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Wilkins Miller Wealth Management, LLC Portfolio
$177.1M across 95 positions as of 2026-09-30, with 46% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+12.0%
-2.5% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 7
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.2% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.3% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SCHXSchwab U.S. Large-Cap ETF | $17.6M | 10.0% | 588,293 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $10.7M | 6.1% | 298,497 |
| IVViShares Core S&P 500 ETF | $8.4M | 4.7% | 10,981 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $7M | 4.0% | 140,248 |
| INVESCO EXCH TRD SLF IDX FD | $6.9M | 3.9% | 427,043 |
| SCHASchwab U.S. Small-Cap ETF | $6.7M | 3.8% | 204,154 |
| FNDXSchwab Fundamental US Large Company Index ETF | $6M | 3.4% | 190,322 |
| INVESCO EXCH TRD SLF IDX FD | $6M | 3.4% | 327,532 |
| INVESCO EXCH TRD SLF IDX FD | $5.7M | 3.2% | 285,036 |
| GOLDMAN SACHS ETF TR | $5.5M | 3.1% | 59,613 |
| ISHARES TR | $5.4M | 3.1% | 257,760 |
| ISHARES TR | $4.1M | 2.3% | 204,921 |
| VYMVanguard High Dividend Yield ETF | $4.1M | 2.3% | 26,291 |
| ISHARES TR | $4.1M | 2.3% | 179,229 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $3.4M | 1.9% | 27,497 |
| VANGUARD WELLINGTON FD | $3.3M | 1.9% | 14,601 |
| VIGVanguard Div Appreciation ETF | $3.3M | 1.8% | 13,941 |
| AAPLApple Inc | $3.3M | 1.8% | 9,760 |
| SCHBSchwab U.S. Broad Market ETF | $3M | 1.7% | 103,345 |
| BSCVINVESCO EXCH TRD SLF IDX FD | $2.9M | 1.6% | 182,340 |
| SCHVSchwab U.S. Large-Cap Value ETF | $2.8M | 1.6% | 84,100 |
| SCHFSchwab International Equity ETF | $2.7M | 1.6% | 100,058 |
| INVESCO EXCH TRD SLF IDX FD | $2.5M | 1.4% | 126,786 |
| IJRiShares Core S&P Small-Cap ETF | $2.4M | 1.4% | 17,617 |
| ISHARES TR | $1.9M | 1.1% | 74,944 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $1.8M | 1.0% | 20,586 |
| JPMJPMorgan Chase & Co | $1.8M | 1.0% | 5,574 |
| CVXChevron Corp | $1.8M | 1.0% | 8,651 |
| INVESCO EXCH TRD SLF IDX FD | $1.7M | 1.0% | 87,657 |
| SCHESchwab Emerging Markets Equity ETF | $1.6M | 0.9% | 42,784 |
| QQQInvesco QQQ Trust, Series 1 | $1.5M | 0.8% | 2,002 |
| VOOVanguard S&P 500 ETF | $1.5M | 0.8% | 2,086 |
| ISHARES TR | $1.5M | 0.8% | 59,655 |
| ISHARES TR | $1.5M | 0.8% | 60,599 |
| SCHWAB STRATEGIC TR | $1.4M | 0.8% | 42,221 |
| GOOGLAlphabet Inc | $1.4M | 0.8% | 4,049 |
| VOVanguard Mid-Cap ETF | $1.4M | 0.8% | 17,392 |
| BSVVanguard Short-Term Bond ETF | $1.1M | 0.6% | 15,027 |
| SPDR SERIES TRUST | $1.1M | 0.6% | 5,919 |
| SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF | $1.1M | 0.6% | 24,217 |
| MSFTMicrosoft Corp | $1.1M | 0.6% | 2,056 |
| GLDSPDR Gold Shares | $1M | 0.6% | 2,669 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $966K | 0.5% | 5,810 |
