Wilkins Miller Wealth Management, LLC

MOBILE, AL · CIK 2057318 · 13F filing filed 2026-07-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMobile, AL

$181.8m reported value +10.0% vs Q1 2026

95positions

43.8%in top 10

7 new 47 added 37 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	592,426	$17.4m9.59%	9.59%	Reduced -1.9k	-1,920 -0.3%
2	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	298,319	$10.1m5.55%	5.55%	Reduced -1.6k	-1,551 -0.5%
3	ISHARES TR CORE S&P500 ETF IVV	IVV	11,046	$8.3m4.55%	4.55%	Reduced -176	-176 -1.6%
4	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	203,147	$7.3m4.04%	4.04%	Reduced -257	-257 -0.1%
5	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	139,886	$7.0m3.88%	3.88%	Added +2.4k	+2,394 1.7%
6	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	377,673	$6.3m3.46%	3.46%	Added +10.9k	+10,892 3.0%
7	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	317,100	$5.9m3.24%	3.24%	Reduced -958	-958 -0.3%
8	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	288,272	$5.9m3.23%	3.23%	Reduced -18.4k	-18,445 -6.0%
9	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	184,571	$5.7m3.16%	3.16%	Added +9.6k	+9,585 5.5%
10	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	256,301	$5.6m3.07%	3.07%	Reduced -587	-587 -0.2%
11	GOLDMAN SACHS ETF TR EQUAL WEIGHT US GSEW	GSEW	58,410	$5.5m3.03%	3.03%	Reduced -140	-140 -0.2%
12	ISHARES TR IBONDS DEC 2031 IBDW	IBDW	207,018	$4.3m2.37%	2.37%	Reduced -4.4k	-4,423 -2.1%
13	ISHARES TR IBONDS DEC 29 IBDU	IBDU	176,182	$4.1m2.24%	2.24%	Added +49	+49 0.0%
14	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	25,752	$4.1m2.24%	2.24%	Added +1.1k	+1,107 4.5%
15	VANGUARD WELLINGTON FD US MOMENTUM VFMO	VFMO	14,800	$3.7m2.03%	2.03%	Added +558	+558 3.9%
16	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	47,601	$3.7m2.01%	2.01%	Added +2.8k	+2,759 6.2%
17	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	14,021	$3.3m1.82%	1.82%	Reduced -687	-687 -4.7%
18	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	27,576	$3.3m1.80%	1.80%	Added +14	+14 0.1%
19	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	104,089	$3.0m1.66%	1.66%	Reduced -305	-305 -0.3%
20	INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP BSCV	BSCV	180,949	$3.0m1.63%	1.63%	Added +1.8k	+1,826 1.0%
21	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	83,792	$2.9m1.60%	1.60%	Added +1.8k	+1,785 2.2%
22	APPLE INC COM AAPL	AAPL	9,757	$2.8m1.55%	1.55%	Reduced -4	-4 -0.0%
23	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	99,015	$2.7m1.51%	1.51%	Added +5.1k	+5,096 5.4%
24	ISHARES TR CORE S&P SCP ETF IJR	IJR	17,394	$2.6m1.42%	1.42%	Added +1.9k	+1,948 12.6%
25	INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 BSCW	BSCW	118,200	$2.4m1.33%	1.33%	Reduced -163	-163 -0.1%
26	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	32,747	$2.3m1.24%	1.24%	Reduced -3.8k	-3,751 -10.3%
27	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	77,792	$2.0m1.08%	1.08%	Added +2.7k	+2,713 3.6%
