Wilkins Miller Wealth Management, LLC

RIA/Wealth

Wilkins Miller Wealth Management, LLC is a RIA/Wealth based in Mobile, AL led by Greg Alan Bowen, reporting $220.1M in AUM as of Q3 2025 with 86% ETF concentration.

CCOGreg Alan Bowen

Portfolio Value: $161.5M
Positions: 92
Top Holding: SCHX at 10.01%
Last Reported: Q3 2025

Address41 West Interstate 65, Service Road North, Suite 400, Mobile, AL, 36608, United States

Top Holdings

Largest long holdings in Wilkins Miller Wealth Management, LLC's portfolio (44.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$16.2M	10.01%	+$95.7K Bought	— 610.3K shares	Q4 2024 Held for 11 months
2 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$9.5M	5.86%	+$212.5K Bought	— 296.5K shares	Q4 2024 Held for 11 months
3 iShares Core S&P 500 ETF IVV	ETF ETF	$8.0M	4.95%	+$461.7K Bought	— 11.9K shares	Q4 2024 Held for 11 months
4 Invesco BulletShares 2028 Corporate Bond BSCS	ETF ETF	$6.5M	4.02%	-$249.9K Sold	— 316.8K shares	Q4 2024 Held for 11 months
5 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$5.7M	3.55%	+$160.1K Bought	— 134.0K shares	Q4 2024 Held for 11 months
6 iShares iBonds Dec 2030 Term Corporate ETF IBDV	ETF ETF	$5.5M	3.38%	+$17.8K Bought	— 246.1K shares	Q4 2024 Held for 11 months
7 Invesco BulletShares 2029 Corporate Bond BSCT	ETF ETF	$5.4M	3.35%	+$216.6K Bought	— 291.7K shares	Q4 2024 Held for 11 months
8 Schwab U.S. Small-Cap ETF SCHA	ETF ETF	$5.1M	3.14%	+$201.9K Bought	— 183.1K shares	Q4 2024 Held for 11 months
9 GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF GSEW	ETF ETF	$5.0M	3.11%	+$213.8K Bought	— 59.0K shares	Q4 2024 Held for 11 months
10 Invesco BulletShares 2030 Corporate Bond ETF BSCU	ETF ETF	$4.8M	2.99%	+$578.5K Bought	— 285.7K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Wilkins Miller Wealth Management, LLC's latest filing

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Market Value

$161.5M

Prior: $147.0M

Q/Q Change

+9.84%

+$14.5M

Net Flows % of MV

+4.04%

Turnover Ratio

2.99%

New Purchases

3 stocks

$746.2K

Added To

62 stocks

+$7.3M

Sold Out Of

0 stocks

Reduced Holdings

24 stocks

-$1.6M

Increased Positions

Position	Shares Δ	Change
1 BSCY Invesco BulletShares 2034 Corporate Bond BSCY	New	0 → 14.1K +$297.1K
2 IBDZ iShares iBonds Dec 2034 Term Corporate IBDZ	New	0 → 9.1K +$240.5K
3 Bank of New York Mellon BK	New	0 → 1.9K +$208.6K
4 Vanguard Intermediate-Term Bond BIV	+72.14%	11.9K → 20.6K +$665.8K
5 Vanguard U.S. Momentum Factor VFMO	+57.38%	7.3K → 11.5K +$797.5K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Short-Term Bond BSV	-24.57%	20.0K → 15.1K −$388.6K
2 FNDF Schwab Fundamental International Equity FNDF	-14.16%	6.4K → 5.5K −$38.7K
3 Invesco BulletShares 2025 Corporate Bond BSCP	-12.68%	21.0K → 18.3K −$55.0K
4 Procter & Gamble PG	-11.34%	2.7K → 2.4K −$47.0K
5 Invesco BulletShares 2027 Corporate Bond BSCR	-10.81%	114.8K → 102.4K −$244.8K