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Wilkins Miller Wealth Management - Q4 2025 13F Filings

WI

Wilkins Miller Wealth Management, LLC

CIK: 0002057318
Address: Alabama Mobile 41 W. I-65 Service Rd., N., Ste 400
$167.91 M
Portfolio Value
92
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. BIV Vanguard Intermediate-Term Bond Etf
+$1.17 M
2. BSCU Invesco Bulletshares 2030 Corporate Bond Etf
+$968,534.79
3. BSCW Invesco Bulletshares 2032 Corporate Bond Etf
+$558,806.35
4. SCHA Schwab Us Small-Cap Etf
+$502,731.21
5. VFMO Vanguard Us Momentum Factor Etf
+$445,067.49

Top Sells

Q4 2025
1. BSCP Invesco Bulletshares 2025 Corporate Bond Etf
−$378,730
2. SCHB Schwab Us Broad Market Etf
−$270,091.86
3. EFA Ishares Msci Eafe Etf
−$213,070
4. META Meta Platforms
−$205,925
5. SPYG Spdr Portfolio S&P 500 Growth Etf
−$204,652.97

Asset Allocation

Stocks/ETFs
+4.70%
$162.78 M 96.94%
Options
$0 0.00%
Debt
$0 0.00%
Other
-14.11%
$5.14 M 3.06%

Sector Allocation (Stocks)

Wilkins Miller Wealth Management Q4 2025 Filing Summary

Wilkins Miller Wealth Management, LLC filed its 13F report for Q4 2025 on January 21, 2026. The portfolio totaled 167.91 M reflecting a +4.00% change from the prior quarter, spanning 92 assets. The top 10 holdings comprised 45.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 3 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Wilkins Miller Wealth Management’s Q4 2025 Filing

Wilkins Miller Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/21/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Wilkins Miller Wealth Management reported a managed portfolio value of 167.91 M, consisting of 92 individual positions.

This page displays the raw filing documents. To see which stocks Wilkins Miller Wealth Management bought or sold during Q4 2025, please visit Wilkins Miller Wealth Management's Portfolio Analysis page.