Institutional Fund
Wilkins Miller Wealth Management, LLC
Mobile, ALCIK 20573185 filings on record
Portfolio Value
$165.31M
Q1 2026
Holdings
89
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-1.6%
from $167.91M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr9.2%
- Schwab Strategic Tr5.3%
- Ishares Tr4.4%
- Spdr Index Shs Fds3.8%
- Invesco Exch Trd Slf Idx Fd3.8%
- Invesco Exch Trd Slf Idx Fd3.7%
- Other69.8%
Portfolio Holdings
89 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 594.3K | $15.24M | 9.2% | −12.0K | Reduced |
| 2 | Schwab Strategic Tr | 299.9K | $8.74M | 5.3% | +3.1K | Added |
| 3 | Ishares Tr | 11.2K | $7.33M | 4.4% | −674 | Reduced |
| 4 | Spdr Index Shs Fds | 137.5K | $6.28M | 3.8% | +3.5K | Added |
| 5 | Invesco Exch Trd Slf Idx Fd | 306.7K | $6.26M | 3.8% | −7.2K | Reduced |
| 6 | Invesco Exch Trd Slf Idx Fd | 366.8K | $6.13M | 3.7% | +23.8K | Added |
| 7 | Invesco Exch Trd Slf Idx Fd | 318.1K | $5.94M | 3.6% | +6.8K | Added |
| 8 | Schwab Strategic Tr | 203.4K | $5.91M | 3.6% | +2.7K | Added |
| 9 | Ishares Tr | 256.9K | $5.62M | 3.4% | +4.1K | Added |
| 10 | Goldman Sachs ETF Tr | 58.5K | $4.96M | 3.0% | −1.8K | Reduced |
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