Wilkins Miller Wealth Management, LLC Portfolio Holdings

Wilkins Miller Wealth Management, LLC

  • $147 Billion
  • Q2 2025

Wilkins Miller Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $14.8B, Schwab Strategic Tr Us Large C with a value of $8.47B, Ishares Core S&P 500 ETF with a value of $6.99B, Invesco ETF Fd Tr Invesco Bull with a value of $6.74B, and Ishares Tr with a value of $5.39B.

Examining the 13F form we can see an increase of $14B in the current position value, from $133B to 147B.

Wilkins Miller Wealth Management, LLC is based out at Mobile, AL

Below you can find more details about Wilkins Miller Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $116 Billion
Technology: $4.15 Billion
Financial Services: $2.19 Billion
Energy: $2.02 Billion
Consumer Cyclical: $1.93 Billion
Industrials: $1.81 Billion
Consumer Defensive: $1.37 Billion
Communication Services: $1.18 Billion
Other: $1.85 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $147 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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