§ 13F · FUND PROFILE
Phillips Wealth Planners LLC.
AUM · $136M (13F)Positions · 217Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 9K | $6M | 4.6% | −4% |
| 2 | MSFT | MICROSOFT CORP | 9K | $4M | 2.6% | +5% |
| 3 | AVGO | BROADCOM INC | 7K | $3M | 1.9% | ±0% |
| 4 | JPM | JPMORGAN CHASE & CO | 7K | $2M | 1.8% | ±0% |
| 5 | XLK | SELECT SECTOR SPDR TR | 14K | $2M | 1.8% | ±0% |
| 6 | IEUR | ISHARES TR | 29K | $2M | 1.6% | +30% |
| 7 | AAPL | APPLE INC | 6K | $2M | 1.5% | +2% |
| 8 | ABBV | ABBVIE INC | 8K | $2M | 1.4% | +13% |
| 9 | XLF | SELECT SECTOR SPDR TR | 34K | $2M | 1.4% | +4% |
| 10 | WMT | WALMART INC | 17K | $2M | 1.4% | ±0% |
§ 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 $136 million in assets. The fund runs a broad portfolio of 217 positions.
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