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Investment manager · 13F filer · SEC CIK 2057318
Wilkins Miller Wealth Management, LLC
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Reported value$177Mas of Sep 30, 2026
Positions95 4 new, 4 sold out
Top 10 weight45.5%SCHX alone is 10%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
10.0%
SCHGSchwab Strategic Tr
6.1%
IVViShares Tr
4.7%
SPDWSPDR Index SHS FDS
4.0%
BSCUInvesco Exch TRD SLF Idx Fd
3.9%Added +13%
SCHASchwab Strategic Tr
3.8%
FNDXSchwab Strategic Tr
3.4%Added +3%
BSCTInvesco Exch TRD SLF Idx Fd
3.4%Added +3%
BSCSInvesco Exch TRD SLF Idx Fd
3.2%
GSEWGoldman Sachs ETF Tr
3.1%Added +2%
IBDViShares Tr
3.1%
IBDWiShares Tr
2.3%
SCHXSchwab Strategic Tr
10.0%
SCHGSchwab Strategic Tr
6.1%
IVViShares Tr
4.7%
SPDWSPDR Index SHS FDS
4.0%
BSCUInvesco Exch TRD SLF Idx Fd
3.9%+13%
SCHASchwab Strategic Tr
3.8%
FNDXSchwab Strategic Tr
3.4%
BSCTInvesco Exch TRD SLF Idx Fd
3.4%
BSCSInvesco Exch TRD SLF Idx Fd
3.2%
GSEW3.1%
IBDV3.1%
IBDW2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Strategic Tr 10.0% Held
SCHG Schwab Strategic Tr 6.1% Held
IVV iShares Tr 4.7% Held
SPDW SPDR Index SHS FDS 4.0% Held
BSCU Invesco Exch TRD SLF Idx Fd 3.9% Added +13%
SCHA Schwab Strategic Tr 3.8% Held
FNDX Schwab Strategic Tr 3.4% Added +3%
BSCT Invesco Exch TRD SLF Idx Fd 3.4% Added +3%
BSCS Invesco Exch TRD SLF Idx Fd 3.2% Held
GSEW Goldman Sachs ETF Tr 3.1% Added +2%
IBDV iShares Tr 3.1% Held
IBDW iShares Tr 2.3% Held
What changed
Biggest moves since Jun 30, 2026
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