Wilkins Miller Wealth Management, LLC
•CIK: 2057318•Filing: Q4 2025
**Wilkins Miller Wealth Management, LLC** manages $168M across a diversified portfolio of 92 positions. The strategy exhibits a significant allocation toward broad market sector exposure, highlighted by top holdings including SCHX ($16.3M) and SCHG ($9.7M). Further concentration is evident in core indices and specialized sectors, with notable positions in IVV ($8.1M) and BSCS ($6.5M). This structure suggests a systematic approach focused on capturing established market growth vectors.
Total AUM
$167.9M
QoQ Performance
+4.0%
Positions
49
Top 10 Concentration
44.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
SCHG
SCHX9.7%
SCHG5.8%
IVV4.9%
BSCS3.9%
SPDW3.5%
BSCT3.5%
BSCU3.5%
SCHA3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.1%
ETF5.7%
Technology3.8%
Financial1.6%
Consumer1.1%
Healthcare0.9%
Industrial0.5%
Utilities0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑45 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024