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Wilkins Miller Wealth Management - Q1 2026 13F Filings

WI

Wilkins Miller Wealth Management, LLC

CIK: 0002057318
Address: Alabama Mobile 41 W. I-65 Service Rd., N., Ste 400
$165.31 M
Portfolio Value
89
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. GSEW Goldman Sachs Eql Wght Large
+$4.96 M
2. BIV Vanguard Intermediate-Term Bond Etf
+$718,847.96
3. BSCU Invesco Bulletshares 2030 Corporate Bond Etf
+$398,667.12
4. IJR Ishares Core S&P Small Cap Etf
+$224,135.69
5. SCHH Schwab Us Reit Etf
+$180,494.6

Top Sells

Q1 2026
1. IVV Ishares Core S&P 500 Etf
−$440,246.81
2. TLT Ishares 20+ Year Treasury Bond Etf
−$347,170
3. SCHX Schwab Us Large-Cap Etf
−$307,372.09
4. SCHB Schwab Us Broad Market Etf
−$289,301.34
5. MS Morgan Stanley
−$210,904

Asset Allocation

Stocks/ETFs
+1.56%
$165.31 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Wilkins Miller Wealth Management Q1 2026 Filing Summary

Wilkins Miller Wealth Management, LLC filed its 13F report for Q1 2026 on April 22, 2026. The portfolio totaled 165.31 M reflecting a -1.55% change from the prior quarter, spanning 89 assets. The top 10 holdings comprised 43.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Wilkins Miller Wealth Management’s Q1 2026 Filing

Wilkins Miller Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/22/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Wilkins Miller Wealth Management reported a managed portfolio value of 165.31 M, consisting of 89 individual positions.

This page displays the raw filing documents. To see which stocks Wilkins Miller Wealth Management bought or sold during Q1 2026, please visit Wilkins Miller Wealth Management's Portfolio Analysis page.