Wilkins Miller Wealth Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Wilkins Miller Wealth Management, LLC reported 83 stock positions worth $133.0 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 9.4% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 5.2%) and Invesco Bulletshares 2028 CB (BSCS, 5.0%). Compared with Q4 2024, it opened 14 new positions, sold out of 2, added to 46 and reduced 15. The biggest buy was Invesco Bulletshares 2028 CB (BSCS, shares +1026%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −0%).

Most Recent 13F
Q2 2026
Location
MOBILE, AL
CIK
0002057318
Portfolio Value
$133.0M (Q1 2025)
SEC Filing
0001172661-25-001748 ↗ filed May 13, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $95.6M Q4 2024 Q1 2025: $133.0M $133.0M Q1 2025 Q2 2025: $147.0M Q2 2025 Q3 2025: $161.5M Q3 2025 Q4 2025: $167.9M Q4 2025 Q1 2026: $165.3M Q1 2026 Q2 2026: $181.8M Q2 2026

Holdings 83 stocks · $133.0M
SCHX Schwab US Large-Cap ETF 9.44% 569,000 $12.6M Add +0.9%
SCHG Schwab US Large-Cap Growth 5.19% 275,488 $6.9M Add +5.9%
BSCS Invesco Bulletshares 2028 CB 4.98% 325,394 $6.6M Add +1026.2%
IVV iShares Core S&P 500 ETF 4.78% 11,312 $6.4M Reduce -0.3%
IBDV iShares Ibonds Dec 2030 Corp. 4.19% 256,721 $5.6M Reduce -1.8%
BSCT Invesco Bulletshares 2029 CB 3.83% 274,790 $5.1M Add +9.0%
SPDW Ste STR SPDR PT DW Eu ETF 3.46% 126,503 $4.6M Add +1173.0%
IBDW iShares Ibonds Dec 2031 Corp. 3.44% 220,293 $4.6M Add +697.4%
SCHA Schwab US Small-Cap ETF 3.25% 184,635 $4.3M Reduce -1.7%
IBDU iShares Ibonds Dec 2029 Term 3.13% 179,764 $4.2M Add +2.5%
BSCU Invesco Bulletshares 2030 CB 3.01% 241,583 $4.0M Add +641.9%
FNDX Schwab Fndmntl US LRG Co. ETF 3.01% 169,329 $4.0M Reduce -0.1%
GSEW Goldman Sachs Eql WGHT Large 2.81% 49,215 $3.7M Add +1438.9%
VIG Vanguard Dividend Apprec ETF 2.13% 14,578 $2.8M Add +1114.8%
BLV Vanguard Long-Term Bond ETF 2.07% 39,198 $2.8M Add +0.8%
SCHB Schwab US Broad Market ETF 1.88% 115,965 $2.5M Add +2.1%
VYM Vanguard High DVD Yield ETF 1.86% 19,174 $2.5M Add +7.3%
AAPL Apple Inc. 1.76% 10,532 $2.3M Reduce -0.2%
BSCR Invesco Bulletshares 2027 CB 1.66% 112,427 $2.2M New
SPYG SS SPDR P S&P 500 Growth ETF 1.51% 24,917 $2.0M New
IBDT iShares Ibonds Dec 2028 ETF 1.41% 74,380 $1.9M Add +15.6%
SCHV Schwab US Large-Cap Value 1.41% 70,668 $1.9M Add +2.6%
BSCV Invesco Bulletshares 2031 CB 1.35% 109,950 $1.8M Add +5.9%
IBDY iShares Ibonds Dec 2033 Corp. 1.26% 65,550 $1.7M Add +2.9%
IBDX iShares Ibonds Dec 2032 TC 1.16% 61,823 $1.5M Add +0.2%
BSV Vanguard Short-Term Bond ETF 1.12% 18,981 $1.5M Add +371.0%
JPM JPMorgan Chase & Co. 1.06% 5,734 $1.4M Add +0.3%
CVX Chevron Corp. 1.06% 8,405 $1.4M Add +0.8%
SCHF Schwab Intl Equity ETF 1.02% 68,708 $1.4M Add +5.3%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.94% 28,304 $1.3M New
HD Home Depot Inc. 0.86% 3,111 $1.1M New
USRT iShares Core US REIT ETF 0.82% 18,964 $1.1M New
BSJP Invesco Bulletshares 2025 HY 0.81% 46,935 $1.1M Reduce -16.6%
SPYM Ste STR SPDR PT S&P 500 ETF 0.81% 16,306 $1.1M New
SCHE Schwab Emrg Mrkts Eqty ETF 0.77% 36,944 $1.0M Reduce -0.8%
QUS SS SPDR MSCI U Stratfact ETF 0.76% 6,425 $1.0M New
MSFT Microsoft Corp. 0.71% 2,509 $942K Add +0.6%
QQQ Invesco QQQ Trust Series 1 0.70% 1,991 $934K No change
BSJQ Invesco Bulletshares 2026 HY 0.64% 36,804 $853K Reduce -7.9%
SCHM Schwab US Mid Cap ETF 0.64% 32,467 $851K New
SCHD Schwab US DVD Equity ETF 0.61% 29,123 $814K Add +0.2%
VOO Vanguard S&P 500 ETF 0.58% 1,509 $776K New
BSCW Invesco Bulletshares 2032 CB 0.58% 37,600 $766K Add +12.4%
XOM Exxon Mobil Corp. 0.52% 5,800 $690K Add +0.3%
SO The Southern Co. 0.51% 7,375 $678K Add +0.1%
BIV Vanguard Intermediate-Term B 0.50% 8,678 $664K Add +33.5%
IJR iShares Core S&P Small-Cap E 0.49% 6,187 $647K Add +36.5%
GOOGL Alphabet Inc. Class A 0.49% 4,181 $647K Add +0.1%
KO The Coca-Cola Co. 0.47% 8,707 $624K No change
ITOT iShares Core S&P Total U.S. 0.44% 4,782 $584K Add +7.2%
BSCX Invesco Bulletshares 2033 CB 0.42% 26,824 $560K Add +13.5%
AMZN Amazon.com Inc. 0.40% 2,827 $538K New
PG The Procter & Gamble Co. 0.34% 2,689 $459K Add +0.3%
VFMO Vanguard US Momentum Factor 0.34% 2,999 $455K Add +32.6%
BSCP Invesco Bulletshares 2025 CB 0.33% 21,528 $445K Reduce -6.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.33% 1,682 $435K Add +45.4%
LLY Eli Lilly & Co. 0.32% 512 $423K Reduce -6.1%
VYMI Vanguard Int High DVD YLD Inc. 0.29% 5,311 $391K New
BRK.B Berkshire Hathaway Inc. Class B 0.28% 709 $378K No change
ORCL Oracle Corp. 0.28% 2,691 $376K Add +0.1%
EMR Emerson Electric Co. 0.28% 3,364 $369K Reduce -8.6%
XLK SS Technology Select Sector 0.27% 1,759 $363K Add +0.1%
LOW Lowe's Cos Inc. 0.27% 1,545 $360K Add +0.3%
CSL Carlisle Cos Inc. 0.27% 1,057 $360K No change
UNP Union Pacific Corp. 0.25% 1,417 $335K Add +0.3%
JNJ Johnson & Johnson 0.25% 2,009 $333K Add +0.1%
MRK Merck & Co. Inc. 0.25% 3,657 $328K Reduce -2.9%
FENY Fidelity MSCI Energy Index 0.22% 11,702 $299K Reduce -11.8%
SPYV SS SPDR P S&P 500 Value ETF 0.22% 5,792 $296K Add +39.0%
V Visa Inc. Class A 0.22% 841 $295K No change
PM Philip Morris International 0.21% 1,780 $283K Reduce -10.1%
SDY SS SPDR S&P Dividend ETF 0.21% 2,035 $276K Add +0.3%
IWD iShares Russell 1000 Value E 0.20% 1,412 $266K No change
GOOG Alphabet Inc. Class C 0.20% 1,693 $265K Add +0.1%
DTD Wisdomtree US Total Dividend 0.18% 3,124 $240K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.17% 6,336 $229K Reduce -8.0%
FNDA Schwab Fndmntl US SM Co. ETF 0.17% 8,213 $225K Add +0.2%
OKE Oneok Inc. 0.17% 2,233 $222K Add +0.6%
EPD Enterprise Products Partners 0.17% 6,479 $221K Add +0.5%
AMGN Amgen Inc. 0.16% 682 $213K New
DUK Duke Energy Corp. 0.15% 1,690 $206K New
NVDA Nvidia Corp. 0.15% 1,878 $204K No change
BSCQ Invesco Bulletshares 2026 CB 0.15% 10,408 $203K New

