§ 13F · FUND PROFILE
Wilkins Miller Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $161M (13F)Positions · 92Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 594K | $15M | 9.2% | −2% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 300K | $9M | 5.3% | +1% |
| 3 | IVV | ISHARES TR | 11K | $7M | 4.4% | −6% |
| 4 | SPDW | SPDR INDEX SHS FDS | 137K | $6M | 3.8% | +3% |
| 5 | BSCS | INVESCO EXCH TRD SLF IDX FD | 307K | $6M | 3.8% | −2% |
| 6 | BSCU | INVESCO EXCH TRD SLF IDX FD | 367K | $6M | 3.7% | +7% |
| 7 | BSCT | INVESCO EXCH TRD SLF IDX FD | 318K | $6M | 3.6% | +2% |
| 8 | SCHA | SCHWAB STRATEGIC TR | 203K | $6M | 3.6% | +1% |
| 9 | IBDV | ISHARES TR | 257K | $6M | 3.4% | +2% |
| 10 | GSEW | GOLDMAN SACHS ETF TR | 59K | $5M | 3.0% | −3% |
§ 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 $161 million in assets. The fund runs a portfolio of 92 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed