Q3 2026 13F · SEC CIK 2057318

Wilkins Miller Wealth Management, LLC

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $177.1M
Reported positions: 95
Holdings vs S&P 500, 3 yrs: —
Assets under management: $257.5M

Wilkins Miller Wealth Management, LLC is a wealth manager that reported 95 positions worth $177.1M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Schwab Strategic Tr (SCHX, 10.0%), Schwab Strategic Tr (SCHG, 6.1%), Ishares Tr (IVV, 4.7%).

Wilkins Miller Wealth Management, LLC holdings largest 50 of 95 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wilkins Miller Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SCHXSchwab Strategic Tr	10.0%	9.6%	588,293	-0.7%	$17.6M
SCHGSchwab Strategic Tr	6.1%	5.6%	298,497	+0.1%	$10.7M
IVVIshares Tr	4.7%	4.5%	10,981	-0.6%	$8.4M
SPDWSpdr Index Shs Fds	4.0%	3.9%	140,248	+0.3%	$7.0M
BSCUInvesco Exch Trd Slf Idx Fd	3.9%	3.5%	427,043	+13.1%	$6.9M
SCHASchwab Strategic Tr	3.8%	4.0%	204,154	+0.5%	$6.7M
FNDXSchwab Strategic Tr	3.4%	3.2%	190,322	+3.1%	$6.0M
BSCTInvesco Exch Trd Slf Idx Fd	3.4%	3.2%	327,532	+3.3%	$6.0M
BSCSInvesco Exch Trd Slf Idx Fd	3.2%	3.2%	285,036	-1.1%	$5.7M
GSEWGoldman Sachs Equal Weight US Large Cap	3.1%	3.0%	59,613	+2.1%	$5.5M
IBDVIshares Tr	3.1%	3.1%	257,760	+0.6%	$5.4M
IBDWIshares Tr	2.3%	2.4%	204,921	-1.0%	$4.1M
VYMVanguard Whitehall Fds	2.3%	2.2%	26,291	+2.1%	$4.1M
IBDUIshares Tr	2.3%	2.2%	179,229	+1.7%	$4.1M
SPYGState Street Spdr Portfolio S&p 500 Grow	1.9%	1.8%	27,497	-0.3%	$3.4M
VFMOVanguard Wellington Fd	1.9%	2.0%	14,601	-1.3%	$3.3M
VIGVanguard Specialized Funds	1.8%	1.8%	13,941	-0.6%	$3.3M
AAPLApple Inc	1.8%	1.6%	9,760	+0.0%	$3.3M
SCHBSchwab Strategic Tr	1.7%	1.7%	103,345	-0.7%	$3.0M
BSCVInvesco Exch Trd Slf Idx Fd	1.6%	1.6%	182,340	+0.8%	$2.9M
SCHVSchwab Strategic Tr	1.6%	1.6%	84,100	+0.4%	$2.8M
SCHFSchwab Strategic Tr	1.6%	1.5%	100,058	+1.1%	$2.7M
BSCWInvesco Exch Trd Slf Idx Fd	1.4%	1.3%	126,786	+7.3%	$2.5M
IJRIshares Tr	1.4%	1.4%	17,617	+1.3%	$2.4M
IBDTIshares Ibonds Dec 2028 Term Corporate E	1.1%	1.1%	74,944	-3.7%	$1.9M
SPLGSpdr Series Trust	1.0%	1.0%	20,586	+0.2%	$1.8M
JPMJpmorgan Chase & Co	1.0%	1.0%	5,574	-0.8%	$1.8M
CVXChevron Corporation	1.0%	0.8%	8,651	-0.7%	$1.8M
BSCRInvesco Exch Trd Slf Idx Fd	1.0%	0.9%	87,657	+1.3%	$1.7M
SCHESchwab Strategic Tr	0.9%	0.8%	42,784	+7.5%	$1.6M
QQQInvesco Qqq Tr	0.8%	0.9%	2,002	-12.8%	$1.5M
VOOVanguard Index Fds	0.8%	0.8%	2,086	+0.2%	$1.5M
IBDYIshares Tr	0.8%	0.9%	59,655	-5.1%	$1.5M
IBDXIshares Tr	0.8%	0.9%	60,599	-3.1%	$1.5M
SCHMSchwab Strategic Tr	0.8%	0.8%	42,221	+0.7%	$1.4M
GOOGLAlphabet Inc	0.8%	0.8%	4,049	-1.7%	$1.4M
VOVanguard Index Fds	0.8%	0.8%	17,392	+2.6%	$1.4M
BSVVanguard Bd Index Fds	0.6%	0.6%	15,027	+6.9%	$1.1M
QUSSpdr Series Trust	0.6%	0.6%	5,919	+0.4%	$1.1M
SPYDSpdr Ser Tr	0.6%	0.6%	24,217	+0.3%	$1.1M
MSFTMicrosoft Corp	0.6%	—	2,056	—	$1.1M
GLDSpdr Gold Tr	0.6%	0.5%	2,669	+0.5%	$1.0M
ITOTIshares Tr	0.5%	0.5%	5,810	+0.6%	$966K
BSCXInvesco Exch Trd Slf Idx Fd	0.5%	0.5%	46,925	+1.0%	$938K
XOMExxonmobil Holdings Corp	0.5%	—	5,677	—	$924K
USRTIshares Tr	0.5%	0.5%	13,881	-0.9%	$855K
SCHDSchwab Strategic Tr	0.5%	0.4%	25,394	-1.2%	$826K
QUALIshares Tr	0.5%	0.4%	3,675	+1.9%	$817K
HDHome Depot Inc	0.4%	0.6%	2,771	-2.7%	$788K
VYMIVanguard Whitehall Fds	0.4%	—	7,346	—	$743K

