Phoenix Wealth Advisors Q2 2026 Portfolio Activity: Significant Increases in ETF Holdings

As of June 30th, 2026, Phoenix Wealth Advisors (phoenix-wealth-advisors) has reported notable changes in its portfolio holdings compared to the previous quarter. The total portfolio value increased significantly during this period.

Key Purchases: Concentrated Growth in ETFs

The investor's activity was dominated by substantial increases across various Exchange Traded Funds (ETFs). This quarter saw a particularly strong focus on expanding positions within the fixed income and tax-managed sectors, as well as adding exposure to popular large-cap stocks.

• Phoenix Wealth Advisors significantly boosted its position in J P Morgan Exchange Traded Fund (JPST) by over 538,000 shares. This substantial increase contributed directly to the portfolio's growth and now accounts for 16.97% of the total value.
• The PGIM ETF Trust (PULS) also saw a major addition with an increase of more than 61,000 shares, representing a significant 61.32% share growth over the quarter and now holds 2.81% allocation.
• A considerable purchase was made in SPDR Series Trust Shares (SPYD), adding nearly 50,000 shares at an 83.7% increase from prior period holdings.
• The IShares Treasury Bond ETF (GOVT) received a notable addition with more than 34,000 additional shares purchased during the quarter.
• Vanguard Tax-Managed Fund Shares (VEA) were increased by over 8,000 shares, albeit at a smaller percentage change of just 4.0% from prior period.
• ISHares Core Small-Cap Growth ETF (ISCF) also saw an increase in holdings with more than 15,000 additional shares purchased during the quarter.

Sector Shifts and Technology Focus

The significant purchases primarily targeted fixed income and tax-managed sectors. The total value allocated to 'Unknown' sector holdings (which includes ETFs without specified sub-sectors) increased substantially, now accounting for 61.64% of the portfolio.

• In contrast, Technology sector allocation saw an increase from 11.98% in prior data to a current total value allocation of $35.25 million (though not explicitly listed as 'Technology' in changed_holdings). This suggests targeted buying within tech stocks or tax-managed funds focused on tech.
• Financial Services holdings also increased, now totaling $18.55 million and representing 6.31% of the portfolio value.

Mixed Activity in Consumer Sectors

In the consumer-related sectors, activity was mixed. While there were increases in holdings for some ETFs linked to these areas, a decrease occurred in one specific stock position.

• The IShares Amplify Dividend Achievers Select ETF (DIVO) experienced a reduction of nearly 5,000 shares during the quarter, resulting in a slight negative change and now holds 2.52% allocation.
• A new position was initiated with Service Corp Intl (SCI), adding all 18,475 shares held today at a 100% increase from prior period.

Diversification and Other Changes

Additionally, Phoenix Wealth Advisors increased its stake in IShares Core Small-Cap Growth ETF (SPEM) by over 3,600 shares. The portfolio also saw a small increase in Wells Fargo & Co (WFC), adding all 23,996 shares held today at an approximately 10% increase from prior period.

Furthermore, the investor added exposure to several other ETFs including VUANGARD Index Fund Shares (VUG) and KOCA COLA CO (KO). The portfolio also includes holdings in JEFFERSON-PENN TR Fd (JNPT), though specific changes for that symbol are not detailed here.

Conclusion: Overall Portfolio Expansion

In summary, Phoenix Wealth Advisors' portfolio saw substantial expansion this quarter through concentrated buying activity primarily focused on Exchange Traded Funds. The investor significantly increased positions in JPST (16.97%), PULS (2.81%), SPYD (1.75%), GOVT (3.64%), VEA (5.26%) and ISCF (4.06%). While the portfolio percentage allocation for some holdings like DIVO decreased slightly, overall asset growth was evident.