PHILLIPS FINANCIAL MANAGEMENT, LLC
PHILLIPS FINANCIAL MANAGEMENT, LLC reported 291 positions worth $1.36B as of June 30, 2026 (13F filed August 3, 2026). Largest holding: IVV (11.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $151.3M | 11.09% | 201,998 | — | — | |
| ▸ 2 | DFCF | SH | $109.7M | 8.04% | 2,598,931 | — | — | |
| ▸ 3 | DFIC | SH | $91.8M | 6.73% | 2,464,885 | — | — | |
| ▸ 4 | DFSD | SH | $83.9M | 6.15% | 1,756,850 | — | — | |
| ▸ 5 | DFLV | SH | $53.9M | 3.95% | 1,363,899 | — | — | |
| ▸ 6 | DFAT | SH | $49.8M | 3.65% | 712,667 | — | — | |
| ▸ 7 | DUHP | SH | $48.7M | 3.57% | 1,166,460 | — | — | |
| ▸ 8 | DFEM | SH | $41.9M | 3.07% | 1,030,632 | — | — | |
| ▸ 9 | VXUS | SH | $35.8M | 2.63% | 419,285 | — | — | |
| ▸ 10 | VOO | SH | $35.6M | 2.61% | 51,871 | — | — |
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Frequently Asked Questions
What stocks does PHILLIPS FINANCIAL MANAGEMENT, LLC hold as of Q2 2026?
PHILLIPS FINANCIAL MANAGEMENT, LLC reported 291 positions worth $1.36B in its Q2 2026 13F filing. Largest positions: IVV (11.1%), DFCF (8.0%), DFIC (6.7%), DFSD (6.1%) and DFLV (4.0%).
What did PHILLIPS FINANCIAL MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PHILLIPS FINANCIAL MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.