What Wilkins Miller Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

BSCU Invesco Exch Trd Slf Idx Fd+13.1% shares
SCHE Schwab Strategic Tr+7.5% shares
BSCW Invesco Exch Trd Slf Idx Fd+7.3% shares
BSV Vanguard Bd Index Fds+6.9% shares

Reduced

QQQ Invesco Qqq Tr-12.8% shares
IBDY Ishares Tr-5.1% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$177.1M	95
Q2 2026	$181.8M	95
Q1 2026	$165.3M	89
Q4 2025	$167.9M	92
Q3 2025	$161.5M	92
Q2 2025	$147.0M	89
Q1 2025	$133.0M	83
Q4 2024	$95.6M	71

Questions about Wilkins Miller Wealth Management, LLC's portfolio

What stocks does Wilkins Miller Wealth Management, LLC own?

Wilkins Miller Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 95 positions worth $177.1M. The largest are Schwab Strategic Tr (SCHX) at 10.0%, Schwab Strategic Tr (SCHG) at 6.1%, Ishares Tr (IVV) at 4.7%, Spdr Index Shs Fds (SPDW) at 4.0% and Invesco Exch Trd Slf Idx Fd (BSCU) at 3.9%.

What did Wilkins Miller Wealth Management, LLC buy last quarter?

In Q3 2026, Wilkins Miller Wealth Management, LLC added Invesco Exch Trd Slf Idx Fd (BSCU) (+13.1% shares), Schwab Strategic Tr (SCHE) (+7.5% shares) and Invesco Exch Trd Slf Idx Fd (BSCW) (+7.3% shares), compared with its Q2 2026 filing.

What did Wilkins Miller Wealth Management, LLC sell last quarter?

In Q3 2026, Wilkins Miller Wealth Management, LLC cut from its top 50 Vanguard Bd Index Fds (BIV), cut from its top 50 Vanguard Bd Index Fds (BLV), cut from its top 50 Exxon Mobil Corp (XOM), Invesco Qqq Tr (QQQ) (-12.8% shares) and Ishares Tr (IBDY) (-5.1% shares), compared with its Q2 2026 filing.

When is Wilkins Miller Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wilkins Miller Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Wilkins Miller Wealth Management, LLC manage?

Wilkins Miller Wealth Management, LLC reported $257.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $177.1M.