Wilkins Miller Wealth Management, LLC
Q3 2026 13F filing
Updated 23 days ago95 disclosed positions worth $177.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $17.6M | 588.3K | 9.97% | Trimmed(-0.7%) |
| 2 | S SCHWAB STRATEGIC TR | $10.7M | 298.5K | 6.06% | Added(+0.1%) |
| 3 | E ISHARES TR | $8.4M | 11.0K | 4.75% | Trimmed(-0.6%) |
| 4 | S SPDR INDEX SHS FDS | $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 | S SCHWAB STRATEGIC TR | $6.7M | 204.2K | 3.76% | Added(+0.5%) |
| 7 | S SCHWAB STRATEGIC TR | $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 | G GOLDMAN SACHS ETF TR | $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 | V VANGUARD WHITEHALL FDS | $4.1M | 26.3K | 2.30% | Added(+2.1%) |
| 14 | ? N/A ISHARES TR | $4.1M | 179.2K | 2.30% | Added(+1.7%) |
| 15 | S SPDR SERIES TRUST | $3.4M | 27.5K | 1.91% | Trimmed(-0.3%) |
| 16 | V VANGUARD WELLINGTON FD | $3.3M | 14.6K | 1.87% | Trimmed(-1.3%) |
| 17 | B VANGUARD SPECIALIZED FUNDS | $3.3M | 13.9K | 1.84% | Trimmed(-0.6%) |
| 18 | A APPLE INC | $3.3M | 9.8K | 1.84% | Added(+0.0%) |
| 19 | S SCHWAB STRATEGIC TR | $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%) |
| 21 | S SCHWAB STRATEGIC TR | $2.8M | 84.1K | 1.58% | Added(+0.4%) |
| 22 | S SCHWAB STRATEGIC TR | $2.7M | 100.1K | 1.55% | Added(+1.1%) |
| 23 | I INVESCO EXCH TRD SLF IDX FD | $2.5M | 126.8K | 1.40% | Added(+7.3%) |
| 24 | E ISHARES TR | $2.4M | 17.6K | 1.35% | Added(+1.3%) |
| 25 | E ISHARES TR | $1.9M | 74.9K | 1.06% | Trimmed(-3.7%) |
| 26 | S SPDR SERIES TRUST | $1.8M | 20.6K | 1.04% | Added(+0.2%) |
| 27 | J JPMORGAN CHASE & CO | $1.8M | 5.6K | 1.04% | Trimmed(-0.8%) |
| 28 | C CHEVRON CORPORATION | $1.8M | 8.7K | 1.00% | Trimmed(-0.7%) |
| 29 | ? N/A INVESCO EXCH TRD SLF IDX FD | $1.7M | 87.7K | 0.97% | Added(+1.3%) |
| 30 | S SCHWAB STRATEGIC TR | $1.6M | 42.8K | 0.88% | Added(+7.5%) |
| 31 | Q INVESCO QQQ TR | $1.5M | 2.0K | 0.84% | Trimmed(-12.8%) |
| 32 | V VANGUARD INDEX FDS | $1.5M | 2.1K | 0.83% | Added(+0.2%) |
| 33 | ? N/A ISHARES TR | $1.5M | 59.7K | 0.82% | Trimmed(-5.1%) |
| 34 | ? N/A ISHARES TR | $1.5M | 60.6K | 0.82% | Trimmed(-3.1%) |
| 35 | S SCHWAB STRATEGIC TR | $1.4M | 42.2K | 0.81% | Added(+0.7%) |
| 36 | G ALPHABET INC | $1.4M | 4.0K | 0.79% | Trimmed(-1.8%) |
| 37 | V VANGUARD INDEX FDS | $1.4M | 17.4K | 0.77% | Added(+2.6%) |
| 38 | V VANGUARD BD INDEX FDS | $1.1M | 15.0K | 0.65% | Added(+6.9%) |
| 39 | S SPDR SERIES TRUST | $1.1M | 5.9K | 0.64% | Added(+0.4%) |
| 40 | S SPDR SERIES TRUST | $1.1M | 24.2K | 0.62% | Added(+0.3%) |
| 41 | M MICROSOFT CORP | $1.1M | 2.1K | 0.60% | Trimmed(-1.5%) |
| 42 | G SPDR GOLD TR | $1M | 2.7K | 0.57% | Added(+0.5%) |
| 43 | E ISHARES TR | $966K | 5.8K | 0.55% | Added(+0.6%) |
| 44 | I INVESCO EXCH TRD SLF IDX FD | $938K | 46.9K | 0.53% | Added(+1.0%) |
| 45 | X EXXONMOBIL HOLDINGS CORP | $924K | 5.7K | 0.52% | — |
| 46 | E ISHARES TR | $855K | 13.9K | 0.48% | Trimmed(-0.9%) |
| 47 | S SCHWAB STRATEGIC TR | $826K | 25.4K | 0.47% | Trimmed(-1.2%) |
| 48 | E ISHARES TR | $817K | 3.7K | 0.46% | Added(+1.9%) |
| 49 | H HOME DEPOT INC | $788K | 2.8K | 0.45% | Trimmed(-2.7%) |
| 50 | V VANGUARD WHITEHALL FDS | $743K | 7.3K | 0.42% | Added(+0.5%) |