| INVESCO EXCH TRD SLF IDX FD | $938.4K | 0.5% | 46,925 |
| XOMExxonmobil Holdings Corp | $923.9K | 0.5% | 5,677 |
| ISHARES TR | $854.8K | 0.5% | 13,881 |
| SCHDSchwab US Dividend Equity ETF | $826.1K | 0.5% | 25,394 |
| QUALiShares MSCI USA Quality Factor ETF | $816.8K | 0.5% | 3,675 |
| HDHome Depot Inc | $788.3K | 0.4% | 2,771 |
| VYMIVanguard International High Dividend Yield ETF | $742.9K | 0.4% | 7,346 |
| KOCoca-Cola Co | $718.7K | 0.4% | 8,349 |
| XLKState Street Technology Select Sector SPDR ETF | $670K | 0.4% | 3,423 |
| SOSouthern Co | $614.2K | 0.3% | 7,410 |
| INVESCO EXCH TRD SLF IDX FD | $595.2K | 0.3% | 30,497 |
| NVDANVIDIA Corp | $553.4K | 0.3% | 2,423 |
| GOOGAlphabet Inc | $548.8K | 0.3% | 1,611 |
| LLYEli Lilly and Co | $540.4K | 0.3% | 467 |
| FIDELITY COVINGTON TRUST | $539.5K | 0.3% | 15,915 |
| EMREmerson Electric Co | $532.1K | 0.3% | 3,431 |
| MRKMerck & Co Inc | $526.1K | 0.3% | 3,620 |
| SCHHSchwab U.S. REIT ETF | $524.8K | 0.3% | 23,813 |
| JNJJohnson & Johnson | $506.2K | 0.3% | 1,912 |
| INVESCO EXCH TRD SLF IDX FD | $498.6K | 0.3% | 21,844 |
| BRK.BBerkshire Hathaway Inc | $464.1K | 0.3% | 932 |
| AMZNAmazon.com Inc | $445.2K | 0.3% | 1,787 |
| UNPUnion Pacific Corp | $388.1K | 0.2% | 1,426 |
| SPYState Street SPDR S&P 500 ETF Trust | $357K | 0.2% | 468 |
| IWDiShares Russell 1000 Value ETF | $350.1K | 0.2% | 1,412 |
| ORCLOracle Corp | $336.1K | 0.2% | 2,448 |
| FHLCFIDELITY COVINGTON TRUST | $330.2K | 0.2% | 4,041 |
| MPCMarathon Petroleum Corp | $322.7K | 0.2% | 816 |
| VLOValero Energy Corp | $315.6K | 0.2% | 814 |
| CSLCarlisle Companies Inc | $309.3K | 0.2% | 960 |
| PMPhilip Morris International Inc | $304.3K | 0.2% | 1,595 |
| RTXRTX Corp | $289.1K | 0.2% | 1,557 |
| DTDWISDOMTREE TR | $280.2K | 0.2% | 2,999 |
| BANK OF NY MELLON CORP | $275.1K | 0.2% | 1,902 |
| IXUSiShares Core MSCI Total International Stock ETF | $268.8K | 0.2% | 2,830 |
| AMGNAmgen Inc | $264K | 0.1% | 626 |
| NSCNorfolk Southern Corp | $255.9K | 0.1% | 828 |
| GEGeneral Electric Co | $251K | 0.1% | 804 |
| LOWLowe's Companies Inc | $246.2K | 0.1% | 1,336 |
| SPDR SERIES TRUST | $242.7K | 0.1% | 3,971 |
| FNDFSchwab Fundamental International Equity ETF | $232.8K | 0.1% | 4,332 |
| SSGA ACTIVE TR | $232.8K | 0.1% | 3,506 |
| BSCQINVESCO EXCH TRD SLF IDX FD | $230.6K | 0.1% | 11,815 |
| SDYState Street SPDR S&P Dividend ETF | $229.5K | 0.1% | 1,567 |
| MSMorgan Stanley | $223.9K | 0.1% | 1,190 |
| ISHARES TR | $214K | 0.1% | 8,687 |
| VTVVanguard Value ETF | $209.6K | 0.1% | 970 |
| VVisa Inc | $209.6K | 0.1% | 583 |
| CSCOCisco Systems Inc | $208.3K | 0.1% | 1,935 |
| EPDEnterprise Products Partners L.P | $208K | 0.1% | 5,841 |
| EFAiShares MSCI EAFE ETF | $207.6K | 0.1% | 1,998 |
| METAMeta Platforms Inc | $203.4K | 0.1% | 281 |
Quarter ending 2026-09-30.
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