Wilkins Miller Wealth Management, LLC
Wilkins Miller Wealth Management, LLC reported 95 positions worth $181.8M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: SCHX (9.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $17.4M | 9.59% | 592,426 | — | — | |
| ▸ 2 | SCHG | SH | $10.1M | 5.55% | 298,319 | — | — | |
| ▸ 3 | IVV | SH | $8.3M | 4.55% | 11,046 | — | — | |
| ▸ 4 | SCHA | SH | $7.3M | 4.04% | 203,147 | — | — | |
| ▸ 5 | SPDW | SH | $7.0M | 3.88% | 139,886 | — | — | |
| ▸ 6 | BSCU | SH | $6.3M | 3.46% | 377,673 | — | — | |
| ▸ 7 | BSCT | SH | $5.9M | 3.24% | 317,100 | — | — | |
| ▸ 8 | BSCS | SH | $5.9M | 3.23% | 288,272 | — | — | |
| ▸ 9 | FNDX | SH | $5.7M | 3.16% | 184,571 | — | — | |
| ▸ 10 | IBDV | SH | $5.6M | 3.07% | 256,301 | — | — |
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Frequently Asked Questions
What stocks does Wilkins Miller Wealth Management, LLC hold as of Q2 2026?
Wilkins Miller Wealth Management, LLC reported 95 positions worth $181.8M in its Q2 2026 13F filing. Largest positions: SCHX (9.6%), SCHG (5.6%), IVV (4.5%), SCHA (4.0%) and SPDW (3.9%).
What did Wilkins Miller Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wilkins Miller Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.