§ 13F · FUND PROFILE
Phoenix Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $238.8T (13F)Positions · 125Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.2T 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 JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 647K | $32.7T | 12.6% | +4% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 210K | $13.1T | 5.1% | +1% |
| 3 | ISCF | ISHARES TR | 286K | $11.9T | 4.6% | +3% |
| 4 | MSFT | MICROSOFT CORP | 20K | $9.8T | 3.8% | −1% |
| 5 | JMST | J P MORGAN EXCHANGE TRADED F | 187K | $9.5T | 3.7% | +1% |
| 6 | GOVT | ISHARES TR | 397K | $9.1T | 3.5% | +3% |
| 7 | AAPL | APPLE INC | 33K | $9.1T | 3.5% | −1% |
| 8 | DIVO | AMPLIFY ETF TR | 182K | $8.1T | 3.1% | −1% |
| 9 | IUSG | ISHARES TR | 47K | $7.9T | 3.0% | +1% |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | 28K | $5.4T | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PHOENIX SIGNAL
AC read
Phoenix Wealth Advisors is a Other fund managing $238785.0 trillion in assets. The fund runs a portfolio of 125 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