Arkolith/Funds/Wilkins Miller Wealth Management, LLC

Wilkins Miller Wealth Management, LLC

CIK 2057318Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Wilkins Miller Wealth Management, LLC holds a diversified book of 95 reported positions worth $181.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-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 reported non-option book. Cloning the disclosed picks since 2025 would be +18% (+11.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Wilkins Miller Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+17.8%
+11.2%/yr · since Feb '25
Their reported book
+20.7%
held from quarter-end
S&P 500
+29.8%
same window
$8K$10K$11K$12K$13KFeb '25Jun '25Oct '25Jan '26May '26Sep '26
Wilkins Miller Wealth Management, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +20.7%, a 2.9-point gap that is the cost of the ~21-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 each quarter's actual reporting lag, ~21 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
44%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

12% mapped to company sectors

ETFs / funds
81%
No sector on file yet
7%
Information Technology
4%
Financials
2%
Energy
1%
Consumer Discretionary
1%
Health Care
1%
Industrials
1%

+3 sectors below the cut, 1% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Wilkins Miller Wealth Management, LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.8 / 80$4.5B
Swiss Re Ltd22 / 80$1.0B
Hoffman, Alan N Investment Management8 / 80$154.1M
PPS&V Asset Management Consultants, Inc.18 / 80$167.8M
Independent Investors Inc23 / 80$410.4M
Goepper Burkhardt LLC36 / 80$258.1M
Ardent Capital Management, Inc.16 / 80$185.4M
Ciovacco Capital Management LLC13 / 80$169.0M

Ranked by the share of each fund's own book sitting in the names it shares with Wilkins Miller Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

