Institutional Manager · CIK 0002057318
Wilkins Miller Wealth Management, LLC
Mobile, AL · File #028-25408
Latest AUM
$167.9M
Positions
92
Top-10 Concentration
48.9%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524201 | 606,334 | $16.3M | 10.68% |
| 2 | SCHWAB STRATEGIC TR | 808524300 | 296,754 | $9.7M | 6.34% |
| 3 | ISHARES TR | 464287200 | 11,896 | $8.1M | 5.33% |
| 4 | INVESCO EXCH TRD SLF IDX FD | IVZ | 313,887 | $6.5M | 4.23% |
| 5 | SPDR INDEX SHS FDS | 78463X889 | 133,947 | $5.9M | 3.89% |
| 6 | INVESCO EXCH TRD SLF IDX FD | IVZ | 311,213 | $5.9M | 3.84% |
| 7 | INVESCO EXCH TRD SLF IDX FD | IVZ | 342,936 | $5.8M | 3.80% |
| 8 | SCHWAB STRATEGIC TR | 808524607 | 200,705 | $5.7M | 3.74% |
| 9 | ISHARES TR | 46436E726 | 252,808 | $5.6M | 3.65% |
| 10 | GOLDMAN SACHS ETF TR | NVGLF | 60,360 | $5.1M | 3.36% |
| 11 | SCHWAB STRATEGIC TR | 808524771 | 179,604 | $4.9M | 3.20% |
| 12 | ISHARES TR | 46436E486 | 216,372 | $4.6M | 3.00% |
| 13 | ISHARES TR | 46436E205 | 178,255 | $4.2M | 2.73% |
| 14 | VANGUARD WHITEHALL FDS | 921946406 | 23,712 | $3.4M | 2.23% |
| 15 | VANGUARD SPECIALIZED FUNDS | 921908844 | 14,853 | $3.3M | 2.14% |
| 16 | SPDR SERIES TRUST | 78464A409 | 28,648 | $3.1M | 2.00% |
| 17 | SCHWAB STRATEGIC TR | 808524102 | 115,920 | $3.0M | 1.99% |
| 18 | INVESCO EXCH TRD SLF IDX FD | IVZ | 176,242 | $2.9M | 1.93% |
| 19 | VANGUARD BD INDEX FDS | 921937819 | 35,528 | $2.8M | 1.81% |
| 20 | APPLE INC | AAPL | 9,736 | $2.6M | 1.73% |