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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 Q4 2025 · Filed January 21, 2026 · Accession 0001172661-26-000242

Total Value
$167.9M
Positions
92
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (92)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524201606,334$16.3M9.72%
2SCHWAB STRATEGIC TR808524300296,754$9.7M5.76%
3ISHARES TR46428720011,896$8.1M4.85%
4INVESCO EXCH TRD SLF IDX FDIVZ313,887$6.5M3.85%
5SPDR INDEX SHS FDS78463X889133,947$5.9M3.54%
6INVESCO EXCH TRD SLF IDX FDIVZ311,213$5.9M3.49%
7INVESCO EXCH TRD SLF IDX FDIVZ342,936$5.8M3.46%
8SCHWAB STRATEGIC TR808524607200,705$5.7M3.40%
9ISHARES TR46436E726252,808$5.6M3.32%
10GOLDMAN SACHS ETF TRNVGLF60,360$5.1M3.06%
11SCHWAB STRATEGIC TR808524771179,604$4.9M2.91%
12ISHARES TR46436E486216,372$4.6M2.73%
13ISHARES TR46436E205178,255$4.2M2.48%
14VANGUARD WHITEHALL FDS92194640623,712$3.4M2.03%
15VANGUARD SPECIALIZED FUNDS92190884414,853$3.3M1.94%
16SPDR SERIES TRUST78464A40928,648$3.1M1.82%
17SCHWAB STRATEGIC TR808524102115,920$3.0M1.81%
18INVESCO EXCH TRD SLF IDX FDIVZ176,242$2.9M1.75%
19VANGUARD BD INDEX FDS92193781935,528$2.8M1.65%
20APPLE INCAAPL9,736$2.6M1.58%
21VANGUARD WELLINGTON FD92193550813,825$2.6M1.57%
22INVESCO EXCH TRD SLF IDX FDIVZ120,285$2.5M1.50%
23VANGUARD BD INDEX FDS92193779335,866$2.5M1.48%
24SCHWAB STRATEGIC TR80852440980,195$2.4M1.41%
25SCHWAB STRATEGIC TR80852480591,964$2.2M1.32%
26ISHARES TR46435U51579,933$2.0M1.21%
27INVESCO EXCH TRD SLF IDX FDIVZ100,800$2.0M1.19%
28JPMORGAN CHASE & CO.VYLD5,615$1.8M1.08%
29ISHARES TR46428780413,643$1.6M0.98%
30ISHARES TR46436E31264,177$1.6M0.98%
31SPDR SERIES TRUST78464A85420,103$1.6M0.96%
32ISHARES TR46436E13058,231$1.5M0.91%
33CHEVRON CORP NEWCVX8,645$1.3M0.78%
34ALPHABET INCGOOG4,028$1.3M0.75%
35INVESCO QQQ TRIVZ1,954$1.2M0.72%
36SCHWAB STRATEGIC TR80852450839,670$1.2M0.71%
37SPDR SERIES TRUST78468R78826,982$1.2M0.70%
38SCHWAB STRATEGIC TR80852470634,489$1.1M0.67%
39MICROSOFT CORPMSFT2,331$1.1M0.67%
40VANGUARD BD INDEX FDS92193782714,150$1.1M0.66%
41VANGUARD INDEX FDS9229083631,766$1.1M0.66%
42SPDR SERIES TRUST78468R8126,314$1.1M0.66%
43SPDR GOLD TRGLD2,556$1.0M0.60%
44VANGUARD INDEX FDS9229086293,458$1.0M0.60%
45HOME DEPOT INCHD2,875$989,7180.59%
46ISHARES TR46428852115,776$898,6060.54%
47ISHARES TR4642871506,028$896,4710.53%
48INVESCO EXCH TRD SLF IDX FDIVZ41,248$885,1840.53%
49SCHWAB STRATEGIC TR80852479727,331$749,6950.45%
50EXXON MOBIL CORPXOM5,881$707,8580.42%
51ISHARES TR46432F3393,550$705,2930.42%
52INVESCO EXCH TRD SLF IDX FDIVZ29,351$685,0670.41%
53SOUTHERN COSOMN7,309$637,3980.38%
54VANGUARD WHITEHALL FDS9219467947,080$637,2590.38%
55COCA COLA COKO8,486$593,2940.35%
56AMAZON COM INCAMZN2,412$556,7380.33%
57ELI LILLY & COLLY495$531,9670.32%
58ORACLE CORPORCL-PD2,618$510,4480.30%
59SELECT SECTOR SPDR TR81369Y8033,525$507,5310.30%
60ALPHABET INCGOOG1,556$488,5490.29%
61INVESCO EXCH TRD SLF IDX FDIVZ23,128$486,1510.29%
62EMERSON ELEC COEMR3,378$448,3670.27%
63NVIDIA CORPORATIONNVDA2,200$410,3050.24%
64JOHNSON & JOHNSONJNJ1,919$397,5170.24%
65FIDELITY COVINGTON TRUST31609240215,721$389,4310.23%
66MERCK & CO INCMRK3,557$374,4570.22%
67ISHARES TR4642874323,983$347,1700.21%
68LOWES COS INC5486611071,417$341,9530.20%
69BERKSHIRE HATHAWAY INC DELBRK-A677$340,2940.20%
70PROCTER AND GAMBLE CO7427181092,346$336,4280.20%
71UNION PAC CORPUNP1,423$329,2230.20%
72CARLISLE COS INC142339100960$307,0660.18%
73ISHARES TR4642875981,412$297,0000.18%
74INVESCO EXCH TRD SLF IDX FDIVZ14,664$287,0590.17%
75PHILIP MORRIS INTL INC7181721091,760$282,4200.17%
76SPDR SERIES TRUST78464A7631,987$276,6410.16%
77RTX CORPORATIONRTX1,494$274,1520.16%
78WISDOMTREE TRWT2,999$254,5550.15%
79SPDR S&P 500 ETF TRSPY367$250,5830.15%
80VISA INCV710$249,0760.15%
81GE AEROSPACE369604301803$247,4910.15%
82ISHARES TR46438G6539,177$242,0000.14%
83NORFOLK SOUTHN CORP655844108838$241,9870.14%
84SCHWAB STRATEGIC TR8085247554,975$224,9410.13%
85BANK NEW YORK MELLON CORP0640581001,924$223,3600.13%
86MORGAN STANLEYMS-PQ1,187$210,9040.13%
87ENTERPRISE PRODS PARTNERS L2937921076,577$210,8650.13%
88SPDR SERIES TRUST78464A5083,670$208,5220.12%
89AMERICAN EXPRESS COAXP550$203,7720.12%
90SCHWAB STRATEGIC TR8085248479,721$203,0720.12%
91AMGEN INCAMGN619$202,7300.12%
92DUKE ENERGY CORP NEWDUKB1,713$200,7990.12%