28	JPMORGAN CHASE & CO COM JPM	JPM	5,620	$1.8m1.01%	1.01%	Added +167	+167 3.1%
29	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	20,542	$1.8m0.99%	0.99%	Added +273	+273 1.4%
30	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	86,537	$1.7m0.93%	0.93%	Reduced -4.7k	-4,716 -5.2%
31	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,295	$1.7m0.93%	0.93%	Added +370	+370 19.2%
32	ISHARES TR IBONDS DEC 2033 IBDY	IBDY	62,838	$1.6m0.89%	0.89%	Added +1.3k	+1,321 2.1%
33	ISHARES TR IBONDS DEC 2032 IBDX	IBDX	62,568	$1.6m0.87%	0.87%	Reduced -4.5k	-4,496 -6.7%
34	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	41,944	$1.5m0.85%	0.85%	Added +2.1k	+2,067 5.2%
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,121	$1.5m0.81%	0.81%	Added +58	+58 1.4%
36	CHEVRON CORP NEW COM CVX	CVX	8,713	$1.4m0.79%	0.79%	Added +173	+173 2.0%
37	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	39,802	$1.4m0.79%	0.79%	Added +2.1k	+2,142 5.7%
38	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,082	$1.4m0.79%	0.79%	Added +529	+529 34.1%
39	VANGUARD INDEX FDS MID CAP ETF VO	VO	16,958	$1.4m0.75%	0.75%	Added +1.9k	+1,862 12.3%
40	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	24,152	$1.2m0.63%	0.63%	Reduced -788	-788 -3.2%
41	SPDR SER TR MSCI USA STRTGIC QUS	QUS	5,894	$1.1m0.61%	0.61%	Reduced -400	-400 -6.4%
42	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	14,055	$1.1m0.60%	0.60%	Added +225	+225 1.6%
43	HOME DEPOT INC COM HD	HD	2,848	$1.0m0.55%	0.55%	Reduced -3	-3 -0.1%
44	SPDR GOLD TR GOLD SHS GLD	GLD	2,657	$978.8k0.54%	0.54%	Added +27	+27 1.0%
45	INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH BSCX	BSCX	46,477	$978.6k0.54%	0.54%	Added +2.2k	+2,169 4.9%
46	ISHARES TR CORE S&P TTL STK ITOT	ITOT	5,777	$949.0k0.52%	0.52%	Reduced -153	-153 -2.6%
47	ISHARES TR CRE U S REIT ETF USRT	USRT	14,005	$930.7k0.51%	0.51%	Reduced -118	-118 -0.8%
48	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	25,694	$814.8k0.45%	0.45%	Reduced -606	-606 -2.3%
49	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	3,608	$791.8k0.44%	0.44%	Added +47	+47 1.3%
50	EXXON MOBIL CORP COM XOM	XOM	5,775	$789.5k0.43%	0.43%	Added +156	+156 2.8%
51	MICROSOFT CORP COM MSFT	MSFT	2,087	$778.7k0.43%	0.43%	Reduced -246	-246 -10.5%
52	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	7,308	$717.7k0.39%	0.39%	Reduced -381	-381 -5.0%
53	SOUTHERN CO COM SO	SO	7,323	$700.8k0.39%	0.39%	Added +7	+7 0.1%
54	COCA COLA CO COM KO	KO	8,502	$690.9k0.38%	0.38%	Added +15	+15 0.2%
55	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	3,421	$651.8k0.36%	0.36%	Reduced -45	-45 -1.3%
56	INVESCO EXCH TRD SLF IDX FD BULLETSHARES 203 BSCY	BSCY	29,112	$601.6k0.33%	0.33%	Added +2.2k	+2,208 8.2%
57	ALPHABET INC CAP STK CL C GOOG	GOOG	1,610	$568.9k0.31%	0.31%	Added +92	+92 6.1%
58	ELI LILLY & CO COM LLY	LLY	470	$563.7k0.31%	0.31%	Reduced -15	-15 -3.1%
59	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	23,105	$547.1k0.30%	0.30%	Added +5.0k	+4,985 27.5%
