Wilkins Miller Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Wilkins Miller Wealth Management, LLC reported 89 stock positions worth $147.0 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 10.1% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 5.8%) and iShares Core S&P 500 ETF (IVV, 4.8%). Compared with Q1 2025, it opened 9 new positions, sold out of 3, added to 45 and reduced 30. The biggest buy was Schwab US Large-Cap ETF (SCHX, shares +7%) and the biggest sale iShares Ibonds Dec 2033 (IBDY, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- MOBILE, AL
- CIK
- 0002057318
- Portfolio Value
- $147.0M (Q2 2025)
- SEC Filing
- 0001172661-25-003347 ↗ filed Aug 14, 2025
Holdings Value
Holdings 89 stocks · $147.0M
| SCHX Schwab US Large-Cap ETF | 10.09% | 606,647 | $14.8M | Add +6.6% |
| SCHG Schwab US Large-Cap Growth | 5.76% | 289,841 | $8.5M | Add +5.2% |
| IVV iShares Core S&P 500 ETF | 4.76% | 11,259 | $7.0M | Reduce -0.5% |
| BSCS Invesco Bulletshares 2028 CB | 4.59% | 328,971 | $6.7M | Add +1.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 3.67% | 245,277 | $5.4M | Reduce -4.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.59% | 130,206 | $5.3M | Add +2.9% |
| BSCT Invesco Bulletshares 2029 CB | 3.56% | 280,049 | $5.2M | Add +1.9% |
| GSEW Goldman Sachs Eql WGHT Large | 3.13% | 56,443 | $4.6M | Add +14.7% |
| SCHA Schwab US Small-Cap ETF | 3.03% | 175,775 | $4.4M | Reduce -4.8% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.99% | 208,691 | $4.4M | Reduce -5.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.91% | 174,270 | $4.3M | Add +2.9% |
| BSCU Invesco Bulletshares 2030 CB | 2.87% | 251,492 | $4.2M | Add +4.1% |
| IBDU iShares Ibonds Dec 2029 Term | 2.80% | 176,304 | $4.1M | Reduce -1.9% |
| VIG Vanguard Dividend Apprec ETF | 2.11% | 15,175 | $3.1M | Add +4.1% |
| SCHB Schwab US Broad Market ETF | 2.01% | 123,814 | $3.0M | Add +6.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.00% | 30,783 | $2.9M | Add +23.5% |
| VYM Vanguard High DVD Yield ETF | 1.94% | 21,353 | $2.8M | Add +11.4% |
| BLV Vanguard Long-Term Bond ETF | 1.58% | 33,331 | $2.3M | Reduce -15.0% |
| BSCR Invesco Bulletshares 2027 CB | 1.53% | 114,769 | $2.3M | Add +2.1% |
| SCHV Schwab US Large-Cap Value | 1.48% | 78,760 | $2.2M | Add +11.4% |
| BSCV Invesco Bulletshares 2031 CB | 1.48% | 131,339 | $2.2M | Add +19.4% |
| AAPL Apple Inc. | 1.41% | 10,107 | $2.1M | Reduce -4.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.27% | 73,657 | $1.9M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 1.10% | 5,566 | $1.6M | Reduce -2.9% |
| BSV Vanguard Short-Term Bond ETF | 1.07% | 20,047 | $1.6M | Add +5.6% |
| SCHF Schwab Intl Equity ETF | 1.06% | 70,418 | $1.6M | Add +2.5% |
| IBDX iShares Ibonds Dec 2032 TC | 0.95% | 55,345 | $1.4M | Reduce -10.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.95% | 19,175 | $1.4M | Add +17.6% |
| BSCW Invesco Bulletshares 2032 CB | 0.87% | 62,338 | $1.3M | Add +65.8% |
| VFMO Vanguard US Momentum Factor | 0.86% | 7,306 | $1.3M | Add +143.6% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.82% | 28,373 | $1.2M | Add +0.2% |
| CVX Chevron Corp. | 0.81% | 8,338 | $1.2M | Reduce -0.8% |
| MSFT Microsoft Corp. | 0.79% | 2,336 | $1.2M | Reduce -6.9% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.78% | 7,065 | $1.2M | Add +10.0% |
| IJR iShares Core S&P Small-Cap E | 0.77% | 10,311 | $1.1M | Add +66.7% |
| VOO Vanguard S&P 500 ETF | 0.76% | 1,957 | $1.1M | Add +29.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.75% | 2,009 | $1.1M | Add +0.9% |
| HD Home Depot Inc. | 0.74% | 2,980 | $1.1M | Reduce -4.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.74% | 36,251 | $1.1M | Reduce -1.9% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.73% | 41,502 | $1.1M | Reduce -36.7% |
| USRT iShares Core US REIT ETF | 0.73% | 18,987 | $1.1M | Add +0.1% |
| BSJP Invesco Bulletshares 2025 HY | 0.69% | 44,200 | $1.0M | Reduce -5.8% |
| BIV Vanguard Intermediate-Term B | 0.63% | 11,947 | $924K | Add +37.7% |
| SCHM Schwab US Mid Cap ETF | 0.62% | 32,407 | $909K | Reduce -0.2% |
| BSJQ Invesco Bulletshares 2026 HY | 0.55% | 34,827 | $813K | Reduce -5.4% |
