2026 Q1 Portfolio Activity
In 2026 Q1, Wilkins Miller Wealth Management, LLC maintained a portfolio of 92 distinct positions. They heavily accumulated shares in VANGUARD BD INDEX FDS, increasing the position by 26.2%.
Position History
hover any row below to update
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Total Positions
92
Quarter
2026 Q1
Top Holding
SCHX (9.2%)
Top 10 Concentration
43.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 92
Wilkins Miller Wealth Management, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHX
SCHWAB STRATEGI...
|
ETF | 9.22% | 9.72% |
#1
Prev: #1
|
6.2 |
—
|
-11,988 | -2.0% |
P
S
|
594,346 | $15,239,020 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 5.28% | 5.76% |
#2
Prev: #2
|
4.1 |
—
|
3,116 | 1.1% |
P
S
|
299,870 | $8,735,224 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IVV
ISHARES TR
|
ETF | 4.43% | 4.85% |
#3
Prev: #3
|
3.3 |
—
|
-674 | -5.7% |
P
S
|
11,222 | $7,330,044 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 3.80% | 3.54% |
#4
1
Prev: #5
|
2.5 |
—
|
3,545 | 2.6% |
P
S
|
137,492 | $6,276,512 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCS
INVESCO EXCH TR...
|
ETF | 3.79% | 3.85% |
#5
1
Prev: #4
|
2.5 |
—
|
-7,170 | -2.3% |
P
S
|
306,717 | $6,264,079 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCU
INVESCO EXCH TR...
|
ETF | 3.71% | 3.46% |
#6
1
Prev: #7
|
3.5 |
—
|
23,845 | 7.0% |
P
S
|
366,781 | $6,132,251 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCT
INVESCO EXCH TR...
|
ETF | 3.59% | 3.49% |
#7
1
Prev: #6
|
1.9 |
—
|
6,845 | 2.2% |
P
S
|
318,058 | $5,935,093 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 3.58% | 3.40% |
#8
Prev: #8
|
1.9 |
—
|
2,699 | 1.3% |
P
S
|
203,404 | $5,914,979 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IBDV
ISHARES TR
|
Bond/Debt | 3.40% | 3.32% |
#9
Prev: #9
|
1.9 |
—
|
4,080 | 1.6% |
P
S
|
256,888 | $5,623,272 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GSEW
GOLDMAN SACHS E...
|
ETF | 3.00% | 3.06% |
#10
Prev: #10
|
1.7 |
—
|
-1,810 | -3.0% |
P
S
|
58,550 | $4,956,844 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
FNDX
SCHWAB STRATEGI...
|
Bond/Debt | 2.95% | 2.91% |
#11
Prev: #11
|
1.7 |
—
|
-4,618 | -2.6% |
P
S
|
174,986 | $4,873,350 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IBDW
ISHARES TR
|
Bond/Debt | 2.68% | 2.73% |
#12
Prev: #12
|
1.6 |
—
|
-4,931 | -2.3% |
P
S
|
211,441 | $4,425,458 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IBDU
ISHARES TR
|
Bond/Debt | 2.48% | 2.48% |
#13
Prev: #13
|
1.5 |
—
|
-2,122 | -1.2% |
P
S
|
176,133 | $4,096,852 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 2.21% | 2.03% |
#14
Prev: #14
|
1.4 |
—
|
933 | 3.9% |
P
S
|
24,645 | $3,649,883 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 2.09% | 1.65% |
#15
4
Prev: #19
|
3.3 |
—
|
9,314 | 26.2% |
P
S
|
44,842 | $3,460,874 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.91% | 1.94% |
#16
1
Prev: #15
|
1.3 |
—
|
-145 | -1.0% |
P
S
|
14,708 | $3,163,060 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCV
INVESCO EXCH TR...
|
Unknown | 1.78% | 1.75% |
#17
1
Prev: #18
|
1.2 |
—
|
2,881 | 1.6% |
P
S
|
179,123 | $2,948,371 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VFMO
VANGUARD WELLIN...
|
Bond/Debt | 1.70% | 1.57% |
#18
3
Prev: #21
|
1.2 |
—
|
417 | 3.0% |
P
S
|
14,242 | $2,807,122 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 1.63% | 1.82% |
#19
3
Prev: #16
|
1.2 |
—
|
-1,086 | -3.8% |
P
S
|
27,562 | $2,698,568 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 1.59% | 1.81% |
#20
3
Prev: #17
|
1.1 |
—
|
-11,526 | -9.9% |
P
S
|
104,394 | $2,620,278 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BLV
VANGUARD BD IND...
|
Bond/Debt | 1.52% | 1.48% |
#21
2
Prev: #23
|
1.1 |
—
|
632 | 1.8% |
P
S
|
36,498 | $2,510,358 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 1.51% | 1.41% |
#22
2
Prev: #24
|
1.1 |
—
|
1,812 | 2.3% |
P
S
|
82,007 | $2,501,229 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AAPL
APPLE INC
|
Technology | 1.50% | 1.58% |
#23
3
Prev: #20
|
1.1 |
—
|
25 | 0.3% |
P
S
|
9,761 | $2,477,313 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCW
INVESCO EXCH TR...
