Wilkins Miller Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Wilkins Miller Wealth Management, LLC reported 95 stock positions worth $181.8 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 9.6% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 5.6%) and iShares Core S&P 500 ETF (IVV, 4.5%). Compared with Q1 2026, it opened 7 new positions, sold out of 1, added to 47 and reduced 37. The biggest buy was Vanguard US Momentum Factor (VFMO, shares +4%) and the biggest sale Invesco Bulletshares 2028 CB (BSCS, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- MOBILE, AL
- CIK
- 0002057318
- Portfolio Value
- $181.8M (Q2 2026)
- SEC Filing
- 0002057318-26-000004 ↗ filed Jul 21, 2026
Holdings Value
Holdings 95 stocks · $181.8M
| SCHX Schwab US Large-Cap ETF | 9.59% | 592,426 | $17.4M | Reduce -0.3% |
| SCHG Schwab US Large-Cap Growth | 5.55% | 298,319 | $10.1M | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 4.55% | 11,046 | $8.3M | Reduce -1.6% |
| SCHA Schwab US Small-Cap ETF | 4.04% | 203,147 | $7.3M | Reduce -0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.88% | 139,886 | $7.0M | Add +1.7% |
| BSCU Invesco Bulletshares 2030 CB | 3.46% | 377,673 | $6.3M | Add +3.0% |
| BSCT Invesco Bulletshares 2029 CB | 3.24% | 317,100 | $5.9M | Reduce -0.3% |
| BSCS Invesco Bulletshares 2028 CB | 3.23% | 288,272 | $5.9M | Reduce -6.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 3.16% | 184,571 | $5.7M | Add +5.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 3.07% | 256,301 | $5.6M | Reduce -0.2% |
| GSEW Goldman Sachs Eql WGHT Large | 3.03% | 58,410 | $5.5M | Reduce -0.2% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.37% | 207,018 | $4.3M | Reduce -2.1% |
| IBDU iShares Ibonds Dec 2029 Term | 2.24% | 176,182 | $4.1M | Add +0.0% |
| VYM Vanguard High DVD Yield ETF | 2.24% | 25,752 | $4.1M | Add +4.5% |
| VFMO Vanguard US Momentum Factor | 2.03% | 14,800 | $3.7M | Add +3.9% |
| BIV Vanguard Intermediate-Term B | 2.01% | 47,601 | $3.7M | Add +6.2% |
| VIG Vanguard Dividend Apprec ETF | 1.82% | 14,021 | $3.3M | Reduce -4.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.80% | 27,576 | $3.3M | Add +0.1% |
| SCHB Schwab US Broad Market ETF | 1.66% | 104,089 | $3.0M | Reduce -0.3% |
| BSCV Invesco Bulletshares 2031 CB | 1.63% | 180,949 | $3.0M | Add +1.0% |
| SCHV Schwab US Large-Cap Value | 1.60% | 83,792 | $2.9M | Add +2.2% |
| AAPL Apple Inc. | 1.55% | 9,757 | $2.8M | Reduce -0.0% |
| SCHF Schwab Intl Equity ETF | 1.51% | 99,015 | $2.7M | Add +5.4% |
| IJR iShares Core S&P Small-Cap E | 1.42% | 17,394 | $2.6M | Add +12.6% |
| BSCW Invesco Bulletshares 2032 CB | 1.33% | 118,200 | $2.4M | Reduce -0.1% |
| BLV Vanguard Long-Term Bond ETF | 1.24% | 32,747 | $2.3M | Reduce -10.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.08% | 77,792 | $2.0M | Add +3.6% |
| JPM JPMorgan Chase & Co. | 1.01% | 5,620 | $1.8M | Add +3.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.99% | 20,542 | $1.8M | Add +1.4% |
| BSCR Invesco Bulletshares 2027 CB | 0.93% | 86,537 | $1.7M | Reduce -5.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.93% | 2,295 | $1.7M | Add +19.2% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.89% | 62,838 | $1.6M | Add +2.1% |
| IBDX iShares Ibonds Dec 2032 TC | 0.87% | 62,568 | $1.6M | Reduce -6.7% |
| SCHM Schwab US Mid Cap ETF | 0.85% | 41,944 | $1.5M | Add +5.2% |
| GOOGL Alphabet Inc. Class A | 0.81% | 4,121 | $1.5M | Add +1.4% |