| SCHD Schwab US DVD Equity ETF | 0.52% | 28,597 | $758K | Reduce -1.8% |
| QUAL iShares MSCI USA Quality Fac | 0.49% | 3,921 | $717K | New |
| GOOGL Alphabet Inc. Class A | 0.48% | 4,014 | $707K | Reduce -4.0% |
| ITOT iShares Core S&P Total U.S. | 0.46% | 4,991 | $674K | Add +4.4% |
| SO The Southern Co. | 0.46% | 7,323 | $673K | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 0.42% | 5,777 | $623K | Reduce -0.4% |
| KO The Coca-Cola Co. | 0.42% | 8,731 | $618K | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.41% | 2,170 | $607K | Add +29.0% |
| ORCL Oracle Corp. | 0.40% | 2,697 | $590K | Add +0.2% |
| AMZN Amazon.com Inc. | 0.36% | 2,384 | $523K | Reduce -15.7% |
| GLD SPDR Gold Shares | 0.34% | 1,645 | $501K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.33% | 6,038 | $484K | Add +13.7% |
| BSCX Invesco Bulletshares 2033 CB | 0.32% | 21,943 | $465K | Reduce -18.2% |
| EMR Emerson Electric Co. | 0.31% | 3,370 | $449K | Add +0.2% |
| XLK SS Technology Select Sector | 0.30% | 1,760 | $446K | Add +0.1% |
| TLT iShares 20+ Year Treasury BD | 0.30% | 5,005 | $442K | New |
| BSCP Invesco Bulletshares 2025 CB | 0.29% | 20,960 | $433K | Reduce -2.6% |
| PG The Procter & Gamble Co. | 0.29% | 2,698 | $430K | Add +0.3% |
| LLY Eli Lilly & Co. | 0.27% | 512 | $399K | No change |
| CSL Carlisle Cos Inc. | 0.27% | 1,057 | $395K | No change |
| UNP Union Pacific Corp. | 0.22% | 1,421 | $327K | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 671 | $326K | Reduce -5.4% |
| PM Philip Morris International | 0.22% | 1,789 | $326K | Add +0.5% |
| NVDA Nvidia Corp. | 0.22% | 2,022 | $319K | Add +7.7% |
| LOW Lowe's Cos Inc. | 0.22% | 1,433 | $318K | Reduce -7.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.21% | 5,812 | $304K | Add +0.3% |
| MRK Merck & Co. Inc. | 0.20% | 3,691 | $292K | Add +0.9% |
| JNJ Johnson & Johnson | 0.20% | 1,899 | $290K | Reduce -5.5% |
| SDY SS SPDR S&P Dividend ETF | 0.19% | 2,043 | $277K | Add +0.4% |
| FENY Fidelity MSCI Energy Index | 0.19% | 11,811 | $277K | Add +0.9% |
| IWD iShares Russell 1000 Value E | 0.19% | 1,412 | $274K | No change |
| GOOG Alphabet Inc. Class C | 0.19% | 1,539 | $273K | Reduce -9.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.17% | 6,364 | $255K | Add +0.4% |
| V Visa Inc. Class A | 0.17% | 703 | $250K | Reduce -16.4% |
| DTD Wisdomtree US Total Dividend | 0.17% | 3,124 | $248K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 367 | $227K | New |
| RTX RTX Corp. | 0.15% | 1,480 | $216K | New |
| NSC Norfolk Southern Corp. | 0.15% | 834 | $214K | New |
| GE General Electric filed as GE AEROSPACE | 0.14% | 813 | $209K | New |
| EFA iShares MSCI Eafe ETF | 0.14% | 2,282 | $204K | New |
| BSCQ Invesco Bulletshares 2026 CB | 0.14% | 10,408 | $203K | No change |
| EPD Enterprise Products Partners | 0.14% | 6,511 | $202K | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.14% | 273 | $202K | New |
| DUK Duke Energy Corp. | 0.14% | 1,697 | $200K | Add +0.4% |
Portfolio Sells Q1 2025 → Q2 2025
| IBDY iShares Ibonds Dec 2033 Corp. | Reduce -36.7% | 0.73% | −0.53 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -4.5% | 3.67% | −0.52 |
| BLV Vanguard Long-Term Bond ETF | Reduce -15.0% | 1.58% | −0.50 |
| IBDW iShares Ibonds Dec 2031 Corp. | Reduce -5.3% | 2.99% | −0.45 |
| AAPL Apple Inc. | Reduce -4.0% | 1.41% | −0.35 |
| IBDU iShares Ibonds Dec 2029 Term | Reduce -1.9% | 2.80% | −0.33 |
| CVX Chevron Corp. | Reduce -0.8% | 0.81% | −0.24 |
| SCHA Schwab US Small-Cap ETF | Reduce -4.8% | 3.03% | −0.23 |
| IBDX iShares Ibonds Dec 2032 TC | Reduce -10.5% | 0.95% | −0.21 |
| FNDA Schwab Fndmntl US SM Co. ETF | Sold out | 0.00% | −0.17 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.17 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.16 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -1.0% | 1.27% | −0.14 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -5.8% | 0.69% | −0.12 |
| HD Home Depot Inc. | Reduce -4.2% | 0.74% | −0.11 |
