Wilkins Miller Wealth Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's compliance contact as Dariel Murray of Mobile, Alabama.
The report details a portfolio of 100 distinct equity securities and exchange-traded funds. The largest position in the portfolio is the Schwab Strategic Trust US Large Cap Growth ETF, which accounts for 298,497 shares. This is followed by the Schwab Strategic Trust US Large Cap ETF, held in 588,293 shares, and the Invesco Exchange Traded Solvency Index Fund BulletShares 2032 Corporate ETF, with 126,786 shares.
The filing indicates that Wilkins Miller holds a significant number of broad market index funds. These include the Vanguard S&P 500 ETF Shares (20,86 shares), the iShares Core S&P 500 ETF (10,981 shares), and the State Street SPDR S&P 500 ETF Trust (468 shares). The firm also holds various specialized ETFs, including the Schwab Strategic Trust US Dividend Equity ETF (25,394 shares) and the iShares Core S&P Total Stock Market ETF (5,810 shares).
Among individual stock holdings, Berkshire Hathaway Inc. Class B New is listed with 932 shares. Other notable individual stock positions include Apple Inc. (9,760 shares), Microsoft Corporation (2,056 shares), JPMorgan Chase & Co. (5,574 shares), and Home Depot Inc. (2,771 shares). The filing also lists positions in Visa Inc. Class A (583 shares), Coca-Cola Co. (8,349 shares), and Eli Lilly & Co. (467 shares).
The report provides a comprehensive list of the firm's holdings, which includes a mix of large-cap growth and value stocks, energy companies, and various fixed-income ETFs.
