13F Filings History of Wilkins Miller Wealth Management, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$167,913,467
Signature - Title
Greg Bowen - Chief Compliance Officer
Location
Mobile, AL
Summary
This page shows a list of all the recent 13F filings made by Wilkins Miller Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wilkins Miller Wealth Management, LLC reported 92 stock holdings with total value $167,913,467 as of Q4 2025. Top holdings included SCHX, SCHG, IVV, BSCS, and SPDW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 92 $167,913,467 +$8,224,379 -$3,801,993 +$4,422,386 SCHX, SCHG, IVV, BSCS, SPDW 13F-HR 21 Jan 2026, 14:59
Q3 2025 92 $161,457,548 +$8,095,439 -$1,572,024 +$6,523,415 SCHX, SCHG, IVV, BSCS, SPDW 13F-HR 10 Nov 2025, 16:33
Q2 2025 89 $146,998,381 +$10,176,268 -$3,516,599 +$6,659,669 SCHX, SCHG, IVV, BSCS, IBDV 13F-HR 14 Aug 2025, 11:00
Q1 2025 83 $133,035,599 +$40,627,652 -$1,194,894 +$39,432,758 SCHX, SCHG, BSCS, IVV, IBDV 13F-HR 13 May 2025, 12:16
Q4 2024 71 $95,594,162 $0 $0 $0 SCHX, SCHG, IVV, IBDV, SCHA 13F-HR 24 Feb 2025, 12:31