Wilkins Miller Wealth Management, LLC

CIK

2057318

Location

MOBILE, AL

Portfolio Value

Small $141,685,383

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,329 / 8,807 ▼ 424 · as of Jun 2026

Top Industry

Consumer Electronics 15.4%

Period ended 20 days ago

Filed Oct 13, 2026 · 7d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 82.1% of the book (60%+)

Turnover

Low turnover

5.5% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 85.2%; sector active share 77.0% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

95 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

38.2%

+1.8 pts

Top 5

70.9%

+2.7 pts

Top 10

83.3%

+1.3 pts

HHI

1,951

Moderately concentrated+167

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	85.1%	$120,604,794	61
Technology	3.8%	$5,402,535	5
Energy	2.5%	$3,536,725	5
Financial Services	2.1%	$3,016,525	5
Communication Services	1.5%	$2,145,886	3
Industrials	1.4%	$2,025,478	6
Healthcare	1.3%	$1,836,425	4
Consumer Cyclical	1.0%	$1,479,763	3
Consumer Defensive	0.7%	$1,023,038	2
Utilities	0.4%	$614,214	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	+49,370	427,043	$6,892,474
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	+10,432	327,532	$5,961,082
BSCW		+8,586	126,786	$2,483,103
FNDX	Schwab Fundamental U.S. Large Company ETF	+5,751	190,322	$5,989,433
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+3,047	179,229	$0
SCHE	Schwab Emerging Markets Equity ETF	+2,982	42,784	$1,559,476
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	+1,459	257,760	$0
BSCV		+1,391	182,340	$2,875,501
BSCY		+1,385	30,497	$595,216
GSEW	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	+1,203	59,613	$5,548,778
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	+1,120	87,657	$1,713,256
SCHF	Schwab International Equity ETF	+1,043	100,058	$2,748,593
SCHA	Schwab U.S. Small-Cap ETF	+1,007	204,154	$6,661,545
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+972	15,027	$1,148,062
SCHH	Schwab U.S. REIT ETF	+708	23,813	$524,838
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+539	26,291	$4,080,363
BSCX		+448	46,925	$938,443
VO	VANGUARD MID-CAP INDEX FUND	+434	17,392	$1,363,880
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+362	140,248	$7,041,852
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+328	3,971	$242,747
SCHV	Schwab U.S. Large-Cap Value ETF	+308	84,100	$2,801,371
SCHM	Schwab U.S. Mid-Cap ETF	+277	42,221	$1,436,358
IJR	iShares Core S&P Small-Cap ETF	+223	17,617	$0
IXUS	iShares Core MSCI Total International Stock ETF	+200	2,830	$0
SCHG	Schwab U.S. Large-Cap Growth ETF	+178	298,497	$10,724,997
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHX	Schwab U.S. Large-Cap ETF	−4,133	588,293	$17,648,790
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	−3,236	285,036	$5,736,349
IBDY	iShares iBonds Dec 2033 Term Corporate ETF	−3,183	59,655	$0
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	−2,848	74,944	$0
IBDW	iShares iBonds Dec 2031 Term Corporate ETF	−2,097	204,921	$0
IBDX	iShares iBonds Dec 2032 Term Corporate ETF	−1,969	60,599	$0
BSJQ	Invesco BulletShares 2026 High Yield Corporate Bond ETF	−1,843	21,844	$498,589
SCHB	Schwab U.S. Broad Market ETF	−744	103,345	$3,029,041
FNDF	Schwab Fundamental International Equity ETF	−665	4,332	$232,845
SCHD	Schwab U.S. Dividend Equity ETF	−300	25,394	$826,066
QQQ	Invesco Qqq Trust, Series 1	−293	2,002	$1,481,019
VFMO	VANGUARD U.S. MOMENTUM FACTOR ETF	−199	14,601	$3,315,449
ORCL	Oracle Corp	−180	2,448	$336,110
KO	Coca Cola Co	−153	8,349	$718,681
EPD	Enterprise Products Partners L.P.	−129	5,841	$207,998
USRT	iShares Core U.S. REIT ETF	−124	13,881	$0
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	−110	11,815	$230,628
AMZN	Amazon Com Inc	−109	1,787	$445,231
XOM	ExxonMobil Holdings Corp	−98	5,677	$923,931
LOW	Lowes Companies Inc	−88	1,336	$246,211
IBDZ	iShares iBonds Dec 2034 Term Corporate ETF	−85	8,687	$0
VIG	Vanguard Specialized Funds	−80	13,941	$3,252,574
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−79	27,497	$3,384,330
HD	Home Depot, Inc.	−77	2,771	$788,321
GOOGL	Alphabet Inc.	−72	4,049	$1,393,179
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
FHLC	Fidelity MSCI Health Care Index ETF	4,041	$330,149
XLSR	State Street(R) US Sector Rotation ETF	3,506	$232,833
META	Meta Platforms, Inc.	281	$203,775
EFA	iShares MSCI EAFE ETF	1,998	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BIV	Vanguard Bond Index Funds	47,601	$3,650,996
BLV	VANGUARD LONG-TERM BOND INDEX FUND	32,747	$2,257,250
PG	PROCTER & GAMBLE Co	1,447	$212,188
VB	Vanguard Index Funds	671	$203,393
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

