DOSSIER · 13F-HR · Q2 2026

Phillip James Consulting Co.

$150M in tracked AUM across 401 positions as of Q2 2026.

PJ
CIK 0002111830 · last filed Jun 30, 2026
Total AUM
$150M
as of Q2 2026
Holdings
401
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Phillip James Consulting Co. 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
EWA
ISHARES INC
$15M170K10.2%
02
SCHO
SCHWAB STRATEGIC TR
$12M489K7.9%
03
VTV
VANGUARD INDEX FDS
$10M51K7.0%
04
SCHB
SCHWAB STRATEGIC TR
$10M358K6.9%
05
SCHV
SCHWAB STRATEGIC TR
$7M200K4.6%
06
WT
WISDOMTREE INC
$7M90K4.5%
07
VB
VANGUARD INDEX FDS
$7M21K4.4%
08
VSS
VANGUARD INTL EQUITY INDEX F
$6M42K4.3%
09
BSV
VANGUARD BD INDEX FDS
$6M79K4.1%
10
EPIN
HARBOR ETF TRUST
$6M213K3.9%

Filing history

2026Q2Jun 30
$150M 2541.0%
401 positionsView →
2025Q4Dec 31
$6M
95 positionsView →