Wilkins Miller Wealth Management, LLC

Est. AUM

$155.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LRG CAP ETF	$15.2M	594346	9.82%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.7M	299870	5.63%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$7.3M	11222	4.72%	SOLE
4	SPDR INDEX SHS FDS	STATE STREET SPD	$6.3M	137492	4.04%	SOLE
5	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$6.3M	306717	4.03%	SOLE
6	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$6.1M	366781	3.95%	SOLE
7	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$5.9M	318058	3.82%	SOLE
8	SCHWAB STRATEGIC TR	US SML CAP ETF	$5.9M	203404	3.81%	SOLE
9	GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$5.0M	58550	3.19%	SOLE
10	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$4.9M	174986	3.14%	SOLE
11	ISHARES TR	IBONDS DEC 29	$4.1M	176133	2.64%	SOLE
12	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.6M	24645	2.35%	SOLE
13	VANGUARD BD INDEX FDS	INTERMED TERM	$3.5M	44842	2.23%	SOLE
14	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.2M	14708	2.04%	SOLE
15	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$2.9M	179123	1.90%	SOLE
16	VANGUARD WELLINGTON FD	US MOMENTUM	$2.8M	14242	1.81%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	27562	1.74%	SOLE
18	SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.6M	104394	1.69%	SOLE
19	VANGUARD BD INDEX FDS	LONG TERM BOND	$2.5M	36498	1.62%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.5M	82007	1.61%	SOLE
21	APPLE INC	COM	$2.5M	9761	1.60%	SOLE
22	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2032	$2.4M	118363	1.57%	SOLE
23	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.3M	93919	1.50%	SOLE
24	ISHARES TR	CORE S&P SCP ETF	$1.9M	15446	1.24%	SOLE
25	ISHARES TR	IBDS DEC28 ETF	$1.9M	75079	1.23%	SOLE
26	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.8M	91253	1.15%	SOLE
27	CHEVRON CORPORATION	COM	$1.8M	8540	1.14%	SOLE
28	ISHARES TR	IBONDS DEC 2032	$1.7M	67064	1.09%	SOLE
29	JPMORGAN CHASE & CO	COM	$1.6M	5453	1.03%	SOLE
30	ISHARES TR	IBONDS DEC 2033	$1.6M	61517	1.02%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	20269	1.00%	SOLE
32	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.2M	37660	0.80%	SOLE
33	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.2M	39877	0.80%	SOLE
34	ALPHABET INC	CAP STK CL A	$1.2M	4063	0.75%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	24940	0.73%	SOLE
36	SPDR GOLD TR	GOLD SHS	$1.1M	2630	0.73%	SOLE
37	INVESCO QQQ TR	UNIT SER 1	$1.1M	1925	0.72%	SOLE
38	VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.1M	13830	0.70%	SOLE
39	VANGUARD INDEX FDS	MID CAP ETF	$1.1M	3774	0.70%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	6294	0.70%	SOLE
41	EXXON MOBIL CORP	COM	$953K	5619	0.61%	SOLE
42	HOME DEPOT INC	COM	$938K	2851	0.60%	SOLE
43	INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$937K	44308	0.60%	SOLE
44	VANGUARD INDEX FDS	S&P 500 ETF SHS	$928K	1553	0.60%	SOLE
45	MICROSOFT CORP	COM	$864K	2333	0.56%	SOLE
46	ISHARES TR	CORE S&P TTL STK	$845K	5930	0.54%	SOLE
47	ISHARES TR	CRE U S REIT ETF	$836K	14123	0.54%	SOLE
48	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$807K	26300	0.52%	SOLE
49	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$725K	7689	0.47%	SOLE
50	SOUTHERN CO	COM	$706K	7316	0.45%	SOLE

1–50 of 87

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.