§ 13F · FUND PROFILE
Philip James Wealth Mangement, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $857M (13F)Positions · 177Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 436K | $209M | 24.0% | ±0% |
| 2 | XOM | EXXON MOBIL CORP | 440K | $75M | 8.6% | −5% |
| 3 | OXY/WS | OCCIDENTAL PETE CORP | 1.17M | $50M | 5.8% | −5% |
| 4 | CB | CHUBB LTD SWITZ | 91K | $30M | 3.4% | +42% |
| 5 | OXY | OCCIDENTAL PETE CORP | 423K | $28M | 3.2% | +2% |
| 6 | INTC | INTEL CORP | 602K | $27M | 3.1% | −14% |
| 7 | QCOM | QUALCOMM INC | 196K | $25M | 2.9% | +24% |
| 8 | MRK | MERCK & CO INC | 185K | $22M | 2.6% | ±0% |
| 9 | JNJ | JOHNSON & JOHNSON | 84K | $21M | 2.4% | −1% |
| 10 | CVX | CHEVRON CORPORATION | 65K | $13M | 1.6% | −2% |
§ 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 $857 million in assets. The fund runs a portfolio of 177 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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