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

Phoenix Wealth Advisors

Phoenix Wealth's asset manager based in Greenwich, CT — $253M in tracked AUM across 126 positions as of Q1 2026.

PW
Phoenix Wealth·Greenwich, CT·Asset Manager
CIK 0001842362 · last filed Mar 31, 2026
Total AUM
$253M
▼ 16.7%
vs prior
Holdings
126
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Phoenix Wealth Advisors 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
JPST
J P MORGAN EXCHANGE TRADED F
$33M647K12.9%
02
VEA
VANGUARD TAX-MANAGED FDS
$13M210K5.3%
03
ISCF
ISHARES TR
$11M262K4.3%
04
JMST
J P MORGAN EXCHANGE TRADED F
$10M205K4.1%
05
GOVT
ISHARES TR
$10M440K4.0%
06
AAPL
APPLE INC
$8M31K3.1%
07
DIVO
AMPLIFY ETF TR
$8M168K3.0%
08
MSFT
MICROSOFT CORP
$7M20K2.9%
09
IUSG
ISHARES TR
$7M47K2.9%
10
RSP
INVESCO EXCHANGE TRADED FD T
$6M29K2.2%

Filing history

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