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Wilkins Miller Wealth Management, LLC
Wilkins Miller Wealth Management, LLC is an investment adviser headquartered in Mobile, Alabama. Founded in 2011, the firm specializes in comprehensive wealth management services for individuals, including high net worth clients and pension/profit sharing plans. With a small dedicated team, Wilkins Miller Wealth Management provides independent and unbiased financial advice focused on investment, retirement, tax, risk, and estate planning, leveraging its in-depth expertise from a leading regional accounting and financial services background. The firm’s client base is predominantly U.S.-based individual investors and retirement plan entities.
Investment Strategy
Wilkins Miller Wealth Management provides comprehensive, client-focused financial planning and investment management services. Their approach emphasizes independent, unbiased advice tailored to each client's financial situation and goals. The firm crafts solutions centered on examining a client's total financial picture, including asset allocation, retirement, risk management, estate, and tax planning. The investment philosophy is based on long-term planning and prudent diversification to guide clients toward lasting financial security and growth.
Latest 13F Filing Activity
Wilkins Miller Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 89 equity positions with a total 13F market value of $147M. The fund increased holdings in Schwab Strategic TR, Schwab Strategic TR, SPDR Series Trust among other positions. Wilkins Miller Wealth Management, LLC reduced exposure to Ishares TR, Vanguard BD Index FDS, Apple Inc. among others.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 10.09% | $14.8M | 606,647 | $23.25 | $24.44 | +$2.3M |
S SCHG | SCHWAB STRATEGIC TR | 5.76% | $8.5M | 289,841 | $27.79 | $29.21 | +$1.6M |
I IVV | ISHARES TR | 4.76% | $7.0M | 11,259 | $588.68 | $620.90 | +$634.8K |
B BSCS | INVESCO EXCH TRD SLF IDX FD | 4.59% | $6.7M | 328,971 | $20.33 | $20.49 | +$118.8K |
I IBDV | ISHARES TR | 3.67% | $5.4M | 245,277 | $21.36 | $21.98 | -$184.8K |
Industry Allocation
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