Wilkins Miller Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 24, 2025), Wilkins Miller Wealth Management, LLC reported 71 stock positions worth $95.6 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 13.7% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 7.6%) and iShares Core S&P 500 ETF (IVV, 7.0%).
- Most Recent 13F
- Q2 2026
- Location
- MOBILE, AL
- CIK
- 0002057318
- Portfolio Value
- $95.6M (Q4 2024)
- SEC Filing
- 0001172661-25-001337 ↗ filed Feb 24, 2025
Holdings Value
Holdings 71 stocks · $95.6M
| SCHX Schwab US Large-Cap ETF | 13.68% | 564,079 | $13.1M | — |
| SCHG Schwab US Large-Cap Growth | 7.58% | 260,163 | $7.3M | — |
| IVV iShares Core S&P 500 ETF | 6.99% | 11,352 | $6.7M | — |
| IBDV iShares Ibonds Dec 2030 Corp. | 5.84% | 261,491 | $5.6M | — |
| SCHA Schwab US Small-Cap ETF | 5.08% | 187,892 | $4.9M | — |
| BSCT Invesco Bulletshares 2029 CB | 4.83% | 251,999 | $4.6M | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 4.20% | 169,510 | $4.0M | — |
| IBDU iShares Ibonds Dec 2029 Term | 4.18% | 175,421 | $4.0M | — |
| BLV Vanguard Long-Term Bond ETF | 2.78% | 38,891 | $2.7M | — |
| AAPL Apple Inc. | 2.77% | 10,557 | $2.6M | — |
| SCHB Schwab US Broad Market ETF | 2.70% | 113,582 | $2.6M | — |
| VYM Vanguard High DVD Yield ETF | 2.38% | 17,861 | $2.3M | — |
| SCHV Schwab US Large-Cap Value | 1.88% | 68,882 | $1.8M | — |
| BSCV Invesco Bulletshares 2031 CB | 1.74% | 103,824 | $1.7M | — |
| IBDT iShares Ibonds Dec 2028 ETF | 1.68% | 64,359 | $1.6M | — |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.67% | 63,683 | $1.6M | — |
| IBDX iShares Ibonds Dec 2032 TC | 1.59% | 61,687 | $1.5M | — |
| JPM JPMorgan Chase & Co. | 1.43% | 5,714 | $1.4M | — |
| BSJP Invesco Bulletshares 2025 HY | 1.36% | 56,296 | $1.3M | — |
| CVX Chevron Corp. | 1.26% | 8,342 | $1.2M | — |
| SCHF Schwab Intl Equity ETF | 1.26% | 65,264 | $1.2M | — |
| MSFT Microsoft Corp. | 1.10% | 2,494 | $1.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.07% | 1,991 | $1.0M | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.04% | 37,237 | $992K | — |
| BSJQ Invesco Bulletshares 2026 HY | 0.97% | 39,980 | $931K | — |
| SCHD Schwab US DVD Equity ETF | 0.83% | 29,055 | $794K | — |
| GOOGL Alphabet Inc. Class A | 0.83% | 4,178 | $791K | — |
| BSCW Invesco Bulletshares 2032 CB | 0.70% | 33,460 | $673K | — |
| XOM Exxon Mobil Corp. | 0.65% | 5,784 | $622K | — |
| SO The Southern Co. | 0.63% | 7,369 | $607K | — |
| BSCS Invesco Bulletshares 2028 CB | 0.61% | 28,893 | $582K | — |
| ITOT iShares Core S&P Total U.S. | 0.60% | 4,460 | $574K | — |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.59% | 27,626 | $562K | — |
| KO The Coca-Cola Co. | 0.57% | 8,707 | $542K | — |
| BSCU Invesco Bulletshares 2030 CB | 0.56% | 32,563 | $533K | — |
| IJR iShares Core S&P Small-Cap E | 0.55% | 4,534 | $522K | — |
| BSCX Invesco Bulletshares 2033 CB | 0.51% | 23,627 | $487K | — |
| BIV Vanguard Intermediate-Term B | 0.51% | 6,499 | $486K | — |
| BSCP Invesco Bulletshares 2025 CB | 0.50% | 23,040 | $476K | — |
| EMR Emerson Electric Co. | 0.48% | 3,682 | $456K | — |
| PG The Procter & Gamble Co. | 0.47% | 2,682 | $450K | — |
| ORCL Oracle Corp. | 0.47% | 2,688 | $448K | — |
| LLY Eli Lilly & Co. | 0.44% | 545 | $421K | — |
| XLK SS Technology Select Sector | 0.43% | 1,758 | $409K | — |
| CSL Carlisle Cos Inc. | 0.41% | 1,057 | $390K | — |
| LOW Lowe's Cos Inc. | 0.40% | 1,540 | $380K | — |
| MRK Merck & Co. Inc. | 0.39% | 3,767 | $375K | — |
| VFMO Vanguard US Momentum Factor | 0.39% | 2,261 | $372K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.35% | 9,937 | $339K | — |
| UNP Union Pacific Corp. | 0.34% | 1,413 | $322K | — |
| GOOG Alphabet Inc. Class C | 0.34% | 1,692 | $322K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 709 | $321K | — |
| FENY Fidelity MSCI Energy Index | 0.33% | 13,260 | $316K | — |
| BSV Vanguard Short-Term Bond ETF | 0.33% | 4,030 | $311K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 1,157 | $306K | — |
| JNJ Johnson & Johnson | 0.30% | 2,008 | $291K | — |
| SDY SS SPDR S&P Dividend ETF | 0.28% | 2,028 | $268K | — |
| V Visa Inc. Class A | 0.28% | 841 | $266K | — |
| IWD iShares Russell 1000 Value E | 0.27% | 1,412 | $261K | — |
| GL Globe Life Inc. | 0.27% | 2,340 | $261K | — |
| NVDA Nvidia Corp. | 0.26% | 1,878 | $252K | — |
| GSEW Goldman Sachs Eql WGHT Large | 0.26% | 3,198 | $247K | — |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.25% | 8,197 | $243K | — |
| PM Philip Morris International | 0.25% | 1,979 | $238K | — |
| DTD Wisdomtree US Total Dividend | 0.25% | 3,124 | $237K | — |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 1,200 | $235K | — |
| PEP Pepsico Inc. | 0.24% | 1,509 | $229K | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.24% | 6,890 | $229K | — |
| OKE Oneok Inc. | 0.23% | 2,220 | $223K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.22% | 4,167 | $213K | — |
| EPD Enterprise Products Partners | 0.21% | 6,450 | $202K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |