Wilkins Miller Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Wilkins Miller Wealth Management, LLC reported 89 stock positions worth $165.3 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 9.2% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 5.3%) and iShares Core S&P 500 ETF (IVV, 4.4%). Compared with Q4 2025, it sold out of 3, added to 46 and reduced 38. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +26%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- MOBILE, AL
- CIK
- 0002057318
- Portfolio Value
- $165.3M (Q1 2026)
- SEC Filing
- 0002057318-26-000002 ↗ filed Apr 22, 2026
Holdings Value
Holdings 89 stocks · $165.3M
| SCHX Schwab US Large-Cap ETF | 9.22% | 594,346 | $15.2M | Reduce -2.0% |
| SCHG Schwab US Large-Cap Growth | 5.28% | 299,870 | $8.7M | Add +1.1% |
| IVV iShares Core S&P 500 ETF | 4.43% | 11,222 | $7.3M | Reduce -5.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.80% | 137,492 | $6.3M | Add +2.6% |
| BSCS Invesco Bulletshares 2028 CB | 3.79% | 306,717 | $6.3M | Reduce -2.3% |
| BSCU Invesco Bulletshares 2030 CB | 3.71% | 366,781 | $6.1M | Add +7.0% |
| BSCT Invesco Bulletshares 2029 CB | 3.59% | 318,058 | $5.9M | Add +2.2% |
| SCHA Schwab US Small-Cap ETF | 3.58% | 203,404 | $5.9M | Add +1.3% |
| IBDV iShares Ibonds Dec 2030 Corp. | 3.40% | 256,888 | $5.6M | Add +1.6% |
| GSEW Goldman Sachs Eql WGHT Large | 3.00% | 58,550 | $5.0M | Reduce -3.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.95% | 174,986 | $4.9M | Reduce -2.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.68% | 211,441 | $4.4M | Reduce -2.3% |
| IBDU iShares Ibonds Dec 2029 Term | 2.48% | 176,133 | $4.1M | Reduce -1.2% |
| VYM Vanguard High DVD Yield ETF | 2.21% | 24,645 | $3.6M | Add +3.9% |
| BIV Vanguard Intermediate-Term B | 2.09% | 44,842 | $3.5M | Add +26.2% |
| VIG Vanguard Dividend Apprec ETF | 1.91% | 14,708 | $3.2M | Reduce -1.0% |
| BSCV Invesco Bulletshares 2031 CB | 1.78% | 179,123 | $2.9M | Add +1.6% |
| VFMO Vanguard US Momentum Factor | 1.70% | 14,242 | $2.8M | Add +3.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.63% | 27,562 | $2.7M | Reduce -3.8% |
| SCHB Schwab US Broad Market ETF | 1.59% | 104,394 | $2.6M | Reduce -9.9% |
| BLV Vanguard Long-Term Bond ETF | 1.52% | 36,498 | $2.5M | Add +1.8% |
| SCHV Schwab US Large-Cap Value | 1.51% | 82,007 | $2.5M | Add +2.3% |
| AAPL Apple Inc. | 1.50% | 9,761 | $2.5M | Add +0.3% |
| BSCW Invesco Bulletshares 2032 CB | 1.47% | 118,363 | $2.4M | Reduce -1.6% |
| SCHF Schwab Intl Equity ETF | 1.41% | 93,919 | $2.3M | Add +2.1% |
| IJR iShares Core S&P Small-Cap E | 1.16% | 15,446 | $1.9M | Add +13.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.15% | 75,079 | $1.9M | Reduce -6.1% |
| BSCR Invesco Bulletshares 2027 CB | 1.08% | 91,253 | $1.8M | Reduce -9.5% |
| CVX Chevron Corp. | 1.07% | 8,540 | $1.8M | Reduce -1.2% |
| IBDX iShares Ibonds Dec 2032 TC | 1.03% | 67,064 | $1.7M | Add +4.5% |
| JPM JPMorgan Chase & Co. | 0.97% | 5,453 | $1.6M | Reduce -2.9% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.96% | 61,517 | $1.6M | Add +5.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.94% | 20,269 | $1.6M | Add +0.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.75% | 37,660 | $1.2M | Add +9.2% |
| SCHM Schwab US Mid Cap ETF | 0.75% | 39,877 | $1.2M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.71% | 4,063 | $1.2M | Add +0.9% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.69% | 24,940 | $1.1M | Reduce -7.6% |
| GLD SPDR Gold Shares | 0.68% | 2,630 | $1.1M | Add +2.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 1,925 | $1.1M | Reduce -1.5% |
| BSV Vanguard Short-Term Bond ETF | 0.66% | 13,830 | $1.1M | Reduce -2.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.66% | 3,774 | $1.1M | Add +9.1% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.65% | 6,294 | $1.1M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.58% | 5,619 | $953K | Reduce -4.5% |
| HD Home Depot Inc. | 0.57% | 2,851 | $938K | Reduce -0.8% |
| BSCX Invesco Bulletshares 2033 CB | 0.57% | 44,308 | $937K | Add +7.4% |
| VOO Vanguard S&P 500 ETF | 0.56% | 1,553 | $928K | Reduce -12.1% |
| MSFT Microsoft Corp. | 0.52% | 2,333 | $864K | Add +0.1% |
| ITOT iShares Core S&P Total U.S. | 0.51% | 5,930 | $845K | Reduce -1.6% |
