Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
Phillips Wealth Planners LLC (CIK 1962628) reported $135.8M across 217 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($6.2M, 4.60%), MSFT ($3.5M, 2.60%), AVGO ($2.5M, 1.86%), JPM ($2.5M, 1.81%), XLK ($2.5M, 1.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $6.2M | 4.60% | 9,082 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $3.5M | 2.60% | 9,063 | Added |
| 3 | AVGO | BROADCOM INC | $2.5M | 1.86% | 6,806 | Added |
| 4 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.81% | 7,254 | Added |
| 5 | XLK | SELECT SECTOR SPDR TR | $2.5M | 1.81% | 13,679 | Trimmed |
| 6 | IEUR | ISHARES TR | $2.2M | 1.60% | 28,719 | Added |
| 7 | AAPL | APPLE INC | $2.0M | 1.48% | 6,474 | Added |
| 8 | ABBV | ABBVIE INC | $1.9M | 1.42% | 7,574 | Added |
| 9 | XLF | SELECT SECTOR SPDR TR | $1.9M | 1.41% | 34,036 | Added |
| 10 | WMT | WALMART INC | $1.9M | 1.40% | 17,019 | Added |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | $1.8M | 1.30% | 21,325 | Added |
| 12 | WMB | WILLIAMS COS INC | $1.8M | 1.29% | 23,357 | Added |
| 13 | TJX | TJX COS INC NEW | $1.7M | 1.25% | 11,041 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $1.7M | 1.24% | 4,591 | Added |
| 15 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.11% | 2 | Hold |
| 16 | JNJ | JOHNSON & JOHNSON | $1.5M | 1.11% | 5,636 | Added |
| 17 | CVX | CHEVRON CORPORATION | $1.4M | 1.06% | 8,284 | Added |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $1.4M | 1.03% | 2,708 | Added |
| 19 | PNC | PNC FINL SVCS GROUP INC | $1.4M | 1.03% | 5,522 | Trimmed |
| 20 | PM | PHILIP MORRIS INTL INC | $1.4M | 1.02% | 7,364 | Added |
| 21 | SGOV | ISHARES TR | $1.4M | 1.01% | 13,640 | Trimmed |
| 22 | TXN | TEXAS INSTRS INC | $1.3M | 0.99% | 4,585 | Trimmed |
| 23 | DUK | DUKE ENERGY CORP NEW | $1.3M | 0.97% | 10,219 | Trimmed |
| 24 | HD | HOME DEPOT INC | $1.3M | 0.97% | 3,804 | Added |
| 25 | AGG | ISHARES TR | $1.3M | 0.95% | 13,117 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30