WILKINS MILLER WEALTH MANAGEMENT, LLC

Filed: 5/13/2025ACC: 0001172661-25-001748

📋 What this filing means

WILKINS MILLER WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $133.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$133.04M

Total AUM (reported)

4.20M

Total Shares

Allocation by class

COM$14.25M10.7%

US LRG CAP ETF$12.56M9.4%

US LCAP GR ETF$6.90M5.2%

INVSCO BLSH 28$6.62M5.0%

CORE S&P500 ETF$6.36M4.8%

IBONDS DEC 2030$5.58M4.2%

BULETSHS 2029$5.09M3.8%

Portfolio Concentration

Top 3$26.08M19.6%

4–10$34.69M26.1%

11–25$37.62M28.3%

Rest$34.64M26.0%

Top 3 weight

19.6%

Top 10 weight

45.7%

Voting Authority Distribution

Total shares with voting rights: 4.20M

Sole

Full voting authority

4.20M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole83

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings83

Rows:

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares569K

TypeSH

Market value$12.56M

9.44%

Sole

569K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares275.49K

TypeSH

Market value$6.90M

5.19%

Sole

275.49K

Shared

0.00

None

0.00

INVESCO EXCH TRD SLF IDX FD

SOLE

INVSCO BLSH 28

Shares325.39K

TypeSH

Market value$6.62M

4.98%

Sole

325.39K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares11.31K

TypeSH

Market value$6.36M

4.78%

Sole

11.31K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2030

Shares256.72K

TypeSH

Market value$5.58M

4.19%

Sole

256.72K

Shared

0.00

None

0.00

INVESCO EXCH TRD SLF IDX FD

SOLE

BULETSHS 2029

Shares274.79K

TypeSH

Market value$5.09M

3.83%

Sole

274.79K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares126.50K

TypeSH

Market value$4.61M

3.46%

Sole

126.50K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2031

Shares220.29K

TypeSH

Market value$4.57M

3.44%

Sole

220.29K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares184.63K

TypeSH

Market value$4.33M

3.25%

Sole

184.63K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 29

Shares179.76K

TypeSH

Market value$4.16M

3.13%

Sole

179.76K

Shared

0.00

None

0.00

INVESCO EXCH TRD SLF IDX FD

SOLE

INVSCO 30 CORP

Shares241.58K

TypeSH

Market value$4.01M

3.01%

Sole

241.58K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares169.33K

TypeSH

Market value$4.00M

3.01%

Sole

169.33K

Shared

0.00

None

0.00

GOLDMAN SACHS ETF TR

SOLE

EQUAL WEIGHT US

Shares49.22K

TypeSH

Market value$3.74M

2.81%

Sole

49.22K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares14.58K

TypeSH

Market value$2.83M

2.13%

Sole

14.58K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

LONG TERM BOND

Shares39.20K

TypeSH

Market value$2.76M

2.07%

Sole

39.20K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares115.97K

TypeSH

Market value$2.50M

1.88%

Sole

115.97K

Shared

0.00

None

0.00

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares19.17K

TypeSH

Market value$2.47M

1.86%

Sole

19.17K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares10.53K

TypeSH

Market value$2.34M

1.76%

Sole

10.53K

Shared

0.00

None

0.00

INVESCO EXCH TRD SLF IDX FD

SOLE

BULSHS 2027 CB

Shares112.43K

TypeSH

Market value$2.20M

1.66%

Sole

112.43K

Shared

0.00

None

0.00

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares24.92K

TypeSH

Market value$2.00M

1.51%

Sole

24.92K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBDS DEC28 ETF

Shares74.38K

TypeSH

Market value$1.88M

1.41%

Sole

74.38K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares70.67K

TypeSH

Market value$1.88M

1.41%

Sole

70.67K

Shared

0.00

None

0.00

INVESCO EXCH TRD SLF IDX FD

SOLE

BULETSHS 2031 CP

Shares109.95K

TypeSH

Market value$1.79M

1.35%

Sole

109.95K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2033

Shares65.55K

TypeSH

Market value$1.68M

1.26%

Sole

65.55K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2032

Shares61.82K

TypeSH

Market value$1.54M

1.16%

Sole

61.82K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	569K	SH	$12.56M 9.44%	569K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	275.49K	SH	$6.90M 5.19%	275.49K
INVESCO EXCH TRD SLF IDX FDSOLE	INVSCO BLSH 28	325.39K	SH	$6.62M 4.98%	325.39K
ISHARES TRSOLE	CORE S&P500 ETF	11.31K	SH	$6.36M 4.78%	11.31K
ISHARES TRSOLE	IBONDS DEC 2030	256.72K	SH	$5.58M 4.19%	256.72K
INVESCO EXCH TRD SLF IDX FDSOLE	BULETSHS 2029	274.79K	SH	$5.09M 3.83%	274.79K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	126.50K	SH	$4.61M 3.46%	126.50K
ISHARES TRSOLE	IBONDS DEC 2031	220.29K	SH	$4.57M 3.44%	220.29K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	184.63K	SH	$4.33M 3.25%	184.63K
ISHARES TRSOLE	IBONDS DEC 29	179.76K	SH	$4.16M 3.13%	179.76K
INVESCO EXCH TRD SLF IDX FDSOLE	INVSCO 30 CORP	241.58K	SH	$4.01M 3.01%	241.58K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	169.33K	SH	$4.00M 3.01%	169.33K
GOLDMAN SACHS ETF TRSOLE	EQUAL WEIGHT US	49.22K	SH	$3.74M 2.81%	49.22K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	14.58K	SH	$2.83M 2.13%	14.58K
VANGUARD BD INDEX FDSSOLE	LONG TERM BOND	39.20K	SH	$2.76M 2.07%	39.20K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	115.97K	SH	$2.50M 1.88%	115.97K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	19.17K	SH	$2.47M 1.86%	19.17K
APPLE INCSOLE	COM	10.53K	SH	$2.34M 1.76%	10.53K
INVESCO EXCH TRD SLF IDX FDSOLE	BULSHS 2027 CB	112.43K	SH	$2.20M 1.66%	112.43K
SPDR SER TRSOLE	PRTFLO S&P500 GW	24.92K	SH	$2.00M 1.51%	24.92K
ISHARES TRSOLE	IBDS DEC28 ETF	74.38K	SH	$1.88M 1.41%	74.38K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	70.67K	SH	$1.88M 1.41%	70.67K
INVESCO EXCH TRD SLF IDX FDSOLE	BULETSHS 2031 CP	109.95K	SH	$1.79M 1.35%	109.95K
ISHARES TRSOLE	IBONDS DEC 2033	65.55K	SH	$1.68M 1.26%	65.55K
ISHARES TRSOLE	IBONDS DEC 2032	61.82K	SH	$1.54M 1.16%	61.82K

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