Philip James Wealth Mangement, Llc Portfolio Stock Holdings

Philip James Wealth Mangement, Llc disclosed 157 stock positions valued at approximately $869.7 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, EXXON MOBIL CORP, and OCCIDENTAL PETE CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.

Report Period
March 31, 2026
No. of Stocks
157
Portfolio Value
$869.7M
Holdings by Sector
Philip James Wealth Mangement, Llc Portfolio Holdings in Q1 2026

149 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services24.05%436,381-1,673-0.38%$209,113,775
EXXON MOBIL CORPXOMEnergy8.59%440,240-22,570-4.88%$74,691,148
OCCIDENTAL PETE CORPOXY-WSOther5.75%1,167,341-63,534-5.16%$50,010,489
CHUBB LTD SWITZCBFinancial Services3.42%91,299+27,099+42.21%$29,756,958
OCCIDENTAL PETE CORPOXYEnergy3.16%423,306+7,813+1.88%$27,514,912
INTEL CORPINTCTechnology3.05%601,782-94,052-13.52%$26,556,640
QUALCOMM INCQCOMTechnology2.90%195,650+37,823+23.96%$25,195,807
MERCK & CO INCMRKHealthcare2.55%184,582-395-0.21%$22,203,372
JOHNSON & JOHNSONJNJHealthcare2.37%84,145-870-1.02%$20,568,424
CHEVRON CORPORATIONCVXEnergy1.55%65,202-1,287-1.94%$13,490,305
ALTRIA GROUP INCMOConsumer Defensive1.48%194,580-11,576-5.62%$12,840,345
PEPSICO INCPEPConsumer Defensive1.44%80,621+174+0.22%$12,519,703
GENERAL MILLS INCGISConsumer Defensive1.43%335,134+85,518+34.26%$12,473,687
PFIZER INCPFEHealthcare1.33%411,774+4,564+1.12%$11,562,623
ROCKET COS INCRKTFinancial Services1.22%744,381-11,177-1.48%$10,607,429
VANGUARD INDEX FDSVTIOther1.19%32,248-13,986-30.25%$10,345,633
PAYPAL HLDGS INCPYPLFinancial Services1.12%215,401+159,591+285.95%$9,742,587
CONOCOPHILLIPSCOPEnergy1.07%70,302-928-1.30%$9,279,864
ISHARES TRDGROOther1.04%128,961-60,230-31.84%$9,050,493
FEDEX CORPFDXIndustrials1.02%24,960-277-1.10%$8,890,253
BRITISH AMERN TOB PLCBTIConsumer Defensive0.99%147,738-11,275-7.09%$8,638,241
J P MORGAN EXCHANGE TRADED FHELOOther0.96%131,134-64,005-32.80%$8,380,790
DEVON ENERGY CORP NEWDVNEnergy0.92%158,530-2,838-1.76%$7,977,230
VANECK ETF TRUSTMOATOther0.91%81,617-38,017-31.78%$7,892,377
NORDIC AMERICAN TANKERS LIMIG65773106Other0.89%1,317,587+574+0.04%$7,721,060
SIMPLIFY EXCHANGE TRADED FUNCTAOther0.75%215,825-81,056-27.30%$6,522,245
FIRST TR EXCH TRADED FD IIIFTLSOther0.75%92,448-40,117-30.26%$6,504,659
BANK AMERICA CORPBACFinancial Services0.75%133,171-10,043-7.01%$6,492,086
DIAGEO PLCDEOConsumer Defensive0.71%83,405+21,913+35.64%$6,209,502
J P MORGAN EXCHANGE TRADED FJCPBOther0.71%131,253-65,220-33.20%$6,179,378
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical0.66%45,555-10,583-18.85%$5,715,330
VANGUARD SCOTTSDALE FDSVONGOther0.61%48,580-19,477-28.62%$5,328,780
LISTED FDS TRINFLOther0.61%102,071-45,942-31.04%$5,313,837
HERSHEY COHSYConsumer Defensive0.60%25,293-48-0.19%$5,258,162
APPLE INCAAPLTechnology0.59%20,315-287-1.39%$5,155,676
FIRST TR EXCHNG TRADED FD VIUCONOther0.54%189,694-48,882-20.49%$4,698,724
BROWN FORMAN CORPBF-BConsumer Defensive0.54%176,509+19,888+12.70%$4,666,898
J P MORGAN EXCHANGE TRADED FJPSTOther0.53%90,974-91,713-50.20%$4,604,179
ALLY FINL INCALLYFinancial Services0.52%115,730-14,921-11.42%$4,540,089
COCA COLA COKOConsumer Defensive0.47%53,507-1,160-2.12%$4,069,227
ELI LILLY & COLLYHealthcare0.45%4,295+8+0.19%$3,950,253
US BANCORPUSBFinancial Services0.44%73,756-2,140-2.82%$3,836,040
KRAFT HEINZ COKHCConsumer Defensive0.44%169,155+24,516+16.95%$3,804,296
INTERNATIONAL BUSINESS MACHSIBMTechnology0.42%15,147-386-2.49%$3,671,423
