§ 13F · FUND PROFILE
Phillips Wealth Planners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $120M (13F)Positions · 201Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13M 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 MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 9K | $6M | 4.8% | −2% |
| 2 | MSFT | MICROSOFT CORP | 9K | $4M | 2.7% | +15% |
| 3 | AVGO | BROADCOM INC | 7K | $3M | 2.2% | +14% |
| 4 | XLK | SELECT SECTOR SPDR TR | 14K | $2M | 1.8% | +10% |
| 5 | JPM | JPMORGAN CHASE & CO | 7K | $2M | 1.6% | −3% |
| 6 | WMT | WALMART INC | 17K | $2M | 1.6% | −20% |
| 7 | AAPL | APPLE INC | 6K | $2M | 1.4% | +7% |
| 8 | GOOGL | ALPHABET INC | 5K | $2M | 1.3% | −23% |
| 9 | WMB | WILLIAMS COS INC | 23K | $2M | 1.3% | −7% |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | 21K | $2M | 1.3% | −5% |
§ 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 $120 million in assets. The fund runs a broad portfolio of 201 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