§ 13F · FUND PROFILE
Wilkins Miller Wealth Management, LLC.
AUM · $182M (13F)Positions · 95Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 592K | $17M | 9.6% | ±0% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 298K | $10M | 5.6% | −1% |
| 3 | IVV | ISHARES TR | 11K | $8M | 4.5% | −2% |
| 4 | SCHA | SCHWAB STRATEGIC TR | 203K | $7M | 4.0% | ±0% |
| 5 | SPDW | SPDR INDEX SHS FDS | 140K | $7M | 3.9% | +2% |
| 6 | BSCU | INVESCO EXCH TRD SLF IDX FD | 378K | $6M | 3.5% | +3% |
| 7 | BSCT | INVESCO EXCH TRD SLF IDX FD | 317K | $6M | 3.2% | ±0% |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | 288K | $6M | 3.2% | −6% |
| 9 | FNDX | SCHWAB STRATEGIC TR | 185K | $6M | 3.2% | +5% |
| 10 | IBDV | ISHARES TR | 256K | $6M | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILKINS SIGNAL
AC read
Wilkins Miller Wealth Management, LLC is a Other fund managing $182 million in assets. The fund runs a portfolio of 95 positions.
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