Philip James Wealth Mangement, LLC

Portfolio Overview

Philip James Wealth Management, LLC reported a significant expansion in assets under management for the period ending December 31, 2025. The total portfolio value surged by 150.2%, growing from $344.98 million in the previous quarter to $863.15 million. This substantial increase indicates a massive influx of new client capital rather than merely market appreciation of existing assets. The portfolio consists of 170 holdings, suggesting a diversified approach that blends in...