Philip James Wealth Mangement, LLC: 13F holdings
CIK 20026302026Q2
| Positions | 151 |
|---|
| Reported value | $888.4m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 151 (-6 vs prior quarter) |
|---|
| Reported value | $888.4m (+2.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 434,980 | $217.7m | 24.5% |
| EXXON MOBIL CORP | 423,584 | $57.9m | 6.5% |
| CHUBB LIMITED | 104,308 | $35.5m | 4.0% |
| OXY.WS OCCIDENTAL PETE CORP | 1,023,537 | $27.3m | 3.1% |
| QCOM QUALCOMM INC | 146,026 | $27.0m | 3.0% |
| ABT ABBOTT LABORATORIES | 281,731 | $25.6m | 2.9% |
| INTC INTEL CORP | 163,366 | $22.8m | 2.6% |
| GIS GENERAL MILLS INC | 643,999 | $22.4m | 2.5% |
| MRK MERCK & CO INC | 173,727 | $22.3m | 2.5% |
| JNJ JOHNSON & JOHNSON | 81,906 | $20.8m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2002630")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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