Holders — by stockHoldings — by fund
Phillips Wealth Planners LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001962628
$135.8M
disclosed book value
217
positions
4.6%
largest position share
Positions, as of 2026-06-30
top 100 of 217 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 9,082 | $6.2M | 4.6% |
| 2 | MSFTMICROSOFT CORP | 9,063 | $3.5M | 2.6% |
| 3 | AVGOBROADCOM INC | 6,806 | $2.5M | 1.9% |
| 4 | JPMJPMORGAN CHASE & CO | 7,254 | $2.5M | 1.8% |
| 5 | XLKSELECT SECTOR SPDR TR | 13,679 | $2.5M | 1.8% |
| 6 | IEURISHARES TR | 28,719 | $2.2M | 1.6% |
| 7 | AAPLAPPLE INC | 6,474 | $2.0M | 1.5% |
| 8 | ABBVABBVIE INC | 7,574 | $1.9M | 1.4% |
| 9 | XLFSELECT SECTOR SPDR TR | 34,036 | $1.9M | 1.4% |
| 10 | WMTWALMART INC | 17,019 | $1.9M | 1.4% |
| 11 | VEUVANGUARD INTL EQUITY INDEX F | 21,325 | $1.8M | 1.3% |
| 12 | WMBWILLIAMS COS INC | 23,357 | $1.8M | 1.3% |
| 13 | TJXTJX COS INC NEW | 11,041 | $1.7M | 1.3% |
| 14 | GOOGLALPHABET INC | 4,591 | $1.7M | 1.2% |
| 15 | BRK/ABERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 1.1% |
| 16 | JNJJOHNSON & JOHNSON | 5,636 | $1.5M | 1.1% |
| 17 | CVXCHEVRON CORPORATION | 8,284 | $1.4M | 1.1% |
| 18 | PNCPNC FINL SVCS GROUP INC | 5,522 | $1.4M | 1% |
| 19 | AMDADVANCED MICRO DEVICES INC | 2,708 | $1.4M | 1% |
| 20 | PMPHILIP MORRIS INTL INC | 7,364 | $1.4M | 1% |
| 21 | SGOVISHARES TR | 13,640 | $1.4M | 1% |
| 22 | TXNTEXAS INSTRS INC | 4,585 | $1.3M | 1% |
| 23 | HDHOME DEPOT INC | 3,804 | $1.3M | 1% |
| 24 | DUKDUKE ENERGY CORP NEW | 10,219 | $1.3M | 1% |
| 25 | MCDMCDONALDS CORP | 4,578 | $1.3M | 1% |
| 26 | AGGISHARES TR | 13,117 | $1.3M | 0.9% |
| 27 | XLVSELECT SECTOR SPDR TR | 7,518 | $1.2M | 0.9% |
| 28 | KOCOCA COLA CO | 14,508 | $1.2M | 0.9% |
| 29 | VVISA INC | 3,311 | $1.2M | 0.9% |
| 30 | GSGOLDMAN SACHS GROUP INC | 1,084 | $1.1M | 0.8% |
| 31 | ASTRAZENECA PLC | 5,605 | $1.1M | 0.8% |
| 32 | AMGNAMGEN INC | 2,870 | $1.1M | 0.8% |
| 33 | CMECME GROUP INC | 4,375 | $1.1M | 0.8% |
| 34 | PGPROCTER & GAMBLE CO | 6,892 | $1.1M | 0.8% |
| 35 | MEDTRONIC PLC | 12,236 | $1.0M | 0.8% |
| 36 | METAMETA PLATFORMS INC | 1,615 | $994,162 | 0.7% |
| 37 | IJRISHARES TR | 6,660 | $968,297 | 0.7% |
| 38 | TOTALENERGIES SE | 12,402 | $966,860 | 0.7% |
| 39 | NVDANVIDIA CORPORATION | 4,903 | $965,548 | 0.7% |
| 40 | XLCSELECT SECTOR SPDR TR | 8,525 | $946,446 | 0.7% |
| 41 | WFCWELLS FARGO & CO | 10,609 | $924,893 | 0.7% |
| 42 | IBMINTERNATIONAL BUSINESS MACHS | 2,960 | $906,145 | 0.7% |
| 43 | UNPUNION PAC CORP | 3,190 | $903,153 | 0.7% |
| 44 | SBUXSTARBUCKS CORP | 8,345 | $864,625 | 0.6% |
| 45 | MRKMERCK & CO INC | 6,685 | $861,429 | 0.6% |
| 46 | APDAIR PRODUCTS AND CHEMICALS I | 2,667 | $813,568 | 0.6% |
| 47 | ABTABBOTT LABORATORIES | 8,398 | $804,864 | 0.6% |
| 48 | AMZNAMAZON COM INC | 3,229 | $794,269 | 0.6% |
