Wilkins Miller Wealth Management, LLC

CIK 0002057318 • 6 13F filings • May 13, 2025 – Jul 21, 2026

Import this data to Google Sheets with:

=jivedata("wilkins-miller-wealth-management-llc-0002057318-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $181.8M95 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$1.5M	0.8%Prev: 0.5%	4,121 SH	Increased+107 SH
ALPHABET INC	CAP STK CL C	$569K	0.3%Prev: 0.2%	1,610 SH	Increased+71 SH
AMAZON COM INC	COM	$452K	0.2%Prev: 0.4%	1,896 SH	Decreased-488 SH
AMGEN INC	COM	$226K	0.1%	624 SH	New
APPLE INC	COM	$2.8M	1.6%Prev: 1.4%	9,757 SH	Increased-350 SH
BANK OF NY MELLON CORP	COM	$277K	0.2%	1,914 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$466K	0.3%Prev: 0.2%	932 SH	Increased+261 SH
CARLISLE COS INC	COM	$348K	0.2%Prev: 0.3%	960 SH	Decreased-97 SH
CHEVRON CORPORATION	COM	$1.4M	0.8%	8,713 SH	New
CISCO SYS INC	COM	$233K	0.1%	1,980 SH	New
COCA COLA CO	COM	$691K	0.4%Prev: 0.4%	8,502 SH	Increased-229 SH
ELI LILLY & CO	COM	$564K	0.3%Prev: 0.3%	470 SH	Increased-42 SH
EMERSON ELEC CO	COM	$495K	0.3%Prev: 0.3%	3,460 SH	Increased+90 SH
ENTERPRISE PRODS PARTNERS L	COM	$219K	0.1%Prev: 0.1%	5,970 SH	Increased-541 SH
EXXON MOBIL CORP	COM	$789K	0.4%Prev: 0.4%	5,775 SH	Increased-2 SH
FIDELITY COVINGTON TRUST	MSCI ENERGY IDX	$468K	0.3%Prev: 0.2%	15,835 SH	Increased+4,024 SH
GE AEROSPACE	COM NEW	$300K	0.2%Prev: 0.1%	804 SH	Increased-9 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$5.5M	3.0%Prev: 3.1%	58,410 SH	Increased+1,967 SH
HOME DEPOT INC	COM	$1.0M	0.6%Prev: 0.7%	2,848 SH	Decreased-132 SH
INVESCO EXCH TRD SLF IDX FD	BUL 2033 COR ETF	$979K	0.5%	46,477 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$5.9M	3.2%Prev: 3.6%	317,100 SH	Increased+37,051 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$3.0M	1.6%Prev: 1.5%	180,949 SH	Increased+49,610 SH
INVESCO EXCH TRD SLF IDX FD	BULL 2034 CO ETF	$602K	0.3%	29,112 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2032	$2.4M	1.3%Prev: 0.9%	118,200 SH	Increased+55,862 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$233K	0.1%Prev: 0.1%	11,925 SH	Increased+1,517 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.7M	0.9%Prev: 1.5%	86,537 SH	Decreased-28,232 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$6.3M	3.5%Prev: 2.9%	377,673 SH	Increased+126,181 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$544K	0.3%Prev: 0.6%	23,687 SH	Decreased-11,140 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$5.9M	3.2%Prev: 4.6%	288,272 SH	Decreased-40,699 SH
INVESCO QQQ TR	UNIT SER 1	$1.7M	0.9%Prev: 0.8%	2,295 SH	Increased+286 SH
ISHARES TR	CORE MSCI TOTAL	$251K	0.1%	2,630 SH	New
ISHARES TR	CORE S&P SCP ETF	$2.6M	1.4%Prev: 0.8%	17,394 SH	Increased+7,083 SH
ISHARES TR	CORE S&P TTL STK	$949K	0.5%Prev: 0.5%	5,777 SH	Increased+786 SH
ISHARES TR	CORE S&P500 ETF	$8.3M	4.5%Prev: 4.8%	11,046 SH	Increased-213 SH
ISHARES TR	CRE U S REIT ETF	$931K	0.5%Prev: 0.7%	14,005 SH	Decreased-4,982 SH
ISHARES TR	IBDS DEC28 ETF	$2.0M	1.1%Prev: 1.3%	77,792 SH	Increased+4,135 SH
ISHARES TR	IBONDS DEC 2030	$5.6M	3.1%Prev: 3.7%	256,301 SH	Increased+11,024 SH
ISHARES TR	IBONDS DEC 2031	$4.3M	2.4%Prev: 3.0%	207,018 SH	Decreased-1,673 SH
ISHARES TR	IBONDS DEC 2032	$1.6M	0.9%Prev: 1.0%	62,568 SH	Increased+7,223 SH
ISHARES TR	IBONDS DEC 2033	$1.6M	0.9%Prev: 0.7%	62,838 SH	Increased+21,336 SH
ISHARES TR	IBONDS DEC 2034	$229K	0.1%	8,772 SH	New
ISHARES TR	IBONDS DEC 29	$4.1M	2.2%Prev: 2.8%	176,182 SH	Decreased-122 SH
ISHARES TR	MSCI USA QLT FCT	$792K	0.4%Prev: 0.5%	3,608 SH	Increased-313 SH
ISHARES TR	RUS 1000 VAL ETF	$342K	0.2%Prev: 0.2%	1,412 SH	Increased
JOHNSON & JOHNSON	COM	$499K	0.3%Prev: 0.2%	1,964 SH	Increased+65 SH
JPMORGAN CHASE & CO	COM	$1.8M	1.0%	5,620 SH	New
LOWES COS INC	COM	$314K	0.2%Prev: 0.2%	1,424 SH	Decreased-9 SH
MARATHON PETE CORP	COM	$208K	0.1%	814 SH	New
MERCK & CO INC	COM	$463K	0.3%Prev: 0.2%	3,604 SH	Increased-87 SH
MICROSOFT CORP	COM	$779K	0.4%Prev: 0.8%	2,087 SH	Decreased-249 SH
MORGAN STANLEY	COM NEW	$253K	0.1%	1,210 SH	New
NORFOLK SOUTHN CORP	COM	$265K	0.1%Prev: 0.1%	842 SH	Increased+8 SH
NVIDIA CORPORATION	COM	$480K	0.3%Prev: 0.2%	2,399 SH	Increased+377 SH
