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Wilkins Miller Wealth Management, LLC

Portfolio Manager
Wilkins Miller Wealth Management, LLC
Performance
-2.46% (2026 Q1)
AUM (13F)
$165.31M
# of Holdings
89
Performance Rank
Allocation (Top 20)
64.82%

Wilkins Miller Wealth Management, LLC Holdings Map

Top 50 Wilkins Miller Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHX
SCHWAB STRATEGIC TR
9.22%594.3K$15.2M
-1.98%(-11.99K)
2025-Q1: 569.0K shares2025-Q2: 606.6K shares2025-Q3: 610.3K shares2025-Q4: 606.3K shares2026-Q1: 594.3K shares
$22.93(+27.22%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
5.28%299.9K$8.7M
+1.05%(+3.12K)
2025-Q1: 275.5K shares2025-Q2: 289.8K shares2025-Q3: 296.5K shares2025-Q4: 296.8K shares2026-Q1: 299.9K shares
$27.06(+26.81%)
2026-03-31
IVV
ISHARES TR
4.43%11.2K$7.3M
-5.67%(-674)
2025-Q1: 11.3K shares2025-Q2: 11.3K shares2025-Q3: 11.9K shares2025-Q4: 11.9K shares2026-Q1: 11.2K shares
$586.35(+27.18%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
3.8%137.5K$6.3M
+2.65%(+3.54K)
2025-Q1: 126.5K shares2025-Q2: 130.2K shares2025-Q3: 134.0K shares2025-Q4: 133.9K shares2026-Q1: 137.5K shares
$35.83(+40.31%)
2026-03-31
BSCS
INVESCO EXCH TRD SLF IDX FD
3.79%306.7K$6.3M
-2.28%(-7.17K)
2025-Q1: 325.4K shares2025-Q2: 329.0K shares2025-Q3: 316.8K shares2025-Q4: 313.9K shares2026-Q1: 306.7K shares
$20.25(+0.93%)
2026-03-31
BSCU
INVESCO EXCH TRD SLF IDX FD
3.71%366.8K$6.1M
+6.95%(+23.84K)
2025-Q1: 241.6K shares2025-Q2: 251.5K shares2025-Q3: 285.7K shares2025-Q4: 342.9K shares2026-Q1: 366.8K shares
$16.62(+0.58%)
2026-03-31
BSCT
INVESCO EXCH TRD SLF IDX FD
3.59%318.1K$5.9M
+2.20%(+6.84K)
2025-Q1: 274.8K shares2025-Q2: 280.0K shares2025-Q3: 291.7K shares2025-Q4: 311.2K shares2026-Q1: 318.1K shares
$18.59(+0.32%)
2026-03-31
SCHA
SCHWAB STRATEGIC TR
3.58%203.4K$5.9M
+1.34%(+2.70K)
2025-Q1: 184.6K shares2025-Q2: 175.8K shares2025-Q3: 183.1K shares2025-Q4: 200.7K shares2026-Q1: 203.4K shares
$26.08(+26.88%)
2026-03-31
IBDV
ISHARES TR
3.4%256.9K$5.6M
+1.61%(+4.08K)
2025-Q1: 256.7K shares2025-Q2: 245.3K shares2025-Q3: 246.1K shares2025-Q4: 252.8K shares2026-Q1: 256.9K shares
$21.78(+0.05%)
2026-03-31
GSEW
GOLDMAN SACHS ETF TR
3%58.5K$5.0M
-3.00%(-1.81K)
2025-Q1: 49.2K shares2025-Q2: 56.4K shares2025-Q3: 59.0K shares2025-Q4: 60.4K shares2026-Q1: 58.5K shares
$77.37(+16.78%)
2026-03-31

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