Institutional filer · SEC 13F · Q4 2024
Wilkins Miller Wealth Management, LLC
The reported 13F portfolio of Wilkins Miller Wealth Management, LLC (CIK 2057318) - top holdings, how concentrated the book is, and what changed last quarter.
- $95.6M
- Reported book
- 71
- Positions
- #308
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Wilkins Miller Wealth Management, LLC ranks #308 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $95.6M across 71 positions, a moderately concentrated portfolio.
- $95.6M
- reported 13F value
- 71
- disclosed positions
- 13.7%
- in SCHWAB STRATEGIC TR
- #308
- of 360 filers
Top-5 share 39.2% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Wilkins Miller Wealth Management, LLC ranks #308 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Wilkins Miller Wealth Management, LLC sits by disclosed position count
Wilkins Miller Wealth Management, LLC reports 71 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Wilkins Miller Wealth Management, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
71 225th of 360 higher than 135 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Wilkins Miller Wealth Management, LLC reports $0.1B across 71 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2057318 · Q4 2024 $96M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #308/360
- POS-FOCUS 71 names
- CONC-HEAVY 39% top-5
- LEAD-HEAVY 13.7% top
- PHOTO-FINISH Tiptree ,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Tiptree Advisors, LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Wilkins Miller Wealth Management, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$95.6M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $13.1M | 13.7% |
| 2 | SCHWAB STRATEGIC TR | $7.3M | 7.6% |
| 3 | ISHARES TR | $6.7M | 7.0% |
| 4 | ISHARES TR | $5.6M | 5.8% |
| 5 | SCHWAB STRATEGIC TR | $4.9M | 5.1% |
| 6 | INVESCO EXCH TRD SLF IDX FD | $4.6M | 4.8% |
| 7 | SCHWAB STRATEGIC TR | $4.0M | 4.2% |
| 8 | ISHARES TR | $4.0M | 4.2% |
| 9 | VANGUARD BD INDEX FDS | $2.7M | 2.8% |
| 10 | APPLE INC | $2.6M | 2.8% |
| 11 | SCHWAB STRATEGIC TR | $2.6M | 2.7% |
| 12 | VANGUARD WHITEHALL FDS | $2.3M | 2.4% |
| 13 | SCHWAB STRATEGIC TR | $1.8M | 1.9% |
| 14 | INVESCO EXCH TRD SLF IDX FD | $1.7M | 1.7% |
| 15 | ISHARES TR | $1.6M | 1.7% |
| 16 | ISHARES TR | $1.6M | 1.7% |
| 17 | ISHARES TR | $1.5M | 1.6% |
| 18 | JPMORGAN CHASE & CO. | $1.4M | 1.4% |
| 19 | INVESCO EXCH TRD SLF IDX FD | $1.3M | 1.4% |
| 20 | CHEVRON CORP NEW | $1.2M | 1.3% |
| 21 | SCHWAB STRATEGIC TR | $1.2M | 1.3% |
| 22 | MICROSOFT CORP | $1.1M | 1.1% |
| 23 | INVESCO QQQ TR | $1.0M | 1.1% |
| 24 | SCHWAB STRATEGIC TR | $992K | 1.0% |
| 25 | INVESCO EXCH TRD SLF IDX FD | $931K | 1.0% |
Latest Quarter Trades · Q4 2024
New positions (71)
Frequently Asked Questions
- How big is Wilkins Miller Wealth Management, LLC's 13F portfolio?
- Wilkins Miller Wealth Management, LLC reports $95.6M of long US-equity positions across 71 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Wilkins Miller Wealth Management, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Wilkins Miller Wealth Management, LLC ranks #308 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Wilkins Miller Wealth Management, LLC's largest position?
- Wilkins Miller Wealth Management, LLC's largest reported position is SCHWAB STRATEGIC TR at $13.1M, about 13.7% of its reported book as of Q4 2024.
- What did Wilkins Miller Wealth Management, LLC trade last quarter?
- In its Q4 2024 filing, Wilkins Miller Wealth Management, LLC opened 71 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Wilkins Miller Wealth Management, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($95.6M here).
Similar holding count
Nearest filers by number of disclosed positions (71 here).
Using this filing
- The rankings sort every tracked filer the same way Wilkins Miller Wealth Management, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Tiptree Advisors, LLC reported the nearest book value ($96.5M) this quarter, a useful scale comparison for Wilkins Miller Wealth Management, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.