§ 13F · FUND PROFILE
Phoenix Wealth Advisors.
AUM · $297M (13F)Positions · 129Turnover · n/a · Q2Filed · Aug 3, 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 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 995K | $50M | 17.0% | +54% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 219K | $16M | 5.3% | +4% |
| 3 | JMST | J P MORGAN EXCHANGE TRADED F | 261K | $13M | 4.5% | +27% |
| 4 | ISCF | ISHARES TR | 278K | $12M | 4.1% | +6% |
| 5 | GOVT | ISHARES TR | 474K | $11M | 3.6% | +8% |
| 6 | IUSG | ISHARES TR | 48K | $9M | 3.1% | +4% |
| 7 | AAPL | APPLE INC | 31K | $9M | 3.0% | +2% |
| 8 | PULS | PGIM ETF TR | 168K | $8M | 2.8% | +61% |
| 9 | DIVO | AMPLIFY ETF TR | 163K | $7M | 2.5% | −3% |
| 10 | MSFT | MICROSOFT CORP | 19K | $7M | 2.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PHOENIX SIGNAL
AC read
Phoenix Wealth Advisors is a Other fund managing $297 million in assets. The fund runs a portfolio of 129 positions.
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