|
Unknown | 1.47% | 1.50% |
#24
2
Prev: #22
|
1.1 |
—
|
-1,922 | -1.6% |
P
S
|
118,363 | $2,436,835 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 1.41% | 1.32% |
#25
Prev: #25
|
1.1 |
—
|
1,955 | 2.1% |
P
S
|
93,919 | $2,324,488 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IJR
ISHARES TR
|
ETF | 1.16% | 0.98% |
#26
3
Prev: #29
|
2.5 |
—
|
1,803 | 13.2% |
P
S
|
15,446 | $1,920,133 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IBDT
ISHARES TR
|
ETF | 1.15% | 1.21% |
#27
1
Prev: #26
|
1.0 |
—
|
-4,854 | -6.1% |
P
S
|
75,079 | $1,901,763 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCR
INVESCO EXCH TR...
|
ETF | 1.08% | 1.19% |
#28
1
Prev: #27
|
0.9 |
—
|
-9,547 | -9.5% |
P
S
|
91,253 | $1,790,837 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.07% | 0.78% |
#29
4
Prev: #33
|
0.9 |
—
|
-105 | -1.2% |
P
S
|
8,540 | $1,766,881 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IBDX
ISHARES TR
|
Bond/Debt | 1.03% | 0.98% |
#30
Prev: #30
|
0.9 |
—
|
2,887 | 4.5% |
P
S
|
67,064 | $1,694,708 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.97% | 1.08% |
#31
3
Prev: #28
|
0.9 |
—
|
-162 | -2.9% |
P
S
|
5,453 | $1,604,163 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IBDY
ISHARES TR
|
Bond/Debt | 0.96% | 0.91% |
#32
Prev: #32
|
2.4 |
—
|
3,286 | 5.6% |
P
S
|
61,517 | $1,590,214 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.94% | 0.96% |
#33
2
Prev: #31
|
0.9 |
—
|
166 | 0.8% |
P
S
|
20,269 | $1,551,409 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 0.75% | 0.67% |
#34
4
Prev: #38
|
2.3 |
—
|
3,171 | 9.2% |
P
S
|
37,660 | $1,240,892 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.75% | 0.71% |
#35
1
Prev: #36
|
0.8 |
—
|
207 | 0.5% |
P
S
|
39,877 | $1,234,586 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.71% | 0.75% |
#36
2
Prev: #34
|
0.8 |
—
|
35 | 0.9% |
P
S
|
4,063 | $1,168,469 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SPYD
SPDR SERIES TRU...
|
ETF | 0.69% | 0.70% |
#37
Prev: #37
|
0.8 |
—
|
-2,042 | -7.6% |
P
S
|
24,940 | $1,135,256 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.68% | 0.60% |
#38
5
Prev: #43
|
0.8 |
—
|
74 | 2.9% |
P
S
|
2,630 | $1,131,663 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.67% | 0.72% |
#39
4
Prev: #35
|
0.8 |
—
|
-29 | -1.5% |
P
S
|
1,925 | $1,111,305 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.66% | 0.66% |
#40
Prev: #40
|
0.8 |
—
|
-320 | -2.3% |
P
S
|
13,830 | $1,084,385 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.66% | 0.60% |
#41
3
Prev: #44
|
2.3 |
—
|
316 | 9.1% |
P
S
|
3,774 | $1,083,788 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
QUS
SPDR SERIES TRU...
|
ETF | 0.65% | 0.66% |
#42
Prev: #42
|
0.8 |
—
|
-20 | -0.3% |
P
S
|
6,294 | $1,080,228 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.58% | 0.42% |
#43
7
Prev: #50
|
0.7 |
—
|
-262 | -4.5% |
P
S
|
5,619 | $953,308 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.57% | 0.59% |
#44
1
Prev: #45
|
0.7 |
—
|
-24 | -0.8% |
P
S
|
2,851 | $937,759 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BSCX
INVESCO EXCH TR...
|
Unknown | 0.57% | 0.53% |
#45
3
Prev: #48
|
2.2 |
—
|
3,060 | 7.4% |
P
S
|
44,308 | $937,105 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.56% | 0.66% |
#46
5
Prev: #41
|
0.7 |
—
|
-213 | -12.1% |
P
S
|
1,553 | $928,222 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.52% | 0.67% |
#47
8
Prev: #39
|
0.7 |
—
|
2 | 0.1% |
P
S
|
2,333 | $863,728 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ITOT
ISHARES TR
|
ETF | 0.51% | 0.53% |
#48
1
Prev: #47
|
0.7 |
—
|
-98 | -1.6% |
P
S
|
5,930 | $844,646 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
USRT
ISHARES TR
|
ETF | 0.51% | 0.54% |
#49
3
Prev: #46
|
0.7 |
—
|
-1,653 | -10.5% |
P
S
|
14,123 | $835,921 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.49% | 0.45% |
#50
1
Prev: #49
|
0.7 |
—
|
-1,031 | -3.8% |
P
S
|
26,300 | $806,870 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 |
Showing 1-50 of 92 holdings