Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Phillips Wealth Planners LLC (CIK 1962628) reported $132.9M across 209 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($6.4M, 4.82%), MSFT ($3.6M, 2.68%), AVGO ($2.9M, 2.19%), XLK ($2.4M, 1.83%), WMT ($2.2M, 1.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $6.4M | 4.82% | 9,431 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $3.6M | 2.68% | 8,640 | Added |
| 3 | AVGO | BROADCOM INC | $2.9M | 2.19% | 6,782 | Added |
| 4 | XLK | SELECT SECTOR SPDR TR | $2.4M | 1.83% | 13,696 | Added |
| 5 | WMT | WALMART INC | $2.2M | 1.63% | 16,987 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $2.2M | 1.63% | 7,241 | Trimmed |
| 7 | AAPL | APPLE INC | $1.9M | 1.39% | 6,331 | Added |
| 8 | GOOGL | ALPHABET INC | $1.8M | 1.32% | 4,520 | Trimmed |
| 9 | WMB | WILLIAMS COS INC | $1.7M | 1.30% | 23,243 | Trimmed |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | $1.7M | 1.30% | 20,696 | Trimmed |
| 11 | XLF | SELECT SECTOR SPDR TR | $1.7M | 1.26% | 32,820 | Added |
| 12 | TJX | TJX COS INC NEW | $1.7M | 1.25% | 11,172 | Added |
| 13 | IEUR | ISHARES TR | $1.7M | 1.24% | 22,027 | Added |
| 14 | SGOV | ISHARES TR | $1.5M | 1.16% | 15,296 | New |
| 15 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 1.09% | 2 | Hold |
| 16 | TXN | TEXAS INSTRS INC | $1.4M | 1.09% | 4,852 | Added |
| 17 | DUK | DUKE ENERGY CORP NEW | $1.4M | 1.06% | 11,242 | Added |
| 18 | CVX | CHEVRON CORPORATION | $1.4M | 1.05% | 7,560 | Added |
| 19 | ABBV | ABBVIE INC | $1.4M | 1.03% | 6,722 | Added |
| 20 | AGG | ISHARES TR | $1.3M | 1.00% | 13,463 | Trimmed |
| 21 | PM | PHILIP MORRIS INTL INC | $1.3M | 0.96% | 7,008 | Added |
| 22 | PNC | PNC FINL SVCS GROUP INC | $1.3M | 0.96% | 5,940 | Added |
| 23 | XLC | SELECT SECTOR SPDR TR | $1.3M | 0.95% | 10,972 | Added |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.93% | 2,697 | Trimmed |
| 25 | MCD | MCDONALDS CORP | $1.2M | 0.92% | 4,453 | Added |
Source: SEC Form 13F filings · as of 2026-03-31