Institutions / Phillips Wealth Planners LLC
Phillips Wealth Planners LLC
CIK 1962628 · Institution · as of Jun 30, 2026
Portfolio value
$135.76M
Positions
217
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$135.76M+8.9%Positions
217+15.4%Top holdings
Jun 30, 2026View all 217 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $6.24M | 4.6% |
| Microsoft Corp | $3.52M | 2.6% |
| Broadcom Inc. | $2.52M | 1.9% |
| JPMorgan Chase & Co | $2.46M | 1.8% |
| Select Sector SPDR Tr | $2.45M | 1.8% |
| iShares Tr | $2.17M | 1.6% |
| Apple Inc. | $2.01M | 1.5% |
| AbbVie Inc. | $1.93M | 1.4% |
| Select Sector SPDR Tr | $1.91M | 1.4% |
| Walmart Inc. | $1.90M | 1.4% |
| Vanguard Intl Equity Index F | $1.77M | 1.3% |
| Williams Cos Inc/The | $1.75M | 1.3% |
| TJX Cos Inc/The | $1.70M | 1.3% |
| Alphabet Inc. | $1.69M | 1.2% |
| Berkshire Hathaway Inc Del | $1.51M | 1.1% |
| Johnson & Johnson | $1.51M | 1.1% |
| Chevron Corp | $1.44M | 1.1% |
| The PNC Financial Services Group, Inc. | $1.40M | 1.0% |
| Advanced Micro Devices Inc | $1.40M | 1.0% |
| Philip Morris International Inc. | $1.38M | 1.0% |
| iShares Tr | $1.37M | 1.0% |
| Texas Instruments Inc | $1.34M | 1.0% |
| Home Depot, Inc. | $1.31M | 1.0% |
| Duke Energy Corp | $1.31M | 1.0% |
| Mcdonald'S Corp | $1.29M | 1.0% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 78462F103 Common stock | $-3.43M | -5K -91.36% | 433 0.24% of portfolio | low |
| Q2 2026 as of | Add | 46434V738 Common stock | $1.82M | +24K +520.55% | 28,719 1.60% of portfolio | low |
| Q2 2026 as of | Exit | RTX Corp Common stock | $-1.70M | -9K -100.00% | 0 | low |
| Q2 2026 as of | New | 46436E718 Common stock | $1.37M | +14K | 13,640 1.01% of portfolio | low |
| Q2 2026 as of | Exit | Exxon Mobil Corp Common stock | $-1.23M | -9K -100.00% | 0 | low |
| Q2 2026 as of | New | G0593M107 Common stock | $1.08M | +6K | 5,605 0.80% of portfolio | low |
| Q2 2026 as of | Exit | 464286426 Common stock | $-982.6K | -10K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 046353108 Common stock | $-980.4K | -11K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 922042742 Common stock | $-956.1K | -7K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Corning Inc /Ny Common stock | $-898.6K | -5K -72.48% | 1,840 0.25% of portfolio | low |