Wilkins Miller Wealth Management, LLC reported 35 positions worth $22.10M for the quarter ended Sep 30, 2026, up 4.5% on the prior quarter. It opened 1 new position, added to 9, trimmed 22 and exited 1. Its largest holding is Apple Inc. at 14.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| META Meta Platforms, Inc. | +281 | – | $203.45K | 0.921% |
| SO Southern Co | +87 | +1.2% | $7.21K | 2.78% |
| NVDA Nvidia Corp | +24 | +1.0% | $5.48K | 2.5% |
| GLD Spdr Gold Trust | +12 | +0.5% | $4.57K | 4.6% |
| MRK Merck & Co., Inc. | +16 | +0.4% | $2.33K | 2.38% |
| AAPL Apple Inc. | +3 | +0.0% | $999.05 | 14.71% |
| AMGN Amgen Inc | +2 | +0.3% | $843.46 | 1.19% |
| MPC Marathon Petroleum Corp | +2 | +0.2% | $790.81 | 1.46% |
| GOOG Alphabet Inc. | +1 | +0.1% | $340.66 | 2.48% |
| UNP Union Pacific Corp | +1 | +0.1% | $272.18 | 1.76% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PG PROCTER & GAMBLE Co | -1,447 | -100.0% | $212.15K | Exited |
| AMZN Amazon Com Inc | -109 | -5.7% | $27.16K | 2.01% |
| GOOGL Alphabet Inc. | -72 | -1.7% | $24.77K | 6.3% |
| ORCL Oracle Corp | -180 | -6.8% | $24.71K | 1.52% |
| HD Home Depot, Inc. | -77 | -2.7% | $21.91K | 3.57% |
| LOW Lowes Companies Inc | -88 | -6.2% | $16.22K | 1.11% |
| XOM ExxonMobil Holdings Corp | -98 | -1.7% | $15.95K | 4.18% |
| MSFT Microsoft Corp | -31 | -1.5% | $15.90K | 4.77% |
| JPM Jpmorgan Chase & Co | -46 | -0.8% | $15.22K | 8.35% |
| JNJ Johnson & Johnson | -52 | -2.6% | $13.77K | 2.29% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| META Meta Platforms, Inc. | +281 | $203.45K | 0.921% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PG PROCTER & GAMBLE Co | -1,447 | $212.15K | 1% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 9,760 | $3.25M | 14.71% | +3 | +0.0% | Added | 0% |
| 2 | JPM Jpmorgan Chase & Co | Financial Services | 5,574 | $1.84M | 8.35% | -46 | -0.8% | Reduced | 0% |
| 3 | CVX Chevron Corp | Energy | 8,651 | $1.77M | 7.99% | -62 | -0.7% | Reduced | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 4,049 | $1.39M | 6.3% | -72 | -1.7% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 2,056 | $1.05M | 4.77% | -31 | -1.5% | Reduced | 0% |
| 6 | GLD Spdr Gold Trust | Financial Services | 2,669 | $1.02M | 4.6% | +12 | +0.5% | Added | 0% |
| 7 | XOM ExxonMobil Holdings Corp | Energy | 5,677 | $923.91K | 4.18% | -98 | -1.7% | Reduced | 0% |
| 8 | HD Home Depot, Inc. | Consumer Discretionary | 2,771 | $788.31K | 3.57% | -77 | -2.7% | Reduced | 0% |
| 9 | KO Coca Cola Co | Consumer Staples | 8,349 | $718.72K | 3.25% | -153 | -1.8% | Reduced | 0% |
| 10 | SO Southern Co | Utilities | 7,410 | $614.19K | 2.78% | +87 | +1.2% | Added | 0% |
| 11 | NVDA Nvidia Corp | Technology | 2,423 | $553.45K | 2.5% | +24 | +1.0% | Added | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 1,611 | $548.80K | 2.48% | +1 | +0.1% | Added | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 467 | $540.36K | 2.45% | -3 | -0.6% | Reduced | 0% |
| 14 | EMR Emerson Electric Co | Industrials | 3,431 | $532.09K | 2.41% | -29 | -0.8% | Reduced | 0% |
| 15 | MRK Merck & Co., Inc. | Healthcare | 3,620 | $526.06K | 2.38% | +16 | +0.4% | Added | 0% |
Tip. Select a row to see that position’s full history at Wilkins Miller Wealth Management.
As of its Q3 2026 13F filing, Wilkins Miller Wealth Management, LLC’s five largest positions were Apple Inc. (AAPL) at 14.7%, Jpmorgan Chase & Co (JPM) at 8.3%, Chevron Corp (CVX) at 8.0%, Alphabet Inc. (GOOGL) at 6.3%, Microsoft Corp (MSFT) at 4.8% of the reported portfolio.
Wilkins Miller Wealth Management, LLC reported a 13F portfolio worth $22.10M across 35 positions for Q3 2026. That is up 4.5% from the previous quarter.
Its largest purchases by value were Meta Platforms, Inc. ($203.45K), Southern Co ($7.21K), Nvidia Corp ($5.48K). It opened 1 new positions.
Its largest sales by value were PROCTER & GAMBLE Co ($212.15K), Amazon Com Inc ($27.16K), Alphabet Inc. ($24.77K). It exited 1 positions entirely.
From the Form 13F-HR reports Wilkins Miller Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.