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Wilkins Miller Wealth Management, LLC
hedge fundUpdated 23 days agoManaged by Wilkins Miller Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$177.1M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
45.5%
Weight of largest holdings
Annualized return
9.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $161.5M |
| Q4 2025 | $167.9M |
| Q1 2026 | $165.3M |
| Q2 2026 | $181.8M |
| Q3 2026 | $177.1M |
Top holdings
95 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $17.6M | 588.3K | 9.97% | Trimmed(-0.7%) | |
| 2 | $10.7M | 298.5K | 6.06% | Added(+0.1%) | |
| 3 | $8.4M | 11.0K | 4.75% | Trimmed(-0.6%) | |
| 4 | $7M | 140.2K | 3.98% | Added(+0.3%) | |
| 5 | ? N/A INVESCO EXCH TRD SLF IDX FD | $6.9M | 427.0K | 3.89% | Added(+13.1%) |
| 6 | $6.7M | 204.2K | 3.76% | Added(+0.5%) | |
| 7 | $6M | 190.3K | 3.38% | Added(+3.1%) | |
| 8 | ? N/A INVESCO EXCH TRD SLF IDX FD | $6M | 327.5K | 3.37% | Added(+3.3%) |
| 9 | ? N/A INVESCO EXCH TRD SLF IDX FD | $5.7M | 285.0K | 3.24% | Trimmed(-1.1%) |
| 10 | $5.5M | 59.6K | 3.13% | Added(+2.1%) | |
| 11 | ? N/A ISHARES TR | $5.4M | 257.8K | 3.08% | Added(+0.6%) |
| 12 | ? N/A ISHARES TR | $4.1M | 204.9K | 2.32% | Trimmed(-1.0%) |
| 13 | $4.1M | 26.3K | 2.30% | Added(+2.1%) | |
| 14 | ? N/A ISHARES TR | $4.1M | 179.2K | 2.30% | Added(+1.7%) |
| 15 | $3.4M | 27.5K | 1.91% | Trimmed(-0.3%) | |
| 16 | $3.3M | 14.6K | 1.87% | Trimmed(-1.3%) | |
| 17 | $3.3M | 13.9K | 1.84% | Trimmed(-0.6%) | |
| 18 | $3.3M | 9.8K | 1.84% | Added(+0.0%) | |
| 19 | $3M | 103.3K | 1.71% | Trimmed(-0.7%) | |
| 20 | ? N/A INVESCO EXCH TRD SLF IDX FD | $2.9M | 182.3K | 1.62% | Added(+0.8%) |