| CVX Chevron Corp. | 0.79% | 8,713 | $1.4M | Add +2.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.79% | 39,802 | $1.4M | Add +5.7% |
| VOO Vanguard S&P 500 ETF | 0.79% | 2,082 | $1.4M | Add +34.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.75% | 16,958 | $1.4M | Add +12.3% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.63% | 24,152 | $1.2M | Reduce -3.2% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.61% | 5,894 | $1.1M | Reduce -6.4% |
| BSV Vanguard Short-Term Bond ETF | 0.60% | 14,055 | $1.1M | Add +1.6% |
| HD Home Depot Inc. | 0.55% | 2,848 | $1.0M | Reduce -0.1% |
| GLD SPDR Gold Shares | 0.54% | 2,657 | $979K | Add +1.0% |
| BSCX Invesco Bulletshares 2033 CB | 0.54% | 46,477 | $979K | Add +4.9% |
| ITOT iShares Core S&P Total U.S. | 0.52% | 5,777 | $949K | Reduce -2.6% |
| USRT iShares Core US REIT ETF | 0.51% | 14,005 | $931K | Reduce -0.8% |
| SCHD Schwab US DVD Equity ETF | 0.45% | 25,694 | $815K | Reduce -2.3% |
| QUAL iShares MSCI USA Quality Fac | 0.44% | 3,608 | $792K | Add +1.3% |
| XOM Exxon Mobil Corp. | 0.43% | 5,775 | $789K | Add +2.8% |
| MSFT Microsoft Corp. | 0.43% | 2,087 | $779K | Reduce -10.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.39% | 7,308 | $718K | Reduce -5.0% |
| SO The Southern Co. | 0.39% | 7,323 | $701K | Add +0.1% |
| KO The Coca-Cola Co. | 0.38% | 8,502 | $691K | Add +0.2% |
| XLK SS Technology Select Sector | 0.36% | 3,421 | $652K | Reduce -1.3% |
| BSCY Invesco Bulletshares 2034 CB | 0.33% | 29,112 | $602K | Add +8.2% |
| GOOG Alphabet Inc. Class C | 0.31% | 1,610 | $569K | Add +6.1% |
| LLY Eli Lilly & Co. | 0.31% | 470 | $564K | Reduce -3.1% |
| SCHH Schwab US REIT ETF | 0.30% | 23,105 | $547K | Add +27.5% |
| BSJQ Invesco Bulletshares 2026 HY | 0.30% | 23,687 | $544K | Reduce -5.2% |
| JNJ Johnson & Johnson | 0.27% | 1,964 | $499K | Add +2.0% |
| EMR Emerson Electric Co. | 0.27% | 3,460 | $495K | Add +2.3% |
| NVDA Nvidia Corp. | 0.26% | 2,399 | $480K | Add +9.1% |
| FENY Fidelity MSCI Energy Index | 0.26% | 15,835 | $468K | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 932 | $466K | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.25% | 3,604 | $463K | Add +0.6% |
| AMZN Amazon.com Inc. | 0.25% | 1,896 | $452K | Reduce -18.4% |
| UNP Union Pacific Corp. | 0.21% | 1,425 | $388K | Add +0.1% |
| ORCL Oracle Corp. | 0.21% | 2,628 | $385K | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 468 | $349K | Add +41.0% |
| CSL Carlisle Cos Inc. | 0.19% | 960 | $348K | No change |
| IWD iShares Russell 1000 Value E | 0.19% | 1,412 | $342K | No change |
| LOW Lowe's Cos Inc. | 0.17% | 1,424 | $314K | Add +0.2% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 804 | $300K | No change |
| RTX RTX Corp. | 0.16% | 1,572 | $298K | Add +4.9% |
| PM Philip Morris International | 0.16% | 1,643 | $297K | Reduce -5.6% |
| DTD Wisdomtree US Total Dividend | 0.15% | 2,999 | $280K | No change |
| BNY Bank of New York Mellon Corp. | 0.15% | 1,914 | $277K | Reduce -0.9% |
| NSC Norfolk Southern Corp. | 0.15% | 842 | $265K | Add +0.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.14% | 4,997 | $264K | Add +0.4% |
| MS Morgan Stanley | 0.14% | 1,210 | $253K | New |
| IXUS iShares Core Intl Stock ETF | 0.14% | 2,630 | $251K | New |
| SDY SS SPDR S&P Dividend ETF | 0.13% | 1,591 | $242K | Reduce -18.4% |
| BSCQ Invesco Bulletshares 2026 CB | 0.13% | 11,925 | $233K | Reduce -10.2% |
