Wilkins Miller Wealth Management

MOBILE, ALfiles as Wilkins Miller Wealth Management, LLC

$182m in 95 US stocks at the end of 30 June 2026. The top 10 are 43.8% of the money. It changed about 4.9% of the portfolio this quarter.

Value

$182m

Stocks

Top 10 share

43.8%

Turnover

4.9%

What changed this quarter

New

Bought for the first time this quarter.

Morgan StanleyMS
0.1% of the fund
Ishares TRIXUS
0.1% of the fund
Cisco SystemsCSCO
0.1% of the fund
Valero EnergyVLO
0.1% of the fund
Vanguard Index FDSVTV
0.1% of the fund
Marathon PetroleumMPC
0.1% of the fund
Vanguard Index FDSVB
0.1% of the fund

Added

Bought more of a stock they already held.

Invesco Exch TRD SLF IDX FDBSCU
3.5% of the fund
+3%
Schwab Strategic TRFNDX
3.2% of the fund
+5%
Vanguard Whitehall FDSVYM
2.2% of the fund
+4%
Vanguard Wellington FDVFMO
2.0% of the fund
+4%
Vanguard BD Index FDSBIV
2.0% of the fund
+6%
Schwab Strategic TRSCHV
1.6% of the fund
+2%
Schwab Strategic TRSCHF
1.5% of the fund
+5%
Ishares TRIJR
1.4% of the fund
+13%
Ishares TRIBDT
1.1% of the fund
+4%
JPMorgan ChaseJPM
1.0% of the fund
+3%
Invesco QQQ TRQQQ
0.9% of the fund
+19%
Ishares TRIBDY
0.9% of the fund
+2%
Schwab Strategic TRSCHM
0.9% of the fund
+5%
ChevronCVX
0.8% of the fund
+2%
Schwab Strategic TRSCHE
0.8% of the fund
+6%
Vanguard Index FDSVOO
0.8% of the fund
+34%
Vanguard Index FDSVO
0.8% of the fund
+12%
Invesco Exch TRD SLF IDX FDBSCX
0.5% of the fund
+5%
ExxonMobil HoldingsXOM
0.4% of the fund
+3%
Invesco Exch TRD SLF IDX FDBSCY
0.3% of the fund
+8%
AlphabetGOOG
0.3% of the fund
+6%
Schwab Strategic TRSCHH
0.3% of the fund
+28%
Emerson ElectricEMR
0.3% of the fund
+2%
NvidiaNVDA
0.3% of the fund
+9%
State STR Spdr S&P 500 ETF TSPY
0.2% of the fund
+41%

Cut

Sold some of their stake.

Invesco Exch TRD SLF IDX FDBSCS
3.2% of the fund
-6%
Ishares TRIBDW
2.4% of the fund
-2%
Vanguard Specialized FundsVIG
1.8% of the fund
-5%
Vanguard BD Index FDSBLV
1.2% of the fund
-10%
Invesco Exch TRD SLF IDX FDBSCR
0.9% of the fund
-5%
Ishares TRIBDX
0.9% of the fund
-7%
Spdr Series TrustSPYD
0.6% of the fund
-3%
Spdr Series TrustQUS
0.6% of the fund
-6%
Ishares TRITOT
0.5% of the fund
-3%
Schwab Strategic TRSCHD
0.4% of the fund
-2%
MicrosoftMSFT
0.4% of the fund
-11%
Vanguard Whitehall FDSVYMI
0.4% of the fund
-5%
Eli LillyLLY
0.3% of the fund
-3%
Invesco Exch TRD SLF IDX FDBSJQ
0.3% of the fund
-5%
Amazon.comAMZN
0.2% of the fund
-18%
Philip Morris InternationalPM
0.2% of the fund
-6%
Spdr Series TrustSDY
0.1% of the fund
-18%
Invesco Exch TRD SLF IDX FDBSCQ
0.1% of the fund
-10%
Ishares TRIBDZ
0.1% of the fund
-4%
Enterprise Products Partners L.P.EPD
0.1% of the fund
-4%
Procter & GamblePG
0.1% of the fund
-34%
VisaV
0.1% of the fund
-16%

Sold out

Sold their entire stake.

