Wilkins Miller Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Wilkins Miller Wealth Management, LLC reported 92 stock positions worth $167.9 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 9.7% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 5.8%) and iShares Core S&P 500 ETF (IVV, 4.9%). Compared with Q3 2025, it opened 4 new positions, sold out of 4, added to 44 and reduced 36. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +73%) and the biggest sale an exit from Invesco Bulletshares 2025 HY (BSJP).
- Most Recent 13F
- Q2 2026
- Location
- MOBILE, AL
- CIK
- 0002057318
- Portfolio Value
- $167.9M (Q4 2025)
- SEC Filing
- 0001172661-26-000242 ↗ filed Jan 21, 2026
Holdings Value
Holdings 92 stocks · $167.9M
| SCHX Schwab US Large-Cap ETF | 9.72% | 606,334 | $16.3M | Reduce -0.6% |
| SCHG Schwab US Large-Cap Growth | 5.76% | 296,754 | $9.7M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 4.85% | 11,896 | $8.1M | Reduce -0.4% |
| BSCS Invesco Bulletshares 2028 CB | 3.85% | 313,887 | $6.5M | Reduce -0.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.54% | 133,947 | $5.9M | Reduce 0.0% |
| BSCT Invesco Bulletshares 2029 CB | 3.49% | 311,213 | $5.9M | Add +6.7% |
| BSCU Invesco Bulletshares 2030 CB | 3.46% | 342,936 | $5.8M | Add +20.0% |
| SCHA Schwab US Small-Cap ETF | 3.40% | 200,705 | $5.7M | Add +9.6% |
| IBDV iShares Ibonds Dec 2030 Corp. | 3.32% | 252,808 | $5.6M | Add +2.7% |
| GSEW Goldman Sachs Eql WGHT Large | 3.06% | 60,360 | $5.1M | Add +2.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.91% | 179,604 | $4.9M | Add +3.3% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.73% | 216,372 | $4.6M | Reduce -0.8% |
| IBDU iShares Ibonds Dec 2029 Term | 2.48% | 178,255 | $4.2M | Add +4.8% |
| VYM Vanguard High DVD Yield ETF | 2.03% | 23,712 | $3.4M | Add +6.5% |
| VIG Vanguard Dividend Apprec ETF | 1.94% | 14,853 | $3.3M | Reduce -2.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.82% | 28,648 | $3.1M | Reduce -6.3% |
| SCHB Schwab US Broad Market ETF | 1.81% | 115,920 | $3.0M | Reduce -8.2% |
| BSCV Invesco Bulletshares 2031 CB | 1.75% | 176,242 | $2.9M | Add +15.2% |
| BIV Vanguard Intermediate-Term B | 1.65% | 35,528 | $2.8M | Add +72.8% |
| AAPL Apple Inc. | 1.58% | 9,736 | $2.6M | Reduce -3.4% |
| VFMO Vanguard US Momentum Factor | 1.57% | 13,825 | $2.6M | Add +20.2% |
| BSCW Invesco Bulletshares 2032 CB | 1.50% | 120,285 | $2.5M | Add +28.6% |
| BLV Vanguard Long-Term Bond ETF | 1.48% | 35,866 | $2.5M | Add +4.3% |
| SCHV Schwab US Large-Cap Value | 1.41% | 80,195 | $2.4M | Add +1.7% |
| SCHF Schwab Intl Equity ETF | 1.32% | 91,964 | $2.2M | Add +22.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.21% | 79,933 | $2.0M | Add +10.7% |
| BSCR Invesco Bulletshares 2027 CB | 1.19% | 100,800 | $2.0M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 1.08% | 5,615 | $1.8M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 0.98% | 13,643 | $1.6M | Add +8.1% |
| IBDX iShares Ibonds Dec 2032 TC | 0.98% | 64,177 | $1.6M | Add +1.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.96% | 20,103 | $1.6M | Reduce -0.9% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.91% | 58,231 | $1.5M | Add +6.4% |
| CVX Chevron Corp. | 0.78% | 8,645 | $1.3M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 0.75% | 4,028 | $1.3M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.71% | 1,954 | $1.2M | Reduce -2.8% |
| SCHM Schwab US Mid Cap ETF | 0.71% | 39,670 | $1.2M | Add +15.6% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.69% | 26,982 | $1.2M | Reduce -5.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.67% | 34,489 | $1.1M | Reduce -2.9% |
| MSFT Microsoft Corp. | 0.67% | 2,331 | $1.1M | Reduce -0.8% |
| BSV Vanguard Short-Term Bond ETF | 0.66% | 14,150 | $1.1M | Reduce -6.4% |
| VOO Vanguard S&P 500 ETF | 0.66% | 1,766 | $1.1M | Reduce -7.4% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.66% | 6,314 | $1.1M | Reduce -10.6% |
| GLD SPDR Gold Shares | 0.60% | 2,556 | $1.0M | Add +11.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.60% | 3,458 | $1.0M | Add +27.2% |
| HD Home Depot Inc. | 0.59% | 2,875 | $990K | Reduce -2.7% |
| USRT iShares Core US REIT ETF | 0.54% | 15,776 | $899K | Reduce -11.5% |
| ITOT iShares Core S&P Total U.S. | 0.53% | 6,028 | $896K | Reduce -0.5% |
| BSCX Invesco Bulletshares 2033 CB | 0.53% | 41,248 | $885K | Add +23.5% |
