Wilkins Miller Wealth Management, LLC
CIK 0002057318 · MOBILE, AL · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$181.8M
2026 Q2
Positions
95
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHX
SCHWAB STRATEGIC TR
9.6%
SCHG
SCHWAB STRATEGIC TR
5.6%
IVV
ISHARES TR
4.5%
SCHA
SCHWAB STRATEGIC TR
4.0%
SPDW
SPDR INDEX SHS FDS
3.9%
BSCU
INVESCO EXCH TRD SLF IDX FD
3.5%
BSCT
INVESCO EXCH TRD SLF IDX FD
3.2%
BSCS
INVESCO EXCH TRD SLF IDX FD
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.