Wilkins Miller Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Wilkins Miller Wealth Management, Llc disclosed 95 stock positions valued at approximately $181.85M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 95
- Portfolio Value
- $181.85M
Holdings by Sector
Wilkins Miller Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 9.59% | 592,426 | -1,920 | -0.32% | $17,435,100 |
| SCHWAB STRATEGIC TR | SCHG | Other | 5.55% | 298,319 | -1,551 | -0.52% | $10,095,124 |
| ISHARES TR | IVV | Other | 4.55% | 11,046 | -176 | -1.57% | $8,272,128 |
| SCHWAB STRATEGIC TR | SCHA | Other | 4.04% | 203,147 | -257 | -0.13% | $7,339,684 |
| SPDR INDEX SHS FDS | SPDW | Other | 3.88% | 139,886 | +2,394 | +1.74% | $7,048,838 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 3.46% | 377,673 | +10,892 | +2.97% | $6,286,360 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 3.24% | 317,100 | -958 | -0.30% | $5,890,136 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 3.23% | 288,272 | -18,445 | -6.01% | $5,870,669 |
| SCHWAB STRATEGIC TR | FNDX | Other | 3.16% | 184,571 | +9,585 | +5.48% | $5,740,162 |
| ISHARES TR | IBDV | Other | 3.07% | 256,301 | -587 | -0.23% | $5,587,363 |
| GOLDMAN SACHS ETF TR | GSEW | Other | 3.03% | 58,410 | -140 | -0.24% | $5,515,036 |
| ISHARES TR | IBDW | Other | 2.37% | 207,018 | -4,423 | -2.09% | $4,314,252 |
| ISHARES TR | IBDU | Other | 2.24% | 176,182 | +49 | +0.03% | $4,080,369 |
| VANGUARD WHITEHALL FDS | VYM | Other | 2.24% | 25,752 | +1,107 | +4.49% | $4,069,513 |
| VANGUARD WELLINGTON FD | VFMO | Other | 2.03% | 14,800 | +558 | +3.92% | $3,692,671 |
| VANGUARD BD INDEX FDS | BIV | Other | 2.01% | 47,601 | +2,759 | +6.15% | $3,651,021 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.82% | 14,021 | -687 | -4.67% | $3,317,630 |
| SPDR SERIES TRUST | SPYG | Other | 1.80% | 27,576 | +14 | +0.05% | $3,281,268 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.66% | 104,089 | -305 | -0.29% | $3,014,406 |
| INVESCO EXCH TRD SLF IDX FD | BSCV | Other | 1.63% | 180,949 | +1,826 | +1.02% | $2,964,857 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.60% | 83,792 | +1,785 | +2.18% | $2,916,799 |
| APPLE INC | AAPL | Technology | 1.55% | 9,757 | -4 | -0.04% | $2,823,324 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.51% | 99,015 | +5,096 | +5.43% | $2,742,720 |
| ISHARES TR | IJR | Other | 1.42% | 17,394 | +1,948 | +12.61% | $2,579,743 |
| INVESCO EXCH TRD SLF IDX FD | BSCW | Other | 1.33% | 118,200 | -163 | -0.14% | $2,424,291 |
| VANGUARD BD INDEX FDS | BLV | Other | 1.24% | 32,747 | -3,751 | -10.28% | $2,257,285 |
| ISHARES TR | IBDT | Other | 1.08% | 77,792 | +2,713 | +3.61% | $1,964,250 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.01% | 5,620 | +167 | +3.06% | $1,839,641 |
| SPDR SERIES TRUST | SPLG | Other | 0.99% | 20,542 | +273 | +1.35% | $1,805,212 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.93% | 86,537 | -4,716 | -5.17% | $1,697,421 |
Showing 30 of 95 holdings in the latest reporting period.