Wilkins Miller Wealth Management, LLC

CIK

2057318

Location

MOBILE, AL

Portfolio Value

Micro $19,613,954

Diversification

Diversified

Filing Date

Global Rank

#7,735 / 8,603 ▲ 85 · as of Mar 2026

Top Industry

Consumer Electronics 14.4%

3Y Alpha vs SPY

-1.1%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+21.6%

SPY

+24.0%

Annualised alpha

-1.6%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.6%

−0.4 pts

Top 5

41.5%

+0.9 pts

Top 10

63.3%

+1.2 pts

HHI

541

Diversified+10

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	21.0%	$4,110,105	4
Financial Services	12.7%	$2,499,545	4
Unclassified	12.5%	$2,458,645	3
Energy	10.2%	$2,002,971	2
Industrials	9.5%	$1,867,331	6
Consumer Cyclical	9.0%	$1,757,229	3
Healthcare	8.0%	$1,566,607	4
Consumer Defensive	6.4%	$1,252,071	3
Communication Services	6.0%	$1,168,356	1
Utilities	4.7%	$931,094	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	+265	942	$451,406
GLD	Spdr Gold Trust	+74	2,630	$1,131,662
GOOGL	Alphabet Inc.	+35	4,063	$1,168,356
MRK	Merck & Co., Inc.	+25	3,582	$430,878
AAPL	Apple Inc.	+25	9,761	$2,477,244
BNY	Bank of New York Mellon Corp	+8	1,932	$229,193
JNJ	Johnson & Johnson	+7	1,926	$470,791
SO	Southern Co	+7	7,316	$706,140
EMR	Emerson Electric Co	+6	3,384	$443,371
DUK	Duke Energy CORP	+5	1,718	$224,954
RTX	RTX Corp	+4	1,498	$288,964
LOW	Lowes Companies Inc	+4	1,421	$335,753
AMGN	Amgen Inc	+3	622	$218,850
ORCL	Oracle Corp	+3	2,621	$385,575
MSFT	Microsoft Corp	+2	2,333	$863,606
NSC	Norfolk Southern Corp	+2	840	$241,080
V	Visa Inc.	+1	711	$214,892
GE	General Electric Co	+1	804	$228,151
KO	Coca Cola Co	+1	8,487	$645,436
UNP	Union Pacific Corp	+1	1,424	$345,490
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
EPD	Enterprise Products Partners L.P.	−339	6,238	$236,045
JPM	Jpmorgan Chase & Co	−162	5,453	$1,604,054
PG	PROCTER & GAMBLE Co	−139	2,207	$318,779
CVX	Chevron Corp	−105	8,540	$1,766,926
AMZN	Amazon Com Inc	−89	2,323	$483,811
SPY	Spdr S&P 500 ETF Trust	−35	332	$215,912
QQQ	Invesco Qqq Trust, Series 1	−29	1,925	$1,111,071
HD	Home Depot, Inc.	−24	2,851	$937,665
PM	Philip Morris International Inc.	−19	1,741	$287,856
LLY	ELI LILLY & Co	−10	485	$446,088
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MS	Morgan Stanley	1,187	$210,728
AXP	American Express Co	550	$203,472
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 positions · $19,613,954 total · as of Mar 31, 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	Added	9,761	+25	$2,477,244	−6.4%	12.63%
CVX	Chevron Corp Energy	Reduced	8,540	-105	$1,766,926	+34.1%	9.01%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,453	-162	$1,604,054	−11.3%	8.18%
GOOGL	Alphabet Inc. Communication Services	Added	4,063	+35	$1,168,356	−7.3%	5.96%
GLD	Spdr Gold Trust	Added	2,630	+74	$1,131,662	+11.7%	5.77%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,925	-29	$1,111,071	−7.4%	5.66%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,851	-24	$937,665	−5.2%	4.78%
MSFT	Microsoft Corp Technology	Added	2,333	+2	$863,606	−23.4%	4.40%
SO	Southern Co Utilities	Added	7,316	+7	$706,140	+10.8%	3.60%
KO	Coca Cola Co Consumer Defensive	Added	8,487	+1	$645,436	+8.8%	3.29%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,323	-89	$483,811	−13.1%	2.47%
JNJ	Johnson & Johnson Healthcare	Added	1,926	+7	$470,791	+18.5%	2.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	942	+265	$451,406	+32.7%	2.30%
LLY	ELI LILLY & Co Healthcare	Reduced	485	-10	$446,088	−16.1%	2.27%
EMR	Emerson Electric Co Industrials	Added	3,384	+6	$443,371	−1.1%	2.26%
MRK	Merck & Co., Inc. Healthcare	Added	3,582	+25	$430,878	+15.1%	2.20%
ORCL	Oracle Corp Technology	Added	2,621	+3	$385,575	−24.4%	1.97%
NVDA	Nvidia Corp Technology	Held	2,200	0	$383,680	−6.5%	1.96%
UNP	Union Pacific Corp Industrials	Added	1,424	+1	$345,490	+5.0%	1.76%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,421	+4	$335,753	−1.7%	1.71%
CSL	Carlisle Companies Inc Industrials	Held	960	0	$320,275	+4.3%	1.63%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,207	-139	$318,779	−5.2%	1.63%
RTX	RTX Corp Industrials	Added	1,498	+4	$288,964	+5.5%	1.47%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,741	-19	$287,856	+2.0%	1.47%
NSC	Norfolk Southern Corp Industrials	Added	840	+2	$241,080	−0.4%	1.23%
EPD	Enterprise Products Partners L.P. Energy	Reduced	6,238	-339	$236,045	+11.9%	1.20%
BNY	Bank of New York Mellon Corp Financial Services	Added	1,932	+8	$229,193	+2.6%	1.17%
GE	General Electric Co Industrials	Added	804	+1	$228,151	−7.8%	1.16%
DUK	Duke Energy CORP Utilities	Added	1,718	+5	$224,954	+12.0%	1.15%
AMGN	Amgen Inc Healthcare	Added	622	+3	$218,850	+8.0%	1.12%
SPY	Spdr S&P 500 ETF Trust	Reduced	332	-35	$215,912	−13.7%	1.10%
V	Visa Inc. Financial Services	Added	711	+1	$214,892	−13.7%	1.10%