Wilkins Miller Wealth Management, LLC
All 13F Filings
- Location
- Mobile, AL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 177,090
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 95 | 177,090 | 13F-HR | Wilkins Miller Wealth Management, LLC |
| Q2 2026 | 7/21/2026 | 95 | 181,846 | 13F-HR | Wilkins Miller Wealth Management, LLC |
| Q1 2026 | 4/22/2026 | 89 | 165,310 | 13F-HR | Wilkins Miller Wealth Management, LLC |
| Q4 2025 | 1/21/2026 | 92 | 167,913 | 13F-HR | Wilkins Miller Wealth Management, LLC |
| Q3 2025 | 11/10/2025 | 92 | 161,458 | 13F-HR | Wilkins Miller Wealth Management, LLC |
| Q2 2025 | 8/14/2025 | 89 | 146,998 | 13F-HR | Wilkins Miller Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.46 K | 12.7% | 1.539 K | 0 | 1.539 K |
| ETFs | 136.7 K | 77.2% | 0 | 3.446 K | -3.446 K |
| Debt | 17.91 K | 10.1% | 0 | 2.848 K | -2.848 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
177,090
Holdings
95
QoQ value change ($000)
-4,756
(-2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.