| USRT iShares Core US REIT ETF | 0.51% | 14,123 | $836K | Reduce -10.5% |
| SCHD Schwab US DVD Equity ETF | 0.49% | 26,300 | $807K | Reduce -3.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.44% | 7,689 | $725K | Add +8.6% |
| SO The Southern Co. | 0.43% | 7,316 | $706K | Add +0.1% |
| QUAL iShares MSCI USA Quality Fac | 0.41% | 3,561 | $683K | Add +0.3% |
| KO The Coca-Cola Co. | 0.39% | 8,487 | $645K | Add +0.0% |
| BSJQ Invesco Bulletshares 2026 HY | 0.35% | 24,992 | $579K | Reduce -14.8% |
| BSCY Invesco Bulletshares 2034 CB | 0.34% | 26,904 | $557K | Add +16.3% |
| FENY Fidelity MSCI Energy Index | 0.33% | 15,806 | $538K | Add +0.5% |
| AMZN Amazon.com Inc. | 0.29% | 2,323 | $484K | Reduce -3.7% |
| JNJ Johnson & Johnson | 0.28% | 1,926 | $471K | Add +0.4% |
| XLK SS Technology Select Sector | 0.28% | 3,466 | $461K | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 942 | $451K | Add +39.1% |
| LLY Eli Lilly & Co. | 0.27% | 485 | $446K | Reduce -2.0% |
| EMR Emerson Electric Co. | 0.27% | 3,384 | $443K | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.26% | 1,518 | $435K | Reduce -2.4% |
| MRK Merck & Co. Inc. | 0.26% | 3,582 | $431K | Add +0.7% |
| SCHH Schwab US REIT ETF | 0.24% | 18,120 | $389K | Add +86.4% |
| ORCL Oracle Corp. | 0.23% | 2,621 | $386K | Add +0.1% |
| NVDA Nvidia Corp. | 0.23% | 2,200 | $384K | No change |
| UNP Union Pacific Corp. | 0.21% | 1,424 | $346K | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.20% | 1,421 | $336K | Add +0.3% |
| CSL Carlisle Cos Inc. | 0.19% | 960 | $320K | No change |
| PG The Procter & Gamble Co. | 0.19% | 2,207 | $319K | Reduce -5.9% |
| IWD iShares Russell 1000 Value E | 0.18% | 1,412 | $302K | No change |
| RTX RTX Corp. | 0.17% | 1,498 | $289K | Add +0.3% |
| PM Philip Morris International | 0.17% | 1,741 | $288K | Reduce -1.1% |
| SDY SS SPDR S&P Dividend ETF | 0.17% | 1,951 | $285K | Reduce -1.8% |
| BSCQ Invesco Bulletshares 2026 CB | 0.16% | 13,281 | $259K | Reduce -9.4% |
| DTD Wisdomtree US Total Dividend | 0.16% | 2,999 | $259K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.15% | 4,975 | $243K | No change |
| NSC Norfolk Southern Corp. | 0.15% | 840 | $241K | Add +0.2% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.14% | 9,100 | $237K | Reduce -0.8% |
| EPD Enterprise Products Partners | 0.14% | 6,238 | $236K | Reduce -5.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.14% | 1,932 | $229K | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.14% | 804 | $228K | Add +0.1% |
| DUK Duke Energy Corp. | 0.14% | 1,718 | $225K | Add +0.3% |
| AMGN Amgen Inc. | 0.13% | 622 | $219K | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 332 | $216K | Reduce -9.5% |
| V Visa Inc. Class A | 0.13% | 711 | $215K | Add +0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.12% | 3,631 | $205K | Reduce -1.1% |
Portfolio Sells Q4 2025 → Q1 2026
| SCHX Schwab US Large-Cap ETF | Reduce -2.0% | 9.22% | −0.50 |
| IVV iShares Core S&P 500 ETF | Reduce -5.7% | 4.43% | −0.42 |
| SCHB Schwab US Broad Market ETF | Reduce -9.9% | 1.59% | −0.23 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.21 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.8% | 1.63% | −0.19 |
| MS Morgan Stanley | Sold out | 0.00% | −0.13 |
| AXP American Express Co. | Sold out | 0.00% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -2.9% | 0.97% | −0.11 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -9.5% | 1.08% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -12.1% | 0.56% | −0.10 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -2.3% | 3.79% | −0.06 |
| GSEW Goldman Sachs Eql WGHT Large | Reduce -3.0% | 3.00% | −0.06 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -6.1% | 1.15% | −0.06 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -14.8% | 0.35% | −0.06 |
| IBDW iShares Ibonds Dec 2031 Corp. | Reduce -2.3% | 2.68% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -2.0% | 0.27% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.5% | 0.67% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -3.7% | 0.29% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.0% | 1.91% | −0.03 |
| USRT iShares Core US REIT ETF | Reduce -10.5% | 0.51% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -2.4% | 0.26% | −0.03 |