| CSCO Cisco Systems Inc. | 0.13% | 1,980 | $233K | New |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.13% | 8,772 | $229K | Reduce -3.6% |
| AMGN Amgen Inc. | 0.12% | 624 | $226K | Add +0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.12% | 3,643 | $221K | Add +0.3% |
| EPD Enterprise Products Partners | 0.12% | 5,970 | $219K | Reduce -4.3% |
| VLO Valero Energy Corp. | 0.12% | 824 | $215K | New |
| PG The Procter & Gamble Co. | 0.12% | 1,447 | $212K | Reduce -34.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 966 | $211K | New |
| MPC Marathon Petroleum Corp. | 0.11% | 814 | $208K | New |
| V Visa Inc. Class A | 0.11% | 594 | $204K | Reduce -16.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 671 | $203K | New |
Portfolio Sells Q1 2026 → Q2 2026
| BSCS Invesco Bulletshares 2028 CB | Reduce -6.0% | 3.23% | −0.56 |
| BSCT Invesco Bulletshares 2029 CB | Reduce -0.3% | 3.24% | −0.35 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -0.2% | 3.07% | −0.33 |
| IBDW iShares Ibonds Dec 2031 Corp. | Reduce -2.1% | 2.37% | −0.30 |
| BLV Vanguard Long-Term Bond ETF | Reduce -10.3% | 1.24% | −0.28 |
| IBDX iShares Ibonds Dec 2032 TC | Reduce -6.7% | 0.87% | −0.16 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -5.2% | 0.93% | −0.15 |
| BSCW Invesco Bulletshares 2032 CB | Reduce -0.1% | 1.33% | −0.14 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.14 |
| MSFT Microsoft Corp. | Reduce -10.5% | 0.43% | −0.09 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.7% | 1.82% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -34.4% | 0.12% | −0.08 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -3.2% | 0.63% | −0.05 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -5.2% | 0.30% | −0.05 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -6.4% | 0.61% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -18.4% | 0.25% | −0.04 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -5.0% | 0.39% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.3% | 0.45% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -18.4% | 0.13% | −0.04 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -10.2% | 0.13% | −0.03 |
| EPD Enterprise Products Partners | Reduce -4.3% | 0.12% | −0.02 |
| V Visa Inc. Class A | Reduce -16.5% | 0.11% | −0.02 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Reduce -3.6% | 0.13% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 0.26% | −0.02 |
| HD Home Depot Inc. | Reduce -0.1% | 0.55% | −0.01 |
| PM Philip Morris International | Reduce -5.6% | 0.16% | −0.01 |
| USRT iShares Core US REIT ETF | Reduce -0.8% | 0.51% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.6% | 0.52% | +0.01 |
| BNY Bank of New York Mellon Corp. | Reduce -0.9% | 0.15% | +0.01 |
| GSEW Goldman Sachs Eql WGHT Large | Reduce -0.2% | 3.03% | +0.03 |
| LLY Eli Lilly & Co. | Reduce -3.1% | 0.31% | +0.04 |
| AAPL Apple Inc. | Reduce -0.0% | 1.55% | +0.05 |
| SCHB Schwab US Broad Market ETF | Reduce -0.3% | 1.66% | +0.07 |
| XLK SS Technology Select Sector | Reduce -1.3% | 0.36% | +0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 4.55% | +0.11 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.5% | 5.55% | +0.27 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.3% | 9.59% | +0.37 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.1% | 4.04% | +0.46 |
Portfolio Buys Q1 2026 → Q2 2026
| VFMO Vanguard US Momentum Factor | Add +3.9% | 2.03% | +0.33 |
