Wilkins Miller Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$165.3M
Q ending 2026-03-31
Prior quarter
$167.9M
Q ending 2025-12-31
Change
-1.6% QoQ · +24.3% YoY
Positions
89
reported holdings
Largest positions
All 89 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHX | Shares | $15.2M | 594K |
| Schwab Strategic Tr | SCHG | Shares | $8.7M | 300K |
| Ishares Tr | IVV | Shares | $7.3M | 11K |
| Spdr Index Shs Fds | SPDW | Shares | $6.3M | 137K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $6.3M | 307K |
| Invesco Exch Trd Slf Idx Fd | BSCU | Shares | $6.1M | 367K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $5.9M | 318K |
| Schwab Strategic Tr | SCHA | Shares | $5.9M | 203K |
| Ishares Tr | IBDV | Shares | $5.6M | 257K |
| Goldman Sachs Etf Tr | GSEW | Shares | $5.0M | 59K |
| Schwab Strategic Tr | FNDX | Shares | $4.9M | 175K |
| Ishares Tr | IBDW | Shares | $4.4M | 211K |
| Ishares Tr | IBDU | Shares | $4.1M | 176K |
| Vanguard Whitehall Fds | VYM | Shares | $3.6M | 25K |
| Vanguard Bd Index Fds | BIV | Shares | $3.5M | 45K |
| Vanguard Specialized Funds | VIG | Shares | $3.2M | 15K |
| Invesco Exch Trd Slf Idx Fd | BSCV | Shares | $2.9M | 179K |
| Vanguard Wellington Fd | VFMO | Shares | $2.8M | 14K |
| Spdr Series Trust | SPYG | Shares | $2.7M | 28K |
| Schwab Strategic Tr | SCHB | Shares | $2.6M | 104K |
| Vanguard Bd Index Fds | BLV | Shares | $2.5M | 36K |
| Schwab Strategic Tr | SCHV | Shares | $2.5M | 82K |
| Apple Inc | AAPL | Shares | $2.5M | 10K |
| Invesco Exch Trd Slf Idx Fd | BSCW | Shares | $2.4M | 118K |
| Schwab Strategic Tr | SCHF | Shares | $2.3M | 94K |
| Ishares Tr | IJR | Shares | $1.9M | 15K |
| Ishares Tr | IBDT | Shares | $1.9M | 75K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $1.8M | 91K |
| Chevron Corporation | CVX | Shares | $1.8M | 9K |
| Ishares Tr | IBDX | Shares | $1.7M | 67K |
| Jpmorgan Chase & Co | JPM | Shares | $1.6M | 5K |
| Ishares Tr | IBDY | Shares | $1.6M | 62K |
| Spdr Series Trust | SPYM | Shares | $1.6M | 20K |
| Schwab Strategic Tr | SCHE | Shares | $1.2M | 38K |
| Schwab Strategic Tr | SCHM | Shares | $1.2M | 40K |
| Alphabet Inc | GOOGL | Shares | $1.2M | 4K |
| Spdr Series Trust | SPYD | Shares | $1.1M | 25K |
| Spdr Gold Tr | GLD | Shares | $1.1M | 3K |
| Invesco Qqq Tr | QQQ | Shares | $1.1M | 2K |
| Vanguard Bd Index Fds | BSV | Shares | $1.1M | 14K |
| Vanguard Index Fds | VO | Shares | $1.1M | 4K |
| Spdr Series Trust | QUS | Shares | $1.1M | 6K |
| Exxon Mobil Corp | XOM | Shares | $953K | 6K |
| Home Depot Inc | HD | Shares | $938K | 3K |
| Invesco Exch Trd Slf Idx Fd | BSCX | Shares | $937K | 44K |
| Vanguard Index Fds | VOO | Shares | $928K | 2K |
| Microsoft Corp | MSFT | Shares | $864K | 2K |
| Ishares Tr | ITOT | Shares | $845K | 6K |
| Ishares Tr | USRT | Shares | $836K | 14K |
| Schwab Strategic Tr | SCHD | Shares | $807K | 26K |
| Vanguard Whitehall Fds | VYMI | Shares | $725K | 8K |
| Southern Co | SO | Shares | $706K | 7K |
| Ishares Tr | QUAL | Shares | $683K | 4K |
| Coca Cola Co | KO | Shares | $645K | 8K |
| Invesco Exch Trd Slf Idx Fd | BSJQ | Shares | $579K | 25K |
| Invesco Exch Trd Slf Idx Fd | BSCY | Shares | $557K | 27K |
| Fidelity Covington Trust | FENY | Shares | $538K | 16K |
| Amazon Com Inc | AMZN | Shares | $484K | 2K |
| Johnson & Johnson | JNJ | Shares | $471K | 2K |
| Select Sector Spdr Tr | XLK | Shares | $461K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $451K | 942 |
| Eli Lilly & Co | LLY | Shares | $446K | 485 |
| Emerson Elec Co | EMR | Shares | $443K | 3K |
| Alphabet Inc | GOOG | Shares | $435K | 2K |
| Merck & Co Inc | MRK | Shares | $431K | 4K |
| Schwab Strategic Tr | SCHH | Shares | $389K | 18K |
| Oracle Corp | ORCL | Shares | $386K | 3K |
| Nvidia Corporation | NVDA | Shares | $384K | 2K |
| Union Pac Corp | UNP | Shares | $346K | 1K |
| Lowes Cos Inc | LOW | Shares | $336K | 1K |
| Carlisle Cos Inc | CSL | Shares | $320K | 960 |
| Procter & Gamble Co | PG | Shares | $319K | 2K |
| Ishares Tr | IWD | Shares | $302K | 1K |
| Rtx Corporation | RTX | Shares | $289K | 1K |
| Philip Morris Intl Inc | PM | Shares | $288K | 2K |
| Spdr Series Trust | SDY | Shares | $285K | 2K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $259K | 13K |
| Wisdomtree Tr | DTD | Shares | $259K | 3K |
| Schwab Strategic Tr | FNDF | Shares | $243K | 5K |
| Norfolk Southn Corp | NSC | Shares | $241K | 840 |
| Ishares Tr | IBDZ | Shares | $237K | 9K |
| Enterprise Prods Partners L | EPD | Shares | $236K | 6K |
| Bank New York Mellon Corp | BNY | Shares | $229K | 2K |
| Ge Aerospace | GE | Shares | $228K | 804 |
| Duke Energy Corp New | DUK | Shares | $225K | 2K |
| Amgen Inc | AMGN | Shares | $219K | 622 |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $216K | 332 |
| Visa Inc | V | Shares | $215K | 711 |
| Spdr Series Trust | SPYV | Shares | $205K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.