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

Phoenix Wealth Advisors

$297M in tracked AUM across 129 positions as of Q2 2026.

PW
CIK 0001842362 · last filed Jun 30, 2026
Total AUM
$297M
as of Q2 2026
Holdings
129
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Phoenix Wealth Advisors 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
JPST
J P MORGAN EXCHANGE TRADED F
$50M995K17.0%02
VEA
VANGUARD TAX-MANAGED FDS
$16M219K5.3%03
JMST
J P MORGAN EXCHANGE TRADED F
$13M261K4.5%04
ISCF
ISHARES TR
$12M278K4.1%05
GOVT
ISHARES TR
$11M474K3.6%06
IUSG
ISHARES TR
$9M48K3.1%07
AAPL
APPLE INC
$9M31K3.0%08
PULS
PGIM ETF TR
$8M168K2.8%09
DIVO
AMPLIFY ETF TR
$7M163K2.5%10
MSFT
MICROSOFT CORP
$7M19K2.5%

Filing history

2026Q2Jun 30
$297M▲ 17.1%
129 positionsView →2026Q1Mar 31
$253M▼ 2.6%
126 positionsView →2025Q4Dec 31
$260M▼ 0.1%
127 positionsView →2025Q3Sep 30
$260M▲ 9.0%
131 positionsView →2025Q2Jun 30
$239M▲ 4.0%
125 positionsLocked2025Q1Mar 31
$229M▼ 0.5%
124 positionsLocked2024Q4Dec 31
$231M▲ 7.0%
120 positionsLocked2024Q3Sep 30
$215M▲ 8.1%
122 positionsLocked2024Q2Jun 30
$199M▲ 21.4%
128 positionsLocked2024Q1Mar 31
$164M▲ 14.3%
112 positionsLocked2023Q4Dec 31
$144M▼ 15.6%
111 positionsLocked2023Q3Sep 30
$170M▼ 0.9%
107 positionsLocked
Showing 12 of 23