| QQQ Invesco QQQ Trust Series 1 | Add +19.2% | 0.93% | +0.26 |
| IJR iShares Core S&P Small-Cap E | Add +12.6% | 1.42% | +0.26 |
| VOO Vanguard S&P 500 ETF | Add +34.1% | 0.79% | +0.22 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +5.5% | 3.16% | +0.21 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.1% | 1.80% | +0.17 |
| MS Morgan Stanley | New | 0.14% | +0.14 |
| IXUS iShares Core Intl Stock ETF | New | 0.14% | +0.14 |
| CSCO Cisco Systems Inc. | New | 0.13% | +0.13 |
| VLO Valero Energy Corp. | New | 0.12% | +0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.12% | +0.12 |
| MPC Marathon Petroleum Corp. | New | 0.11% | +0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.11% | +0.11 |
| SCHM Schwab US Mid Cap ETF | Add +5.2% | 0.85% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 0.81% | +0.10 |
| SCHF Schwab Intl Equity ETF | Add +5.4% | 1.51% | +0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +12.3% | 0.75% | +0.10 |
| SCHV Schwab US Large-Cap Value | Add +2.2% | 1.60% | +0.09 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.7% | 3.88% | +0.08 |
| SCHH Schwab US REIT ETF | Add +27.5% | 0.30% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +41.0% | 0.19% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.4% | 0.99% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +6.1% | 0.31% | +0.05 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +5.7% | 0.79% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +3.1% | 1.01% | +0.04 |
| NVDA Nvidia Corp. | Add +9.1% | 0.26% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +4.5% | 2.24% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +1.3% | 0.44% | +0.02 |
| EMR Emerson Electric Co. | Add +2.3% | 0.27% | +0.00 |
| UNP Union Pacific Corp. | Add +0.1% | 0.21% | +0.00 |
| NSC Norfolk Southern Corp. | Add +0.2% | 0.15% | −0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +0.4% | 0.14% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.3% | 0.12% | −0.00 |
| BSCY Invesco Bulletshares 2034 CB | Add +8.2% | 0.33% | −0.01 |
| MRK Merck & Co. Inc. | Add +0.6% | 0.25% | −0.01 |
| AMGN Amgen Inc. | Add +0.3% | 0.12% | −0.01 |
| KO The Coca-Cola Co. | Add +0.2% | 0.38% | −0.01 |
| JNJ Johnson & Johnson | Add +2.0% | 0.27% | −0.01 |
| RTX RTX Corp. | Add +4.9% | 0.16% | −0.01 |
| ORCL Oracle Corp. | Add +0.3% | 0.21% | −0.02 |
| BSCX Invesco Bulletshares 2033 CB | Add +4.9% | 0.54% | −0.03 |
| LOW Lowe's Cos Inc. | Add +0.2% | 0.17% | −0.03 |
| SO The Southern Co. | Add +0.1% | 0.39% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +1.6% | 0.60% | −0.05 |
| FENY Fidelity MSCI Energy Index | Add +0.2% | 0.26% | −0.07 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +3.6% | 1.08% | −0.07 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +2.1% | 0.89% | −0.07 |
| BIV Vanguard Intermediate-Term B | Add +6.2% | 2.01% | −0.09 |
| XOM Exxon Mobil Corp. | Add +2.8% | 0.43% | −0.14 |
| GLD SPDR Gold Shares | Add +1.0% | 0.54% | −0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 95 | $181.8M | SCHX, SCHG, IVV, SCHA, SPDW |
| Q1 2026 | 89 | $165.3M | SCHX, SCHG, IVV, SPDW, BSCS |
| Q4 2025 | 92 | $167.9M | SCHX, SCHG, IVV, BSCS, SPDW |
| Q3 2025 | 92 | $161.5M | SCHX, SCHG, IVV, BSCS, SPDW |
| Q2 2025 | 89 | $147.0M | SCHX, SCHG, IVV, BSCS, IBDV |
| Q1 2025 | 83 | $133.0M | SCHX, SCHG, BSCS, IVV, IBDV |
| Q4 2024 | 71 | $95.6M | SCHX, SCHG, IVV, IBDV, SCHA |