| 49 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,833 | $792,901 | 0.6% |
| 50 | TSLATESLA INC | 1,950 | $785,655 | 0.6% |
| 51 | AFLAFLAC INC | 6,439 | $782,274 | 0.6% |
| 52 | CATCATERPILLAR INC | 795 | $747,395 | 0.6% |
| 53 | VIGVANGUARD SPECIALIZED FUNDS | 3,112 | $743,425 | 0.5% |
| 54 | APHAMPHENOL CORP | 4,526 | $717,869 | 0.5% |
| 55 | LINDE PLC | 1,329 | $715,308 | 0.5% |
| 56 | GEVGE VERNOVA INC | 650 | $700,102 | 0.5% |
| 57 | ROYALTY PHARMA PLC | 11,929 | $689,496 | 0.5% |
| 58 | LLYELI LILLY & CO | 554 | $684,500 | 0.5% |
| 59 | EQIXEQUINIX INC | 666 | $681,271 | 0.5% |
| 60 | UNHUNITEDHEALTH GROUP INC | 1,516 | $649,136 | 0.5% |
| 61 | BLKBLACKROCK INC | 630 | $635,941 | 0.5% |
| 62 | NEENEXTERA ENERGY INC | 7,111 | $629,110 | 0.5% |
| 63 | TRANE TECHNOLOGIES PLC | 1,318 | $627,025 | 0.5% |
| 64 | IEFAISHARES TR | 6,390 | $619,894 | 0.5% |
| 65 | BTIBRITISH AMERN TOB PLC | 10,024 | $619,483 | 0.5% |
| 66 | CHUBB LIMITED | 1,724 | $619,433 | 0.5% |
| 67 | EATON CORP PLC | 1,541 | $609,743 | 0.4% |
| 68 | WECWEC ENERGY GROUP INC | 5,100 | $600,168 | 0.4% |
| 69 | AXPAMERICAN EXPRESS CO | 1,697 | $593,237 | 0.4% |
| 70 | PEPPEPSICO INC | 4,040 | $585,719 | 0.4% |
| 71 | VZVERIZON COMMUNICATIONS INC | 13,463 | $573,383 | 0.4% |
| 72 | COSTCOSTCO WHOLESALE CORPORATION | 600 | $568,500 | 0.4% |
| 73 | DEDEERE & CO | 939 | $566,790 | 0.4% |
| 74 | ASML HLDG NV | 322 | $562,624 | 0.4% |
| 75 | RSGREPUBLIC SVCS INC | 2,529 | $562,601 | 0.4% |
| 76 | ICEINTERCONTINENTAL EXCHANGE IN | 4,123 | $562,583 | 0.4% |
| 77 | ULUNILEVER PLC | 8,955 | $561,837 | 0.4% |
| 78 | WSOWATSCO INC | 1,407 | $547,904 | 0.4% |
| 79 | ORCLORACLE CORP | 3,849 | $545,066 | 0.4% |
| 80 | AMTAMERICAN TOWER CORP | 3,094 | $511,284 | 0.4% |
| 81 | IBBISHARES TR | 2,520 | $499,540 | 0.4% |
| 82 | RYROYAL BK CDA | 2,382 | $498,005 | 0.4% |
| 83 | TAT&T INC | 22,751 | $479,808 | 0.4% |
| 84 | ARKKARK ETF TR | 5,865 | $476,179 | 0.4% |
| 85 | BILSPDR SERIES TRUST | 5,188 | $474,443 | 0.3% |
| 86 | WELLWELLTOWER INC | 1,992 | $473,279 | 0.3% |
| 87 | GILDGILEAD SCIENCES INC | 3,450 | $470,421 | 0.3% |
| 88 | IYTISHARES TR | 5,361 | $467,318 | 0.3% |
| 89 | XLYSELECT SECTOR SPDR TR | 3,970 | $466,038 | 0.3% |
| 90 | MDLZMONDELEZ INTL INC | 7,716 | $464,658 | 0.3% |
| 91 | XLUSELECT SECTOR SPDR TR | 10,134 | $463,124 | 0.3% |
| 92 | XLBSELECT SECTOR SPDR TR | 8,947 | $460,860 | 0.3% |
| 93 | IGMISHARES TR | 2,877 | $450,682 | 0.3% |
| 94 | PGRPROGRESSIVE CORP | 1,922 | $450,517 | 0.3% |
| 95 | IJHISHARES TR | 5,938 | $448,141 | 0.3% |
| 96 | EWBCEAST WEST BANCORP INC | 3,419 | $446,145 | 0.3% |
| 97 | STERIS PLC | 2,066 | $444,996 | 0.3% |
| 98 | IFFINTERNATIONAL FLAVORS&FRAGRA | 5,373 | $439,673 | 0.3% |
| 99 | MAMASTERCARD INCORPORATED | 826 | $439,118 | 0.3% |
| 100 | DKSDICKS SPORTING GOODS INC | 1,958 | $436,889 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.