Duke EnergyDUK
-100%

Holdings

Schwab Strategic TRSCHX
Share
9.6%
Value
$17m
Shares
592,426
Held
Schwab Strategic TRSCHG
Share
5.6%
Value
$10m
Shares
298,319
Held
Ishares TRIVV
Share
4.5%
Value
$8m
Shares
11,046
Held
Schwab Strategic TRSCHA
Share
4.0%
Value
$7m
Shares
203,147
Held
Spdr Index SHS FDSSPDW
Share
3.9%
Value
$7m
Shares
139,886
Held
Invesco Exch TRD SLF IDX FDBSCU
Share
3.5%
Value
$6m
Shares
377,673
+3%
Invesco Exch TRD SLF IDX FDBSCT
Share
3.2%
Value
$6m
Shares
317,100
Held
Invesco Exch TRD SLF IDX FDBSCS
Share
3.2%
Value
$6m
Shares
288,272
-6%
Schwab Strategic TRFNDX
Share
3.2%
Value
$6m
Shares
184,571
+5%
Ishares TRIBDV
Share
3.1%
Value
$6m
Shares
256,301
Held
Goldman Sachs ETF TRGSEW
Share
3.0%
Value
$6m
Shares
58,410
Held
Ishares TRIBDW
Share
2.4%
Value
$4m
Shares
207,018
-2%
Ishares TRIBDU
Share
2.2%
Value
$4m
Shares
176,182
Held
Vanguard Whitehall FDSVYM
Share
2.2%
Value
$4m
Shares
25,752
+4%
Vanguard Wellington FDVFMO
Share
2.0%
Value
$4m
Shares
14,800
+4%
Vanguard BD Index FDSBIV
Share
2.0%
Value
$4m
Shares
47,601
+6%
Vanguard Specialized FundsVIG
Share
1.8%
Value
$3m
Shares
14,021
-5%
Spdr Series TrustSPYG
Share
1.8%
Value
$3m
Shares
27,576
Held
Schwab Strategic TRSCHB
Share
1.7%
Value
$3m
Shares
104,089
Held
Invesco Exch TRD SLF IDX FDBSCV
Share
1.6%
Value
$3m
Shares
180,949
Held
Schwab Strategic TRSCHV
Share
1.6%
Value
$3m
Shares
83,792
+2%
AppleAAPL
Share
1.6%
Value
$3m
Shares
9,757
Held
Schwab Strategic TRSCHF
Share
1.5%
Value
$3m
Shares
99,015
+5%
Ishares TRIJR
Share
1.4%
Value
$3m
Shares
17,394
+13%
Invesco Exch TRD SLF IDX FDBSCW
Share
1.3%
Value
$2m
Shares
118,200
Held
Vanguard BD Index FDSBLV
Share
1.2%
Value
$2m
Shares
32,747
-10%
Ishares TRIBDT
Share
1.1%
Value
$2m
Shares
77,792
+4%
JPMorgan ChaseJPM
Share
1.0%
Value
$2m
Shares
5,620
+3%
Spdr Series TrustSPYM
Share
1.0%
Value
$2m
Shares
20,542
Held
Invesco Exch TRD SLF IDX FDBSCR
Share
0.9%
Value
$2m
Shares
86,537
-5%
Invesco QQQ TRQQQ
Share
0.9%
Value
$2m
Shares
2,295
+19%
Ishares TRIBDY
Share
0.9%
Value
$2m
Shares
62,838
+2%
Ishares TRIBDX
Share
0.9%
Value
$2m
Shares
62,568
-7%
Schwab Strategic TRSCHM
Share
0.9%
Value
$2m
Shares
41,944
+5%
AlphabetGOOGL
Share
0.8%
Value
$1m
Shares
4,121
Held
ChevronCVX
Share
0.8%
Value
$1m
Shares
8,713
+2%
Schwab Strategic TRSCHE
Share
0.8%
Value
$1m
Shares
39,802
+6%
Vanguard Index FDSVOO
Share
0.8%
Value
$1m
Shares
2,082
+34%
Vanguard Index FDSVO
Share
0.8%
Value
$1m
Shares
16,958
+12%
Spdr Series TrustSPYD
Share
0.6%
Value
$1m
Shares
24,152
-3%
Spdr Series TrustQUS
Share
0.6%
Value
$1m
Shares
5,894
-6%
Vanguard BD Index FDSBSV
Share
0.6%
Value
$1m
Shares
14,055
Held
Home DepotHD
Share
0.6%
Value
$1m
Shares
2,848
Held
Spdr Gold TRGLD
Share
0.5%
Value
$978,786
Shares
2,657
Held
Invesco Exch TRD SLF IDX FDBSCX
Share
0.5%
Value
$978,574
Shares
46,477
+5%
Ishares TRITOT
Share
0.5%
Value
$948,962
Shares
5,777
-3%
Ishares TRUSRT
Share
0.5%
Value
$930,654
Shares
14,005
Held
Schwab Strategic TRSCHD
Share
0.4%
Value
