Wilkins Miller Wealth Management, LLC 13F Holdings · Q2 2026
Wilkins Miller Wealth Management, LLC reported 95 securities worth $181.85M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHX (9.59%), SCHG (5.55%), IVV (4.55%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $17.4M | 9.59% | 592,426 | Trimmed |
| 2 | SCHG | SCHWAB STRATEGIC TR | $10.1M | 5.55% | 298,319 | Trimmed |
| 3 | IVV | ISHARES TR | $8.3M | 4.55% | 11,046 | Trimmed |
| 4 | SCHA | SCHWAB STRATEGIC TR | $7.3M | 4.04% | 203,147 | Trimmed |
| 5 | SPDW | SPDR INDEX SHS FDS | $7.0M | 3.88% | 139,886 | Added |
| 6 | BSCU | INVESCO EXCH TRD SLF IDX FD | $6.3M | 3.46% | 377,673 | Added |
| 7 | BSCT | INVESCO EXCH TRD SLF IDX FD | $5.9M | 3.24% | 317,100 | Trimmed |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | $5.9M | 3.23% | 288,272 | Trimmed |
| 9 | FNDX | SCHWAB STRATEGIC TR | $5.7M | 3.16% | 184,571 | Added |
| 10 | IBDV | ISHARES TR | $5.6M | 3.07% | 256,301 | Trimmed |
| 11 | GSEW | GOLDMAN SACHS ETF TR | $5.5M | 3.03% | 58,410 | Trimmed |
| 12 | IBDW | ISHARES TR | $4.3M | 2.37% | 207,018 | Trimmed |
| 13 | IBDU | ISHARES TR | $4.1M | 2.24% | 176,182 | Added |
| 14 | VYM | VANGUARD WHITEHALL FDS | $4.1M | 2.24% | 25,752 | Added |
| 15 | VFMO | VANGUARD WELLINGTON FD | $3.7M | 2.03% | 14,800 | Added |
| 16 | BIV | VANGUARD BD INDEX FDS | $3.7M | 2.01% | 47,601 | Added |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $3.3M | 1.82% | 14,021 | Trimmed |
| 18 | SPYG | SPDR SERIES TRUST | $3.3M | 1.80% | 27,576 | Added |
| 19 | SCHB | SCHWAB STRATEGIC TR | $3.0M | 1.66% | 104,089 | Trimmed |
| 20 | BSCV | INVESCO EXCH TRD SLF IDX FD | $3.0M | 1.63% | 180,949 | Added |
| 21 | SCHV | SCHWAB STRATEGIC TR | $2.9M | 1.60% | 83,792 | Added |
| 22 | AAPL | APPLE INC | $2.8M | 1.55% | 9,757 | Trimmed |
| 23 | SCHF | SCHWAB STRATEGIC TR | $2.7M | 1.51% | 99,015 | Added |
| 24 | IJR | ISHARES TR | $2.6M | 1.42% | 17,394 | Added |
| 25 | BSCW | INVESCO EXCH TRD SLF IDX FD | $2.4M | 1.33% | 118,200 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR