Wilkins Miller Wealth Management, LLC Top Holdings and 13F Report (2026) About Wilkins Miller Wealth Management, LLCInvestment ActivityWilkins Miller Wealth Management, LLC has $181.85 million in total holdings as of June 30, 2026.Wilkins Miller Wealth Management, LLC owns shares of 95 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 3.19% of the portfolio was purchased this quarter.About 1.30% of the portfolio was sold this quarter.This quarter, Wilkins Miller Wealth Management, LLC has purchased 89 new stocks and bought additional shares in 47 stocks.Wilkins Miller Wealth Management, LLC sold shares of 37 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Large-Cap ETF $17,435,100Schwab U.S. Large-Cap Growth ETF $10,095,124iShares Core S&P 500 ETF $8,272,128Schwab US Small-Cap ETF $7,339,684SPDR Portfolio Developed World ex-US ETF $7,048,838 Largest New Holdings this Quarter 617446448 - Morgan Stanley $252,859 Holding46432F834 - iShares Core MSCI Total International Stock ETF $250,962 Holding17275R102 - Cisco Systems $232,603 Holding91913Y100 - Valero Energy $214,548 Holding922908744 - Vanguard Value ETF $210,545 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 13,184 shares (about $1.06M)Vanguard S&P 500 ETF 529 shares (about $363.32K)Schwab Fundamental U.S. Large Company ETF 9,585 shares (about $298.09K)iShares Core S&P Small-Cap ETF 1,948 shares (about $288.91K)Invesco QQQ 370 shares (about $272.52K) Largest Sales this Quarter Invesco BulletShares 2028 Corporate Bond ETF 18,445 shares (about $375.63K)Vanguard Long-Term Bond ETF 3,751 shares (about $258.56K)Vanguard Dividend Appreciation ETF 687 shares (about $162.56K)iShares Core S&P 500 ETF 176 shares (about $131.80K)iShares iBonds Dec 2032 Term Corporate ETF 4,496 shares (about $113.25K) 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$17,435,100$56,506 ▼-0.3%592,4269.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$10,095,124$52,486 ▼-0.5%298,3195.6%ETFIVViShares Core S&P 500 ETF$8,272,128$131,803 ▼-1.6%11,0464.5%ETFSCHASchwab US Small-Cap ETF$7,339,684$9,285 ▼-0.1%203,1474.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,048,838$120,633 ▲1.7%139,8863.9%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$6,286,360$181,297 ▲3.0%377,6733.5%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$5,890,136$17,795 ▼-0.3%317,1003.2%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$5,870,669$375,633 ▼-6.0%288,2723.2%ETFFNDXSchwab Fundamental U.S. Large Company ETF$5,740,162$298,094 ▲5.5%184,5713.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$5,587,363$12,797 ▼-0.2%256,3013.1%ETFGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$5,515,036$13,219 ▼-0.2%58,4103.0%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$4,314,252$92,175 ▼-2.1%207,0182.4%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$4,080,369$1,135 ▲0.0%176,1822.2%ETFVYMVanguard High Dividend Yield ETF$4,069,513$174,936 ▲4.5%25,7522.2%ETFVFMOVanguard U.S. Momentum Factor ETF$3,692,671$139,224 ▲3.9%14,8002.0%ETFBIVVanguard Intermediate-Term Bond ETF$3,651,021$211,617 ▲6.2%47,6012.0%ETFVIGVanguard Dividend Appreciation ETF$3,317,630$162,557 ▼-4.7%14,0211.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,281,268$1,666 ▲0.1%27,5761.8%ETFSCHBSchwab US Broad Market ETF$3,014,406$8,833 ▼-0.3%104,0891.7%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$2,964,857$29,919 ▲1.0%180,9491.6%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,916,799$62,136 ▲2.2%83,7921.6%ETFAAPLApple$2,823,324$1,157 ▼0.0%9,7571.6%TechnologySCHFSchwab International Equity ETF$2,742,720$141,159 ▲5.4%99,0151.5%ETFIJRiShares Core S&P Small-Cap ETF$2,579,743$288,912 ▲12.6%17,3941.4%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$2,424,291$3,343 ▼-0.1%118,2001.3%ETFBLVVanguard Long-Term Bond ETF$2,257,285$258,560 ▼-10.3%32,7471.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,964,250$68,503 ▲3.6%77,7921.1%ETFJPMJPMorgan Chase & Co.