13F Insight
DOSSIER · 13F-HR · Q2 2026

Phillips Wealth Planners LLC

$136M in tracked AUM across 217 positions as of Q2 2026.

PW
CIK 0001962628 · last filed Jun 30, 2026
Total AUM
$136M
as of Q2 2026
Holdings
217
—
positions
Whale Score
41
41
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Phillips Wealth Planners LLC 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
VOO
VANGUARD INDEX FDS
$6M9K4.6%02
MSFT
MICROSOFT CORP
$4M9K2.6%03
AVGO
BROADCOM INC
$3M7K1.9%04
JPM
JPMORGAN CHASE & CO
$2M7K1.8%05
XLK
SELECT SECTOR SPDR TR
$2M14K1.8%06
IEUR
ISHARES TR
$2M29K1.6%07
AAPL
APPLE INC
$2M6K1.5%08
ABBV
ABBVIE INC
$2M8K1.4%09
XLF
SELECT SECTOR SPDR TR
$2M34K1.4%10
WMT
WALMART INC
$2M17K1.4%

Filing history

2026Q2Jun 30
$136M▲ 2.1%
217 positionsView →2026Q1Mar 31
$133M▲ 6.6%
210 positionsView →2025Q4Dec 31
$125M▲ 3.5%
188 positionsView →2025Q3Sep 30
$120M▲ 9.1%
201 positionsLocked2025Q2Jun 30
$110M▲ 16.6%
188 positionsLocked2025Q1Mar 31
$95M▼ 5.5%
173 positionsLocked2024Q4Dec 31
$100M▼ 4.1%
176 positionsLocked2024Q3Sep 30
$104M▲ 10.0%
194 positionsLocked2024Q2Jun 30
$95M▲ 9.1%
177 positionsLocked2024Q1Mar 31
$87M▲ 4.7%
174 positionsLocked2023Q4Dec 31
$83M▲ 12.4%
155 positionsLocked2023Q3Sep 30
$74M▼ 3.1%
146 positionsLocked
Showing 12 of 15