Filed: 11/10/2025ACC: 0001172661-25-004682
📋 What this filing means
WILKINS MILLER WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $161.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$161.46M
Total AUM (reported)
4.48M
Total Shares
Allocation by class
US LRG CAP ETF$16.15M10.0%
COM$15.74M9.7%
US LCAP GR ETF$9.46M5.9%
CORE S&P500 ETF$8.00M5.0%
INVSCO BLSH 28$6.49M4.0%
PORTFOLIO DEVLPD$5.72M3.5%
IBONDS DEC 2030$5.45M3.4%
Portfolio Concentration
Top 3$33.61M20.8%
4–10$38.00M23.5%
11–25$43.90M27.2%
Rest$45.94M28.5%
Top 3 weight
20.8%
Top 10 weight
44.4%
Voting Authority Distribution
Total shares with voting rights: 4.48M
Sole
Full voting authority
4.48M
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)
Sole92
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings92
Rows:
SCHWAB STRATEGIC TR
SOLEShares610.26K
TypeSH
Market value$16.15M
10.01%
Sole
610.26K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares296.50K
TypeSH
Market value$9.46M
5.86%
Sole
296.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.95K
TypeSH
Market value$8.00M
4.95%
Sole
11.95K
Shared
0.00
None
0.00
INVESCO EXCH TRD SLF IDX FD
SOLEShares316.78K
TypeSH
Market value$6.49M
4.02%
Sole
316.78K
Shared
0.00
None
0.00
SPDR INDEX SHS FDS
SOLEShares133.95K
TypeSH
Market value$5.72M
3.55%
Sole
133.95K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares246.08K
TypeSH
Market value$5.45M
3.38%
Sole
246.08K
Shared
0.00
None
0.00
INVESCO EXCH TRD SLF IDX FD
SOLEShares291.74K
TypeSH
Market value$5.40M
3.35%
Sole
291.74K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares183.05K
TypeSH
Market value$5.08M
3.14%
Sole
183.05K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares58.96K
TypeSH
Market value$5.01M
3.11%
Sole
58.96K
Shared
0.00
None
0.00
INVESCO EXCH TRD SLF IDX FD
SOLEShares285.69K
TypeSH
Market value$4.83M
2.99%
Sole
285.69K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares218.06K
TypeSH
Market value$4.63M
2.87%
Sole
218.06K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares173.81K
TypeSH
Market value$4.57M
2.83%
Sole
173.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares170.14K
TypeSH
Market value$3.99M
2.47%
Sole
170.14K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares15.25K
TypeSH
Market value$3.29M
2.04%
Sole
15.25K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares126.22K
TypeSH
Market value$3.25M
2.01%
Sole
126.22K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares30.57K
TypeSH
Market value$3.19M
1.98%
Sole
30.57K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares22.27K
TypeSH
Market value$3.14M
1.94%
Sole
22.27K
Shared
0.00
None
0.00
APPLE INC
SOLEShares10.07K
TypeSH
Market value$2.57M
1.59%
Sole
10.07K
Shared
0.00
None
0.00
INVESCO EXCH TRD SLF IDX FD
SOLEShares152.98K
TypeSH
Market value$2.55M
1.58%
Sole
152.98K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares34.40K
TypeSH
Market value$2.44M
1.51%
Sole
34.40K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares78.82K
TypeSH
Market value$2.29M
1.42%
Sole
78.82K
Shared
0.00
None
0.00
VANGUARD WELLINGTON FD
SOLEShares11.50K
TypeSH
Market value$2.19M
1.35%
Sole
11.50K
Shared
0.00
None
0.00
INVESCO EXCH TRD SLF IDX FD
SOLEShares102.37K
TypeSH
Market value$2.02M
1.25%
Sole
102.37K
Shared
0.00
None
0.00
INVESCO EXCH TRD SLF IDX FD
SOLEShares93.52K
TypeSH
Market value$1.94M
1.20%
Sole
93.52K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.23K
TypeSH
Market value$1.84M
1.14%
Sole
72.23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 610.26K | SH | $16.15M 10.01% | 610.26K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 296.50K | SH | $9.46M 5.86% | 296.50K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 11.95K | SH | $8.00M 4.95% | 11.95K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO BLSH 28 | 316.78K | SH | $6.49M 4.02% | 316.78K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 133.95K | SH | $5.72M 3.55% | 133.95K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 2030 | 246.08K | SH | $5.45M 3.38% | 246.08K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 | 291.74K | SH | $5.40M 3.35% | 291.74K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 183.05K | SH | $5.08M 3.14% | 183.05K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | EQUAL WEIGHT US | 58.96K | SH | $5.01M 3.11% | 58.96K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO 30 CORP | 285.69K | SH | $4.83M 2.99% | 285.69K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 2031 | 218.06K | SH | $4.63M 2.87% | 218.06K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 173.81K | SH | $4.57M 2.83% | 173.81K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 29 | 170.14K | SH | $3.99M 2.47% | 170.14K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 15.25K | SH | $3.29M 2.04% | 15.25K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 126.22K | SH | $3.25M 2.01% | 126.22K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 30.57K | SH | $3.19M 1.98% | 30.57K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 22.27K | SH | $3.14M 1.94% | 22.27K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.07K | SH | $2.57M 1.59% | 10.07K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2031 CP | 152.98K | SH | $2.55M 1.58% | 152.98K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 34.40K | SH | $2.44M 1.51% | 34.40K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 78.82K | SH | $2.29M 1.42% | 78.82K | 0.00 | 0.00 |
VANGUARD WELLINGTON FDSOLE | US MOMENTUM | 11.50K | SH | $2.19M 1.35% | 11.50K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 102.37K | SH | $2.02M 1.25% | 102.37K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULLETSHS 2032 | 93.52K | SH | $1.94M 1.20% | 93.52K | 0.00 | 0.00 |
ISHARES TRSOLE | IBDS DEC28 ETF | 72.23K | SH | $1.84M 1.14% | 72.23K | 0.00 | 0.00 |
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