$1,839,641$54,665 ▲3.1%5,6201.0%FinanceSPLGSPDR Portfolio S&P 500 ETF$1,805,212$23,991 ▲1.3%20,5421.0%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,697,421$92,504 ▼-5.2%86,5370.9%ETFQQQInvesco QQQ$1,690,335$272,516 ▲19.2%2,2950.9%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$1,617,774$34,009 ▲2.1%62,8380.9%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$1,576,081$113,254 ▼-6.7%62,5680.9%ETFSCHMSchwab U.S. Mid-Cap ETF$1,546,463$76,210 ▲5.2%41,9440.9%ETFGOOGLAlphabet$1,472,616$20,726 ▲1.4%4,1210.8%Communication ServicesCVXChevron$1,444,312$28,677 ▲2.0%8,7130.8%EnergySCHESchwab Emerging Markets Equity ETF$1,443,205$77,668 ▲5.7%39,8020.8%ETFVOOVanguard S&P 500 ETF$1,429,930$363,320 ▲34.1%2,0820.8%ETFVOVanguard Mid-Cap ETF$1,366,318$1,062,244 ▲349.3%16,9580.8%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,152,314$37,596 ▼-3.2%24,1520.6%ETFQUSSPDR MSCI USA StrategicFactors ETF$1,101,378$74,746 ▼-6.4%5,8940.6%ETFBSVVanguard Short-Term Bond ETF$1,095,059$17,530 ▲1.6%14,0550.6%ETFHDHome Depot$1,004,531$1,058 ▼-0.1%2,8480.6%Consumer DiscretionaryGLDSPDR Gold Shares$978,786$9,946 ▲1.0%2,6570.5%ETFINVESCO EXCH TRD SLF IDX FD$978,574$45,668 ▲4.9%46,4770.5%BUL 2033 COR ETFITOTiShares Core S&P Total U.S. Stock Market ETF$948,962$25,133 ▼-2.6%5,7770.5%ETFUSRTiShares Core U.S. REIT ETF$930,654$7,841 ▼-0.8%14,0050.5%ETFSCHDSchwab US Dividend Equity ETF$814,762$19,216 ▼-2.3%25,6940.4%ETFQUALiShares MSCI USA Quality Factor ETF$791,780$10,314 ▲1.3%3,6080.4%ETFXOMExxonMobil$789,498$21,327 ▲2.8%5,7750.4%EnergyMSFTMicrosoft$778,656$91,782 ▼-10.5%2,0870.4%TechnologyVYMIVanguard International High Dividend Yield ETF$717,694$37,417 ▼-5.0%7,3080.4%ETFSOSouthern$700,848$670 ▲0.1%7,3230.4%UtilitiesKOCocaCola$690,931$1,219 ▲0.2%8,5020.4%Consumer StaplesXLKTechnology Select Sector SPDR Fund$651,750$8,573 ▼-1.3%3,4210.4%ETFINVESCO EXCH TRD SLF IDX FD$601,597$45,628 ▲8.2%29,1120.3%BULL 2034 CO ETFGOOGAlphabet$568,875$32,507 ▲6.1%1,6100.3%Communication ServicesLLYEli Lilly and Company$563,732$17,991 ▼-3.1%4700.3%HealthcareSCHHSchwab U.S. REIT ETF$547,128$118,045 ▲27.5%23,1050.3%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$543,740$29,957 ▼-5.2%23,6870.3%ETFJNJJohnson & Johnson$498,720$9,649 ▲2.0%1,9640.3%HealthcareEMREmerson Electric$495,333$10,880 ▲2.2%3,4600.3%IndustrialsNVDANVIDIA$480,088$39,824 ▲9.0%2,3990.3%TechnologyFENYFidelity MSCI Energy Index ETF$468,075$857 ▲0.2%15,8350.3%ETFBRK.BBerkshire Hathaway$466,363$5,004 ▼-1.1%9320.3%FinanceMRKMerck & Co., Inc.$463,152$2,827 ▲0.6%3,6040.3%HealthcareAMZNAmazon.com$451,893$101,771 ▼-18.4%1,8960.2%Consumer DiscretionaryUNPUnion Pacific$387,677$272 ▲0.1%1,4250.2%IndustrialsORCLOracle$385,198$1,026 ▲0.3%2,6280.2%TechnologySPYSPDR S&P 500 ETF Trust$349,178$101,471 ▲41.0%4680.2%ETFCSLCarlisle Companies$348,2400.0%9600.2%IndustrialsIWDiShares Russell 1000 Value ETF$342,3110.0%1,4120.2%ETFLOWLowe's Companies$313,893$661 ▲0.2%1,4240.2%Consumer DiscretionaryGEGE Aerospace$300,3170.0%8040.2%IndustrialsRTXRTX$298,198$14,037 ▲4.9%1,5720.2%IndustrialsPMPhilip Morris International$297,224$17,729 ▼-5.6%1,6430.2%Consumer StaplesDTDWisdomTree U.S. Total Dividend Fund$279,6470.0%2,9990.2%ETFBANK OF NY MELLON CORP$276,826$2,603 ▼-0.9%1,9140.2%COMNSCNorfolk Southern$264,753$629 ▲0.2%8420.1%IndustrialsFNDFSchwab Fundamental International Equity ETF$263,635$1,161 ▲0.4%4,9970.1%ETFMSMorgan Stanley$252,859$252,859 ▲New Holding1,2100.1%FinanceIXUSiShares Core MSCI Total International Stock ETF$250,962$250,962 ▲New Holding2,6300.1%ETFSDYSPDR S&P Dividend ETF$242,103$54,781 ▼-18.5%1,5910.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$232,836$26,476 ▼-10.2%11,9250.1%ETFCSCOCisco Systems$232,603$232,603 ▲New Holding1,9800.1%TechnologyISHARES TR$228,507$8,544 ▼-3.6%8,7720.1%IBONDS DEC 2034AMGNAmgen$225,989$724 ▲0.3%6240.1%HealthcareSPYVSPDR Portfolio S&P 500 Value ETF$221,458$729 ▲0.3%3,6430.1%ETFEPDEnterprise Products Partners$219,457$9,852 ▼-4.3%5,9700.1%EnergyVLOValero Energy$214,548$214,548 ▲New Holding8240.1%EnergyPGProcter & Gamble$212,147$111,425 ▼-34.4%1,4470.1%Consumer StaplesVTVVanguard Value ETF$210,545$210,545 ▲New Holding9660.1%ETFMPCMarathon Petroleum$208,146$208,146 ▲New Holding8140.1%EnergyVVisa$203,770$40,137 ▼-16.5%5940.1%FinanceVBVanguard Small-Cap ETF$203,453$203,453 ▲New Holding6710.1%ETFDUKDuke Energy$0$224,944 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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