13F Insight
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DOSSIER · 13F-HR · Q1 2026

PHILLIPS FINANCIAL MANAGEMENT, LLC

$1.4B in tracked AUM across 283 positions as of Q1 2026.

PF
CIK 0001350660 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
283
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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Filing history

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