95 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US LRG CAP ETF
$17.4M592.4K
9.6%
−0.3%
Reduced · −2K sh
2Schwab Strategic TR
US LCAP GR ETF
$10.1M298.3K
5.6%
−0.5%
Reduced · −2K sh
3Ishares TR
CORE S&P500 ETF
$8.3M11.0K
4.5%
−1.6%
Reduced · −176 sh
4Schwab Strategic TR
US SML CAP ETF
$7.3M203.1K
4.0%
−0.1%
Reduced · −257 sh
5SPDR Index SHS FDS
ST STR PO EX ETF
$7.0M139.9K
3.9%
+1.7%
Added · +2K sh
6Invesco Exch TRD SLF Idx FD
INVSCO 30 CORP
$6.3M377.7K
3.5%
+3.0%
Added · +11K sh
7Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$5.9M317.1K
3.2%
−0.3%
Reduced · −958 sh
8Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$5.9M288.3K
3.2%
−6.0%
Reduced · −18K sh
9Schwab Strategic TR
FUNDAMENTAL US L
$5.7M184.6K
3.2%
+5.5%
Added · +10K sh
10Ishares TR
IBONDS DEC 2030
$5.6M256.3K
3.1%
−0.2%
Reduced · −587 sh
11Goldman Sachs ETF TR
EQUAL WEIGHT US
$5.5M58.4K
3.0%
−0.2%
Reduced · −140 sh
12Ishares TR
IBONDS DEC 2031
$4.3M207.0K
2.4%
−2.1%
Reduced · −4K sh
13Ishares TR
IBONDS DEC 29
$4.1M176.2K
2.2%
~0%
Added · +49 sh
14Vanguard Whitehall FDS
HIGH DIV YLD
$4.1M25.8K
2.2%
+4.5%
Added · +1K sh
15Vanguard Wellington FD
US MOMENTUM
$3.7M14.8K
2.0%
+3.9%
Added · +558 sh
16Vanguard BD Index FDS
INTERMED TERM
$3.7M47.6K
2.0%
+6.2%
Added · +3K sh
17Vanguard Specialized Funds
DIV APP ETF
$3.3M14.0K
1.8%
−4.7%
Reduced · −687 sh
18SPDR Series Trust
ST STR P500GRW
$3.3M27.6K
1.8%
+0.1%
Added · +14 sh
19Schwab Strategic TR
US BRD MKT ETF
$3.0M104.1K
1.7%
−0.3%
Reduced · −305 sh
20Invesco Exch TRD SLF Idx FD
BULETSHS 2031 CP
$3.0M180.9K
1.6%
+1.0%
Added · +2K sh
21Schwab Strategic TR
US LCAP VA ETF
$2.9M83.8K
1.6%
+2.2%
Added · +2K sh
22Apple Inc
COM
$2.8M9.8K
1.6%
~0%
Reduced · −4 sh
23Schwab Strategic TR
INTL EQTY ETF
$2.7M99.0K
1.5%
+5.4%
Added · +5K sh
24Ishares TR
CORE S&P SCP ETF
$2.6M17.4K
1.4%
+13%
Added · +2K sh
25Invesco Exch TRD SLF Idx FD
BULLETSHS 2032
$2.4M118.2K
1.3%
−0.1%
Reduced · −163 sh
26Vanguard BD Index FDS
LONG TERM BOND
$2.3M32.7K
1.2%
−10%
Reduced · −4K sh
27Ishares TR
IBDS DEC28 ETF
$2.0M77.8K
1.1%
+3.6%
Added · +3K sh
28JPMorgan Chase & Co
COM
$1.8M5.6K
1.0%
+3.1%
Added · +167 sh
29SPDR Series Trust
ST STR P500ETF
$1.8M20.5K
1.0%
+1.3%
Added · +273 sh
30Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$1.7M86.5K
0.9%
−5.2%
Reduced · −5K sh
31Invesco QQQ TR
UNIT SER 1
$1.7M2.3K
0.9%
+19%
Added · +370 sh
32Ishares TR
IBONDS DEC 2033
$1.6M62.8K
0.9%
+2.1%
Added · +1K sh
33Ishares TR
IBONDS DEC 2032
$1.6M62.6K
0.9%
−6.7%
Reduced · −4K sh
34Schwab Strategic TR
US MID-CAP ETF
$1.5M41.9K
0.9%
+5.2%
Added · +2K sh
35Alphabet Inc
CAP STK CL A
$1.5M4.1K
0.8%
+1.4%
Added · +58 sh
36Chevron Corporation
COM
$1.4M8.7K
0.8%
+2.0%
Added · +173 sh
37Schwab Strategic TR
EMRG MKTEQ ETF
$1.4M39.8K
0.8%
+5.7%
Added · +2K sh
38Vanguard Index FDS
S&P 500 ETF SHS
$1.4M2.1K
0.8%
+34%
Added · +529 sh
39Vanguard Index FDS
MID CAP ETF
$1.4M17.0K
0.8%
+349%
Added · +13K sh
40SPDR Series Trust
ST STR SP500DIV
$1.2M24.2K
0.6%
−3.1%
Reduced · −788 sh
41SPDR Series Trust
ST STR MSCI USAQ
$1.1M5.9K
0.6%
−6.3%
Reduced · −400 sh
42Vanguard BD Index FDS
SHORT TRM BOND
$1.1M14.1K
0.6%
+1.6%
Added · +225 sh
43Home Depot Inc
COM
$1.0M2.8K
0.6%
−0.1%
Reduced · −3 sh
44SPDR Gold TR
GOLD SHS
$979K2.7K
0.5%
+1.0%
Added · +27 sh
45Invesco Exch TRD SLF Idx FD
BUL 2033 COR ETF
$979K46.5K
0.5%
+4.9%
Added · +2K sh
46Ishares TR
CORE S&P TTL STK
$949K5.8K
0.5%
−2.6%
Reduced · −153 sh
47Ishares TR
CRE U S REIT ETF
$931K14.0K
0.5%
−0.8%
Reduced · −118 sh
48Schwab Strategic TR
US DIVIDEND EQ
$815K25.7K
0.4%
−2.3%
Reduced · −606 sh
49Ishares TR
MSCI USA QLT FCT
$792K3.6K
0.4%
+1.3%
Added · +47 sh
50Exxon Mobil Corp
COM
$789K5.8K
0.4%
+2.8%
Added · +156 sh
Showing 50 of 95 positions
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Filing history

As-of date vs the date the SEC received each filing

$181.8M · Q2 2026Q4 2024 · $95.6MQ2 2026 · $181.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202621d95$181.8M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202622d89$165.3M13F-HR
Q4 2025Dec 31, 2025Jan 21, 202621d92$167.9M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202541d92$161.5M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d89$147.0M13F-HR
Q1 2025Mar 31, 2025May 13, 202543d83$133.0M13F-HR
Q4 2024Dec 31, 2024Feb 24, 202555d71$95.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.