Phillips Wealth Planners Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Phillips Wealth Planners Llc disclosed 213 stock positions valued at approximately $135.76M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, MICROSOFT CORP, and BROADCOM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 213
- Portfolio Value
- $135.76M
Holdings by Sector
Phillips Wealth Planners Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 4.60% | 9,082 | -349 | -3.70% | $6,240,061 |
| MICROSOFT CORP | MSFT | Technology | 2.60% | 9,063 | +423 | +4.90% | $3,524,110 |
| BROADCOM INC | AVGO | Technology | 1.86% | 6,806 | +24 | +0.35% | $2,523,529 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.81% | 7,254 | +13 | +0.18% | $2,460,754 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.81% | 13,679 | -17 | -0.12% | $2,451,003 |
| ISHARES TR | IEUR | Other | 1.60% | 28,719 | +6,692 | +30.38% | $2,170,008 |
| APPLE INC | AAPL | Technology | 1.48% | 6,474 | +143 | +2.26% | $2,011,351 |
| ABBVIE INC | ABBV | Healthcare | 1.42% | 7,574 | +852 | +12.67% | $1,928,719 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.41% | 34,036 | +1,216 | +3.71% | $1,907,718 |
| WALMART INC | WMT | Consumer Defensive | 1.40% | 17,019 | +32 | +0.19% | $1,898,263 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.30% | 21,325 | +629 | +3.04% | $1,768,696 |
| WILLIAMS COS INC | WMB | Energy | 1.29% | 23,357 | +114 | +0.49% | $1,753,644 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.25% | 11,041 | -131 | -1.17% | $1,701,529 |
| ALPHABET INC | GOOGL | Communication Services | 1.24% | 4,591 | +71 | +1.57% | $1,685,035 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.11% | 2 | - | - | $1,512,000 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.11% | 5,636 | +593 | +11.76% | $1,506,165 |
| CHEVRON CORPORATION | CVX | Energy | 1.06% | 8,284 | +724 | +9.58% | $1,441,487 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 1.03% | 5,522 | -418 | -7.04% | $1,402,643 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.03% | 2,708 | +11 | +0.41% | $1,397,626 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.02% | 7,364 | +356 | +5.08% | $1,382,886 |
| ISHARES TR | SGOV | Other | 1.01% | 13,640 | -1,656 | -10.83% | $1,370,274 |
| TEXAS INSTRS INC | TXN | Technology | 0.99% | 4,585 | -267 | -5.50% | $1,344,781 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.97% | 3,804 | +31 | +0.82% | $1,313,179 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.97% | 10,219 | -1,023 | -9.10% | $1,310,280 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.95% | 4,578 | +125 | +2.81% | $1,291,957 |
| ISHARES TR | AGG | Other | 0.95% | 13,117 | -346 | -2.57% | $1,288,221 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.91% | 7,518 | +653 | +9.51% | $1,236,260 |
| COCA COLA CO | KO | Consumer Defensive | 0.90% | 14,508 | -652 | -4.30% | $1,219,397 |
| VISA INC | V | Financial Services | 0.86% | 3,311 | -292 | -8.10% | $1,166,134 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.83% | 1,084 | -188 | -14.78% | $1,130,590 |
Showing 30 of 213 holdings in the latest reporting period.