$814,762
Shares
25,694
-2%
Ishares TRQUAL
Share
0.4%
Value
$791,780
Shares
3,608
Held
ExxonMobil HoldingsXOM
Share
0.4%
Value
$789,498
Shares
5,775
+3%
MicrosoftMSFT
Share
0.4%
Value
$778,656
Shares
2,087
-11%
Vanguard Whitehall FDSVYMI
Share
0.4%
Value
$717,694
Shares
7,308
-5%
Southern CompanySO
Share
0.4%
Value
$700,848
Shares
7,323
Held
Coca-ColaKO
Share
0.4%
Value
$690,931
Shares
8,502
Held
Select Sector Spdr TRXLK
Share
0.4%
Value
$651,750
Shares
3,421
Held
Invesco Exch TRD SLF IDX FDBSCY
Share
0.3%
Value
$601,597
Shares
29,112
+8%
AlphabetGOOG
Share
0.3%
Value
$568,875
Shares
1,610
+6%
Eli LillyLLY
Share
0.3%
Value
$563,732
Shares
470
-3%
Schwab Strategic TRSCHH
Share
0.3%
Value
$547,128
Shares
23,105
+28%
Invesco Exch TRD SLF IDX FDBSJQ
Share
0.3%
Value
$543,740
Shares
23,687
-5%
Johnson & JohnsonJNJ
Share
0.3%
Value
$498,720
Shares
1,964
Held
Emerson ElectricEMR
Share
0.3%
Value
$495,333
Shares
3,460
+2%
NvidiaNVDA
Share
0.3%
Value
$480,088
Shares
2,399
+9%
Fidelity Covington TrustFENY
Share
0.3%
Value
$468,075
Shares
15,835
Held
Berkshire HathawayBRK-B
Share
0.3%
Value
$466,363
Shares
932
Held
MerckMRK
Share
0.3%
Value
$463,152
Shares
3,604
Held
Amazon.comAMZN
Share
0.2%
Value
$451,893
Shares
1,896
-18%
Union PacificUNP
Share
0.2%
Value
$387,677
Shares
1,425
Held
OracleORCL
Share
0.2%
Value
$385,198
Shares
2,628
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$349,178
Shares
468
+41%
Carlisle CompaniesCSL
Share
0.2%
Value
$348,240
Shares
960
Held
Ishares TRIWD
Share
0.2%
Value
$342,311
Shares
1,412
Held
Lowe's CompaniesLOW
Share
0.2%
Value
$313,893
Shares
1,424
Held
General ElectricGE
Share
0.2%
Value
$300,317
Shares
804
Held
RTXRTX
Share
0.2%
Value
$298,198
Shares
1,572
+5%
Philip Morris InternationalPM
Share
0.2%
Value
$297,224
Shares
1,643
-6%
Wisdomtree TRDTD
Share
0.2%
Value
$279,647
Shares
2,999
Held
Bank of New York MellonBNY
Share
0.2%
Value
$276,826
Shares
1,914
Held
Norfolk SouthernNSC
Share
0.1%
Value
$264,753
Shares
842
Held
Schwab Strategic TRFNDF
Share
0.1%
Value
$263,635
Shares
4,997
Held
Morgan StanleyMS
Share
0.1%
Value
$252,859
Shares
1,210
New
Ishares TRIXUS
Share
0.1%
Value
$250,962
Shares
2,630
New
Spdr Series TrustSDY
Share
0.1%
Value
$242,103
Shares
1,591
-18%
Invesco Exch TRD SLF IDX FDBSCQ
Share
0.1%
Value
$232,836
Shares
11,925
-10%
Cisco SystemsCSCO
Share
0.1%
Value
$232,603
Shares
1,980
New
Ishares TRIBDZ
Share
0.1%
Value
$228,507
Shares
8,772
-4%
AmgenAMGN
Share
0.1%
Value
$225,989
Shares
624
Held
Spdr Series TrustSPYV
Share
0.1%
Value
$221,458
Shares
3,643
Held
Enterprise Products Partners L.P.EPD
Share
0.1%
Value
$219,457
Shares
5,970
-4%
Valero EnergyVLO
Share
0.1%
Value
$214,548
Shares
824
New
Procter & GamblePG
Share
0.1%
Value
$212,147
Shares
1,447
-34%
Vanguard Index FDSVTV
Share
0.1%
Value
$210,545
Shares
966
New
Marathon PetroleumMPC
Share
0.1%
Value
$208,146
Shares
814
New
VisaV
Share
0.1%
Value
$203,770
Shares
594
-16%
Vanguard Index FDSVB
Share
0.1%
Value
$203,453
Shares
671
New

