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Wilkins Miller Wealth Management - Q2 2026 13F Filings

WI

Wilkins Miller Wealth Management, LLC

CIK: 0002057318
Address: Alabama Mobile 41 W. I-65 Service Rd., N., Ste 400
$181.85 M
Portfolio Value
95
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VO Vanguard Mid-Cap Etf
+$1.06 M
2. VOO Vanguard S&P 500 Etf
+$363,320.35
3. FNDX Schwab Fundamental Us Large Company Etf
+$298,093.7
4. IJR Ishares Core S&P Small Cap Etf
+$288,912.23
5. QQQ Invesco Qqq Trust Series I
+$272,515.88

Top Sells

Q2 2026
1. BSCS Invesco Bulletshares 2028 Corporate Bond Etf
−$375,633.05
2. BLV Vanguard Long-Term Bond Etf
−$258,560.36
3. DUK Duke Energy Corporation
−$224,944
4. VIG Vanguard Dividend Appreciation Etf
−$162,557.01
5. IVV Ishares Core S&P 500 Etf
−$131,802.87

Asset Allocation

Stocks/ETFs
+10.00%
$181.85 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Wilkins Miller Wealth Management Q2 2026 Filing Summary

Wilkins Miller Wealth Management, LLC filed its 13F report for Q2 2026 on July 21, 2026. The portfolio totaled 181.85 M reflecting a +10.00% change from the prior quarter, spanning 95 assets. The top 10 holdings comprised 43.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 1 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Wilkins Miller Wealth Management’s Q2 2026 Filing

Wilkins Miller Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/21/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Wilkins Miller Wealth Management reported a managed portfolio value of 181.85 M, consisting of 95 individual positions.

This page displays the raw filing documents. To see which stocks Wilkins Miller Wealth Management bought or sold during Q2 2026, please visit Wilkins Miller Wealth Management's Portfolio Analysis page.