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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Wilkins Miller Wealth Management, LLC

Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001172661-25-004682

Total Value
$161.5M
Positions
92
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (92)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524201610,261$16.2M10.01%
2SCHWAB STRATEGIC TR808524300296,501$9.5M5.86%
3ISHARES TR46428720011,949$8.0M4.95%
4INVESCO EXCH TRD SLF IDX FDIVZ316,780$6.5M4.02%
5SPDR INDEX SHS FDS78463X889133,951$5.7M3.55%
6ISHARES TR46436E726246,080$5.5M3.38%
7INVESCO EXCH TRD SLF IDX FDIVZ291,740$5.4M3.35%
8SCHWAB STRATEGIC TR808524607183,053$5.1M3.14%
9GOLDMAN SACHS ETF TRNVGLF58,957$5.0M3.11%
10INVESCO EXCH TRD SLF IDX FDIVZ285,694$4.8M2.99%
11ISHARES TR46436E486218,061$4.6M2.87%
12SCHWAB STRATEGIC TR808524771173,807$4.6M2.83%
13ISHARES TR46436E205170,142$4.0M2.47%
14VANGUARD SPECIALIZED FUNDS92190884415,253$3.3M2.04%
15SCHWAB STRATEGIC TR808524102126,217$3.2M2.01%
16SPDR SERIES TRUST78464A40930,566$3.2M1.98%
17VANGUARD WHITEHALL FDS92194640622,275$3.1M1.94%
18APPLE INCAAPL10,075$2.6M1.59%
19INVESCO EXCH TRD SLF IDX FDIVZ152,978$2.6M1.58%
20VANGUARD BD INDEX FDS92193779334,399$2.4M1.51%
21SCHWAB STRATEGIC TR80852440978,822$2.3M1.42%
22VANGUARD WELLINGTON FD92193550811,498$2.2M1.35%
23INVESCO EXCH TRD SLF IDX FDIVZ102,368$2.0M1.25%
24INVESCO EXCH TRD SLF IDX FDIVZ93,516$1.9M1.20%
25ISHARES TR46435U51572,228$1.8M1.14%
26JPMORGAN CHASE & CO.VYLD5,596$1.8M1.09%
27SCHWAB STRATEGIC TR80852480574,846$1.7M1.08%
28ISHARES TR46436E31263,188$1.6M1.00%
29SPDR SERIES TRUST78464A85420,282$1.6M0.98%
30VANGUARD BD INDEX FDS92193781920,565$1.6M0.98%
31ISHARES TR46428780412,618$1.5M0.92%
32ISHARES TR46436E13054,719$1.4M0.89%
33CHEVRON CORP NEWCVX8,582$1.3M0.83%
34SPDR SERIES TRUST78468R78828,567$1.3M0.78%
35MICROSOFT CORPMSFT2,350$1.2M0.75%
36SPDR SERIES TRUST78468R8127,065$1.2M0.75%
37INVESCO QQQ TRIVZ2,010$1.2M0.75%
38HOME DEPOT INCHD2,954$1.2M0.74%
39VANGUARD BD INDEX FDS92193782715,122$1.2M0.74%
40SCHWAB STRATEGIC TR80852470635,503$1.2M0.74%
41VANGUARD INDEX FDS9229083631,908$1.2M0.72%
42ISHARES TR46428852117,829$1.1M0.65%
43SCHWAB STRATEGIC TR80852450834,325$1.0M0.63%
44ALPHABET INCGOOG4,052$985,1110.61%
45INVESCO EXCH TRD SLF IDX FDIVZ41,993$968,3620.60%
46ISHARES TR4642871506,060$882,7930.55%
47SPDR GOLD TRGLD2,294$807,6280.50%
48VANGUARD INDEX FDS9229086292,719$782,2150.48%
49SCHWAB STRATEGIC TR80852479728,429$776,1210.48%
50INVESCO EXCH TRD SLF IDX FDIVZ32,676$764,8040.47%
51ISHARES TR46432F3393,929$764,3100.47%
52ORACLE CORPORCL-PD2,671$751,2990.47%
53INVESCO EXCH TRD SLF IDX FDIVZ33,403$717,1710.44%
54SOUTHERN COSOMN7,301$692,0710.43%
55EXXON MOBIL CORPXOM5,861$660,9910.41%
56VANGUARD WHITEHALL FDS9219467947,023$594,7680.37%
57COCA COLA COKO8,439$559,7500.35%
58AMAZON COM INCAMZN2,412$529,6030.33%
59SELECT SECTOR SPDR TR81369Y8031,761$496,6140.31%
60ISHARES TR4642874325,167$461,8270.29%
61EMERSON ELEC COEMR3,376$442,9500.27%
62NVIDIA CORPORATIONNVDA2,099$391,6330.24%
63ALPHABET INCGOOG1,556$379,0290.23%
64INVESCO EXCH TRD SLF IDX FDIVZ18,302$378,7300.23%
65ELI LILLY & COLLY495$377,6850.23%
66PROCTER AND GAMBLE CO7427181092,392$367,6780.23%
67FIDELITY COVINGTON TRUST31609240214,842$366,9230.23%
68LOWES COS INC5486611071,439$361,7320.22%
69JOHNSON & JOHNSONJNJ1,914$355,1150.22%
70BERKSHIRE HATHAWAY INC DELBRK-A677$340,3550.21%
71UNION PAC CORPUNP1,422$336,1490.21%
72SPDR SERIES TRUST78464A5085,980$330,8740.20%
73CARLISLE COS INC142339100960$315,8020.20%
74MERCK & CO INCMRK3,699$310,5600.19%
75INVESCO EXCH TRD SLF IDX FDIVZ14,132$297,0550.18%
76PHILIP MORRIS INTL INC7181721091,800$292,0690.18%
77SPDR SERIES TRUST78464A7632,070$290,1160.18%
78ISHARES TR4642875981,412$287,4690.18%
79INVESCO EXCH TRD SLF IDX FDIVZ13,600$266,0270.16%
80WISDOMTREE TRWT2,999$251,9160.16%
81NORFOLK SOUTHN CORP655844108836$251,2130.16%
82RTX CORPORATIONRTX1,490$249,4400.15%
83GE AEROSPACE369604301818$246,1650.15%
84SPDR S&P 500 ETF TRSPY368$245,2960.15%
85VISA INCV709$242,2330.15%
86ISHARES TR46438G6539,087$240,5330.15%
87SCHWAB STRATEGIC TR8085247555,463$234,7230.15%
88ISHARES TR4642874652,282$213,0700.13%
89DUKE ENERGY CORP NEWDUKB1,707$211,3300.13%
90BANK NEW YORK MELLON CORP0640581001,914$208,6230.13%
91META PLATFORMS INCMETA280$205,9250.13%
92ENTERPRISE PRODS PARTNERS L2937921076,544$204,6390.13%