Wilkins Miller Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Mobile, AL
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
92
Total value ($000)
$161,458
Net value change ($000)
+14,460 (9.8%)
New positions
3
Sold out positions
0
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHX 1,328 9.0%
IVV 1,004 14.4%
SCHG 995 11.8%
VFMO 926 73.4%
BIV 665 72.0%
BSCW 659 51.3%
SCHA 631 14.2%
BSCU 612 14.5%
AAPL 491 23.7%
SPDW 453 8.6%
Top Reduces (Value $000, Stocks/ETFs)
BSCS -249 -3.7%
BSCR -235 -10.4%
IBDU -120 -2.9%
CSL -79 -20.0%
PG -62 -14.4%
KO -58 -9.4%
BSCP -54 -12.5%
BSJP -52 -5.1%
BSJQ -48 -5.9%
PM -34 -10.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type