Wilkins Miller Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Mobile, AL
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$177,090
Net value change ($000)
-4,756 (-2.6%)
New positions
5
Sold out positions
4
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 924 NEW
SCHG 630 6.2%
BSCU 606 9.6%
AAPL 427 15.1%
FHLC 330 NEW
CVX 323 22.4%
MSFT 276 35.4%
FNDX 249 4.3%
XLSR 233 NEW
SCHX 214 1.2%
Top Reduces (Value $000, Stocks/ETFs)
BIV -3,651 -100.0%
XOM -789 -100.0%
SCHA -678 -9.2%
VFMO -378 -10.2%
HD -217 -21.6%
PG -212 -100.0%
QQQ -209 -12.4%
IBDW -203 -4.7%
VB -203 -100.0%
IJR -183 -7.1%
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