Wilkins Miller Wealth Management, LLC

CIK

2057318

Location

MOBILE, AL

Portfolio Value

Micro $22,623,924

Diversification

Diversified

Filing Date

Global Rank

#7,691 / 8,517 ▲ 225

Top Industry

Consumer Electronics 14.4%

3Y Alpha vs SPY

-2.0%

Period ended 47 days ago

Filed Jul 21, 2026 · 26d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+23.3%

SPY

+27.3%

Annualised alpha

-2.5%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

36 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.5%

−0.0 pts

Top 5

41.0%

−4.2 pts

Top 10

59.8%

−6.1 pts

HHI

503

Diversified−85

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	20.8%	$4,699,495	5
Financial Services	13.4%	$3,039,473	5
Unclassified	13.3%	$3,018,311	3
Energy	12.7%	$2,875,998	5
Industrials	9.3%	$2,094,756	6
Consumer Cyclical	7.8%	$1,770,301	3
Healthcare	7.7%	$1,751,605	4
Communication Services	6.5%	$1,472,721	1
Consumer Defensive	5.3%	$1,200,380	3
Utilities	3.1%	$700,884	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+370	2,295	$1,690,038
NVDA	Nvidia Corp	+199	2,399	$480,015
CVX	Chevron Corp	+173	8,713	$1,444,266
JPM	Jpmorgan Chase & Co	+167	5,620	$1,839,594
XOM	ExxonMobil Holdings Corp	+156	5,775	$789,558
SPY	Spdr S&P 500 ETF Trust	+136	468	$349,488
EMR	Emerson Electric Co	+76	3,460	$495,299
RTX	RTX Corp	+74	1,572	$298,255
JNJ	Johnson & Johnson	+38	1,964	$498,797
GLD	Spdr Gold Trust	+27	2,657	$978,785
MRK	Merck & Co., Inc.	+22	3,604	$463,114
KO	Coca Cola Co	+15	8,502	$690,957
SO	Southern Co	+7	7,323	$700,884
ORCL	Oracle Corp	+7	2,628	$385,133
LOW	Lowes Companies Inc	+3	1,424	$313,977
AMGN	Amgen Inc	+2	624	$225,962
NSC	Norfolk Southern Corp	+2	842	$264,884
UNP	Union Pacific Corp	+1	1,425	$387,600
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−1,460	4,121	$1,472,721
PG	PROCTER & GAMBLE Co	−760	1,447	$212,188
AMZN	Amazon Com Inc	−427	1,896	$451,892
EPD	Enterprise Products Partners L.P.	−268	5,970	$219,457
MSFT	Microsoft Corp	−246	2,087	$778,492
V	Visa Inc.	−117	594	$203,795
PM	Philip Morris International Inc.	−98	1,643	$297,235
BNY	Bank of New York Mellon Corp	−18	1,914	$276,783
LLY	ELI LILLY & Co	−15	470	$563,732
BRK-B	Berkshire Hathaway Inc	−10	932	$466,363
AAPL	Apple Inc.	−4	9,757	$2,823,285
HD	Home Depot, Inc.	−3	2,848	$1,004,432
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MS	Morgan Stanley	1,210	$252,938
CSCO	Cisco Systems, Inc.	1,980	$232,570
VLO	Valero Energy Corp/Tx	824	$214,602
MPC	Marathon Petroleum Corp	814	$208,115
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	44,842	$3,460,905
VIG	Vanguard Dividend Appreciation ETF	14,708	$3,163,102
DUK	Duke Energy CORP	1,718	$224,954
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 tracked positions · $22,623,924 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	9,757	-4	$2,823,285	+14.0%	12.48%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,620	+167	$1,839,594	+14.7%	8.13%
QQQ	Invesco Qqq Trust, Series 1	Added	2,295	+370	$1,690,038	+52.1%	7.47%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,121	-1,460	$1,472,721	−8.2%	6.51%
CVX	Chevron Corp Energy	Added	8,713	+173	$1,444,266	−18.3%	6.38%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,848	-3	$1,004,432	+7.1%	4.44%
GLD	Spdr Gold Trust	Added	2,657	+27	$978,785	−13.5%	4.33%
XOM	ExxonMobil Holdings Corp Energy	Added	5,775	+156	$789,558	−17.2%	3.49%
MSFT	Microsoft Corp Technology	Reduced	2,087	-246	$778,492	−9.9%	3.44%
SO	Southern Co Utilities	Added	7,323	+7	$700,884	−0.7%	3.10%
KO	Coca Cola Co Consumer Defensive	Added	8,502	+15	$690,957	+7.1%	3.05%
LLY	ELI LILLY & Co Healthcare	Reduced	470	-15	$563,732	+26.4%	2.49%
JNJ	Johnson & Johnson Healthcare	Added	1,964	+38	$498,797	+5.9%	2.20%
EMR	Emerson Electric Co Industrials	Added	3,460	+76	$495,299	+11.7%	2.19%
NVDA	Nvidia Corp Technology	Added	2,399	+199	$480,015	+25.1%	2.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	932	-10	$466,363	+3.3%	2.06%
MRK	Merck & Co., Inc. Healthcare	Added	3,604	+22	$463,114	+7.5%	2.05%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,896	-427	$451,892	−6.6%	2.00%
UNP	Union Pacific Corp Industrials	Added	1,425	+1	$387,600	+12.2%	1.71%
ORCL	Oracle Corp Technology	Added	2,628	+7	$385,133	−0.1%	1.70%
SPY	Spdr S&P 500 ETF Trust	Added	468	+136	$349,488	+61.9%	1.54%
CSL	Carlisle Companies Inc Industrials	Held	960	0	$348,240	+8.7%	1.54%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,424	+3	$313,977	−6.5%	1.39%
GE	General Electric Co Industrials	Held	804	0	$300,478	+31.7%	1.33%
RTX	RTX Corp Industrials	Added	1,572	+74	$298,255	+3.2%	1.32%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,643	-98	$297,235	+3.3%	1.31%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	1,914	-18	$276,783	+20.8%	1.22%
NSC	Norfolk Southern Corp Industrials	Added	842	+2	$264,884	+9.9%	1.17%
MS	Morgan Stanley Financial Services	NEW	1,210	NEW	$252,938	NEW	1.12%
CSCO	Cisco Systems, Inc. Technology	NEW	1,980	NEW	$232,570	NEW	1.03%
AMGN	Amgen Inc Healthcare	Added	624	+2	$225,962	+3.2%	1.00%
EPD	Enterprise Products Partners L.P. Energy	Reduced	5,970	-268	$219,457	−7.0%	0.97%
VLO	Valero Energy Corp/Tx Energy	NEW	824	NEW	$214,602	NEW	0.95%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,447	-760	$212,188	−33.4%	0.94%
MPC	Marathon Petroleum Corp Energy	NEW	814	NEW	$208,115	NEW	0.92%
V	Visa Inc. Financial Services	Reduced	594	-117	$203,795	−5.2%	0.90%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.