Wilkins Miller Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Wilkins Miller Wealth Management, Llc disclosed 95 stock positions valued at approximately $177.09M as of quarter-end September 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 95
- Portfolio Value
- $177.09M
Holdings by Sector
Wilkins Miller Wealth Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 9.97% | 588,293 | -4,133 | -0.70% | $17,648,783 |
| SCHWAB STRATEGIC TR | SCHG | Other | 6.06% | 298,497 | +178 | +0.06% | $10,724,983 |
| ISHARES TR | IVV | Other | 4.75% | 10,981 | -65 | -0.59% | $8,409,773 |
| SPDR INDEX SHS FDS | SPDW | Other | 3.98% | 140,248 | +362 | +0.26% | $7,041,835 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 3.89% | 427,043 | +49,370 | +13.07% | $6,892,478 |
| SCHWAB STRATEGIC TR | SCHA | Other | 3.76% | 204,154 | +1,007 | +0.50% | $6,661,537 |
| SCHWAB STRATEGIC TR | FNDX | Other | 3.38% | 190,322 | +5,751 | +3.12% | $5,989,436 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 3.37% | 327,532 | +10,432 | +3.29% | $5,961,090 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 3.24% | 285,036 | -3,236 | -1.12% | $5,736,352 |
| GOLDMAN SACHS ETF TR | GSEW | Other | 3.13% | 59,613 | +1,203 | +2.06% | $5,548,810 |
| ISHARES TR | IBDV | Other | 3.08% | 257,760 | +1,459 | +0.57% | $5,449,038 |
| ISHARES TR | IBDW | Other | 2.32% | 204,921 | -2,097 | -1.01% | $4,110,710 |
| VANGUARD WHITEHALL FDS | VYM | Other | 2.30% | 26,291 | +539 | +2.09% | $4,080,338 |
| ISHARES TR | IBDU | Other | 2.30% | 179,229 | +3,047 | +1.73% | $4,066,702 |
| SPDR SERIES TRUST | SPYG | Other | 1.91% | 27,497 | -79 | -0.29% | $3,384,379 |
| VANGUARD WELLINGTON FD | VFMO | Other | 1.87% | 14,601 | -199 | -1.34% | $3,315,359 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.84% | 13,941 | -80 | -0.57% | $3,252,600 |
| APPLE INC | AAPL | Technology | 1.84% | 9,760 | +3 | +0.03% | $3,250,252 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.71% | 103,345 | -744 | -0.71% | $3,029,054 |
| INVESCO EXCH TRD SLF IDX FD | BSCV | Other | 1.62% | 182,340 | +1,391 | +0.77% | $2,875,500 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.58% | 84,100 | +308 | +0.37% | $2,801,386 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.55% | 100,058 | +1,043 | +1.05% | $2,748,606 |
| INVESCO EXCH TRD SLF IDX FD | BSCW | Other | 1.40% | 126,786 | +8,586 | +7.26% | $2,483,109 |
| ISHARES TR | IJR | Other | 1.35% | 17,617 | +223 | +1.28% | $2,396,668 |
| ISHARES TR | IBDT | Other | 1.06% | 74,944 | -2,848 | -3.66% | $1,870,602 |
| SPDR SERIES TRUST | SPLG | Other | 1.04% | 20,586 | +44 | +0.21% | $1,847,820 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.04% | 5,574 | -46 | -0.82% | $1,844,016 |
| CHEVRON CORPORATION | CVX | Energy | 1.00% | 8,651 | -62 | -0.71% | $1,766,557 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.97% | 87,657 | +1,120 | +1.29% | $1,713,255 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.88% | 42,784 | +2,982 | +7.49% | $1,559,487 |
Showing 30 of 95 holdings in the latest reporting period.