| SCHD Schwab US DVD Equity ETF | 0.45% | 27,331 | $750K | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.42% | 5,881 | $708K | Add +0.3% |
| QUAL iShares MSCI USA Quality Fac | 0.42% | 3,550 | $705K | Reduce -9.7% |
| BSJQ Invesco Bulletshares 2026 HY | 0.41% | 29,351 | $685K | Reduce -10.2% |
| SO The Southern Co. | 0.38% | 7,309 | $637K | Add +0.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.38% | 7,080 | $637K | Add +0.8% |
| KO The Coca-Cola Co. | 0.35% | 8,486 | $593K | Add +0.6% |
| AMZN Amazon.com Inc. | 0.33% | 2,412 | $557K | No change |
| LLY Eli Lilly & Co. | 0.32% | 495 | $532K | No change |
| ORCL Oracle Corp. | 0.30% | 2,618 | $510K | Reduce -2.0% |
| XLK SS Technology Select Sector | 0.30% | 3,525 | $508K | No change |
| GOOG Alphabet Inc. Class C | 0.29% | 1,556 | $489K | No change |
| BSCY Invesco Bulletshares 2034 CB | 0.29% | 23,128 | $486K | Add +63.7% |
| EMR Emerson Electric Co. | 0.27% | 3,378 | $448K | Add +0.1% |
| NVDA Nvidia Corp. | 0.24% | 2,200 | $410K | Add +4.8% |
| JNJ Johnson & Johnson | 0.24% | 1,919 | $398K | Add +0.3% |
| FENY Fidelity MSCI Energy Index | 0.23% | 15,721 | $389K | Add +5.9% |
| MRK Merck & Co. Inc. | 0.22% | 3,557 | $374K | Reduce -3.8% |
| TLT iShares 20+ Year Treasury BD | 0.21% | 3,983 | $347K | Reduce -22.9% |
| LOW Lowe's Cos Inc. | 0.20% | 1,417 | $342K | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 677 | $340K | No change |
| PG The Procter & Gamble Co. | 0.20% | 2,346 | $336K | Reduce -1.9% |
| UNP Union Pacific Corp. | 0.20% | 1,423 | $329K | Add +0.1% |
| CSL Carlisle Cos Inc. | 0.18% | 960 | $307K | No change |
| IWD iShares Russell 1000 Value E | 0.18% | 1,412 | $297K | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.17% | 14,664 | $287K | Add +7.8% |
| PM Philip Morris International | 0.17% | 1,760 | $282K | Reduce -2.2% |
| SDY SS SPDR S&P Dividend ETF | 0.16% | 1,987 | $277K | Reduce -4.0% |
| RTX RTX Corp. | 0.16% | 1,494 | $274K | Add +0.3% |
| DTD Wisdomtree US Total Dividend | 0.15% | 2,999 | $255K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 367 | $251K | Reduce -0.3% |
| V Visa Inc. Class A | 0.15% | 710 | $249K | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 803 | $247K | Reduce -1.8% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.14% | 9,177 | $242K | Add +1.0% |
| NSC Norfolk Southern Corp. | 0.14% | 838 | $242K | Add +0.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.13% | 4,975 | $225K | Reduce -8.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.13% | 1,924 | $223K | Add +0.5% |
| MS Morgan Stanley | 0.13% | 1,187 | $211K | New |
| EPD Enterprise Products Partners | 0.13% | 6,577 | $211K | Add +0.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.12% | 3,670 | $209K | Reduce -38.6% |
| AXP American Express Co. | 0.12% | 550 | $204K | New |
| SCHH Schwab US REIT ETF | 0.12% | 9,721 | $203K | New |
| AMGN Amgen Inc. | 0.12% | 619 | $203K | New |
| DUK Duke Energy Corp. | 0.12% | 1,713 | $201K | Add +0.3% |
Portfolio Sells Q3 2025 → Q4 2025
| BSJP Invesco Bulletshares 2025 HY | Sold out | 0.00% | −0.60 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.6% | 9.72% | −0.29 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.23 |
| SCHB Schwab US Broad Market ETF | Reduce -8.2% | 1.81% | −0.20 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -0.9% | 3.85% | −0.17 |
| ORCL Oracle Corp. | Reduce -2.0% | 0.30% | −0.16 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -6.3% | 1.82% | −0.16 |
| HD Home Depot Inc. | Reduce -2.7% | 0.59% | −0.15 |
| IBDW iShares Ibonds Dec 2031 Corp. | Reduce -0.8% | 2.73% | −0.14 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.13 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.13 |
| USRT iShares Core US REIT ETF | Reduce -11.5% | 0.54% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 4.85% | −0.10 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.6% | 1.94% | −0.09 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -10.6% | 0.66% | −0.09 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -5.5% | 0.69% | −0.08 |
| MSFT Microsoft Corp. | Reduce -0.8% | 0.67% | −0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -38.6% | 0.12% | −0.08 |
| TLT iShares 20+ Year Treasury BD | Reduce -22.9% | 0.21% | −0.08 |