| BSCX Invesco Bulletshares 2033 CB | Reduce -18.2% | 0.32% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.8% | 0.52% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.42% | −0.09 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -5.4% | 0.55% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.4% | 0.22% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -7.3% | 0.22% | −0.05 |
| JNJ Johnson & Johnson | Reduce -5.5% | 0.20% | −0.05 |
| SO The Southern Co. | Reduce -0.7% | 0.46% | −0.05 |
| V Visa Inc. Class A | Reduce -16.4% | 0.17% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -15.7% | 0.36% | −0.05 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -2.6% | 0.29% | −0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.9% | 0.74% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 4.76% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.2% | 0.62% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -9.1% | 0.19% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -4.0% | 0.48% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -2.9% | 1.10% | +0.04 |
| MSFT Microsoft Corp. | Reduce -6.9% | 0.79% | +0.08 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHX Schwab US Large-Cap ETF | Add +6.6% | 10.09% | +0.64 |
| SCHG Schwab US Large-Cap Growth | Add +5.2% | 5.76% | +0.57 |
| VFMO Vanguard US Momentum Factor | Add +143.6% | 0.86% | +0.52 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +23.5% | 2.00% | +0.49 |
| QUAL iShares MSCI USA Quality Fac | New | 0.49% | +0.49 |
| GLD SPDR Gold Shares | New | 0.34% | +0.34 |
| GSEW Goldman Sachs Eql WGHT Large | Add +14.7% | 3.13% | +0.32 |
| TLT iShares 20+ Year Treasury BD | New | 0.30% | +0.30 |
| BSCW Invesco Bulletshares 2032 CB | Add +65.8% | 0.87% | +0.30 |
| IJR iShares Core S&P Small-Cap E | Add +66.7% | 0.77% | +0.28 |
| VOO Vanguard S&P 500 ETF | Add +29.7% | 0.76% | +0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.15% | +0.15 |
| RTX RTX Corp. | New | 0.15% | +0.15 |
| NSC Norfolk Southern Corp. | New | 0.15% | +0.15 |
| GE General Electric | New | 0.14% | +0.14 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +17.6% | 0.95% | +0.14 |
| EFA iShares MSCI Eafe ETF | New | 0.14% | +0.14 |
| META Meta Platforms Inc. Class A | New | 0.14% | +0.14 |
| SCHB Schwab US Broad Market ETF | Add +6.8% | 2.01% | +0.13 |
| BIV Vanguard Intermediate-Term B | Add +37.7% | 0.63% | +0.13 |
| BSCV Invesco Bulletshares 2031 CB | Add +19.4% | 1.48% | +0.13 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.9% | 3.59% | +0.12 |
| ORCL Oracle Corp. | Add +0.2% | 0.40% | +0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +29.0% | 0.41% | +0.09 |
| VYM Vanguard High DVD Yield ETF | Add +11.4% | 1.94% | +0.08 |
| SCHV Schwab US Large-Cap Value | Add +11.4% | 1.48% | +0.07 |
| NVDA Nvidia Corp. | Add +7.7% | 0.22% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.9% | 0.75% | +0.05 |
| SCHF Schwab Intl Equity ETF | Add +2.5% | 1.06% | +0.04 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +13.7% | 0.33% | +0.03 |
| XLK SS Technology Select Sector | Add +0.1% | 0.30% | +0.03 |
| EMR Emerson Electric Co. | Add +0.2% | 0.31% | +0.03 |
| QUS SS SPDR MSCI U Stratfact ETF | Add +10.0% | 0.78% | +0.03 |
| ITOT iShares Core S&P Total U.S. | Add +4.4% | 0.46% | +0.02 |
| PM Philip Morris International | Add +0.5% | 0.22% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +0.4% | 0.17% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +4.1% | 2.11% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.3% | 0.21% | −0.02 |
| DUK Duke Energy Corp. | Add +0.4% | 0.14% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +0.4% | 0.19% | −0.02 |
| EPD Enterprise Products Partners | Add +0.5% | 0.14% | −0.03 |
| UNP Union Pacific Corp. | Add +0.3% | 0.22% | −0.03 |
| FENY Fidelity MSCI Energy Index | Add +0.9% | 0.19% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +5.6% | 1.07% | −0.04 |
| MRK Merck & Co. Inc. | Add +0.9% | 0.20% | −0.05 |
| KO The Coca-Cola Co. | Add +0.3% | 0.42% | −0.05 |
| PG The Procter & Gamble Co. | Add +0.3% | 0.29% | −0.05 |
| USRT iShares Core US REIT ETF | Add +0.1% | 0.73% | −0.09 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +2.9% | 2.91% | −0.10 |
| BSCR Invesco Bulletshares 2027 CB | Add +2.1% | 1.53% | −0.12 |
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 |