Wilkins Miller Wealth Management
Wilkins Miller Wealth Management reported 95 stocks worth $177M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are SCHX (10.0%), SCHG (6.1%) and IVV (4.8%). Compared with Q2 2026, the fund opened new positions in XOM, FHLC and XLSR, added to SPDW, BSCU and SCHA, trimmed SCHX, IVV and BSCS and sold out of BIV, BLV and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $17.6M | 10.0% | 588K | −4,133 (−1%) | 8 of 8 | |
| 2 |  SCHG Schwab Strategic TR | $10.7M | 6.1% | 298K | No change | 8 of 8 | |
| 3 |  IVV Ishares TR | $8.4M | 4.8% | 11K | −65 (−1%) | 8 of 8 | |
| 4 |  SPDW Spdr Developed | $7M | 4.0% | 140K | +362 (+0%) | 8 of 8 | |
| 5 |  BSCU Invesco Exch Trd Slf Idx FD | $6.9M | 3.9% | 427K | +49K (+13%) | 8 of 8 | |
| 6 |  SCHA Schwab US Small Cap ETF | $6.7M | 3.8% | 204K | +1,007 (+0%) | 8 of 8 | |
| 7 |  FNDX Schwab Fundamental U.s. Large Company ETF | $6M | 3.4% | 190K | +5,751 (+3%) | 8 of 8 | |
| 8 |  BSCT Invesco Exch Trd Slf Idx FD | $6M | 3.4% | 328K | +10K (+3%) | 8 of 8 | |
| 9 |  BSCS Invesco Exch Trd Slf Idx FD | $5.7M | 3.2% | 285K | −3,236 (−1%) | 8 of 8 | |
| 10 |  GSEW Goldman Sachs ETF TR | $5.5M | 3.1% | 60K | +1,203 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wilkins Miller Wealth Management 13F FAQ
What does Wilkins Miller Wealth Management own?
Wilkins Miller Wealth Management reported 95 stocks worth $177M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are SCHX (10.0%), SCHG (6.1%) and IVV (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Wilkins Miller Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 39 added to, 40 trimmed and 5 sold out. New positions include XOM, FHLC and XLSR. It sold all of BIV, BLV and XOM.
When will Wilkins Miller Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wilkins Miller Wealth Management's portfolio worth?
The Q3 2026 filing reports $177M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.