Wilkins Miller Wealth Management, Llc Portfolio Stock Holdings
Wilkins Miller Wealth Management, Llc disclosed 95 stock positions valued at approximately $181.8 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 June 30, 2026 and was filed on July 21, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 95
- Portfolio Value
- $181.8M
Holdings by Sector
Wilkins Miller Wealth Management, Llc Portfolio Holdings in Q2 2026
93 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 9.59% | 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 |
| INVESCO QQQ TR | QQQ | Other | 0.93% | 2,295 | +370 | +19.22% | $1,690,335 |
| ISHARES TR | IBDY | Other | 0.89% | 62,838 | +1,321 | +2.15% | $1,617,774 |
| ISHARES TR | IBDX | Other | 0.87% | 62,568 | -4,496 | -6.70% | $1,576,081 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.85% | 41,944 | +2,067 | +5.18% | $1,546,463 |
| ALPHABET INC | GOOGL | Communication Services | 0.81% | 4,121 | +58 | +1.43% | $1,472,616 |
| CHEVRON CORPORATION | CVX | Energy | 0.79% | 8,713 | +173 | +2.03% | $1,444,312 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.79% | 39,802 | +2,142 | +5.69% | $1,443,205 |
| VANGUARD INDEX FDS | VOO | Other | 0.79% | 2,082 | +529 | +34.06% | $1,429,930 |
| VANGUARD INDEX FDS | VO | Other | 0.75% | 16,958 | +13,184 | +349.34% | $1,366,318 |
| SPDR SERIES TRUST | SPYD | Other | 0.63% | 24,152 | -788 | -3.16% | $1,152,314 |
| SPDR SERIES TRUST | QUS | Other | 0.61% | 5,894 | -400 | -6.36% | $1,101,378 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.60% | 14,055 | +225 | +1.63% | $1,095,059 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.55% | 2,848 | -3 | -0.11% | $1,004,531 |
| SPDR GOLD TR | GLD | Other | 0.54% | 2,657 | +27 | +1.03% | $978,786 |
| INVESCO EXCH TRD SLF IDX FD | BSCX | Other | 0.54% | 46,477 | +2,169 | +4.90% | $978,574 |
| ISHARES TR | ITOT | Other | 0.52% | 5,777 | -153 | -2.58% | $948,962 |
| ISHARES TR | USRT | Other | 0.51% | 14,005 | -118 | -0.84% | $930,654 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.45% | 25,694 | -606 | -2.30% | $814,762 |
| ISHARES TR | QUAL | Other | 0.44% | 3,608 | +47 | +1.32% | $791,780 |
| EXXON MOBIL CORP | XOM | Energy | 0.43% | 5,775 | +156 | +2.78% | $789,498 |
| MICROSOFT CORP | MSFT | Technology | 0.43% | 2,087 | -246 | -10.54% | $778,656 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.39% | 7,308 | -381 | -4.96% | $717,694 |
| SOUTHERN CO | SO | Utilities | 0.39% | 7,323 | +7 | +0.10% | $700,848 |
| COCA COLA CO | KO | Consumer Defensive | 0.38% | 8,502 | +15 | +0.18% | $690,931 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.36% | 3,421 | -45 | -1.30% | $651,750 |
| ALPHABET INC | GOOG | Communication Services | 0.31% | 1,610 | +92 | +6.06% | $568,875 |
| ELI LILLY & CO | LLY | Healthcare | 0.31% | 470 | -15 | -3.09% | $563,732 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.30% | 23,105 | +4,985 | +27.51% | $547,128 |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | Other | 0.30% | 23,687 | -1,305 | -5.22% | $543,740 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.27% | 1,964 | +38 | +1.97% | $498,720 |
| EMERSON ELEC CO | EMR | Industrials | 0.27% | 3,460 | +76 | +2.25% | $495,333 |
| NVIDIA CORPORATION | NVDA | Technology | 0.26% | 2,399 | +199 | +9.05% | $480,088 |
| FIDELITY COVINGTON TRUST | FENY | Other | 0.26% | 15,835 | +29 | +0.18% | $468,075 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.26% | 932 | -10 | -1.06% | $466,363 |
| MERCK & CO INC | MRK | Healthcare | 0.25% | 3,604 | +22 | +0.61% | $463,152 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.25% | 1,896 | -427 | -18.38% | $451,893 |
| UNION PAC CORP | UNP | Industrials | 0.21% | 1,425 | +1 | +0.07% | $387,677 |
| ORACLE CORP | ORCL | Technology | 0.21% | 2,628 | +7 | +0.27% | $385,198 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.19% | 468 | +136 | +40.96% | $349,178 |
| CARLISLE COS INC | CSL | Industrials | 0.19% | 960 | - | - | $348,240 |
| ISHARES TR | IWD | Other | 0.19% | 1,412 | - | - | $342,311 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.17% | 1,424 | +3 | +0.21% | $313,893 |
| GE AEROSPACE | GE | Industrials | 0.17% | 804 | - | - | $300,317 |
| RTX CORPORATION | RTX | Industrials | 0.16% | 1,572 | +74 | +4.94% | $298,198 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.16% | 1,643 | -98 | -5.63% | $297,224 |
| WISDOMTREE TR | DTD | Other | 0.15% | 2,999 | - | - | $279,647 |
| BANK OF NY MELLON CORP | BK | Financial Services | 0.15% | 1,914 | -18 | -0.93% | $276,826 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.15% | 842 | +2 | +0.24% | $264,753 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.14% | 4,997 | +22 | +0.44% | $263,635 |
| MORGAN STANLEY | MS | Financial Services | 0.14% | 1,210 | +23 | +1.94% | $252,859 |
| ISHARES TR | IXUS | Other | 0.14% | 2,630 | +2,630 | +100.00% | $250,962 |
| SPDR SERIES TRUST | SDY | Other | 0.13% | 1,591 | -360 | -18.45% | $242,103 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.13% | 11,925 | -1,356 | -10.21% | $232,836 |
| CISCO SYS INC | CSCO | Technology | 0.13% | 1,980 | +1,980 | +100.00% | $232,603 |
| AMGEN INC | AMGN | Healthcare | 0.12% | 624 | +2 | +0.32% | $225,989 |
| SPDR SERIES TRUST | SPYV | Other | 0.12% | 3,643 | +12 | +0.33% | $221,458 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.12% | 5,970 | -268 | -4.30% | $219,457 |
| VALERO ENERGY CORP | VLO | Energy | 0.12% | 824 | +824 | +100.00% | $214,548 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.12% | 1,447 | -760 | -34.44% | $212,147 |
| VANGUARD INDEX FDS | VTV | Other | 0.12% | 966 | +966 | +100.00% | $210,545 |
| MARATHON PETE CORP | MPC | Energy | 0.11% | 814 | +814 | +100.00% | $208,146 |
| VISA INC | V | Financial Services | 0.11% | 594 | -117 | -16.46% | $203,770 |
| VANGUARD INDEX FDS | VB | Other | 0.11% | 671 | +671 | +100.00% | $203,453 |