60	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 BSJQ	BSJQ	23,687	$543.7k0.30%	0.30%	Reduced -1.3k	-1,305 -5.2%
61	JOHNSON & JOHNSON COM JNJ	JNJ	1,964	$498.7k0.27%	0.27%	Added +38	+38 2.0%
62	EMERSON ELEC CO COM EMR	EMR	3,460	$495.3k0.27%	0.27%	Added +76	+76 2.2%
63	NVIDIA CORPORATION COM NVDA	NVDA	2,399	$480.1k0.26%	0.26%	Added +199	+199 9.1%
64	FIDELITY COVINGTON TRUST MSCI ENERGY IDX FENY	FENY	15,835	$468.1k0.26%	0.26%	Added +29	+29 0.2%
65	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	932	$466.4k0.26%	0.26%	Reduced -10	-10 -1.1%
66	MERCK & CO INC COM MRK	MRK	3,604	$463.2k0.25%	0.25%	Added +22	+22 0.6%
67	AMAZON COM INC COM AMZN	AMZN	1,896	$451.9k0.25%	0.25%	Reduced -427	-427 -18.4%
68	UNION PAC CORP COM UNP	UNP	1,425	$387.7k0.21%	0.21%	Added +1	+1 0.1%
69	ORACLE CORP COM ORCL	ORCL	2,628	$385.2k0.21%	0.21%	Added +7	+7 0.3%
70	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	468	$349.2k0.19%	0.19%	Added +136	+136 41.0%
71	CARLISLE COS INC COM CSL	CSL	960	$348.2k0.19%	0.19%	Unchanged
72	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,412	$342.3k0.19%	0.19%	Unchanged
73	LOWES COS INC COM LOW	LOW	1,424	$313.9k0.17%	0.17%	Added +3	+3 0.2%
74	GE AEROSPACE COM NEW GE	GE	804	$300.3k0.17%	0.17%	Unchanged
75	RTX CORPORATION COM RTX	RTX	1,572	$298.2k0.16%	0.16%	Added +74	+74 4.9%
76	PHILIP MORRIS INTL INC COM PM	PM	1,643	$297.2k0.16%	0.16%	Reduced -98	-98 -5.6%
77	WISDOMTREE TR US TOTAL DIVIDND DTD	DTD	2,999	$279.6k0.15%	0.15%	Unchanged
78	BANK NEW YORK MELLON CORP COM BNY	BNY	1,914	$276.8k0.15%	0.15%	Reduced -18	-18 -0.9%
79	NORFOLK SOUTHN CORP COM NSC	NSC	842	$264.8k0.15%	0.15%	Added +2	+2 0.2%
80	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	4,997	$263.6k0.14%	0.14%	Added +22	+22 0.4%
81	MORGAN STANLEY COM NEW MS	MS	1,210	$252.9k0.14%	0.14%	New
82	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	2,630	$251.0k0.14%	0.14%	New
83	SPDR SER TR S&P DIVID ETF SDY	SDY	1,591	$242.1k0.13%	0.13%	Reduced -360	-360 -18.4%
84	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	11,925	$232.8k0.13%	0.13%	Reduced -1.4k	-1,356 -10.2%
85	CISCO SYS INC COM CSCO	CSCO	1,980	$232.6k0.13%	0.13%	New
86	ISHARES TR IBONDS DEC 2034 IBDZ	IBDZ	8,772	$228.5k0.13%	0.13%	Reduced -328	-328 -3.6%
87	AMGEN INC COM AMGN	AMGN	624	$226.0k0.12%	0.12%	Added +2	+2 0.3%
88	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	3,643	$221.5k0.12%	0.12%	Added +12	+12 0.3%
89	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	5,970	$219.5k0.12%	0.12%	Reduced -268	-268 -4.3%
90	VALERO ENERGY CORP COM VLO	VLO	824	$214.5k0.12%	0.12%	New
91	PROCTER AND GAMBLE CO COM PG	PG	1,447	$212.1k0.12%	0.12%	Reduced -760	-760 -34.4%
92	VANGUARD INDEX FDS VALUE ETF VTV	VTV	966	$210.5k0.12%	0.12%	New
93	MARATHON PETE CORP COM MPC	MPC	814	$208.1k0.11%	0.11%	New
94	VISA INC COM CL A V	V	594	$203.8k0.11%	0.11%	Reduced -117	-117 -16.5%
95	VANGUARD INDEX FDS SMALL CP ETF VB	VB	671	$203.5k0.11%	0.11%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DUKE ENERGY CORP NEW DUK	DUK	1,718	$224.9k1.7k shares