Phillips Wealth Planners LLC: 13F holdings
CIK 19626282026Q2
| Positions | 217 |
|---|
| Reported value | $135.8m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 217 (+7 vs prior quarter) |
|---|
| Reported value | $135.8m (+2.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 9,082 | $6.2m | 4.6% |
| MSFT MICROSOFT CORP | 9,063 | $3.5m | 2.6% |
| AVGO BROADCOM INC | 6,806 | $2.5m | 1.9% |
| JPM JPMORGAN CHASE & CO | 7,254 | $2.5m | 1.8% |
| XLK SELECT SECTOR SPDR TR | 13,679 | $2.5m | 1.8% |
| IEUR ISHARES TR | 28,719 | $2.2m | 1.6% |
| AAPL APPLE INC | 6,474 | $2.0m | 1.5% |
| ABBV ABBVIE INC | 7,574 | $1.9m | 1.4% |
| XLF SELECT SECTOR SPDR TR | 34,036 | $1.9m | 1.4% |
| WMT WALMART INC | 17,019 | $1.9m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1962628")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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