ORACLE CORP	COM	$385K	0.2%Prev: 0.4%	2,628 SH	Decreased-69 SH
PHILIP MORRIS INTL INC	COM	$297K	0.2%Prev: 0.2%	1,643 SH	Decreased-146 SH
PROCTER & GAMBLE CO	COM	$212K	0.1%	1,447 SH	New
RTX CORPORATION	COM	$298K	0.2%Prev: 0.1%	1,572 SH	Increased+92 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.4M	0.8%Prev: 0.7%	39,802 SH	Increased+3,551 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$264K	0.1%Prev: 0.2%	4,997 SH	Increased-1,367 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$5.7M	3.2%Prev: 2.9%	184,571 SH	Increased+10,301 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.7M	1.5%Prev: 1.1%	99,015 SH	Increased+28,597 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.0M	1.7%Prev: 2.0%	104,089 SH	Increased-19,725 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$815K	0.4%Prev: 0.5%	25,694 SH	Increased-2,903 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$10.1M	5.6%Prev: 5.8%	298,319 SH	Increased+8,478 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.9M	1.6%Prev: 1.5%	83,792 SH	Increased+5,032 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$17.4M	9.6%Prev: 10.1%	592,426 SH	Increased-14,221 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.5M	0.9%Prev: 0.6%	41,944 SH	Increased+9,537 SH
SCHWAB STRATEGIC TR	US REIT ETF	$547K	0.3%	23,105 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$7.3M	4.0%Prev: 3.0%	203,147 SH	Increased+27,372 SH
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$652K	0.4%	3,421 SH	New
SOUTHERN CO	COM	$701K	0.4%Prev: 0.5%	7,323 SH	Increased
SPDR GOLD TR	GOLD SHS	$979K	0.5%Prev: 0.3%	2,657 SH	Increased+1,012 SH
SPDR INDEX SHS FDS	ST STR PO EX ETF	$7.0M	3.9%	139,886 SH	New
SPDR SERIES TRUST	ST STR MSCI USAQ	$1.1M	0.6%	5,894 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$1.8M	1.0%	20,542 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$3.3M	1.8%	27,576 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$221K	0.1%	3,643 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$242K	0.1%	1,591 SH	New
SPDR SERIES TRUST	ST STR SP500DIV	$1.2M	0.6%	24,152 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$349K	0.2%	468 SH	New
UNION PAC CORP	COM	$388K	0.2%Prev: 0.2%	1,425 SH	Increased+4 SH
VALERO ENERGY CORP	COM	$215K	0.1%	824 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$3.7M	2.0%Prev: 0.6%	47,601 SH	Increased+35,654 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$2.3M	1.2%Prev: 1.6%	32,747 SH	Decreased-584 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.1M	0.6%Prev: 1.1%	14,055 SH	Decreased-5,992 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.4M	0.8%Prev: 0.4%	16,958 SH	Increased+14,788 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	0.8%Prev: 0.8%	2,082 SH	Increased+125 SH
VANGUARD INDEX FDS	SMALL CP ETF	$203K	0.1%	671 SH	New
VANGUARD INDEX FDS	VALUE ETF	$211K	0.1%	966 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.3M	1.8%Prev: 2.1%	14,021 SH	Increased-1,154 SH
VANGUARD WELLINGTON FD	US MOMENTUM	$3.7M	2.0%Prev: 0.9%	14,800 SH	Increased+7,494 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.1M	2.2%Prev: 1.9%	25,752 SH	Increased+4,399 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$718K	0.4%Prev: 0.3%	7,308 SH	Increased+1,270 SH
VISA INC	COM CL A	$204K	0.1%Prev: 0.2%	594 SH	Decreased-109 SH
WISDOMTREE TR	US TOTAL DIVIDND	$280K	0.2%Prev: 0.2%	2,999 SH	Increased-125 SH

Sold (vs prior filing)

CHEVRON CORP NEW — $1.2M
DUKE ENERGY CORP NEW — $200K
INVESCO EXCH TRD SLF IDX FD — $433K
INVESCO EXCH TRD SLF IDX FD — $1.0M
INVESCO EXCH TRD SLF IDX FD — $465K
ISHARES TR — $442K
ISHARES TR — $204K
JPMORGAN CHASE & CO. — $1.6M
META PLATFORMS INC — $202K
PROCTER AND GAMBLE CO — $430K
SELECT SECTOR SPDR TR — $446K
SPDR INDEX SHS FDS — $5.3M
SPDR S&P 500 ETF TR — $227K
SPDR SERIES TRUST — $1.2M
SPDR SERIES TRUST — $1.4M
SPDR SERIES TRUST — $2.9M
SPDR SERIES TRUST — $1.2M
SPDR SERIES TRUST — $304K
SPDR SERIES TRUST — $277K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0002057318-26-000006	—	View
Jan 21, 2026	Q4 2025	13F-HR	0001172661-26-000242	$167.9M	View
Nov 10, 2025