Phoenix Wealth Advisors
Phoenix Wealth Advisors reported 129 positions worth $296.6M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: JPST (17.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JPST | SH | $50.3M | 16.97% | 994,969 | — | — | |
| ▸ 2 | VEA | SH | $15.6M | 5.26% | 218,785 | — | — | |
| ▸ 3 | JMST | SH | $13.3M | 4.49% | 261,094 | — | — | |
| ▸ 4 | ISCF | SH | $12.0M | 4.06% | 278,022 | — | — | |
| ▸ 5 | GOVT | SH | $10.8M | 3.64% | 473,607 | — | — | |
| ▸ 6 | IUSG | SH | $9.1M | 3.07% | 48,409 | — | — | |
| ▸ 7 | AAPL | SH | $9.0M | 3.05% | 31,247 | — | — | |
| ▸ 8 | PULS | SH | $8.3M | 2.81% | 168,444 | — | — | |
| ▸ 9 | DIVO | SH | $7.5M | 2.52% | 163,261 | — | — | |
| ▸ 10 | MSFT | SH | $7.3M | 2.45% | 19,482 | — | — |
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Frequently Asked Questions
What stocks does Phoenix Wealth Advisors hold as of Q2 2026?
Phoenix Wealth Advisors reported 129 positions worth $296.6M in its Q2 2026 13F filing. Largest positions: JPST (17.0%), VEA (5.3%), JMST (4.5%), ISCF (4.1%) and GOVT (3.6%).
What did Phoenix Wealth Advisors buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Phoenix Wealth Advisors 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.