Wilkins Miller Wealth Management, LLC
CIK: 0002057318SEC EDGAR →
Portfolio Value
$167.9M
Holdings
92
As of
Q4 2025
New Positions
3
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 606,334 | $16.3M | 9.72% |
| 2 | SCHWAB STRATEGIC TR | 296,754 | $9.7M | 5.76% |
| 3 | ISHARES TR | 11,896 | $8.1M | 4.85% |
| 4 | INVESCO EXCH TRD SLF IDX FD | 313,887 | $6.5M | 3.85% |
| 5 | SPDR INDEX SHS FDS | 133,947 | $5.9M | 3.54% |
| 6 | INVESCO EXCH TRD SLF IDX FD | 311,213 | $5.9M | 3.49% |
| 7 | INVESCO EXCH TRD SLF IDX FD | 342,936 | $5.8M | 3.46% |
| 8 | SCHWAB STRATEGIC TR | 200,705 | $5.7M | 3.40% |
| 9 | ISHARES TR | 252,808 | $5.6M | 3.32% |
| 10 | GOLDMAN SACHS ETF TR | 60,360 | $5.1M | 3.06% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $149.1M | 88.8% |
| Technology | 4 | $4.7M | 2.8% |
| Unknown | 5 | $3.0M | 1.8% |
| Energy | 3 | $2.2M | 1.3% |
| Consumer Cyclical | 3 | $1.9M | 1.1% |
| Industrials | 6 | $1.8M | 1.1% |
| Communication Services | 2 | $1.7M | 1.0% |
| Healthcare | 4 | $1.5M | 0.9% |
| Consumer Defensive | 2 | $929K | 0.6% |
| Utilities | 2 | $837K | 0.5% |