WILKINS MILLER WEALTH MANAGEMENT, LLC

Filed: 1/21/2026ACC: 0001172661-26-000242

📋 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 $167.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$167.91M

Total AUM (reported)

4.63M

Total Shares

Allocation by class

US LRG CAP ETF$16.32M9.7%

COM$16.01M9.5%

US LCAP GR ETF$9.68M5.8%

CORE S&P500 ETF$8.15M4.9%

STATE STREET SPD$7.42M4.4%

INVSCO BLSH 28$6.47M3.9%

PORTFOLIO DEVLPD$5.95M3.5%

Portfolio Concentration

Top 3$34.15M20.3%

4–10$40.51M24.1%

11–25$46.99M28.0%

Rest$46.26M27.6%

Top 3 weight

20.3%

Top 10 weight

44.5%

Voting Authority Distribution

Total shares with voting rights: 4.63M

Sole

Full voting authority

4.63M

% 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)

Sole92

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings92

Rows:

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares606.33K

TypeSH

Market value$16.32M

9.72%

Sole

606.33K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares296.75K

TypeSH

Market value$9.68M

5.76%

Sole

296.75K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares11.90K

TypeSH

Market value$8.15M

4.85%

Sole

11.90K

Shared

0.00

None

0.00

INVESCO EXCH TRD SLF IDX FD

SOLE

INVSCO BLSH 28

Shares313.89K

TypeSH

Market value$6.47M

3.85%

Sole

313.89K

Shared

0.00

None

0.00

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares133.95K

TypeSH

Market value$5.95M

3.54%

Sole

133.95K

Shared

0.00

None

0.00

INVESCO EXCH TRD SLF IDX FD

SOLE

BULETSHS 2029

Shares311.21K

TypeSH

Market value$5.86M

3.49%

Sole

311.21K

Shared

0.00

None

0.00

INVESCO EXCH TRD SLF IDX FD

SOLE

INVSCO 30 CORP

Shares342.94K

TypeSH

Market value$5.80M

3.46%

Sole

342.94K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares200.71K

TypeSH

Market value$5.72M

3.40%

Sole

200.71K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2030

Shares252.81K

TypeSH

Market value$5.58M

3.32%

Sole

252.81K

Shared

0.00

None

0.00

GOLDMAN SACHS ETF TR

SOLE

EQUAL WEIGHT US

Shares60.36K

TypeSH

Market value$5.14M

3.06%

Sole

60.36K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares179.60K

TypeSH

Market value$4.89M

2.91%

Sole

179.60K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2031

Shares216.37K

TypeSH

Market value$4.58M

2.73%

Sole

216.37K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 29

Shares178.25K

TypeSH

Market value$4.17M

2.48%

Sole

178.25K

Shared

0.00

None

0.00

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares23.71K

TypeSH

Market value$3.40M

2.03%

Sole

23.71K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares14.85K

TypeSH

Market value$3.26M

1.94%

Sole

14.85K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares28.65K

TypeSH

Market value$3.06M

1.82%

Sole

28.65K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares115.92K

TypeSH

Market value$3.04M

1.81%

Sole

115.92K

Shared

0.00

None

0.00

INVESCO EXCH TRD SLF IDX FD

SOLE

BULETSHS 2031 CP

Shares176.24K

TypeSH

Market value$2.94M

1.75%

Sole

176.24K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares35.53K

TypeSH

Market value$2.77M

1.65%

Sole

35.53K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares9.74K

TypeSH

Market value$2.65M

1.58%

Sole

9.74K

Shared

0.00

None

0.00

VANGUARD WELLINGTON FD

SOLE

US MOMENTUM

Shares13.82K

TypeSH

Market value$2.64M

1.57%

Sole

13.82K

Shared

0.00

None

0.00

INVESCO EXCH TRD SLF IDX FD

SOLE

BULLETSHS 2032

Shares120.28K

TypeSH

Market value$2.51M

1.50%

Sole

120.28K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS

SOLE

LONG TERM BOND

Shares35.87K

TypeSH

Market value$2.49M

1.48%

Sole

35.87K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares80.19K

TypeSH

Market value$2.37M

1.41%

Sole

80.19K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares91.96K

TypeSH

Market value$2.21M

1.32%

Sole

91.96K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	606.33K	SH	$16.32M 9.72%	606.33K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	296.75K	SH	$9.68M 5.76%	296.75K
ISHARES TRSOLE	CORE S&P500 ETF	11.90K	SH	$8.15M 4.85%	11.90K
INVESCO EXCH TRD SLF IDX FDSOLE	INVSCO BLSH 28	313.89K	SH	$6.47M 3.85%	313.89K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	133.95K	SH	$5.95M 3.54%	133.95K
INVESCO EXCH TRD SLF IDX FDSOLE	BULETSHS 2029	311.21K	SH	$5.86M 3.49%	311.21K
INVESCO EXCH TRD SLF IDX FDSOLE	INVSCO 30 CORP	342.94K	SH	$5.80M 3.46%	342.94K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	200.71K	SH	$5.72M 3.40%	200.71K
ISHARES TRSOLE	IBONDS DEC 2030	252.81K	SH	$5.58M 3.32%	252.81K
GOLDMAN SACHS ETF TRSOLE	EQUAL WEIGHT US	60.36K	SH	$5.14M 3.06%	60.36K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	179.60K	SH	$4.89M 2.91%	179.60K
ISHARES TRSOLE	IBONDS DEC 2031	216.37K	SH	$4.58M 2.73%	216.37K
ISHARES TRSOLE	IBONDS DEC 29	178.25K	SH	$4.17M 2.48%	178.25K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	23.71K	SH	$3.40M 2.03%	23.71K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	14.85K	SH	$3.26M 1.94%	14.85K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	28.65K	SH	$3.06M 1.82%	28.65K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	115.92K	SH	$3.04M 1.81%	115.92K
INVESCO EXCH TRD SLF IDX FDSOLE	BULETSHS 2031 CP	176.24K	SH	$2.94M 1.75%	176.24K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	35.53K	SH	$2.77M 1.65%	35.53K
APPLE INCSOLE	COM	9.74K	SH	$2.65M 1.58%	9.74K
VANGUARD WELLINGTON FDSOLE	US MOMENTUM	13.82K	SH	$2.64M 1.57%	13.82K
INVESCO EXCH TRD SLF IDX FDSOLE	BULLETSHS 2032	120.28K	SH	$2.51M 1.50%	120.28K
VANGUARD BD INDEX FDSSOLE	LONG TERM BOND	35.87K	SH	$2.49M 1.48%	35.87K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	80.19K	SH	$2.37M 1.41%	80.19K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	91.96K	SH	$2.21M 1.32%	91.96K

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