Institutions / Phoenix Wealth Advisors
Phoenix Wealth Advisors
CIK 1842362 · Institution · as of Dec 31, 2025
Portfolio value
$259.98M
Positions
127
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 127 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $32.71M | 12.6% |
| Vanguard Tax-Managed Fds | $13.15M | 5.1% |
| iShares Tr | $11.87M | 4.6% |
| Microsoft Corp | $9.80M | 3.8% |
| J P Morgan Exchange Traded F | $9.52M | 3.7% |
| iShares MSCI UAE ETF | $9.13M | 3.5% |
| Apple Inc. | $9.07M | 3.5% |
| Amplify ETF Tr | $8.09M | 3.1% |
| iShares Tr | $7.89M | 3.0% |
| Invesco Exchange Traded Fd T | $5.44M | 2.1% |
| SPDR Series Trust | $5.38M | 2.1% |
| PGIM ETF Tr | $5.19M | 2.0% |
| SPDR Index Shs Fds | $5.05M | 1.9% |
| Broadcom Inc. | $4.86M | 1.9% |
| JPMorgan Chase & Co | $4.61M | 1.8% |
| Warren E. Buffett | $4.55M | 1.7% |
| Walmart Inc. | $4.20M | 1.6% |
| Eaton Corp plc | $3.90M | 1.5% |
| Johnson & Johnson | $3.60M | 1.4% |
| AbbVie Inc. | $3.12M | 1.2% |
| Cummins Inc | $3.07M | 1.2% |
| Analog Devices Inc | $2.95M | 1.1% |
| CME Group Inc | $2.74M | 1.1% |
| Chubb Ltd | $2.64M | 1.0% |
| SPDR Series Trust | $2.64M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.