Wilkins Miller Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 10, 2025
Value $
$161M
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 $161M as of Q3 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 Date Filed
Q3 2025 92 $161M +$8.1M -$1.57M +$6.52M SCHX, SCHG, IVV, BSCS, SPDW 13F-HR 11/10/2025, 04:33 PM
Q2 2025 89 $147M +$10.2M -$3.52M +$6.66M SCHX, SCHG, IVV, BSCS, IBDV 13F-HR 8/14/2025, 11:00 AM
Q1 2025 83 $133M +$40.6M -$1.19M +$39.4M SCHX, SCHG, BSCS, IVV, IBDV 13F-HR 5/13/2025, 12:16 PM
Q4 2024 71 $95.6M $0 $0 SCHX, SCHG, IVV, IBDV, SCHA 13F-HR 2/24/2025, 12:31 PM