Titelia

Holdings of Wilkins Miller Wealth Management, LLC

83 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 46.6 % of the equity sleeve

Sector breakdown

  • Funds 7.5 %
  • Technology 2.8 %
  • Financials 1.7 %
  • Consumer discretionary 1.2 %
  • Communication 1.1 %
  • Health care 1.0 %
  • Industrials 1.0 %
  • Consumer staples 0.8 %
  • Energy 0.6 %
  • Utilities 0.6 %
  • Unattributed 81.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US83149.2M $100.00 %

Positions

RankCompanySharesValueWeight
1Schwab U.S. Large-Cap ETF 594,34615.2M $
2Schwab Strategic Trust 299,8708.7M $
3iShares Core S&P 500 ETF 11,2227.3M $
4State Street SPDR Portfolio Developed World ex-US ETF 137,4926.3M $
5Invesco BulletShares 2030 Corp 366,7816.1M $
6Schwab U.S. Small-Cap ETF 203,4045.9M $
7iShares iBonds Dec 2030 Term C 256,8885.6M $
8Goldman Sachs ETF Trust 58,5505M $
9Schwab Fundamental U.S. Large Company ETF 174,9864.9M $
10iShares iBonds Dec 2031 Term C 211,4414.4M $
11iShares iBonds Dec 2029 Term C 176,1334.1M $
12Vanguard High Dividend Yield E 24,6453.6M $
13Vanguard Bond Index Funds 44,8423.5M $
14VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 14,7083.2M $
15Invesco Bulletshares 2031 Corp 179,1232.9M $
16Vanguard US Momentum Factor ETF 14,2422.8M $
17SPDR Series Trust 27,5622.7M $
18Schwab US Broad Market ETF 104,3942.6M $
19Vanguard Bond Index Funds 36,4982.5M $
20Schwab Strategic Trust 82,0072.5M $
21Apple Inc 9,7612.5M $
22Invesco BulletShares 2032 Corp 118,3632.4M $
23Schwab International Equity ETF 93,9192.3M $
24iShares Core S&P Small-Cap ETF 15,4461.9M $
25iShares iBonds Dec 2028 Term C 75,0791.9M $
26Chevron Corp 8,5401.8M $
27iShares iBonds Dec 2032 Term C 67,0641.7M $
28JPMorgan Chase & Co 5,4531.6M $
29iShares iBonds Dec 2033 Term C 61,5171.6M $
30SPDR Series Trust 20,2691.6M $
31Schwab Emerging Markets Equity ETF 37,6601.2M $
32Alphabet Inc 4,0631.2M $
33State Street SPDR Portfolio S& 24,9401.1M $
34SPDR Gold Shares 2,6301.1M $
35Invesco QQQ Trust Series 1 1,9251.1M $
36Vanguard Short-term Bond Etf 13,8301.1M $
37Vanguard Mid-Cap ETF 3,7741.1M $
38SPDR Series Trust 6,2941.1M $
39Exxon Mobil Corp 5,619953.3K $
40Home Depot Inc/The 2,851937.8K $
41Invesco BulletShares 2033 Corp 44,308937.1K $
42Vanguard S&P 500 ETF 1,553928.2K $
43Microsoft Corp 2,333863.7K $
44iShares Core S&P Total U.S. Stock Market ETF 5,930844.6K $
45iShares Core U.S. REIT ETF 14,123835.9K $
46Schwab US Dividend Equity ETF 26,300806.9K $
47Vanguard Whitehall Funds 7,689724.6K $
48Southern Co/The 7,316706.1K $
49iShares Trust 3,561683K $
50Coca-Cola Co/The 8,487645.4K $
51Invesco BulletShares 2034 Corp 26,904556.9K $
52FIDELITY COVINGTON TRUST 15,806537.7K $
53Amazon.com Inc 2,323483.8K $
54Johnson & Johnson 1,926470.7K $
55SELECT SECTOR SPDR TRUST (THE) 3,466460.6K $
56Berkshire Hathaway Inc 942451.4K $
57Eli Lilly & Co 485446.1K $
58Emerson Electric Co. 3,384443.4K $
59Alphabet Inc 1,518435.3K $
60Merck & Co Inc 3,582430.9K $
61Schwab U.S. REIT ETF 18,120389.4K $
62Oracle Corp 2,621385.6K $
63NVIDIA Corp 2,200383.7K $
64Union Pacific Corp 1,424345.6K $
65Lowe's Cos Inc 1,421335.6K $
66Carlisle Cos Inc 960320.3K $
67Procter & Gamble Co/The 2,207318.8K $
68iShares Trust 1,412301.7K $
69RTX Corp 1,498289K $
70Philip Morris International Inc. 1,741287.9K $
71State Street SPDR S&P Dividend ETF 1,951284.7K $
72WisdomTree Trust 2,999259K $
73Schwab Fundamental International Equity Etf 4,975243.5K $
74Norfolk Southern Corp 840241K $
75iShares iBonds Dec 2034 Term C 9,100237.2K $
76Enterprise Products Partners LP 6,238236.1K $
77Bank of New York Mellon Corp/The 1,932229.2K $
78General Electric Co 804228K $
79Duke Energy Corp 1,718224.9K $
80Amgen Inc 622218.7K $
81State Street SPDR S&P 500 ETF Trust 332215.7K $
82Visa Inc 711214.8K $
83SPDR Series Trust 3,631205.4K $