HOME DEPOT INCHDConsumer Cyclical0.41%10,792-824-7.09%$3,549,244
VIATRIS INCVTRSHealthcare0.41%260,728-8,931-3.31%$3,522,435
AMGEN INCAMGNHealthcare0.37%9,051-390-4.13%$3,184,705
TESLA INCTSLAConsumer Cyclical0.36%8,458+232+2.82%$3,144,262
LOWES COS INCLOWConsumer Cyclical0.36%13,088-200-1.51%$3,092,515
NOVO-NORDISK A SNVOHealthcare0.36%84,135+84,135+100.00%$3,091,961
CISCO SYS INCCSCOTechnology0.34%38,076-3,880-9.25%$2,954,284
WISDOMTREE TRDGRSOther0.34%55,201-21,942-28.44%$2,923,347
ISHARES TRACWXOther0.33%41,983-4,642-9.96%$2,874,573
AMERICAN CENTY ETF TRAVEMOther0.32%34,249-15,420-31.05%$2,759,784
SLB LIMITEDSLBEnergy0.31%52,148+369+0.71%$2,679,886
SMUCKER J M COSJMConsumer Defensive0.30%26,850+1,522+6.01%$2,589,414
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services0.25%3--$2,154,420
NVIDIA CORPORATIONNVDATechnology0.25%12,312+1,519+14.07%$2,147,145
GILEAD SCIENCES INCGILDHealthcare0.22%13,707-1,976-12.60%$1,910,345
AMAZON COM INCAMZNConsumer Cyclical0.21%8,727+57+0.66%$1,817,572
RIO TINTO PLCRIOBasic Materials0.19%18,096-1,710-8.63%$1,688,176
J P MORGAN EXCHANGE TRADED FJMUBOther0.19%32,203-4,125-11.35%$1,609,830
SOLVENTUM CORPSOLVHealthcare0.18%24,155-5,954-19.77%$1,577,321
PAYCOM SOFTWARE INCPAYCTechnology0.18%12,880-19,060-59.67%$1,565,435
NETAPP INCNTAPTechnology0.17%14,406-948-6.17%$1,475,030
HP INCHPQTechnology0.17%74,741-63,430-45.91%$1,435,783
CAMBRIA ETF TRTAILOther0.16%119,802-48,209-28.69%$1,402,881
JPMORGAN CHASE & COJPMFinancial Services0.15%4,519-767-14.51%$1,329,419
J P MORGAN EXCHANGE TRADED FJMSTOther0.14%24,064-22,217-48.00%$1,226,780
MICRON TECHNOLOGY INCMUTechnology0.14%3,602-871-19.47%$1,216,936
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.13%2,570-58-2.21%$1,147,608
PHILLIPS 66PSXEnergy0.12%5,821-50-0.85%$1,060,536
FIRST TR EXCH TRADED FD IIIFMBOther0.12%20,756-1,249-5.68%$1,051,483
MICROSOFT CORPMSFTTechnology0.11%2,686-74-2.68%$994,208
FRANKLIN TEMPLETON ETF TRFLMIOther0.11%39,513+867+2.24%$979,527
NXP SEMICONDUCTORS N VN6596X109Other0.11%4,941-348-6.58%$972,685
ALPHABET INCGOOGLCommunication Services0.11%3,332-150-4.31%$958,168
RTX CORPORATIONRTXIndustrials0.11%4,923-465-8.63%$949,647
ALPHABET INCGOOGCommunication Services0.11%3,202-280-8.04%$918,605
CHECK POINT SOFTWARE TECH LTCHKPOther0.10%6,192+1,463+30.94%$884,527
SPHERE ENTERTAINMENT COSPHRCommunication Services0.10%7,435-39-0.52%$872,869
UNITED THERAPEUTICS CORP DELUTHRHealthcare0.09%1,325--$785,699
PHILIP MORRIS INTL INCPMConsumer Defensive0.09%4,730-24-0.50%$782,025
AT&T INCTCommunication Services0.09%26,615-306-1.14%$771,576
3M COMMMIndustrials0.09%5,273-1,928-26.77%$765,798
RED ROCK RESORTS INCRRRConsumer Cyclical0.09%14,000-180-1.27%$747,040
GENERAC HLDGS INCGNRCIndustrials0.08%3,576-3,918-52.28%$698,500
CROWDSTRIKE HLDGS INCCRWDTechnology0.08%1,770-49-2.69%$691,026
VERTIV HOLDINGS COVRTIndustrials0.08%2,716-16-0.59%$680,595
M & T BK CORPMTBFinancial Services0.08%3,262--$674,321
VALARIS LTDVALEnergy0.08%6,873-104-1.49%$673,829
FIRST BUSEY CORPBUSEFinancial Services0.08%26,366--$666,269
CELANESE CORP DELCEBasic Materials0.08%10,014-991-9.00%$658,621
CARDINAL HEALTH INCCAHHealthcare0.07%3,082+32+1.05%$651,257
AMERICAN EXPRESS COAXPFinancial Services0.07%2,109--$637,930
HONEYWELL INTL INCHONIndustrials0.07%2,701-8-0.30%$610,530
ORGANON & COOGNHealthcare0.07%100,796-128,434-56.03%$603,768
CATERPILLAR INCCATIndustrials0.07%820-385-31.95%$581,056
CSX CORPCSXIndustrials0.07%13,971--$573,510
VANGUARD INDEX FDSVOOOther0.06%940--$561,860