Wilkins Miller Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Wilkins Miller Wealth Management, LLC held in its portfolio 87 assets valued at $167,913,467 (i.e. $167.91M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($16.32M), SCHWAB STRATEGIC TR ($9.68M), and ISHARES TR ($8.15M).
The chart below shows the top 10 valuable assets, and the table below shows the top 87 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wilkins Miller Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 606334 | 16316495 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 296754 | 9680133 | US LCAP GR ETF |
| ISHARES TR | 11896 | 8148523 | CORE S&P500 ETF |
| SPDR SERIES TRUST | 87704 | 7421655 | STATE STREET SPD |
| INVESCO EXCH TRD SLF IDX FD | 313887 | 6466092 | INVSCO BLSH 28 |
| SPDR INDEX SHS FDS | 133947 | 5948633 | PORTFOLIO DEVLPD |
| INVESCO EXCH TRD SLF IDX FD | 311213 | 5861716 | BULETSHS 2029 |
| INVESCO EXCH TRD SLF IDX FD | 342936 | 5802478 | INVSCO 30 CORP |
| SCHWAB STRATEGIC TR | 200705 | 5716104 | US SML CAP ETF |
| ISHARES TR | 252808 | 5579493 | IBONDS DEC 2030 |
| GOLDMAN SACHS ETF TR | 60360 | 5137938 | EQUAL WEIGHT US |
| SCHWAB STRATEGIC TR | 179604 | 4887070 | FUNDAMENTAL US L |
| ISHARES TR | 216372 | 4576286 | IBONDS DEC 2031 |
| ISHARES TR | 178255 | 4172075 | IBONDS DEC 29 |
| VANGUARD WHITEHALL FDS | 23712 | 3403285 | HIGH DIV YLD |
| VANGUARD SPECIALIZED FUNDS | 14853 | 3264600 | DIV APP ETF |
| SCHWAB STRATEGIC TR | 115920 | 3040599 | US BRD MKT ETF |
| INVESCO EXCH TRD SLF IDX FD | 176242 | 2942382 | BULETSHS 2031 CP |
| VANGUARD BD INDEX FDS | 35528 | 2766927 | INTERMED TERM |
| APPLE INC | 9736 | 2647053 | COM |
| VANGUARD WELLINGTON FD | 13825 | 2644202 | US MOMENTUM |
| INVESCO EXCH TRD SLF IDX FD | 120285 | 2510965 | BULLETSHS 2032 |
| VANGUARD BD INDEX FDS | 35866 | 2493410 | LONG TERM BOND |
| SCHWAB STRATEGIC TR | 80195 | 2374591 | US LCAP VA ETF |
| SCHWAB STRATEGIC TR | 91964 | 2210832 | INTL EQTY ETF |
| ISHARES TR | 79933 | 2034705 | IBDS DEC28 ETF |
| INVESCO EXCH TRD SLF IDX FD | 100800 | 1989807 | BULSHS 2027 CB |
| JPMORGAN CHASE & CO. | 5615 | 1809585 | COM |
| ISHARES TR | 13643 | 1639656 | CORE S&P SCP ETF |
| ISHARES TR | 64177 | 1638444 | IBONDS DEC 2032 |
| ISHARES TR | 58231 | 1522171 | IBONDS DEC 2033 |
| CHEVRON CORP NEW | 8645 | 1317738 | COM |
| ALPHABET INC | 4028 | 1261035 | CAP STK CL A |
| INVESCO QQQ TR | 1954 | 1200597 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 39670 | 1192933 | US MID-CAP ETF |
| SCHWAB STRATEGIC TR | 34489 | 1129543 | EMRG MKTEQ ETF |
| MICROSOFT CORP | 2331 | 1127751 | COM |
| VANGUARD BD INDEX FDS | 14150 | 1115215 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 1766 | 1107747 | S&P 500 ETF SHS |
| SPDR GOLD TR | 2556 | 1012968 | GOLD SHS |
| VANGUARD INDEX FDS | 3458 | 1003831 | MID CAP ETF |
| HOME DEPOT INC | 2875 | 989718 | COM |
| ISHARES TR | 15776 | 898606 | CRE U S REIT ETF |
| ISHARES TR | 6028 | 896471 | CORE S&P TTL STK |
| INVESCO EXCH TRD SLF IDX FD | 41248 | 885184 | INVESCO BULLETSH |
| SCHWAB STRATEGIC TR | 27331 | 749695 | US DIVIDEND EQ |
| EXXON MOBIL CORP | 5881 | 707858 | COM |
| ISHARES TR | 3550 | 705293 | MSCI USA QLT FCT |
| INVESCO EXCH TRD SLF IDX FD | 29351 | 685067 | INVSCO BLSH 26 |
| SOUTHERN CO | 7309 | 637398 | COM |
| VANGUARD WHITEHALL FDS | 7080 | 637259 | INTL HIGH ETF |
| COCA COLA CO | 8486 | 593294 | COM |
| AMAZON COM INC | 2412 | 556738 | COM |
| ELI LILLY & CO | 495 | 531967 | COM |
| ORACLE CORP | 2618 | 510448 | COM |
| SELECT SECTOR SPDR TR | 3525 | 507531 | STATE STREET TEC |
| ALPHABET INC | 1556 | 488549 | CAP STK CL C |
| INVESCO EXCH TRD SLF IDX FD | 23128 | 486151 | BULLETSHARES 203 |
| EMERSON ELEC CO | 3378 | 448367 | COM |
| NVIDIA CORPORATION | 2200 | 410305 | COM |
| JOHNSON & JOHNSON | 1919 | 397517 | COM |
| FIDELITY COVINGTON TRUST | 15721 | 389431 | MSCI ENERGY IDX |
| MERCK & CO INC | 3557 | 374457 | COM |
| ISHARES TR | 3983 | 347170 | 20 YR TR BD ETF |
| LOWES COS INC | 1417 | 341953 | COM |
| BERKSHIRE HATHAWAY INC DEL | 677 | 340294 | CL B NEW |
| PROCTER AND GAMBLE CO | 2346 | 336428 | COM |
| UNION PAC CORP | 1423 | 329223 | COM |
| CARLISLE COS INC | 960 | 307066 | COM |
| ISHARES TR | 1412 | 297000 | RUS 1000 VAL ETF |
| INVESCO EXCH TRD SLF IDX FD | 14664 | 287059 | BULSHS 2026 CB |
| PHILIP MORRIS INTL INC | 1760 | 282420 | COM |
| RTX CORPORATION | 1494 | 274152 | COM |
| WISDOMTREE TR | 2999 | 254555 | US TOTAL DIVIDND |
| SPDR S&P 500 ETF TR | 367 | 250583 | TR UNIT |
| VISA INC | 710 | 249076 | COM CL A |
| GE AEROSPACE | 803 | 247491 | COM NEW |
| ISHARES TR | 9177 | 242000 | IBONDS DEC 2034 |
| NORFOLK SOUTHN CORP | 838 | 241987 | COM |
| SCHWAB STRATEGIC TR | 4975 | 224941 | FUNDAMENTAL INTL |
| BANK NEW YORK MELLON CORP | 1924 | 223360 | COM |
| MORGAN STANLEY | 1187 | 210904 | COM NEW |
| ENTERPRISE PRODS PARTNERS L | 6577 | 210865 | COM |
| AMERICAN EXPRESS CO | 550 | 203772 | COM |
| SCHWAB STRATEGIC TR | 9721 | 203072 | US REIT ETF |
| AMGEN INC | 619 | 202730 | COM |
| DUKE ENERGY CORP NEW | 1713 | 200799 | COM NEW |
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