§ 13F · FUND PROFILE
Phillips Wealth Planners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $110.4T (13F)Positions · 188Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.1T 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 FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 10K | $6.1T | 4.9% | +8% |
| 2 | SPY | SPDR S&P 500 ETF TR | 5K | $3.4T | 2.8% | +985% |
| 3 | MSFT | MICROSOFT CORP | 8K | $3.3T | 2.7% | +8% |
| 4 | WMT | WALMART INC | 21K | $2.5T | 2.0% | +188% |
| 5 | JPM | JPMORGAN CHASE & CO. | 7K | $2.2T | 1.8% | +2% |
| 6 | AVGO | BROADCOM INC | 6K | $2.0T | 1.6% | −11% |
| 7 | GOOGL | ALPHABET INC | 6K | $1.9T | 1.6% | +4% |
| 8 | XLK | SELECT SECTOR SPDR TR | 12K | $1.8T | 1.4% | +81% |
| 9 | TJX | TJX COS INC NEW | 11K | $1.7T | 1.4% | +6% |
| 10 | RTX | RTX CORPORATION | 9K | $1.7T | 1.4% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PHILLIPS SIGNAL
AC read
Phillips Wealth Planners LLC is a Other fund managing $110358.3 trillion in assets. The fund runs a portfolio of 188 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