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Holders — by stockHoldings — by fund

Phillip James Consulting Co.

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 2111830

$149.6M

disclosed book value

332

positions

10.2%

largest position share

Positions, as of 2026-06-30

top 100 of 332 · 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

#IssuerSharesValue% of book
1EWAISHARES INC170,454$15.3M10.2%
2SCHOSCHWAB STRATEGIC TR488,526$11.8M7.9%
3VTVVANGUARD INDEX FDS50,815$10.5M7%
4SCHBSCHWAB STRATEGIC TR357,939$10.4M6.9%
5SCHVSCHWAB STRATEGIC TR199,843$7.0M4.6%
6WTWISDOMTREE INC89,570$6.7M4.5%
7VBVANGUARD INDEX FDS21,494$6.5M4.4%
8VSSVANGUARD INTL EQUITY INDEX F41,789$6.4M4.3%
9BSVVANGUARD BD INDEX FDS78,750$6.1M4.1%
10EPINHARBOR ETF TRUST212,897$5.9M3.9%
11SCHASCHWAB STRATEGIC TR145,553$5.3M3.5%
12SPYMSPDR SERIES TRUST49,913$4.4M2.9%
13VTIVANGUARD INDEX FDS11,845$4.4M2.9%
14VGTVANGUARD WORLD FD26,080$3.1M2.1%
15SPEMSPDR INDEX SHS FDS55,309$2.9M1.9%
16VEAVANGUARD TAX-MANAGED FDS37,298$2.7M1.8%
17AVDVAMERICAN CENTY ETF TR25,490$2.6M1.8%
18INVESCO LTD88,120$2.4M1.6%
19VOOVANGUARD INDEX FDS5,659$2.4M1.6%
20SCHCSCHWAB STRATEGIC TR43,205$2.1M1.4%
21SPSMSPDR SERIES TRUST35,962$2.1M1.4%
22SCHESCHWAB STRATEGIC TR53,830$2.0M1.3%
23SLYVSPDR SERIES TRUST16,781$1.8M1.2%
24AAPLAPPLE INC6,270$1.8M1.2%
25BRK/BBERKSHIRE HATHAWAY INC DEL3,306$1.7M1.1%
26VXUSVANGUARD STAR FDS14,932$1.3M0.9%
27VWOVANGUARD INTL EQUITY INDEX F19,127$1.1M0.8%
28VCRVANGUARD WORLD FD2,340$928,0670.6%
29VCSHVANGUARD SCOTTSDALE FDS9,683$765,2470.5%
30MEDTRONIC PLC9,683$757,5010.5%
31VHTVANGUARD WORLD FD2,510$750,5150.5%
32SPLVINVESCO EXCH TRADED FD TR II10,001$749,0750.5%
33BRK/ABERKSHIRE HATHAWAY INC DEL1$748,8500.5%
34VUGVANGUARD INDEX FDS8,502$732,3620.5%
35VIGVANGUARD SPECIALIZED FUNDS3,065$725,2410.5%
36VFHVANGUARD WORLD FD4,900$644,8400.4%
37IWVISHARES TR1,361$580,3300.4%
38UNHUNITEDHEALTH GROUP INC1,373$570,4190.4%
39DWXSPDR INDEX SHS FDS11,896$520,5690.3%
40MSFTMICROSOFT CORP1,200$447,6240.3%
41GLWCORNING INC1,440$367,8190.2%
42SHMSPDR SERIES TRUST7,382$354,0780.2%
43VEEVVEEVA SYS INC1,894$336,1280.2%
44GOOGLALPHABET INC915$326,9940.2%
45GOOGALPHABET INC925$326,8300.2%
46VISVANGUARD WORLD FD850$306,3230.2%
47AMDADVANCED MICRO DEVICES INC510$296,2640.2%
48FNDFSCHWAB STRATEGIC TR5,590$294,9280.2%
49AMZNAMAZON COM INC1,226$292,2050.2%
50BBYBEST BUY INC3,547$269,1460.2%
51CSCOCISCO SYS INC2,282$268,0240.2%
52SPYVSPDR SERIES TRUST4,317$262,4300.2%
53LLYELI LILLY & CO207$248,2820.2%
54VTVANGUARD INTL EQUITY INDEX F1,565$245,6270.2%
55JNJJOHNSON & JOHNSON966$245,3350.2%
56TGTTARGET CORP1,868$243,9790.2%
57METAMETA PLATFORMS INC301$169,5500.1%
58AXPAMERICAN EXPRESS CO466$157,6240.1%
59BSXBOSTON SCIENTIFIC CORP3,520$150,2380.1%
60VVISA INC435$149,2440.1%
61TSLATESLA INC326$137,1160.1%
62SPSBSPDR SERIES TRUST4,544$136,3650.1%
63ORLYOREILLY AUTOMOTIVE INC1,455$133,9910.1%
64VVVANGUARD INDEX FDS349$120,0250.1%
65ITWILLINOIS TOOL WKS INC427$115,4910.1%
66WILLIS TOWERS WATSON PLC LTD427$111,6050.1%
67DISDISNEY WALT CO1,136$109,3400.1%
68ROSTROSS STORES INC495$105,3610.1%
69MRKMERCK & CO INC792$101,7720.1%
70VIOOVANGUARD ADMIRAL FDS INC735$101,0920.1%
71AMEAMETEK INC408$98,7120.1%
72BILLBILL HOLDINGS INC1,077$98,6960.1%
73KLACKLA CORP320$96,5470.1%
74TDGTRANSDIGM GROUP INC72$95,9070.1%
75WELLWELLTOWER INC374$84,8870.1%
76DHRDANAHER CORP DEL430$81,9060.1%
77JPMJPMORGAN CHASE & CO240$78,5590.1%
78PGPROCTER & GAMBLE CO523$76,6930.1%
79BNYBANK OF NY MELLON CORP525$75,9200.1%
80CHDCHURCH & DWIGHT CO INC750$72,6600%
81BKNGBOOKING HOLDINGS INC400$71,2960%
82PRUPRUDENTIAL FINL INC660$71,1810%
83BACBANK OF AMER CORP1,231$70,1420%
84ISRAVANECK ETF TRUST3,960$68,7060%
85GISGENERAL MILLS INC1,938$67,4420%
86VOVANGUARD INDEX FDS820$66,0670%
87ULTAULTA BEAUTY INC142$64,0390%
88PHPARKER-HANNIFIN CORP64$62,6000%
89CCITIGROUP INC446$62,4220%
90ECLECOLAB INC219$61,0160%
91LTHLIFE TIME GROUP HOLDINGS INC1,452$59,3000%
92EMREMERSON ELEC CO405$57,9760%
93MCOMOODYS CORP125$56,6150%
94DOVDOVER CORP245$54,9490%
95PEPPEPSICO INC403$54,5660%
96ORCLORACLE CORP360$52,7580%
97ICEINTERCONTINENTAL EXCHANGE IN425$52,3220%
98KOCOCA COLA CO639$51,9320%
99AMPAMERIPRISE FINL INC103$47,2520%
100MSIMOTOROLA SOLUTIONS INC113$46,9280%

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.

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