Wilkins Miller Wealth Management, LLC Diversified Active

Location: Mobile, AL

CIK: 0002057318 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 21, 2026

Total Value: $182M (100.0% shares, 0.0% debt)

Holdings (95)

Increased Positions (34)

VFMO VANGUARD WELLINGTON FD 2.0%
Value $3.693M (+31.5%) Shares 14,800 (+3.9%) Est. Cost $181.81 Unrealized
FNDX SCHWAB STRATEGIC TR 3.2%
Value $5.74M (+17.8%) Shares 184,571 (+5.5%) Est. Cost $24.20 Unrealized
SPDW SPDR INDEX SHS FDS 3.9%
Value $7.049M (+12.3%) Shares 139,886 (+1.7%) Est. Cost $37.00 Unrealized
IJR ISHARES TR 1.4%
Value $2.58M (+34.4%) Shares 17,394 (+12.6%) Est. Cost $118.02 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value $1.69M (+52.1%) Shares 2,295 (+19.2%) Est. Cost $547.74 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value $1.43M (+54.1%) Shares 2,082 (+34.1%) Est. Cost $567.09 Unrealized
VYM VANGUARD WHITEHALL FDS 2.2%
Value $4.07M (+11.5%) Shares 25,752 (+4.5%) Est. Cost $131.57 Unrealized
SCHF SCHWAB STRATEGIC TR 1.5%
Value $2.743M (+18.0%) Shares 99,015 (+5.4%) Est. Cost $20.37 Unrealized
SCHV SCHWAB STRATEGIC TR 1.6%
Value $2.917M (+16.6%) Shares 83,792 (+2.2%) Est. Cost $26.58 Unrealized
CVX CHEVRON CORPORATION 0.8%
Value $1.444M (-18.3%) Shares 8,713 (+2.0%) Est. Cost $146.09 Unrealized
SCHM SCHWAB STRATEGIC TR 0.9%
Value $1.546M (+25.3%) Shares 41,944 (+5.2%) Est. Cost $27.38 Unrealized
GOOGL ALPHABET INC 0.8%
Value $1.473M (+26.0%) Shares 4,121 (+1.4%) Est. Cost $176.72 Unrealized
VO VANGUARD INDEX FDS 0.8%
Value $1.366M (+26.1%) Shares 16,958 (+349.3%) Est. Cost $124.05 Unrealized
SPYM SPDR SERIES TRUST 1.0%
Value $1.805M (+16.4%) Shares 20,542 (+1.3%) Est. Cost $67.70 Unrealized
JPM JPMORGAN CHASE & CO 1.0%
Value $1.84M (+14.7%) Shares 5,620 (+3.1%) Est. Cost $230.98 Unrealized
SCHE SCHWAB STRATEGIC TR 0.8%
Value $1.443M (+16.3%) Shares 39,802 (+5.7%) Est. Cost $27.65 Unrealized
BIV VANGUARD BD INDEX FDS 2.0%
Value $3.651M (+5.5%) Shares 47,601 (+6.2%) Est. Cost $77.04 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $789K (-17.2%) Shares 5,775 (+2.8%) Est. Cost $112.98 Unrealized
SCHH SCHWAB STRATEGIC TR 0.3%
Value $547K (+40.5%) Shares 23,105 (+27.5%) Est. Cost $21.71 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 3.5%
Value $6.286M (+2.5%) Shares 377,673 (+3.0%) Est. Cost $16.67 Unrealized
GLD SPDR GOLD TR 0.5%
Value $979K (-13.5%) Shares 2,657 (+1.0%) Est. Cost $329.53 Unrealized
GOOG ALPHABET INC 0.3%
Value $569K (+30.7%) Shares 1,610 (+6.1%) Est. Cost $186.18 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $349K (+61.8%) Shares 468 (+41.0%) Est. Cost $656.31 Unrealized
QUAL ISHARES TR 0.4%
Value $792K (+15.9%) Shares 3,608 (+1.3%) Est. Cost $183.31 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value $480K (+25.1%) Shares 2,399 (+9.0%) Est. Cost $145.45 Unrealized
IBDT ISHARES TR 1.1%
Value $1.964M (+3.3%) Shares 77,792 (+3.6%) Est. Cost $25.01 Unrealized
EMR EMERSON ELEC CO 0.3%
Value $495K (+11.7%) Shares 3,460 (+2.2%) Est. Cost $119.55 Unrealized
BSCY INVESCO EXCH TRD SLF IDX FD 0.3%
Value $602K (+8.0%) Shares 29,112 (+8.2%) Est. Cost $20.95 Unrealized
BSCX INVESCO EXCH TRD SLF IDX FD 0.5%
Value $979K (+4.4%) Shares 46,477 (+4.9%) Est. Cost $21.04 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value $499K (+6.0%) Shares 1,964 (+2.0%) Est. Cost $151.61 Unrealized
IBDY ISHARES TR 0.9%
Value $1.618M (+1.7%) Shares 62,838 (+2.1%) Est. Cost $25.44 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 1.6%
Value $2.965M (+0.6%) Shares 180,949 (+1.0%) Est. Cost $16.28 Unrealized
BSV VANGUARD BD INDEX FDS 0.6%
Value $1.095M (+1.0%) Shares 14,055 (+1.6%) Est. Cost $78.10 Unrealized
RTX RTX CORPORATION 0.2%
Value $298K (+3.2%) Shares 1,572 (+4.9%) Est. Cost $134.48 Unrealized

