Wilkins Miller Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Mobile, AL
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$165,310
Net value change ($000)
-2,603 (-1.6%)
New positions
0
Sold out positions
3
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BIV 694 25.1%
CVX 449 34.1%
BSCU 330 5.7%
SPDW 328 5.5%
IJR 280 17.1%
VYM 247 7.3%
XOM 245 34.6%
SCHA 199 3.5%
SCHH 186 91.6%
VFMO 163 6.2%
Top Reduces (Value $000, Stocks/ETFs)
SCHX -1,077 -6.6%
SCHG -945 -9.8%
IVV -819 -10.1%
SCHB -421 -13.8%
SPYG -358 -11.7%
TLT -347 -100.0%
MSFT -264 -23.4%
MS -211 -100.0%
JPM -206 -11.4%
AXP -204 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type