DOSSIER · 13F-HR · Q1 2026

Phil A. Younker & Associates, Ltd.

$150M in tracked AUM across 36 positions as of Q1 2026.

PA
CIK 0002063635 · last filed Mar 31, 2026
Total AUM
$150M
as of Q1 2026
Holdings
36
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Phil A. Younker & Associates, Ltd. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHZ
SCHWAB STRATEGIC TR
$36M1.6M24.3%
02
SCHB
SCHWAB STRATEGIC TR
$27M1.1M17.8%
03
MINT
PIMCO ETF TR
$20M196K13.1%
04
AOR
ISHARES TR
$11M176K7.6%
05
SCHD
SCHWAB STRATEGIC TR
$8M274K5.6%
06
GAL
SSGA ACTIVE ETF TR
$8M165K5.4%
07
SCHF
SCHWAB STRATEGIC TR
$7M291K4.8%
08
SCHX
SCHWAB STRATEGIC TR
$4M137K2.3%
09
LQD
ISHARES TR
$3M30K2.2%
10
SCHA
SCHWAB STRATEGIC TR
$3M104K2.0%

Filing history

2026Q1Mar 31
$150M 4.6%
36 positionsView →
2025Q4Dec 31
$143M 9.9%
36 positionsView →
2025Q3Sep 30
$131M 28.7%
33 positionsView →
2025Q2Jun 30
$101M 587.6%
29 positionsLocked
2025Q1Mar 31
$15M 4.1%
9 positionsLocked
2024Q4Dec 31
$15M
8 positionsLocked