Exited Positions (1)

Decreased Positions (25)

IVV ISHARES TR 4.5%
Value $8.272M (+12.9%) Shares 11,046 (-1.6%) Est. Cost $593.35 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 3.2%
Value $5.871M (-6.3%) Shares 288,272 (-6.0%) Est. Cost $20.33 Unrealized
BLV VANGUARD BD INDEX FDS 1.2%
Value $2.257M (-10.1%) Shares 32,747 (-10.3%) Est. Cost $68.55 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value $652K (+41.5%) Shares 3,421 (-1.3%) Est. Cost $188.23 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.8%
Value $3.318M (+4.9%) Shares 14,021 (-4.7%) Est. Cost $194.58 Unrealized
IBDX ISHARES TR 0.9%
Value $1.576M (-7.0%) Shares 62,568 (-6.7%) Est. Cost $24.75 Unrealized
LLY ELI LILLY & CO 0.3%
Value $564K (+26.4%) Shares 470 (-3.1%) Est. Cost $821.14 Unrealized
IBDW ISHARES TR 2.4%
Value $4.314M (-2.5%) Shares 207,018 (-2.1%) Est. Cost $20.72 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $212K (-33.5%) Shares 1,447 (-34.4%) Est. Cost $165.73 Unrealized
ITOT ISHARES TR 0.5%
Value $949K (+12.4%) Shares 5,777 (-2.6%) Est. Cost $131.52 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.9%
Value $1.697M (-5.2%) Shares 86,537 (-5.2%) Est. Cost $19.59 Unrealized
MSFT MICROSOFT CORP 0.4%
Value $779K (-9.8%) Shares 2,087 (-10.5%) Est. Cost $422.35 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value $242K (-15.0%) Shares 1,591 (-18.5%) Est. Cost $132.30 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.3%
Value $544K (-6.1%) Shares 23,687 (-5.2%) Est. Cost $23.28 Unrealized
AMZN AMAZON COM INC 0.2%
Value $452K (-6.6%) Shares 1,896 (-18.4%) Est. Cost $217.11 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value $233K (-10.2%) Shares 11,925 (-10.2%) Est. Cost $19.51 Unrealized
QUS SPDR SERIES TRUST 0.6%
Value $1.101M (+2.0%) Shares 5,894 (-6.4%) Est. Cost $157.30 Unrealized
SPYD SPDR SERIES TRUST 0.6%
Value $1.152M (+1.5%) Shares 24,152 (-3.2%) Est. Cost $44.26 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $219K (-7.0%) Shares 5,970 (-4.3%) Est. Cost $31.36 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $466K (+3.3%) Shares 932 (-1.1%) Est. Cost $470.66 Unrealized
V VISA INC 0.1%
Value $204K (-5.1%) Shares 594 (-16.5%) Est. Cost $298.33 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value $297K (+3.2%) Shares 1,643 (-5.6%) Est. Cost $120.59 Unrealized
IBDZ ISHARES TR 0.1%
Value $229K (-3.6%) Shares 8,772 (-3.6%) Est. Cost $26.47 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value $815K (+1.0%) Shares 25,694 (-2.3%) Est. Cost $27.32 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.4%
Value $718K (-1.0%) Shares 7,308 (-5.0%) Est. Cost $77.36 Unrealized

