Wilkins Miller Wealth Management, LLC: 13F holdings
CIK 20573182026Q2
| Positions | 95 |
|---|---|
| Reported value | $181.8m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHX SCHWAB STRATEGIC TR | 592,426 | $17.4m | 9.6% |
| SCHG SCHWAB STRATEGIC TR | 298,319 | $10.1m | 5.6% |
| IVV ISHARES TR | 11,046 | $8.3m | 4.5% |
| SCHA SCHWAB STRATEGIC TR | 203,147 | $7.3m | 4.0% |
| EWU SPDR INDEX SHS FDS | 139,886 | $7.0m | 3.9% |
| INVESCO EXCH TRD SLF IDX FD | 377,673 | $6.3m | 3.5% |
| INVESCO EXCH TRD SLF IDX FD | 317,100 | $5.9m | 3.2% |
| BSCS INVESCO EXCH TRD SLF IDX FD | 288,272 | $5.9m | 3.2% |
| FNDX SCHWAB STRATEGIC TR | 184,571 | $5.7m | 3.2% |
| ISHARES TR | 256,301 | $5.6m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2057318")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.