Wilkins Miller Wealth Management, LLC Top Holdings and 13F Report (2026) About Wilkins Miller Wealth Management, LLCInvestment ActivityWilkins Miller Wealth Management, LLC has $165.31 million in total holdings as of March 31, 2026.Wilkins Miller Wealth Management, LLC owns shares of 89 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 1.97% of the portfolio was purchased this quarter.About 2.20% of the portfolio was sold this quarter.This quarter, Wilkins Miller Wealth Management, LLC has purchased 92 new stocks and bought additional shares in 46 stocks.Wilkins Miller Wealth Management, LLC sold shares of 38 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $15,239,020Schwab U.S. Large-Cap Growth ETF $8,735,224iShares Core S&P 500 ETF $7,330,044SPDR Portfolio Developed World ex-US ETF $6,276,512Invesco BulletShares 2028 Corporate Bond ETF $6,264,079 Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 9,314 shares (about $718.85K)Invesco BulletShares 2030 Corporate Bond ETF 23,845 shares (about $398.67K)iShares Core S&P Small-Cap ETF 1,803 shares (about $224.14K)Schwab U.S. REIT ETF 8,399 shares (about $180.49K)SPDR Portfolio Developed World ex-US ETF 3,545 shares (about $161.83K) Largest Sales this Quarter iShares Core S&P 500 ETF 674 shares (about $440.25K)Schwab US Large-Cap ETF 11,988 shares (about $307.37K)Schwab US Broad Market ETF 11,526 shares (about $289.30K)Invesco BulletShares 2027 Corporate Bond ETF 9,547 shares (about $187.36K)Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1,810 shares (about $153.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilkins Miller Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$15,239,020$307,372 ▼-2.0%594,3469.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$8,735,224$90,769 ▲1.1%299,8705.3%ETFIVViShares Core S&P 500 ETF$7,330,044$440,247 ▼-5.7%11,2224.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,276,512$161,829 ▲2.6%137,4923.8%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$6,264,079$146,433 ▼-2.3%306,7173.8%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$6,132,251$398,667 ▲7.0%366,7813.7%ManufacturingBSCTInvesco BulletShares 2029 Corporate Bond ETF$5,935,093$127,731 ▲2.2%318,0583.6%ETFSCHASchwab US Small-Cap ETF$5,914,979$78,487 ▲1.3%203,4043.6%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$5,623,272$89,311 ▲1.6%256,8883.4%ETFGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$4,956,844$153,235 ▼-3.0%58,5503.0%ETFFNDXSchwab Fundamental U.S. Large Company ETF$4,873,350$128,611 ▼-2.6%174,9862.9%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$4,425,458$103,206 ▼-2.3%211,4412.7%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$4,096,852$49,358 ▼-1.2%176,1332.5%ETFVYMVanguard High Dividend Yield ETF$3,649,883$138,176 ▲3.9%24,6452.2%ETFBIVVanguard Intermediate-Term Bond ETF$3,460,874$718,848 ▲26.2%44,8422.1%ETFVIGVanguard Dividend Appreciation ETF$3,163,060$31,183 ▼-1.0%14,7081.9%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$2,948,371$47,421 ▲1.6%179,1231.8%ETFVFMOVanguard U.S. Momentum Factor ETF$2,807,122$82,191 ▲3.0%14,2421.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,698,568$106,329 ▼-3.8%27,5621.6%ETFSCHBSchwab US Broad Market ETF$2,620,278$289,301 ▼-9.9%104,3941.6%ETFBLVVanguard Long-Term Bond ETF$2,510,358$43,469 ▲1.8%36,4981.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,501,229$55,266 ▲2.3%82,0071.5%ETFAAPLApple$2,477,313$6,345 ▲0.3%9,7611.5%Computer and TechnologyBSCWInvesco BulletShares 2032 Corporate Bond ETF$2,436,835$39,570 ▼-1.6%118,3631.5%ETFSCHFSchwab International Equity ETF$2,324,488$48,386 ▲2.1%93,9191.4%ETFIJRiShares Core S&P Small-Cap ETF$1,920,133$224,136 ▲13.2%15,4461.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,901,763$122,953 ▼-6.1%75,0791.2%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,790,837$187,360 ▼-9.5%91,2531.1%ETFCVXChevron$1,766,881$21,724 ▼-1.2%8,5401.1%EnergyIBDXiShares iBonds Dec 2032 Term Corporate ETF$1,694,708$72,955 ▲4.5%67,0641.0%ETFJPMJPMorgan Chase & Co.