Unchanged Positions (29)

SCHX SCHWAB STRATEGIC TR 9.6%
Value $17.44M Shares 592,426 Est. Cost $23.26 Unrealized
SCHA SCHWAB STRATEGIC TR 4.0%
Value $7.34M Shares 203,147 Est. Cost $26.20 Unrealized
SCHG SCHWAB STRATEGIC TR 5.6%
Value $10.1M Shares 298,319 Est. Cost $27.89 Unrealized
SPYG SPDR SERIES TRUST 1.8%
Value $3.281M Shares 27,576 Est. Cost $83.22 Unrealized
GSEW GOLDMAN SACHS ETF TR 3.0%
Value $5.515M Shares 58,410 Est. Cost $77.35 Unrealized
SCHB SCHWAB STRATEGIC TR 1.7%
Value $3.014M Shares 104,089 Est. Cost $22.81 Unrealized
AAPL APPLE INC 1.6%
Value $2.823M Shares 9,757 Est. Cost $234.51 Unrealized
USRT ISHARES TR 0.5%
Value $931K Shares 14,005 Est. Cost $57.60 Unrealized
GE GE AEROSPACE 0.2%
Value $300K Shares 804 Est. Cost $218.59 Unrealized
FENY FIDELITY COVINGTON TRUST 0.3%
Value $468K Shares 15,835 Est. Cost $24.06 Unrealized
HD HOME DEPOT INC 0.6%
Value $1.005M Shares 2,848 Est. Cost $380.72 Unrealized
BK BANK OF NY MELLON CORP 0.2%
Value $277K Shares 1,914 Est. Cost $101.35 Unrealized
KO COCA COLA CO 0.4%
Value $691K Shares 8,502 Est. Cost $63.09 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 3.2%
Value $5.89M Shares 317,100 Est. Cost $18.40 Unrealized
UNP UNION PAC CORP 0.2%
Value $388K Shares 1,425 Est. Cost $230.22 Unrealized
IWD ISHARES TR 0.2%
Value $342K Shares 1,412 Est. Cost $185.13 Unrealized
IBDV ISHARES TR 3.1%
Value $5.587M Shares 256,301 Est. Cost $21.39 Unrealized
MRK MERCK & CO INC 0.3%
Value $463K Shares 3,604 Est. Cost $98.70 Unrealized
CSL CARLISLE COS INC 0.2%
Value $348K Shares 960 Est. Cost $429.23 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $265K Shares 842 Est. Cost $233.06 Unrealized
LOW LOWES COS INC 0.2%
Value $314K Shares 1,424 Est. Cost $261.54 Unrealized
DTD WISDOMTREE TR 0.2%
Value $280K Shares 2,999 Est. Cost $75.86 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value $264K Shares 4,997 Est. Cost $33.22 Unrealized
IBDU ISHARES TR 2.2%
Value $4.08M Shares 176,182 Est. Cost $22.84 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value $221K Shares 3,643 Est. Cost $51.24 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 1.3%
Value $2.424M Shares 118,200 Est. Cost $20.56 Unrealized
AMGN AMGEN INC 0.1%
Value $226K Shares 624 Est. Cost $315.95 Unrealized
SO SOUTHERN CO 0.4%
Value $701K Shares 7,323 Est. Cost $84.51 Unrealized
ORCL ORACLE CORP 0.2%
Value $385K Shares 2,628 Est. Cost $175.85 Unrealized