DOSSIER · 13F-HR · Q2 2026

Phil A. Younker & Associates, Ltd.

$148M in tracked AUM across 29 positions as of Q2 2026.

PA
CIK 0002063635 · last filed Jun 30, 2026
Total AUM
$148M
as of Q2 2026
Holdings
29
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Phil A. Younker & Associates, Ltd. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHZ
SCHWAB STRATEGIC TR
$33M1.4M22.1%
02
SCHB
SCHWAB STRATEGIC TR
$27M926K18.1%
03
MINT
PIMCO ETF TR
$22M222K15.1%
04
AOR
ISHARES TR
$11M158K7.4%
05
SCHD
SCHWAB STRATEGIC TR
$11M343K7.3%
06
GAL
SSGA ACTIVE ETF TR
$9M164K5.8%
07
SCHF
SCHWAB STRATEGIC TR
$8M307K5.7%
08
SCHX
SCHWAB STRATEGIC TR
$5M168K3.3%
09
SCHA
SCHWAB STRATEGIC TR
$4M104K2.5%
10
LQD
ISHARES TR
$3M30K2.2%

Filing history

2026Q2Jun 30
$148M 1.1%
29 positionsView →
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