Phillips Wealth Planners LLC
Phillips Wealth Planners LLC reported 217 positions worth $135.8M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: VOO (4.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $6.2M | 4.60% | 9,082 | — | — | |
| ▸ 2 | MSFT | SH | $3.5M | 2.60% | 9,063 | — | — | |
| ▸ 3 | AVGO | SH | $2.5M | 1.86% | 6,806 | — | — | |
| ▸ 4 | JPM | SH | $2.5M | 1.81% | 7,254 | — | — | |
| ▸ 5 | XLK | SH | $2.5M | 1.81% | 13,679 | — | — | |
| ▸ 6 | IEUR | SH | $2.2M | 1.60% | 28,719 | — | — | |
| ▸ 7 | AAPL | SH | $2.0M | 1.48% | 6,474 | — | — | |
| ▸ 8 | ABBV | SH | $1.9M | 1.42% | 7,574 | — | — | |
| ▸ 9 | XLF | SH | $1.9M | 1.41% | 34,036 | — | — | |
| ▸ 10 | WMT | SH | $1.9M | 1.40% | 17,019 | — | — |
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Frequently Asked Questions
What stocks does Phillips Wealth Planners LLC hold as of Q2 2026?
Phillips Wealth Planners LLC reported 217 positions worth $135.8M in its Q2 2026 13F filing. Largest positions: VOO (4.6%), MSFT (2.6%), AVGO (1.9%), JPM (1.8%) and XLK (1.8%).
What did Phillips Wealth Planners LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Phillips Wealth Planners 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.