Wilkins Miller Wealth Management, LLC ETF holdings
Mobile, AL
Reported $161.7M in 61 ETFs in its Form 13F for June 30, 2026.
ETF value
$161.7M
ETFs held
61
Change from prior quarter
+10.2%
With price moves
ETFs as a share of its 13F
88.9%
of $181.8M
Top 10 of 61 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $17.4M | 592,426 | −1,920 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $10.1M | 298,319 | −1,551 shares |
| IVV | iShares Core S&P 500 ETF | $8.3M | 11,046 | −176 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $7.3M | 203,147 | −257 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $7.0M | 139,886 | +2,394 shares |
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF | $6.3M | 377,673 | +10,892 shares |
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | $5.9M | 317,100 | −958 shares |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | $5.9M | 288,272 | −18,445 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $5.7M | 184,571 | +9,585 shares |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | $5.6M | 256,301 | −587 shares |
51 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002057318. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wilkins Miller Wealth Management, LLC own?
Wilkins Miller Wealth Management, LLC reported 61 ETF positions worth $161.7M in its Form 13F for June 30, 2026. The largest was SCHX, at $17.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.