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Home > Institutional Investor > Wilkins Miller Wealth Management, Llc > Profile

Instuitional Investor - Wilkins Miller Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Wilkins Miller Wealth Management, Llc
Portfolio Value $167,913,467
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 606,334 $16,316,495 9.72%
2.
Schwab Strategic Trust
 FNDF 296,754 $9,680,133 5.76%
3.
Ishares Trust
 IEF 11,896 $8,148,523 4.85%
4.
Invesco Exch Trd Slf Idx Fd
 313,887 $6,466,092 3.85%
5.
Spdr Index Shs Fds
 133,947 $5,948,633 3.54%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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