Q2 2026 13F · SEC CIK 2057318

Wilkins Miller Wealth Management, LLC

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $181.8M
Reported positions: 95
Holdings vs S&P 500, 3 yrs: —
Assets under management: $257.5M

Wilkins Miller Wealth Management, LLC is a wealth manager that reported 95 positions worth $181.8M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Schwab Stratgc Tr (SCHX, 9.6%), Schwab U.s. Large-Cap Growth ETF (SCHG, 5.6%), Ishares Core S&p 500 ETF (IVV, 4.5%).

Wilkins Miller Wealth Management, LLC holdings largest 50 of 95 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wilkins Miller Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHXSchwab Stratgc Tr	9.6%	9.2%	592,426	-0.3%	$17.4M
SCHGSchwab U.s. Large-Cap Growth ETF	5.6%	5.3%	298,319	-0.5%	$10.1M
IVVIshares Core S&p 500 ETF	4.5%	4.4%	11,046	-1.6%	$8.3M
SCHASchwab U.s. Small-Cap ETF	4.0%	3.6%	203,147	-0.1%	$7.3M
SPDWSPDR Portfolio Developed World	3.9%	3.8%	139,886	+1.7%	$7.0M
BSCUInvesco Self Indexed ETF Fd Bulletshares	3.5%	3.7%	377,673	+3.0%	$6.3M
BSCTInvesco Exch Trd Slf Idx Fd	3.2%	3.6%	317,100	-0.3%	$5.9M
BSCSInvesco Exch Trd Slf Idx Fd	3.2%	3.8%	288,272	-6.0%	$5.9M
FNDXSchwab Strategic Tr	3.2%	2.9%	184,571	+5.5%	$5.7M
IBDVIshares Tr ETF Ibonds Dec 2030 Term Corp	3.1%	3.4%	256,301	-0.2%	$5.6M
GSEWGoldman Sachs Equal Weight U.s. Large Ca	3.0%	3.0%	58,410	-0.2%	$5.5M
IBDWIshares Tr	2.4%	2.7%	207,018	-2.1%	$4.3M
IBDUIshares Tr ETF Ibonds Dec 2029 Term Corp	2.2%	2.5%	176,182	+0.0%	$4.1M
VYMVym	2.2%	2.2%	25,752	+4.5%	$4.1M
VFMOVanguard Wellington Fd	2.0%	1.7%	14,800	+3.9%	$3.7M
BIVVanguard Bd Index Fds	2.0%	2.1%	47,601	+6.2%	$3.7M
VIGVanguard Dividend Appreciation ETF	1.8%	1.9%	14,021	-4.7%	$3.3M
SPYGSpdr Series Trust	1.8%	1.6%	27,576	+0.1%	$3.3M
SCHBSchwb US Broad	1.7%	1.6%	104,089	-0.3%	$3.0M
BSCVInvesco Exchange ETF Traded Self Indxd F	1.6%	1.8%	180,949	+1.0%	$3.0M
SCHVSchwab Strategic Tr	1.6%	1.5%	83,792	+2.2%	$2.9M
AAPLApple Inc	1.6%	1.5%	9,757	-0.0%	$2.8M
SCHFSchwab Intl Equity	1.5%	1.4%	99,015	+5.4%	$2.7M
IJRIshares Core S&p Small Cap ETF	1.4%	1.2%	17,394	+12.6%	$2.6M
BSCWInvesco Exch Trd Slf Idx Fd	1.3%	1.5%	118,200	-0.1%	$2.4M
BLVVanguard Bd Index Fds	1.2%	1.5%	32,747	-10.3%	$2.3M
IBDTIshares Tr	1.1%	1.1%	77,792	+3.6%	$2.0M
JPMJpmorgan Chase & Co	1.0%	1.0%	5,620	+3.1%	$1.8M
SPLGSpdr Series Trust	1.0%	0.9%	20,542	+1.3%	$1.8M
BSCRInvesco Exch Trd Slf Idx Fd	0.9%	1.1%	86,537	-5.2%	$1.7M
QQQInvesco Qqq Tr	0.9%	0.7%	2,295	+19.2%	$1.7M
IBDYIshares Tr	0.9%	1.0%	62,838	+2.1%	$1.6M
IBDXIshares Tr	0.9%	1.0%	62,568	-6.7%	$1.6M
SCHMSchwab Strategic Tr	0.8%	0.7%	41,944	+5.2%	$1.5M
GOOGLAlphabet Inc	0.8%	0.7%	4,121	+1.4%	$1.5M
CVXChevron Corp New	0.8%	1.1%	8,713	+2.0%	$1.4M
SCHESchwab Strategic Tr	0.8%	0.8%	39,802	+5.7%	$1.4M
VOOVanguard S&p 500 ETF	0.8%	0.6%	2,082	+34.1%	$1.4M
VOVanguard Index Fds	0.8%	0.7%	16,958	+349.3%	$1.4M
SPYDSpdr Series Trust	0.6%	0.7%	24,152	-3.2%	$1.2M
QUSSpdr Series Trust	0.6%	0.7%	5,894	-6.4%	$1.1M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.6%	0.7%	14,055	+1.6%	$1.1M
HDHome Depot Inc Com	0.6%	0.6%	2,848	-0.1%	$1.0M
GLDSpdr Gold Shares	0.5%	0.7%	2,657	+1.0%	$979K
BSCXInvesco Exch Trd Slf Idx Fd	0.5%	0.6%	46,477	+4.9%	$979K
ITOTIshares Total US Stock Market ETF	0.5%	0.5%	5,777	-2.6%	$949K
USRTIshares Tr	0.5%	0.5%	14,005	-0.8%	$931K
SCHDSchwab Strategic Tr	0.4%	0.5%	25,694	-2.3%	$815K
QUALIshares Msci USA Quality Factor ETF	0.4%	—	3,608	—	$792K
XOMExxon Mobil Corp	0.4%	0.6%	5,775	+2.8%	$789K

