13F Insight
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DOSSIER · 13F-HR · Q3 2026

PHILLIPS FINANCIAL MANAGEMENT, LLC

$1.3B in tracked AUM across 282 positions as of Q3 2026.

PF
CIK 0001350660 · last filed Sep 30, 2026
Total AUM
$1.3B
as of Q3 2026
Holdings
282
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
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Filing history

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