Wilkins Miller Wealth Management, LLC - Portfolio overview

Wilkins Miller Wealth Management, LLC has 95 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 9.01%
2. SCHG - SCHWAB STRATEGIC TR, 5.16%
3. IVV - ISHARES TR, 4.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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