Company	Share of fund	Value	Shares	Change
Schwab Strategic TRSCHX	9.6%	$17m	592,426	Held
Schwab Strategic TRSCHG	5.6%	$10m	298,319	Held
Ishares TRIVV	4.5%	$8m	11,046	Held
Schwab Strategic TRSCHA	4.0%	$7m	203,147	Held
Spdr Index SHS FDSSPDW	3.9%	$7m	139,886	Held
Invesco Exch TRD SLF IDX FDBSCU	3.5%	$6m	377,673	+3%
Invesco Exch TRD SLF IDX FDBSCT	3.2%	$6m	317,100	Held
Invesco Exch TRD SLF IDX FDBSCS	3.2%	$6m	288,272	-6%
Schwab Strategic TRFNDX	3.2%	$6m	184,571	+5%
Ishares TRIBDV	3.1%	$6m	256,301	Held
Goldman Sachs ETF TRGSEW	3.0%	$6m	58,410	Held
Ishares TRIBDW	2.4%	$4m	207,018	-2%
Ishares TRIBDU	2.2%	$4m	176,182	Held
Vanguard Whitehall FDSVYM	2.2%	$4m	25,752	+4%
Vanguard Wellington FDVFMO	2.0%	$4m	14,800	+4%
Vanguard BD Index FDSBIV	2.0%	$4m	47,601	+6%
Vanguard Specialized FundsVIG	1.8%	$3m	14,021	-5%
Spdr Series TrustSPYG	1.8%	$3m	27,576	Held
Schwab Strategic TRSCHB	1.7%	$3m	104,089	Held
Invesco Exch TRD SLF IDX FDBSCV	1.6%	$3m	180,949	Held
Schwab Strategic TRSCHV	1.6%	$3m	83,792	+2%
AppleAAPL	1.6%	$3m	9,757	Held
Schwab Strategic TRSCHF	1.5%	$3m	99,015	+5%
Ishares TRIJR	1.4%	$3m	17,394	+13%
Invesco Exch TRD SLF IDX FDBSCW	1.3%	$2m	118,200	Held
Vanguard BD Index FDSBLV	1.2%	$2m	32,747	-10%
Ishares TRIBDT	1.1%	$2m	77,792	+4%
JPMorgan ChaseJPM	1.0%	$2m	5,620	+3%
Spdr Series TrustSPYM	1.0%	$2m	20,542	Held
Invesco Exch TRD SLF IDX FDBSCR	0.9%	$2m	86,537	-5%
Invesco QQQ TRQQQ	0.9%	$2m	2,295	+19%
Ishares TRIBDY	0.9%	$2m	62,838	+2%
Ishares TRIBDX	0.9%	$2m	62,568	-7%
Schwab Strategic TRSCHM	0.9%	$2m	41,944	+5%
AlphabetGOOGL	0.8%	$1m	4,121	Held
ChevronCVX	0.8%	$1m	8,713	+2%
Schwab Strategic TRSCHE	0.8%	$1m	39,802	+6%
Vanguard Index FDSVOO	0.8%	$1m	2,082	+34%
Vanguard Index FDSVO	0.8%	$1m	16,958	+12%
Spdr Series TrustSPYD	0.6%	$1m	24,152	-3%
Spdr Series TrustQUS	0.6%	$1m	5,894	-6%
Vanguard BD Index FDSBSV	0.6%	$1m	14,055	Held
Home DepotHD	0.6%	$1m	2,848	Held
Spdr Gold TRGLD	0.5%	$978,786	2,657	Held
Invesco Exch TRD SLF IDX FDBSCX	0.5%	$978,574	46,477	+5%
Ishares TRITOT	0.5%	$948,962	5,777	-3%
Ishares TRUSRT	0.5%	$930,654	14,005	Held
Schwab Strategic TRSCHD	0.4%	$814,762	25,694	-2%
Ishares TRQUAL	0.4%	$791,780	3,608	Held
ExxonMobil HoldingsXOM	0.4%	$789,498	5,775	+3%
MicrosoftMSFT	0.4%	$778,656	2,087	-11%
