Wilkins Miller Wealth Management, Llc Portfolio Stock Holdings
Wilkins Miller Wealth Management, Llc disclosed 89 stock positions valued at approximately $165.3 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 89
- Portfolio Value
- $165.3M
Holdings by Sector
Wilkins Miller Wealth Management, Llc Portfolio Holdings in Q1 2026
87 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 9.22% | 594,346 | -11,988 | -1.98% | $15,239,020 |
| SCHWAB STRATEGIC TR | SCHG | Other | 5.28% | 299,870 | +3,116 | +1.05% | $8,735,224 |
| ISHARES TR | IVV | Other | 4.43% | 11,222 | -674 | -5.67% | $7,330,044 |
| SPDR INDEX SHS FDS | SPDW | Other | 3.80% | 137,492 | +3,545 | +2.65% | $6,276,512 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 3.79% | 306,717 | -7,170 | -2.28% | $6,264,079 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 3.71% | 366,781 | +23,845 | +6.95% | $6,132,251 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 3.59% | 318,058 | +6,845 | +2.20% | $5,935,093 |
| SCHWAB STRATEGIC TR | SCHA | Other | 3.58% | 203,404 | +2,699 | +1.34% | $5,914,979 |
| ISHARES TR | IBDV | Other | 3.40% | 256,888 | +4,080 | +1.61% | $5,623,272 |
| GOLDMAN SACHS ETF TR | GSEW | Other | 3.00% | 58,550 | -1,810 | -3.00% | $4,956,844 |
| SCHWAB STRATEGIC TR | FNDX | Other | 2.95% | 174,986 | -4,618 | -2.57% | $4,873,350 |
| ISHARES TR | IBDW | Other | 2.68% | 211,441 | -4,931 | -2.28% | $4,425,458 |
| ISHARES TR | IBDU | Other | 2.48% | 176,133 | -2,122 | -1.19% | $4,096,852 |
| VANGUARD WHITEHALL FDS | VYM | Other | 2.21% | 24,645 | +933 | +3.93% | $3,649,883 |
| VANGUARD BD INDEX FDS | BIV | Other | 2.09% | 44,842 | +9,314 | +26.22% | $3,460,874 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.91% | 14,708 | -145 | -0.98% | $3,163,060 |
| INVESCO EXCH TRD SLF IDX FD | BSCV | Other | 1.78% | 179,123 | +2,881 | +1.63% | $2,948,371 |
| VANGUARD WELLINGTON FD | VFMO | Other | 1.70% | 14,242 | +417 | +3.02% | $2,807,122 |
| SPDR SERIES TRUST | SPYG | Other | 1.63% | 27,562 | -1,086 | -3.79% | $2,698,568 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.59% | 104,394 | -11,526 | -9.94% | $2,620,278 |
| VANGUARD BD INDEX FDS | BLV | Other | 1.52% | 36,498 | +632 | +1.76% | $2,510,358 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.51% | 82,007 | +1,812 | +2.26% | $2,501,229 |
| APPLE INC | AAPL | Technology | 1.50% | 9,761 | +25 | +0.26% | $2,477,313 |
| INVESCO EXCH TRD SLF IDX FD | BSCW | Other | 1.47% | 118,363 | -1,922 | -1.60% | $2,436,835 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.41% | 93,919 | +1,955 | +2.13% | $2,324,488 |
| ISHARES TR | IJR | Other | 1.16% | 15,446 | +1,803 | +13.22% | $1,920,133 |
| ISHARES TR | IBDT | Other | 1.15% | 75,079 | -4,854 | -6.07% | $1,901,763 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 1.08% | 91,253 | -9,547 | -9.47% | $1,790,837 |
| CHEVRON CORPORATION | CVX | Energy | 1.07% | 8,540 | -105 | -1.21% | $1,766,881 |
| ISHARES TR | IBDX | Other | 1.03% | 67,064 | +2,887 | +4.50% | $1,694,708 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.97% | 5,453 | -162 | -2.89% | $1,604,163 |
| ISHARES TR | IBDY | Other | 0.96% | 61,517 | +3,286 | +5.64% | $1,590,214 |
| SPDR SERIES TRUST | SPLG | Other | 0.94% | 20,269 | +166 | +0.83% | $1,551,409 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.75% | 37,660 | +3,171 | +9.19% | $1,240,892 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.75% | 39,877 | +207 | +0.52% | $1,234,586 |
| ALPHABET INC | GOOGL | Communication Services | 0.71% | 4,063 | +35 | +0.87% | $1,168,469 |
| SPDR SERIES TRUST | SPYD | Other | 0.69% | 24,940 | -2,042 | -7.57% | $1,135,256 |
| SPDR GOLD TR | GLD | Other | 0.68% | 2,630 | +74 | +2.90% | $1,131,663 |
| INVESCO QQQ TR | QQQ | Other | 0.67% | 1,925 | -29 | -1.48% | $1,111,305 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.66% | 13,830 | -320 | -2.26% | $1,084,385 |