| XLK SS Technology Select Sector | Reduce -1.7% | 0.28% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.6% | 0.51% | −0.02 |
| HD Home Depot Inc. | Reduce -0.8% | 0.57% | −0.02 |
| BSCW Invesco Bulletshares 2032 CB | Reduce -1.6% | 1.47% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.5% | 0.13% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -9.4% | 0.16% | −0.01 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -7.6% | 0.69% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.3% | 0.66% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -5.9% | 0.19% | −0.01 |
| IBDU iShares Ibonds Dec 2029 Term | Reduce -1.2% | 2.48% | −0.01 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -0.3% | 0.65% | −0.00 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Reduce -0.8% | 0.14% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.1% | 0.12% | +0.00 |
| PM Philip Morris International | Reduce -1.1% | 0.17% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.8% | 0.17% | +0.01 |
| EPD Enterprise Products Partners | Reduce -5.2% | 0.14% | +0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -2.6% | 2.95% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.8% | 0.49% | +0.04 |
| XOM Exxon Mobil Corp. | Reduce -4.5% | 0.58% | +0.16 |
| CVX Chevron Corp. | Reduce -1.2% | 1.07% | +0.28 |
Portfolio Buys Q4 2025 → Q1 2026
| BIV Vanguard Intermediate-Term B | Add +26.2% | 2.09% | +0.45 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.6% | 3.80% | +0.25 |
| BSCU Invesco Bulletshares 2030 CB | Add +7.0% | 3.71% | +0.25 |
| IJR iShares Core S&P Small-Cap E | Add +13.2% | 1.16% | +0.18 |
| VYM Vanguard High DVD Yield ETF | Add +3.9% | 2.21% | +0.18 |
| SCHA Schwab US Small-Cap ETF | Add +1.3% | 3.58% | +0.17 |
| VFMO Vanguard US Momentum Factor | Add +3.0% | 1.70% | +0.12 |
| SCHH Schwab US REIT ETF | Add +86.4% | 0.24% | +0.11 |
| BSCT Invesco Bulletshares 2029 CB | Add +2.2% | 3.59% | +0.10 |
| SCHV Schwab US Large-Cap Value | Add +2.3% | 1.51% | +0.10 |
| FENY Fidelity MSCI Energy Index | Add +0.5% | 0.33% | +0.09 |
| SCHF Schwab Intl Equity ETF | Add +2.1% | 1.41% | +0.09 |
| GLD SPDR Gold Shares | Add +2.9% | 0.68% | +0.08 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +1.6% | 3.40% | +0.08 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +9.2% | 0.75% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +39.1% | 0.27% | +0.07 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +8.6% | 0.44% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +9.1% | 0.66% | +0.06 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +5.6% | 0.96% | +0.06 |
| IBDX iShares Ibonds Dec 2032 TC | Add +4.5% | 1.03% | +0.05 |
| JNJ Johnson & Johnson | Add +0.4% | 0.28% | +0.05 |
| SO The Southern Co. | Add +0.1% | 0.43% | +0.05 |
| BSCY Invesco Bulletshares 2034 CB | Add +16.3% | 0.34% | +0.05 |
| BSCX Invesco Bulletshares 2033 CB | Add +7.4% | 0.57% | +0.04 |
| MRK Merck & Co. Inc. | Add +0.7% | 0.26% | +0.04 |
| KO The Coca-Cola Co. | Add +0.0% | 0.39% | +0.04 |
| SCHM Schwab US Mid Cap ETF | Add +0.5% | 0.75% | +0.04 |
| BLV Vanguard Long-Term Bond ETF | Add +1.8% | 1.52% | +0.03 |
| BSCV Invesco Bulletshares 2031 CB | Add +1.6% | 1.78% | +0.03 |
| DUK Duke Energy Corp. | Add +0.3% | 0.14% | +0.02 |
| UNP Union Pacific Corp. | Add +0.1% | 0.21% | +0.01 |
| AMGN Amgen Inc. | Add +0.5% | 0.13% | +0.01 |
| RTX RTX Corp. | Add +0.3% | 0.17% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +0.4% | 0.14% | +0.01 |
| NSC Norfolk Southern Corp. | Add +0.2% | 0.15% | +0.00 |
| EMR Emerson Electric Co. | Add +0.2% | 0.27% | +0.00 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.20% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +0.3% | 0.41% | −0.01 |
| GE General Electric | Add +0.1% | 0.14% | −0.01 |
| V Visa Inc. Class A | Add +0.1% | 0.13% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.8% | 0.94% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 0.71% | −0.04 |
| ORCL Oracle Corp. | Add +0.1% | 0.23% | −0.07 |
| AAPL Apple Inc. | Add +0.3% | 1.50% | −0.08 |
| MSFT Microsoft Corp. | Add +0.1% | 0.52% | −0.15 |
| SCHG Schwab US Large-Cap Growth | Add +1.1% | 5.28% | −0.48 |
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 |