§ 13F · FUND PROFILE
Philip James Wealth Mangement, LLC.
AUM · $888M (13F)Positions · 151Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 435K | $218M | 24.5% | ±0% |
| 2 | XOM | EXXON MOBIL CORP | 424K | $58M | 6.5% | −4% |
| 3 | CB | CHUBB LIMITED | 104K | $36M | 4.0% | +14% |
| 4 | OXY/WS | OCCIDENTAL PETE CORP | 1.02M | $27M | 3.1% | −12% |
| 5 | QCOM | QUALCOMM INC | 146K | $27M | 3.0% | −25% |
| 6 | ABT | ABBOTT LABORATORIES | 282K | $26M | 2.9% | +6626% |
| 7 | INTC | INTEL CORP | 163K | $23M | 2.6% | −73% |
| 8 | GIS | GENERAL MILLS INC | 644K | $22M | 2.5% | +92% |
| 9 | MRK | MERCK & CO INC | 174K | $22M | 2.5% | −6% |
| 10 | JNJ | JOHNSON & JOHNSON | 82K | $21M | 2.3% | −3% |
§ 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 $888 million in assets. The fund runs a portfolio of 151 positions.
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