Long-term investor
Wilkins Miller Wealth Management, LLC @wilkinsmillerwealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002057318).
Record
- Tracked since 2025-06-30 (445 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months n/a · 1 year +14.2% · all +14.2%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHX · 9.6% · long · since 2025-06-30
- SCHG · 5.6% · long · since 2025-06-30
- IVV · 4.5% · long · since 2025-06-30
- SCHA · 4.0% · long · since 2025-06-30
- SPDW · 3.9% · long · since 2025-06-30
- BSCU · 3.5% · long · since 2025-06-30
- BSCT · 3.2% · long · since 2025-06-30
- BSCS · 3.2% · long · since 2025-06-30
- FNDX · 3.2% · long · since 2025-06-30
- IBDV · 3.1% · long · since 2025-06-30
- GSEW · 3.0% · long · since 2025-06-30
- IBDW · 2.4% · long · since 2025-06-30