DOSSIER · 13F-HR · Q3 2026

Wilkins Miller Wealth Management, LLC

$177M in tracked AUM across 95 positions as of Q3 2026.

WM
CIK 0002057318 · last filed Sep 30, 2026
Total AUM
$177M
as of Q3 2026
Holdings
95
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Wilkins Miller Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$18M588K10.0%
02
SCHG
SCHWAB STRATEGIC TR
$11M298K6.1%
03
IVV
ISHARES TR
$8M11K4.7%
04
SPDW
SPDR INDEX SHS FDS
$7M140K4.0%
05
BSCU
INVESCO EXCH TRD SLF IDX FD
$7M427K3.9%
06
SCHA
SCHWAB STRATEGIC TR
$7M204K3.8%
07
FNDX
SCHWAB STRATEGIC TR
$6M190K3.4%
08
BSCT
INVESCO EXCH TRD SLF IDX FD
$6M328K3.4%
09
BSCS
INVESCO EXCH TRD SLF IDX FD
$6M285K3.2%
10
GSEW
GOLDMAN SACHS ETF TR
$6M60K3.1%

Filing history

2026Q3Sep 30
$177M▼ 2.6%
95 positionsView →
2026Q2Jun 30
$182M▲ 10.0%
95 positionsView →
2026Q1Mar 31
$165M▼ 1.6%
89 positionsView →
2025Q4Dec 31
$168M▲ 4.0%
92 positionsView →
2025Q3Sep 30
$161M▲ 9.8%
92 positionsLocked
2025Q2Jun 30
$147M▲ 10.5%
89 positionsLocked
2025Q1Mar 31
$133M▲ 39.2%
83 positionsLocked
2024Q4Dec 31
$96M—
71 positionsLocked