| VANGUARD INDEX FDS | VO | Other | 0.66% | 3,774 | +316 | +9.14% | $1,083,788 |
| SPDR SERIES TRUST | QUS | Other | 0.65% | 6,294 | -20 | -0.32% | $1,080,228 |
| EXXON MOBIL CORP | XOM | Energy | 0.58% | 5,619 | -262 | -4.46% | $953,308 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.57% | 2,851 | -24 | -0.83% | $937,759 |
| INVESCO EXCH TRD SLF IDX FD | BSCX | Other | 0.57% | 44,308 | +3,060 | +7.42% | $937,105 |
| VANGUARD INDEX FDS | VOO | Other | 0.56% | 1,553 | -213 | -12.06% | $928,222 |
| MICROSOFT CORP | MSFT | Technology | 0.52% | 2,333 | +2 | +0.09% | $863,728 |
| ISHARES TR | ITOT | Other | 0.51% | 5,930 | -98 | -1.63% | $844,646 |
| ISHARES TR | USRT | Other | 0.51% | 14,123 | -1,653 | -10.48% | $835,921 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.49% | 26,300 | -1,031 | -3.77% | $806,870 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.44% | 7,689 | +609 | +8.60% | $724,614 |
| SOUTHERN CO | SO | Utilities | 0.43% | 7,316 | +7 | +0.10% | $706,126 |
| ISHARES TR | QUAL | Other | 0.41% | 3,561 | +11 | +0.31% | $683,006 |
| COCA COLA CO | KO | Consumer Defensive | 0.39% | 8,487 | +1 | +0.01% | $645,401 |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | Other | 0.35% | 24,992 | -4,359 | -14.85% | $579,194 |
| FIDELITY COVINGTON TRUST | FENY | Other | 0.33% | 15,806 | +85 | +0.54% | $537,736 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.29% | 2,323 | -89 | -3.69% | $483,811 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.28% | 1,926 | +7 | +0.36% | $470,694 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.28% | 3,466 | -59 | -1.67% | $460,643 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.27% | 942 | +265 | +39.14% | $451,406 |
| ELI LILLY & CO | LLY | Healthcare | 0.27% | 485 | -10 | -2.02% | $446,088 |
| EMERSON ELEC CO | EMR | Industrials | 0.27% | 3,384 | +6 | +0.18% | $443,411 |
| ALPHABET INC | GOOG | Communication Services | 0.26% | 1,518 | -38 | -2.44% | $435,310 |
| MERCK & CO INC | MRK | Healthcare | 0.26% | 3,582 | +25 | +0.70% | $430,883 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.24% | 18,120 | +8,399 | +86.40% | $389,399 |
| ORACLE CORP | ORCL | Technology | 0.23% | 2,621 | +3 | +0.11% | $385,616 |
| NVIDIA CORPORATION | NVDA | Technology | 0.23% | 2,200 | - | - | $383,685 |
| UNION PAC CORP | UNP | Industrials | 0.21% | 1,424 | +1 | +0.07% | $345,569 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.20% | 1,421 | +4 | +0.28% | $335,639 |
| CARLISLE COS INC | CSL | Industrials | 0.19% | 960 | - | - | $320,275 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.19% | 2,207 | -139 | -5.92% | $318,826 |
| ISHARES TR | IWD | Other | 0.18% | 1,412 | - | - | $301,702 |
| RTX CORPORATION | RTX | Industrials | 0.17% | 1,498 | +4 | +0.27% | $288,959 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.17% | 1,741 | -19 | -1.08% | $287,909 |
| SPDR SERIES TRUST | SDY | Other | 0.17% | 1,951 | -36 | -1.81% | $284,723 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.16% | 13,281 | -1,383 | -9.43% | $259,378 |
| WISDOMTREE TR | DTD | Other | 0.16% | 2,999 | - | - | $258,994 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.15% | 4,975 | - | - | $243,450 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.15% | 840 | +2 | +0.24% | $241,039 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.14% | 6,238 | -339 | -5.15% | $236,061 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.14% | 1,932 | +8 | +0.42% | $229,249 |
| GE AEROSPACE | GE | Industrials | 0.14% | 804 | +1 | +0.12% | $228,016 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.14% | 1,718 | +5 | +0.29% | $224,944 |
| AMGEN INC | AMGN | Healthcare | 0.13% | 622 | +3 | +0.48% | $218,735 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.13% | 332 | -35 | -9.54% | $215,745 |
| VISA INC | V | Financial Services | 0.13% | 711 | +1 | +0.14% | $214,824 |
| SPDR SERIES TRUST | SPYV | Other | 0.12% | 3,631 | -39 | -1.06% | $205,426 |