Phoenix Wealth Advisors: 13F holdings
CIK 18423622026Q2
| Positions | 129 |
|---|
| Reported value | $296.6m |
|---|
| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 129 (+3 vs prior quarter) |
|---|
| Reported value | $296.6m (+17.1%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JPST J P MORGAN EXCHANGE TRADED F | 994,969 | $50.3m | 17.0% |
| VEA VANGUARD TAX-MANAGED FDS | 218,785 | $15.6m | 5.3% |
| JMST J P MORGAN EXCHANGE TRADED F | 261,094 | $13.3m | 4.5% |
| ISCF ISHARES TR | 278,022 | $12.0m | 4.1% |
| GOVT ISHARES TR | 473,607 | $10.8m | 3.6% |
| IUSG ISHARES TR | 48,409 | $9.1m | 3.1% |
| AAPL APPLE INC | 31,247 | $9.0m | 3.0% |
| PULS PGIM ETF TR | 168,444 | $8.3m | 2.8% |
| DIVO AMPLIFY ETF TR | 163,261 | $7.5m | 2.5% |
| MSFT MICROSOFT CORP | 19,482 | $7.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1842362")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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