| BSV Vanguard Short-Term Bond ETF | Reduce -6.4% | 0.66% | −0.07 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -1.5% | 1.19% | −0.07 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -10.2% | 0.41% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -7.4% | 0.66% | −0.06 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.9% | 0.67% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -9.7% | 0.42% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.9% | 0.45% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.8% | 0.71% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -1.9% | 0.20% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.9% | 0.96% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -1.5% | 0.20% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -4.0% | 0.16% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.5% | 0.53% | −0.01 |
| PM Philip Morris International | Reduce -2.2% | 0.17% | −0.01 |
| AAPL Apple Inc. | Reduce -3.4% | 1.58% | −0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -8.9% | 0.13% | −0.01 |
| GE General Electric | Reduce -1.8% | 0.15% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce 0.0% | 3.54% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 0.15% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -3.8% | 0.22% | +0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 0.75% | +0.14 |
Portfolio Buys Q3 2025 → Q4 2025
| BIV Vanguard Intermediate-Term B | Add +72.8% | 1.65% | +0.66 |
| BSCU Invesco Bulletshares 2030 CB | Add +20.0% | 3.46% | +0.46 |
| BSCW Invesco Bulletshares 2032 CB | Add +28.6% | 1.50% | +0.29 |
| SCHA Schwab US Small-Cap ETF | Add +9.6% | 3.40% | +0.26 |
| SCHF Schwab Intl Equity ETF | Add +22.9% | 1.32% | +0.24 |
| VFMO Vanguard US Momentum Factor | Add +20.2% | 1.57% | +0.22 |
| BSCV Invesco Bulletshares 2031 CB | Add +15.2% | 1.75% | +0.17 |
| BSCT Invesco Bulletshares 2029 CB | Add +6.7% | 3.49% | +0.14 |
| MS Morgan Stanley | New | 0.13% | +0.13 |
| AXP American Express Co. | New | 0.12% | +0.12 |
| SCHH Schwab US REIT ETF | New | 0.12% | +0.12 |
| AMGN Amgen Inc. | New | 0.12% | +0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +27.2% | 0.60% | +0.11 |
| BSCY Invesco Bulletshares 2034 CB | Add +63.7% | 0.29% | +0.11 |
| GLD SPDR Gold Shares | Add +11.4% | 0.60% | +0.10 |
| BSCX Invesco Bulletshares 2033 CB | Add +23.5% | 0.53% | +0.08 |
| VYM Vanguard High DVD Yield ETF | Add +6.5% | 2.03% | +0.08 |
| SCHM Schwab US Mid Cap ETF | Add +15.6% | 0.71% | +0.08 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +3.3% | 2.91% | +0.08 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +10.7% | 1.21% | +0.07 |
| IJR iShares Core S&P Small-Cap E | Add +8.1% | 0.98% | +0.06 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +6.4% | 0.91% | +0.02 |
| JNJ Johnson & Johnson | Add +0.3% | 0.24% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.42% | +0.01 |
| IBDU iShares Ibonds Dec 2029 Term | Add +4.8% | 2.48% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +0.8% | 0.38% | +0.01 |
| RTX RTX Corp. | Add +0.3% | 0.16% | +0.01 |
| KO The Coca-Cola Co. | Add +0.6% | 0.35% | +0.01 |
| BSCQ Invesco Bulletshares 2026 CB | Add +7.8% | 0.17% | +0.01 |
| FENY Fidelity MSCI Energy Index | Add +5.9% | 0.23% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +0.5% | 0.13% | +0.00 |
| NVDA Nvidia Corp. | Add +4.8% | 0.24% | +0.00 |
| EPD Enterprise Products Partners | Add +0.5% | 0.13% | −0.00 |
| V Visa Inc. Class A | Add +0.1% | 0.15% | −0.00 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +1.0% | 0.14% | −0.00 |
| SCHV Schwab US Large-Cap Value | Add +1.7% | 1.41% | −0.01 |
| EMR Emerson Electric Co. | Add +0.1% | 0.27% | −0.01 |
| DUK Duke Energy Corp. | Add +0.3% | 0.12% | −0.01 |
| NSC Norfolk Southern Corp. | Add +0.2% | 0.14% | −0.01 |
| UNP Union Pacific Corp. | Add +0.1% | 0.20% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 1.08% | −0.02 |
| BLV Vanguard Long-Term Bond ETF | Add +4.3% | 1.48% | −0.03 |
| IBDX iShares Ibonds Dec 2032 TC | Add +1.6% | 0.98% | −0.03 |
| CVX Chevron Corp. | Add +0.7% | 0.78% | −0.04 |
| GSEW Goldman Sachs Eql WGHT Large | Add +2.4% | 3.06% | −0.05 |
| SO The Southern Co. | Add +0.1% | 0.38% | −0.05 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +2.7% | 3.32% | −0.05 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 5.76% | −0.10 |
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 |