StockDriftsStockDriftsTop 50 Wilkins Miller Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 9.59% | 592.4K | $17.4M | -0.32%(-1.92K) | $22.93(+33.17%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 5.55% | 298.3K | $10.1M | -0.52%(-1.55K) | $27.06(+32.18%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.55% | 11.0K | $8.3M | -1.57%(-176) | $586.35(+32.58%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 4.04% | 203.1K | $7.3M | -0.13%(-257) | $26.08(+33.47%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 3.88% | 139.9K | $7.0M | +1.74%(+2.39K) | $36.02(+43.59%) | 2026-06-30 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 3.46% | 377.7K | $6.3M | +2.97%(+10.89K) | $16.63(-0.34%) | 2026-06-30 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 3.24% | 317.1K | $5.9M | -0.30%(-958) | $18.59(-0.23%) | 2026-06-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 3.23% | 288.3K | $5.9M | -6.01%(-18.45K) | $20.25(+0.51%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 3.16% | 184.6K | $5.7M | +5.48%(+9.59K) | $24.18(+34.33%) | 2026-06-30 | |
| IBDV | ISHARES TR | 3.07% | 256.3K | $5.6M | -0.23%(-587) | $21.78(-0.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.62% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.85% |
Wilkins Miller Wealth Management, LLC reports $181.85M in US-listed equity holdings across 95 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (9.6%), SCHG (5.5%) and IVV (4.5%). The top 20 holdings account for 64.6% of reported assets. Its disclosed equity book has returned +17.62% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wilkins Miller Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2057318). View Wilkins Miller Wealth Management, LLC’s 13F filings on SEC