$1,604,163$47,657 ▼-2.9%5,4531.0%FinanceIBDYiShares iBonds Dec 2033 Term Corporate ETF$1,590,214$84,943 ▲5.6%61,5171.0%ETFSPLGSPDR Portfolio S&P 500 ETF$1,551,409$12,706 ▲0.8%20,2690.9%ETFSCHESchwab Emerging Markets Equity ETF$1,240,892$104,484 ▲9.2%37,6600.8%ETFSCHMSchwab U.S. Mid-Cap ETF$1,234,586$6,409 ▲0.5%39,8770.7%ETFGOOGLAlphabet$1,168,469$10,066 ▲0.9%4,0630.7%Computer and TechnologySPYDSPDR Portfolio S&P 500 High Dividend ETF$1,135,256$92,951 ▼-7.6%24,9400.7%ETFGLDSPDR Gold Shares$1,131,663$31,841 ▲2.9%2,6300.7%FinanceQQQInvesco QQQ$1,111,305$16,742 ▼-1.5%1,9250.7%FinanceBSVVanguard Short-Term Bond ETF$1,084,385$25,091 ▼-2.3%13,8300.7%ETFVOVanguard Mid-Cap ETF$1,083,788$90,746 ▲9.1%3,7740.7%ETFQUSSPDR MSCI USA StrategicFactors ETF$1,080,228$3,433 ▼-0.3%6,2940.7%ETFXOMExxonMobil$953,308$44,450 ▼-4.5%5,6190.6%EnergyHDHome Depot$937,759$7,894 ▼-0.8%2,8510.6%Retail/WholesaleINVESCO EXCH TRD SLF IDX FD$937,105$64,718 ▲7.4%44,3080.6%INVESCO BULLETSHVOOVanguard S&P 500 ETF$928,222$127,309 ▼-12.1%1,5530.6%ETFMSFTMicrosoft$863,728$740 ▲0.1%2,3330.5%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$844,646$13,959 ▼-1.6%5,9300.5%ETFUSRTiShares Core U.S. REIT ETF$835,921$97,839 ▼-10.5%14,1230.5%ETFSCHDSchwab US Dividend Equity ETF$806,870$31,631 ▼-3.8%26,3000.5%ETFVYMIVanguard International High Dividend Yield ETF$724,614$57,392 ▲8.6%7,6890.4%ETFSOSouthern$706,126$676 ▲0.1%7,3160.4%UtilitiesQUALiShares MSCI USA Quality Factor ETF$683,006$2,110 ▲0.3%3,5610.4%ETFKOCocaCola$645,401$76 ▲0.0%8,4870.4%Consumer StaplesBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$579,194$101,021 ▼-14.9%24,9920.4%ETFINVESCO EXCH TRD SLF IDX FD$556,864$78,156 ▲16.3%26,9040.3%BULLETSHARES 203FENYFidelity MSCI Energy Index ETF$537,736$2,892 ▲0.5%15,8060.3%ETFAMZNAmazon.com$483,811$18,536 ▼-3.7%2,3230.3%Retail/WholesaleJNJJohnson & Johnson$470,694$1,711 ▲0.4%1,9260.3%MedicalXLKTechnology Select Sector SPDR Fund$460,643$7,841 ▼-1.7%3,4660.3%ETFBRK.BBerkshire Hathaway$451,406$126,988 ▲39.1%9420.3%FinanceLLYEli Lilly and Company$446,088$9,198 ▼-2.0%4850.3%MedicalEMREmerson Electric$443,411$786 ▲0.2%3,3840.3%IndustrialsGOOGAlphabet$435,310$10,897 ▼-2.4%1,5180.3%Computer and TechnologyMRKMerck & Co., Inc.$430,883$3,007 ▲0.7%3,5820.3%MedicalSCHHSchwab U.S. REIT ETF$389,399$180,495 ▲86.4%18,1200.2%ETFORCLOracle$385,616$441 ▲0.1%2,6210.2%Computer and TechnologyNVDANVIDIA$383,6850.0%2,2000.2%Computer and TechnologyUNPUnion Pacific$345,569$243 ▲0.1%1,4240.2%TransportationLOWLowe's Companies$335,639$945 ▲0.3%1,4210.2%Retail/WholesaleCSLCarlisle Companies$320,2750.0%9600.2%Multi-Sector ConglomeratesPGProcter & Gamble$318,826$20,080 ▼-5.9%2,2070.2%Consumer StaplesIWDiShares Russell 1000 Value ETF$301,7020.0%1,4120.2%ETFRTXRTX$288,959$772 ▲0.3%1,4980.2%AerospacePMPhilip Morris International$287,909$3,142 ▼-1.1%1,7410.2%Consumer StaplesSDYSPDR S&P Dividend ETF$284,723$5,254 ▼-1.8%1,9510.2%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$259,378$27,010 ▼-9.4%13,2810.2%ETFDTDWisdomTree U.S. Total Dividend Fund$258,9940.0%2,9990.2%FinanceFNDFSchwab Fundamental International Equity ETF$243,4500.0%4,9750.1%ETFNSCNorfolk Southern$241,039$574 ▲0.2%8400.1%TransportationISHARES TR$237,159$2,007 ▼-0.8%9,1000.1%IBONDS DEC 2034EPDEnterprise Products Partners$236,061$12,829 ▼-5.2%6,2380.1%EnergyBKBNY$229,249$949 ▲0.4%1,9320.1%FinanceGEGE Aerospace$228,016$284 ▲0.1%8040.1%AerospaceDUKDuke Energy$224,944$655 ▲0.3%1,7180.1%UtilitiesAMGNAmgen$218,735$1,055 ▲0.5%6220.1%MedicalSPYSPDR S&P 500 ETF Trust$215,745$22,744 ▼-9.5%3320.1%FinanceVVisa$214,824$302 ▲0.1%7110.1%Business ServicesSPYVSPDR Portfolio S&P 500 Value ETF$205,426$2,206 ▼-1.1%3,6310.1%ETFTLTiShares 20+ Year Treasury Bond ETF$0$347,170 ▼-100.0%00.0%ETFMSMorgan Stanley$0$210,904 ▼-100.0%00.0%FinanceAXPAmerican Express$0$203,772 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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