DOSSIER · 13F-HR · Q2 2026

Wilkins Miller Wealth Management, LLC

$182M in tracked AUM across 95 positions as of Q2 2026.

WM
CIK 0002057318 · last filed Jun 30, 2026
Total AUM
$182M
as of Q2 2026
Holdings
95
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Wilkins Miller Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$17M592K9.6%
02
SCHG
SCHWAB STRATEGIC TR
$10M298K5.6%
03
IVV
ISHARES TR
$8M11K4.5%
04
SCHA
SCHWAB STRATEGIC TR
$7M203K4.0%
05
SPDW
SPDR INDEX SHS FDS
$7M140K3.9%
06
BSCU
INVESCO EXCH TRD SLF IDX FD
$6M378K3.5%
07
BSCT
INVESCO EXCH TRD SLF IDX FD
$6M317K3.2%
08
BSCS
INVESCO EXCH TRD SLF IDX FD
$6M288K3.2%
09
FNDX
SCHWAB STRATEGIC TR
$6M185K3.2%
10
IBDV
ISHARES TR
$6M256K3.1%

Filing history

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 positionsView →
2025Q2Jun 30
$147M 10.5%
89 positionsLocked
2025Q1Mar 31
$133M 39.2%
83 positionsLocked
2024Q4Dec 31
$96M
71 positionsLocked