814.8K 0.45% 25,694 SH
49 ISHARES TR QUAL 46432F339 $791.8K 0.44% 3,608 SH
50 EXXON MOBIL CORP XOM 30231G102 $789.5K 0.43% 5,775 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $181.8M 95 0002057318-26-000004
2026-03-31 2026-04-22 $165.3M 89 0002057318-26-000002
2025-12-31 2026-01-21 $167.9M 92 0001172661-26-000242