§ 13F · FUND PROFILE
Philip James Wealth Mangement, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $784.0T (13F)Positions · 169Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 438K | $220.2T | 25.5% | −1% |
| 2 | XOM | EXXON MOBIL CORP | 463K | $55.7T | 6.5% | ±0% |
| 3 | QCOM | QUALCOMM INC | 158K | $27.0T | 3.1% | −1% |
| 4 | INTC | INTEL CORP | 696K | $25.7T | 3.0% | −5% |
| 5 | OXY/WS | OCCIDENTAL PETE CORP | 1.23M | $23.7T | 2.7% | −4% |
| 6 | CB | CHUBB LIMITED | 64K | $20.0T | 2.3% | +26% |
| 7 | MRK | MERCK & CO INC | 185K | $19.5T | 2.3% | −4% |
| 8 | JNJ | JOHNSON & JOHNSON | 85K | $17.6T | 2.0% | −1% |
| 9 | OXY | OCCIDENTAL PETE CORP | 415K | $17.1T | 2.0% | +13% |
| 10 | VTI | VANGUARD INDEX FDS | 46K | $15.5T | 1.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PHILIP SIGNAL
AC read
Philip James Wealth Mangement, LLC is a Other fund managing $784037.2 trillion in assets. The fund runs a portfolio of 169 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed