§ 13F · FUND PROFILE
Phoenix Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $260M (13F)Positions · 131Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M 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 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 647K | $33M | 12.9% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 210K | $13M | 5.3% | ±0% |
| 3 | ISCF | ISHARES TR | 262K | $11M | 4.3% | −8% |
| 4 | JMST | J P MORGAN EXCHANGE TRADED F | 205K | $10M | 4.1% | +10% |
| 5 | GOVT | ISHARES TR | 440K | $10M | 4.0% | +11% |
| 6 | AAPL | APPLE INC | 31K | $8M | 3.1% | −8% |
| 7 | DIVO | AMPLIFY ETF TR | 168K | $8M | 3.0% | −7% |
| 8 | MSFT | MICROSOFT CORP | 20K | $7M | 2.9% | −2% |
| 9 | IUSG | ISHARES TR | 47K | $7M | 2.9% | −1% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 29K | $6M | 2.2% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PHOENIX SIGNAL
AC read
Phoenix Wealth Advisors is a Other fund managing $260 million in assets. The fund runs a portfolio of 131 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