Institutions / Philip James Wealth Mangement, LLC
Philip James Wealth Mangement, LLC
CIK 2002630 · Institution · as of Dec 31, 2025
Portfolio value
$863.15M
Positions
170
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 170 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $220.19M | 25.5% |
| Exxon Mobil Corp | $55.69M | 6.5% |
| Qualcomm INC/DE | $27.00M | 3.1% |
| Intel Corp | $25.68M | 3.0% |
| Occidental Pete Corp | $23.72M | 2.7% |
| Chubb Ltd | $20.04M | 2.3% |
| Merck & Co., Inc. | $19.47M | 2.3% |
| Johnson & Johnson | $17.59M | 2.0% |
| Occidental Petroleum Corp /De | $17.09M | 2.0% |
| Vanguard Index Fds | $15.50M | 1.8% |
| Rocket Companies, Inc. | $14.63M | 1.7% |
| iShares Tr | $13.13M | 1.5% |
| J P Morgan Exchange Traded F | $12.96M | 1.5% |
| VanEck ETF Trust | $12.39M | 1.4% |
| Altria Group, Inc. | $11.89M | 1.4% |
| General Mills Inc | $11.61M | 1.3% |
| Pepsico Inc | $11.55M | 1.3% |
| Pfizer Inc | $10.14M | 1.2% |
| Chevron Corp | $10.13M | 1.2% |
| Ea Series Trust | $9.93M | 1.2% |
| First Tr Exch Traded Fd III | $9.41M | 1.1% |
| J P Morgan Exchange Traded F | $9.30M | 1.1% |
| J P Morgan Exchange Traded F | $9.24M | 1.1% |
| British Amern Tob PLC | $9.00M | 1.0% |
| Vanguard Scottsdale Fds | $8.29M | 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.