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.
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.
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
+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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wilkins Miller Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Swiss Re Ltd | 22 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| PPS&V Asset Management Consultants, Inc. | 18 / 80 | $167.8M |
| Independent Investors Inc | 23 / 80 | $410.4M |
| Goepper Burkhardt LLC | 36 / 80 | $258.1M |
| Ardent Capital Management, Inc. | 16 / 80 | $185.4M |
| Ciovacco Capital Management LLC | 13 / 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.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Wilkins Miller Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 95 | $181.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 89 | $165.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 92 | $167.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 92 | $161.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 89 | $147.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 83 | $133.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 24, 2025 | 55d | 71 | $95.6M | 13F-HR |
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.