Wilkins Miller Wealth Management, LLC holds a diversified book of 95 stocks worth $181.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Morgan Stanley and trimmed Schwab US Large-Cap ETF. Their largest long position is Schwab US Large-Cap ETF at 10% of the equity book. Cloning the disclosed picks since 2025 would be +16% (+10.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Wilkins Miller Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +18.3%, a 2.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Wilkins Miller Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wilkins Miller Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $495.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $337.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $158.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $141.7B |
| UBS Group AG | 80 / 80 | $130.2B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $93.7B |
| LPL Financial LLC | 80 / 80 | $90.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $87.5B |
Ranked by how many of Wilkins Miller Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LRG CAP ETF | $17.4M | 592.4K | 9.6% | ▼−0.3% Reduced · −2K sh | |
| 2 | Schwab Strategic TR US LCAP GR ETF | $10.1M | 298.3K | 5.6% | ▼−0.5% Reduced · −2K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $8.3M | 11.0K | 4.5% | ▼−1.6% Reduced · −176 sh | |
| 4 | Schwab Strategic TR US SML CAP ETF | $7.3M | 203.1K | 4.0% | ▼−0.1% Reduced · −257 sh | |
| 5 | SPDR Index SHS FDS ST STR PO EX ETF | $7.0M | 139.9K | 3.9% | ▲+1.7% Added · +2K sh | |
| 6 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $6.3M | 377.7K | 3.5% | ▲+3.0% Added · +11K sh | |
| 7 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $5.9M | 317.1K | 3.2% | ▼−0.3% Reduced · −958 sh | |
| 8 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $5.9M | 288.3K | 3.2% | ▼−6.0% Reduced · −18K sh | |
| 9 | Schwab Strategic TR FUNDAMENTAL US L | $5.7M | 184.6K | 3.2% | ▲+5.5% Added · +10K sh | |
| 10 | Ishares TR IBONDS DEC 2030 | $5.6M | 256.3K | 3.1% | ▼−0.2% Reduced · −587 sh | |
| 11 | Goldman Sachs ETF TR EQUAL WEIGHT US | $5.5M | 58.4K | 3.0% | ▼−0.2% Reduced · −140 sh | |
| 12 | Ishares TR IBONDS DEC 2031 | $4.3M | 207.0K | 2.4% | ▼−2.1% Reduced · −4K sh | |
| 13 | Ishares TR IBONDS DEC 29 | $4.1M | 176.2K | 2.2% | ▲~0% Added · +49 sh | |
| 14 | Vanguard Whitehall FDS HIGH DIV YLD | $4.1M | 25.8K | 2.2% | ▲+4.5% Added · +1K sh | |
| 15 | Vanguard Wellington FD US MOMENTUM | $3.7M | 14.8K | 2.0% | ▲+3.9% Added · +558 sh | |
| 16 | Vanguard BD Index FDS INTERMED TERM | $3.7M | 47.6K | 2.0% | ▲+6.2% Added · +3K sh | |
| 17 | Vanguard Specialized Funds DIV APP ETF | $3.3M | 14.0K | 1.8% | ▼−4.7% Reduced · −687 sh | |
| 18 | SPDR Series Trust ST STR P500GRW | $3.3M | 27.6K | 1.8% | ▲+0.1% Added · +14 sh | |
| 19 | Schwab Strategic TR US BRD MKT ETF | $3.0M | 104.1K | 1.7% | ▼−0.3% Reduced · −305 sh | |
| 20 | Invesco Exch TRD SLF Idx FD BULETSHS 2031 CP | $3.0M | 180.9K | 1.6% | ▲+1.0% Added · +2K sh | |
| 21 | Schwab Strategic TR US LCAP VA ETF | $2.9M | 83.8K | 1.6% | ▲+2.2% Added · +2K sh | |
