Wilkins Miller Wealth Management, LLC
All 13F Filings
- Location
- Mobile, AL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 167,913
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 84.45 K | 50.3% | 4.335 K | 0 | 4.335 K |
| ETFs | 62.13 K | 37.0% | 1.776 K | 0 | 1.776 K |
| Debt | 21.34 K | 12.7% | 342 | 0 | 342 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
167,913
Holdings
92
QoQ value change ($000)
6,455
(4.0%)
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.