Filed: 8/14/2025ACC: 0001172661-25-003347
📋 What this filing means
WILKINS MILLER WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $147.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$147.00M
Total AUM (reported)
4.30M
Total Shares
Allocation by class
US LRG CAP ETF$14.83M10.1%
COM$14.34M9.8%
US LCAP GR ETF$8.47M5.8%
CORE S&P500 ETF$6.99M4.8%
INVSCO BLSH 28$6.74M4.6%
IBONDS DEC 2030$5.39M3.7%
PORTFOLIO DEVLPD$5.27M3.6%
Portfolio Concentration
Top 3$30.28M20.6%
4–10$36.08M24.5%
11–25$40.51M27.6%
Rest$40.12M27.3%
Top 3 weight
20.6%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 4.30M
Sole
Full voting authority
4.30M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole89
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings89
Rows:
SCHWAB STRATEGIC TR
SOLEShares606.65K
TypeSH
Market value$14.83M
10.09%
Sole
606.65K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares289.84K
TypeSH
Market value$8.47M
5.76%
Sole
289.84K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.26K
TypeSH
Market value$6.99M
4.76%
Sole
11.26K
Shared
0.00
None
0.00
INVESCO EXCH TRD SLF IDX FD
SOLEShares328.97K
TypeSH
Market value$6.74M
4.59%
Sole
328.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares245.28K
TypeSH
Market value$5.39M
3.67%
Sole
245.28K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares130.21K
TypeSH
Market value$5.27M
3.59%
Sole
130.21K
Shared
0.00
None
0.00
INVESCO EXCH TRD SLF IDX FD
SOLEShares280.05K
TypeSH
Market value$5.24M
3.56%
Sole
280.05K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares56.44K
TypeSH
Market value$4.60M
3.13%
Sole
56.44K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares175.78K
TypeSH
Market value$4.45M
3.03%
Sole
175.78K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares208.69K
TypeSH
Market value$4.39M
2.99%
Sole
208.69K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares174.27K
TypeSH
Market value$4.28M
2.91%
Sole
174.27K
Shared
0.00
None
0.00
INVESCO EXCH TRD SLF IDX FD
SOLEShares251.49K
TypeSH
Market value$4.22M
2.87%
Sole
251.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares176.30K
TypeSH
Market value$4.11M
2.80%
Sole
176.30K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares15.18K
TypeSH
Market value$3.11M
2.11%
Sole
15.18K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares123.81K
TypeSH
Market value$2.95M
2.01%
Sole
123.81K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares30.78K
TypeSH
Market value$2.93M
2.00%
Sole
30.78K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares21.35K
TypeSH
Market value$2.85M
1.94%
Sole
21.35K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares33.33K
TypeSH
Market value$2.32M
1.58%
Sole
33.33K
Shared
0.00
None
0.00
INVESCO EXCH TRD SLF IDX FD
SOLEShares114.77K
TypeSH
Market value$2.26M
1.53%
Sole
114.77K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares78.76K
TypeSH
Market value$2.18M
1.48%
Sole
78.76K
Shared
0.00
None
0.00
INVESCO EXCH TRD SLF IDX FD
SOLEShares131.34K
TypeSH
Market value$2.17M
1.48%
Sole
131.34K
Shared
0.00
None
0.00
APPLE INC
SOLEShares10.11K
TypeSH
Market value$2.07M
1.41%
Sole
10.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares73.66K
TypeSH
Market value$1.87M
1.27%
Sole
73.66K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares5.57K
TypeSH
Market value$1.61M
1.10%
Sole
5.57K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares20.05K
TypeSH
Market value$1.58M
1.07%
Sole
20.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 606.65K | SH | $14.83M 10.09% | 606.65K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 289.84K | SH | $8.47M 5.76% | 289.84K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 11.26K | SH | $6.99M 4.76% | 11.26K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO BLSH 28 | 328.97K | SH | $6.74M 4.59% | 328.97K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 2030 | 245.28K | SH | $5.39M 3.67% | 245.28K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 130.21K | SH | $5.27M 3.59% | 130.21K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 | 280.05K | SH | $5.24M 3.56% | 280.05K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | EQUAL WEIGHT US | 56.44K | SH | $4.60M 3.13% | 56.44K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 175.78K | SH | $4.45M 3.03% | 175.78K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 2031 | 208.69K | SH | $4.39M 2.99% | 208.69K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 174.27K | SH | $4.28M 2.91% | 174.27K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO 30 CORP | 251.49K | SH | $4.22M 2.87% | 251.49K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 29 | 176.30K | SH | $4.11M 2.80% | 176.30K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 15.18K | SH | $3.11M 2.11% | 15.18K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 123.81K | SH | $2.95M 2.01% | 123.81K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 30.78K | SH | $2.93M 2.00% | 30.78K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 21.35K | SH | $2.85M 1.94% | 21.35K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 33.33K | SH | $2.32M 1.58% | 33.33K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 114.77K | SH | $2.26M 1.53% | 114.77K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 78.76K | SH | $2.18M 1.48% | 78.76K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2031 CP | 131.34K | SH | $2.17M 1.48% | 131.34K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.11K | SH | $2.07M 1.41% | 10.11K | 0.00 | 0.00 |
ISHARES TRSOLE | IBDS DEC28 ETF | 73.66K | SH | $1.87M 1.27% | 73.66K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 5.57K | SH | $1.61M 1.10% | 5.57K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 20.05K | SH | $1.58M 1.07% | 20.05K | 0.00 | 0.00 |
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