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

Phillips Wealth Planners LLC

$133M in tracked AUM across 210 positions as of Q1 2026.

PW
CIK 0001962628 · last filed Mar 31, 2026
Total AUM
$133M
as of Q1 2026
Holdings
210
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Phillips Wealth Planners LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$6M9K4.8%02
MSFT
MICROSOFT CORP
$4M9K2.7%03
AVGO
BROADCOM INC
$3M7K2.2%04
XLK
SELECT SECTOR SPDR TR
$2M14K1.8%05
JPM
JPMORGAN CHASE & CO
$2M7K1.6%06
WMT
WALMART INC
$2M17K1.6%07
AAPL
APPLE INC
$2M6K1.4%08
GOOGL
ALPHABET INC
$2M5K1.3%09
WMB
WILLIAMS COS INC
$2M23K1.3%10
VEU
VANGUARD INTL EQUITY INDEX F
$2M21K1.3%

Filing history

2026Q1Mar 31
$133M▲ 6.6%
210 positionsView →2025Q4Dec 31
$125M▲ 3.5%
188 positionsView →2025Q3Sep 30
$120M▲ 9.1%
201 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$76M▲ 0.8%
148 positionsLocked
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