Portfolio Sells Q4 2024 → Q1 2025
IVV iShares Core S&P 500 ETF Reduce -0.3% 4.78% −2.21
SCHA Schwab US Small-Cap ETF Reduce -1.7% 3.25% −1.83
IBDV iShares Ibonds Dec 2030 Corp. Reduce -1.8% 4.19% −1.65
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -0.1% 3.01% −1.19
AAPL Apple Inc. Reduce -0.2% 1.76% −1.01
BSJP Invesco Bulletshares 2025 HY Reduce -16.6% 0.81% −0.55
BSJQ Invesco Bulletshares 2026 HY Reduce -7.9% 0.64% −0.33
GL Globe Life Inc. Sold out 0.00% −0.27
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -0.8% 0.77% −0.27
PEP Pepsico Inc. Sold out 0.00% −0.24
EMR Emerson Electric Co. Reduce -8.6% 0.28% −0.20
BSCP Invesco Bulletshares 2025 CB Reduce -6.6% 0.33% −0.16
MRK Merck & Co. Inc. Reduce -2.9% 0.25% −0.15
LLY Eli Lilly & Co. Reduce -6.1% 0.32% −0.12
FENY Fidelity MSCI Energy Index Reduce -11.8% 0.22% −0.11
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -8.0% 0.17% −0.07
PM Philip Morris International Reduce -10.1% 0.21% −0.04

