Wilkins Miller Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Mobile, AL
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$181,846
Net value change ($000)
+16,536 (10.0%)
New positions
7
Sold out positions
1
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 2,196 14.4%
SCHA 1,425 24.1%
SCHG 1,360 15.6%
IVV 942 12.9%
VFMO 886 31.6%
FNDX 867 17.8%
SPDW 772 12.3%
IJR 660 34.4%
SPYG 582 21.6%
QQQ 579 52.1%
Top Reduces (Value $000, Stocks/ETFs)
BSCS -393 -6.3%
CVX -323 -18.3%
DUK -225 -100.0%
XOM -164 -17.2%
GLD -153 -13.5%
IBDX -119 -7.0%
IBDW -111 -2.5%
PG -107 -33.5%
BSCR -94 -5.2%
MSFT -85 -9.8%
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