| 22 | Apple Inc COM | $2.8M | 9.8K | 1.6% | ▼~0% Reduced · −4 sh | |
| 23 | Schwab Strategic TR INTL EQTY ETF | $2.7M | 99.0K | 1.5% | ▲+5.4% Added · +5K sh | |
| 24 | Ishares TR CORE S&P SCP ETF | $2.6M | 17.4K | 1.4% | ▲+13% Added · +2K sh | |
| 25 | Invesco Exch TRD SLF Idx FD BULLETSHS 2032 | $2.4M | 118.2K | 1.3% | ▼−0.1% Reduced · −163 sh | |
| 26 | Vanguard BD Index FDS LONG TERM BOND | $2.3M | 32.7K | 1.2% | ▼−10% Reduced · −4K sh | |
| 27 | Ishares TR IBDS DEC28 ETF | $2.0M | 77.8K | 1.1% | ▲+3.6% Added · +3K sh | |
| 28 | JPMorgan Chase & Co COM | $1.8M | 5.6K | 1.0% | ▲+3.1% Added · +167 sh | |
| 29 | SPDR Series Trust ST STR P500ETF | $1.8M | 20.5K | 1.0% | ▲+1.3% Added · +273 sh | |
| 30 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $1.7M | 86.5K | 0.9% | ▼−5.2% Reduced · −5K sh | |
| 31 | Invesco QQQ TR UNIT SER 1 | $1.7M | 2.3K | 0.9% | ▲+19% Added · +370 sh | |
| 32 | Ishares TR IBONDS DEC 2033 | $1.6M | 62.8K | 0.9% | ▲+2.1% Added · +1K sh | |
| 33 | Ishares TR IBONDS DEC 2032 | $1.6M | 62.6K | 0.9% | ▼−6.7% Reduced · −4K sh | |
| 34 | Schwab Strategic TR US MID-CAP ETF | $1.5M | 41.9K | 0.9% | ▲+5.2% Added · +2K sh | |
| 35 | Alphabet Inc CAP STK CL A | $1.5M | 4.1K | 0.8% | ▲+1.4% Added · +58 sh | |
| 36 | Chevron Corporation COM | $1.4M | 8.7K | 0.8% | ▲+2.0% Added · +173 sh | |
| 37 | Schwab Strategic TR EMRG MKTEQ ETF | $1.4M | 39.8K | 0.8% | ▲+5.7% Added · +2K sh | |
| 38 | Vanguard Index FDS S&P 500 ETF SHS | $1.4M | 2.1K | 0.8% | ▲+34% Added · +529 sh | |
| 39 | Vanguard Index FDS MID CAP ETF | $1.4M | 17.0K | 0.8% | ▲+349% Added · +13K sh | |
| 40 | SPDR Series Trust ST STR SP500DIV | $1.2M | 24.2K | 0.6% | ▼−3.1% Reduced · −788 sh | |
| 41 | SPDR Series Trust ST STR MSCI USAQ | $1.1M | 5.9K | 0.6% | ▼−6.3% Reduced · −400 sh | |
| 42 | Vanguard BD Index FDS SHORT TRM BOND | $1.1M | 14.1K | 0.6% | ▲+1.6% Added · +225 sh | |
| 43 | Home Depot Inc COM | $1.0M | 2.8K | 0.6% | ▼−0.1% Reduced · −3 sh | |
| 44 | SPDR Gold TR GOLD SHS | $979K | 2.7K | 0.5% | ▲+1.0% Added · +27 sh | |
| 45 | Invesco Exch TRD SLF Idx FD BUL 2033 COR ETF | $979K | 46.5K | 0.5% | ▲+4.9% Added · +2K sh | |
| 46 | Ishares TR CORE S&P TTL STK | $949K | 5.8K | 0.5% | ▼−2.6% Reduced · −153 sh | |
| 47 | Ishares TR CRE U S REIT ETF | $931K | 14.0K | 0.5% | ▼−0.8% Reduced · −118 sh | |
| 48 | Schwab Strategic TR US DIVIDEND EQ | $815K | 25.7K | 0.4% | ▼−2.3% Reduced · −606 sh | |
| 49 | Ishares TR MSCI USA QLT FCT | $792K | 3.6K | 0.4% | ▲+1.3% Added · +47 sh | |
| 50 | Exxon Mobil Corp COM | $789K | 5.8K | 0.4% | ▲+2.8% Added · +156 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 95 | $181.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 89 | $165.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 92 | $167.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 92 | $161.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 89 | $147.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 83 | $133.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 24, 2025 | 71 | $95.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.