Portfolio Buys Q4 2024 → Q1 2025
BSCS Invesco Bulletshares 2028 CB Add +1026.2% 4.98% +4.37
SPDW Ste STR SPDR PT DW Eu ETF Add +1173.0% 3.46% +3.11
IBDW iShares Ibonds Dec 2031 Corp. Add +697.4% 3.44% +2.85
GSEW Goldman Sachs Eql WGHT Large Add +1438.9% 2.81% +2.55
BSCU Invesco Bulletshares 2030 CB Add +641.9% 3.01% +2.46
VIG Vanguard Dividend Apprec ETF Add +1114.8% 2.13% +1.88
BSCR Invesco Bulletshares 2027 CB New 1.66% +1.66
SPYG SS SPDR P S&P 500 Growth ETF New 1.51% +1.51
SPYD SS SPDR P S&P 500 Hi Div ETF New 0.94% +0.94
HD Home Depot Inc. New 0.86% +0.86
USRT iShares Core US REIT ETF New 0.82% +0.82
SPYM Ste STR SPDR PT S&P 500 ETF New 0.81% +0.81
BSV Vanguard Short-Term Bond ETF Add +371.0% 1.12% +0.79
QUS SS SPDR MSCI U Stratfact ETF New 0.76% +0.76
SCHM Schwab US Mid Cap ETF New 0.64% +0.64
VOO Vanguard S&P 500 ETF New 0.58% +0.58
AMZN Amazon.com Inc. New 0.40% +0.40
VYMI Vanguard Int High DVD YLD Inc. New 0.29% +0.29
AMGN Amgen Inc. New 0.16% +0.16
DUK Duke Energy Corp. New 0.15% +0.15
BSCQ Invesco Bulletshares 2026 CB New 0.15% +0.15
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +45.4% 0.33% +0.01
SPYV SS SPDR P S&P 500 Value ETF Add +39.0% 0.22% −0.00
BIV Vanguard Intermediate-Term B Add +33.5% 0.50% −0.01
EPD Enterprise Products Partners Add +0.5% 0.17% −0.05
VFMO Vanguard US Momentum Factor Add +32.6% 0.34% −0.05
JNJ Johnson & Johnson Add +0.1% 0.25% −0.05
IJR iShares Core S&P Small-Cap E Add +36.5% 0.49% −0.06
OKE Oneok Inc. Add +0.6% 0.17% −0.07
SDY SS SPDR S&P Dividend ETF Add +0.3% 0.21% −0.07
FNDA Schwab Fndmntl US SM Co. ETF Add +0.2% 0.17% −0.09
UNP Union Pacific Corp. Add +0.3% 0.25% −0.09
BSCX Invesco Bulletshares 2033 CB Add +13.5% 0.42% −0.09
SO The Southern Co. Add +0.1% 0.51% −0.12
PG The Procter & Gamble Co. Add +0.3% 0.34% −0.13
LOW Lowe's Cos Inc. Add +0.3% 0.27% −0.13
BSCW Invesco Bulletshares 2032 CB Add +12.4% 0.58% −0.13
XOM Exxon Mobil Corp. Add +0.3% 0.52% −0.13
GOOG Alphabet Inc. Class C Add +0.1% 0.20% −0.14
XLK SS Technology Select Sector Add +0.1% 0.27% −0.15
ITOT iShares Core S&P Total U.S. Add +7.2% 0.44% −0.16
ORCL Oracle Corp. Add +0.1% 0.28% −0.19
CVX Chevron Corp. Add +0.8% 1.06% −0.21
SCHD Schwab US DVD Equity ETF Add +0.2% 0.61% −0.22
SCHF Schwab Intl Equity ETF Add +5.3% 1.02% −0.24
IBDT iShares Ibonds Dec 2028 ETF Add +15.6% 1.41% −0.26
GOOGL Alphabet Inc. Class A Add +0.1% 0.49% −0.34
JPM JPMorgan Chase & Co. Add +0.3% 1.06% −0.38
MSFT Microsoft Corp. Add +0.6% 0.71% −0.39
BSCV Invesco Bulletshares 2031 CB Add +5.9% 1.35% −0.40

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 95$181.8MSCHX, SCHG, IVV, SCHA, SPDW
Q1 2026 89$165.3MSCHX, SCHG, IVV, SPDW, BSCS
Q4 2025 92$167.9MSCHX, SCHG, IVV, BSCS, SPDW
Q3 2025 92$161.5MSCHX, SCHG, IVV, BSCS, SPDW
Q2 2025 89$147.0MSCHX, SCHG, IVV, BSCS, IBDV
Q1 2025 83$133.0MSCHX, SCHG, BSCS, IVV, IBDV
Q4 2024 71$95.6MSCHX, SCHG, IVV, IBDV, SCHA