Vanguard Whitehall FDSVYMI	0.4%	$717,694	7,308	-5%
Southern CompanySO	0.4%	$700,848	7,323	Held
Coca-ColaKO	0.4%	$690,931	8,502	Held
Select Sector Spdr TRXLK	0.4%	$651,750	3,421	Held
Invesco Exch TRD SLF IDX FDBSCY	0.3%	$601,597	29,112	+8%
AlphabetGOOG	0.3%	$568,875	1,610	+6%
Eli LillyLLY	0.3%	$563,732	470	-3%
Schwab Strategic TRSCHH	0.3%	$547,128	23,105	+28%
Invesco Exch TRD SLF IDX FDBSJQ	0.3%	$543,740	23,687	-5%
Johnson & JohnsonJNJ	0.3%	$498,720	1,964	Held
Emerson ElectricEMR	0.3%	$495,333	3,460	+2%
NvidiaNVDA	0.3%	$480,088	2,399	+9%
Fidelity Covington TrustFENY	0.3%	$468,075	15,835	Held
Berkshire HathawayBRK-B	0.3%	$466,363	932	Held
MerckMRK	0.3%	$463,152	3,604	Held
Amazon.comAMZN	0.2%	$451,893	1,896	-18%
Union PacificUNP	0.2%	$387,677	1,425	Held
OracleORCL	0.2%	$385,198	2,628	Held
State STR Spdr S&P 500 ETF TSPY	0.2%	$349,178	468	+41%
Carlisle CompaniesCSL	0.2%	$348,240	960	Held
Ishares TRIWD	0.2%	$342,311	1,412	Held
Lowe's CompaniesLOW	0.2%	$313,893	1,424	Held
General ElectricGE	0.2%	$300,317	804	Held
RTXRTX	0.2%	$298,198	1,572	+5%
Philip Morris InternationalPM	0.2%	$297,224	1,643	-6%
Wisdomtree TRDTD	0.2%	$279,647	2,999	Held
Bank of New York MellonBNY	0.2%	$276,826	1,914	Held
Norfolk SouthernNSC	0.1%	$264,753	842	Held
Schwab Strategic TRFNDF	0.1%	$263,635	4,997	Held
Morgan StanleyMS	0.1%	$252,859	1,210	New
Ishares TRIXUS	0.1%	$250,962	2,630	New
Spdr Series TrustSDY	0.1%	$242,103	1,591	-18%
Invesco Exch TRD SLF IDX FDBSCQ	0.1%	$232,836	11,925	-10%
Cisco SystemsCSCO	0.1%	$232,603	1,980	New
Ishares TRIBDZ	0.1%	$228,507	8,772	-4%
AmgenAMGN	0.1%	$225,989	624	Held
Spdr Series TrustSPYV	0.1%	$221,458	3,643	Held
Enterprise Products Partners L.P.EPD	0.1%	$219,457	5,970	-4%
Valero EnergyVLO	0.1%	$214,548	824	New
Procter & GamblePG	0.1%	$212,147	1,447	-34%
Vanguard Index FDSVTV	0.1%	$210,545	966	New
Marathon PetroleumMPC	0.1%	$208,146	814	New
VisaV	0.1%	$203,770	594	-16%
Vanguard Index FDSVB	0.1%	$203,453	671	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 23.7% since 30 June 2025.

Where the money is

Technology2.6%

Financial services1.7%

Energy1.5%

Industrials1.2%

Media & telecom1.1%

Retail & consumer1.0%

Health care1.0%

Everyday goods0.7%

Utilities0.5%

Other88.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.