95 tracked positions · $141,685,383 total · filing declares 95 positions · $177,090,169 · as of Sep 30, 2026

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

Showing 1–50 of 95 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHX	Schwab U.S. Large-Cap ETF	Reduced	588,293	-4,133	$17,648,790	+1.2%	12.46%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	298,497	+178	$10,724,997	+6.2%	7.57%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	140,248	+362	$7,041,852	−0.1%	4.97%
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	Added	427,043	+49,370	$6,892,474	+9.6%	4.86%
SCHA	Schwab U.S. Small-Cap ETF	Added	204,154	+1,007	$6,661,545	−9.2%	4.70%
FNDX	Schwab Fundamental U.S. Large Company ETF	Added	190,322	+5,751	$5,989,433	+4.3%	4.23%
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	Added	327,532	+10,432	$5,961,082	+1.2%	4.21%
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	Reduced	285,036	-3,236	$5,736,349	−2.3%	4.05%
GSEW	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	Added	59,613	+1,203	$5,548,778	+0.6%	3.92%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	26,291	+539	$4,080,363	+0.3%	2.88%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	27,497	-79	$3,384,330	+3.1%	2.39%
VFMO	VANGUARD U.S. MOMENTUM FACTOR ETF	Reduced	14,601	-199	$3,315,449	−10.2%	2.34%
VIG	Vanguard Specialized Funds	Reduced	13,941	-80	$3,252,574	−2.0%	2.30%
AAPL	Apple Inc. Technology	Added	9,760	+3	$3,250,275	+15.1%	2.29%
SCHB	Schwab U.S. Broad Market ETF	Reduced	103,345	-744	$3,029,041	+0.5%	2.14%
BSCV		Added	182,340	+1,391	$2,875,501	−3.0%	2.03%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	84,100	+308	$2,801,371	−4.0%	1.98%
SCHF	Schwab International Equity ETF	Added	100,058	+1,043	$2,748,593	+0.2%	1.94%
BSCW		Added	126,786	+8,586	$2,483,103	+2.4%	1.75%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	20,586	+44	$1,847,799	+2.4%	1.30%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,574	-46	$1,844,046	+0.2%	1.30%
CVX	Chevron Corp Energy	Reduced	8,651	-62	$1,766,620	+22.3%	1.25%
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	Added	87,657	+1,120	$1,713,256	+0.9%	1.21%
SCHE	Schwab Emerging Markets Equity ETF	Added	42,784	+2,982	$1,559,476	+8.1%	1.10%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,002	-293	$1,481,019	−12.4%	1.05%
VOO	VANGUARD 500 INDEX FUND	Added	2,086	+4	$1,461,993	+2.2%	1.03%
SCHM	Schwab U.S. Mid-Cap ETF	Added	42,221	+277	$1,436,358	−7.1%	1.01%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,049	-72	$1,393,179	−5.4%	0.98%
VO	VANGUARD MID-CAP INDEX FUND	Added	17,392	+434	$1,363,880	−0.2%	0.96%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	15,027	+972	$1,148,062	+4.8%	0.81%
MSFT	Microsoft Corp Technology	Reduced	2,056	-31	$1,054,522	+35.5%	0.74%
GLD	Spdr Gold Trust	Added	2,669	+12	$1,016,461	+3.8%	0.72%
BSCX		Added	46,925	+448	$938,443	−4.1%	0.66%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,677	-98	$923,931	+17.0%	0.65%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	25,394	-300	$826,066	+1.4%	0.58%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,771	-77	$788,321	−21.5%	0.56%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	7,346	+38	$742,900	+3.5%	0.52%
KO	Coca Cola Co Consumer Defensive	Reduced	8,349	-153	$718,681	+4.0%	0.51%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	3,423	+2	$670,052	+2.8%	0.47%
SO	Southern Co Utilities	Added	7,410	+87	$614,214	−12.4%	0.43%
BSCY		Added	30,497	+1,385	$595,216	−1.1%	0.42%
NVDA	Nvidia Corp Technology	Added	2,423	+24	$553,364	+15.3%	0.39%
GOOG	Alphabet Inc. Communication Services	Added	1,611	+1	$548,932	−3.5%	0.39%
LLY	ELI LILLY & Co Healthcare	Reduced	467	-3	$540,356	−4.1%	0.38%
FENY	Fidelity MSCI Energy Index ETF	Added	15,915	+80	$539,518	+15.3%	0.38%
EMR	Emerson Electric Co Industrials	Reduced	3,431	-29	$532,148	+7.4%	0.38%
MRK	Merck & Co., Inc. Healthcare	Added	3,620	+16	$526,022	+13.6%	0.37%
SCHH	Schwab U.S. REIT ETF	Added	23,813	+708	$524,838	−4.1%	0.37%
JNJ	Johnson & Johnson Healthcare	Reduced	1,912	-52	$506,182	+1.5%	0.36%
BSJQ	Invesco BulletShares 2026 High Yield Corporate Bond ETF	Reduced	21,844	-1,843	$498,589	−8.3%	0.35%

Showing the top 50 of 95 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.