What Wilkins Miller Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$181.8M	95
Q1 2026	$165.3M	89
Q4 2025	$167.9M	92
Q3 2025	$161.5M	92
Q2 2025	$147.0M	89
Q1 2025	$133.0M	83
Q4 2024	$95.6M	71

Questions about Wilkins Miller Wealth Management, LLC's portfolio

What stocks does Wilkins Miller Wealth Management, LLC own?

Wilkins Miller Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 95 positions worth $181.8M. The largest are Schwab Stratgc Tr (SCHX) at 9.6%, Schwab U.s. Large-Cap Growth ETF (SCHG) at 5.6%, Ishares Core S&p 500 ETF (IVV) at 4.5%, Schwab U.s. Small-Cap ETF (SCHA) at 4.0% and SPDR Portfolio Developed World (SPDW) at 3.9%.

What did Wilkins Miller Wealth Management, LLC buy last quarter?

In Q2 2026, Wilkins Miller Wealth Management, LLC added Vanguard Index Fds (VO) (+349.3% shares), Vanguard S&p 500 ETF (VOO) (+34.1% shares) and Invesco Qqq Tr (QQQ) (+19.2% shares), compared with its Q1 2026 filing.

What did Wilkins Miller Wealth Management, LLC sell last quarter?

In Q2 2026, Wilkins Miller Wealth Management, LLC cut from its top 50 Microsoft Corp (MSFT), Vanguard Bd Index Fds (BLV) (-10.3% shares), Ishares Tr (IBDX) (-6.7% shares) and Spdr Series Trust (QUS) (-6.4% shares), compared with its Q1 2026 filing.

When is Wilkins Miller Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wilkins Miller Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wilkins Miller Wealth Management, LLC manage?

Wilkins Miller Wealth Management, LLC reported $257.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $181.8M.