Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wilkins Miller Wealth Management, LLC (CIK 2057318) reported $165.3M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($15.2M, 9.22%), SCHG ($8.7M, 5.28%), IVV ($7.3M, 4.43%), SPDW ($6.3M, 3.80%), BSCS ($6.3M, 3.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $15.2M | 9.22% | 594,346 | Trimmed |
| 2 | SCHG | SCHWAB STRATEGIC TR | $8.7M | 5.28% | 299,870 | Added |
| 3 | IVV | ISHARES TR | $7.3M | 4.43% | 11,222 | Trimmed |
| 4 | SPDW | SPDR INDEX SHS FDS | $6.3M | 3.80% | 137,492 | Added |
| 5 | BSCS | INVESCO EXCH TRD SLF IDX FD | $6.3M | 3.79% | 306,717 | Trimmed |
| 6 | BSCU | INVESCO EXCH TRD SLF IDX FD | $6.1M | 3.71% | 366,781 | Added |
| 7 | BSCT | INVESCO EXCH TRD SLF IDX FD | $5.9M | 3.59% | 318,058 | Added |
| 8 | SCHA | SCHWAB STRATEGIC TR | $5.9M | 3.58% | 203,404 | Added |
| 9 | IBDV | ISHARES TR | $5.6M | 3.40% | 256,888 | Added |
| 10 | GSEW | GOLDMAN SACHS ETF TR | $5.0M | 3.00% | 58,550 | Trimmed |
| 11 | FNDX | SCHWAB STRATEGIC TR | $4.9M | 2.95% | 174,986 | Trimmed |
| 12 | IBDW | ISHARES TR | $4.4M | 2.68% | 211,441 | Trimmed |
| 13 | IBDU | ISHARES TR | $4.1M | 2.48% | 176,133 | Trimmed |
| 14 | VYM | VANGUARD WHITEHALL FDS | $3.6M | 2.21% | 24,645 | Added |
| 15 | BIV | VANGUARD BD INDEX FDS | $3.5M | 2.09% | 44,842 | Added |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $3.2M | 1.91% | 14,708 | Trimmed |
| 17 | BSCV | INVESCO EXCH TRD SLF IDX FD | $2.9M | 1.78% | 179,123 | Added |
| 18 | VFMO | VANGUARD WELLINGTON FD | $2.8M | 1.70% | 14,242 | Added |
| 19 | SPYG | SPDR SERIES TRUST | $2.7M | 1.63% | 27,562 | Trimmed |
| 20 | SCHB | SCHWAB STRATEGIC TR | $2.6M | 1.59% | 104,394 | Trimmed |
| 21 | BLV | VANGUARD BD INDEX FDS | $2.5M | 1.52% | 36,498 | Added |
| 22 | SCHV | SCHWAB STRATEGIC TR | $2.5M | 1.51% | 82,007 | Added |
| 23 | AAPL | APPLE INC | $2.5M | 1.50% | 9,761 | Added |
| 24 | BSCW | INVESCO EXCH TRD SLF IDX FD | $2.4M | 1.47% | 118,363 | Trimmed |
| 25 | SCHF | SCHWAB STRATEGIC TR | $2.3M | 1.41% | 93,919 | Added |
Source: SEC Form 13F filings · as of 2026-03-31