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.
Phoenix Wealth Advisors (CIK 1842362) reported $253.2M across 126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPST ($32.7M, 12.93%), VEA ($13.5M, 5.32%), ISCF ($11.0M, 4.33%), JMST ($10.4M, 4.13%), GOVT ($10.1M, 3.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $32.7M | 12.93% | 646,844 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $13.5M | 5.32% | 210,378 | Trimmed |
| 3 | ISCF | ISHARES TR | $11.0M | 4.33% | 262,181 | Trimmed |
| 4 | JMST | J P MORGAN EXCHANGE TRADED F | $10.4M | 4.13% | 204,966 | Added |
| 5 | GOVT | ISHARES TR | $10.1M | 3.98% | 439,524 | Added |
| 6 | AAPL | APPLE INC | $7.8M | 3.07% | 30,641 | Trimmed |
| 7 | DIVO | AMPLIFY ETF TR | $7.5M | 2.98% | 168,244 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $7.3M | 2.89% | 19,790 | Trimmed |
| 9 | IUSG | ISHARES TR | $7.2M | 2.85% | 46,544 | Trimmed |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $5.6M | 2.22% | 29,324 | Added |
| 11 | SPYV | SPDR SERIES TRUST | $5.4M | 2.14% | 95,945 | Added |
| 12 | SPEM | SPDR INDEX SHS FDS | $5.2M | 2.06% | 111,075 | Added |
| 13 | PULS | PGIM ETF TR | $5.2M | 2.04% | 104,418 | Trimmed |
| 14 | WMT | WALMART INC | $4.5M | 1.77% | 36,027 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.3M | 1.71% | 9,047 | Hold |
| 16 | ETN | EATON CORP PLC | $4.2M | 1.68% | 11,867 | Trimmed |
| 17 | AVGO | BROADCOM INC | $4.1M | 1.63% | 13,339 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $4.1M | 1.62% | 16,752 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $4.1M | 1.61% | 13,819 | Trimmed |
| 20 | MPC | MARATHON PETE CORP | $3.6M | 1.43% | 14,847 | Trimmed |
| 21 | ADI | ANALOG DEVICES INC | $3.0M | 1.18% | 9,414 | Trimmed |
| 22 | ABBV | ABBVIE INC | $2.8M | 1.12% | 13,039 | Trimmed |
| 23 | CME | CME GROUP INC | $2.8M | 1.10% | 9,433 | Trimmed |
| 24 | SPYD | SPDR SERIES TRUST | $2.7M | 1.07% | 59,264 | Trimmed |
| 25 | MSI | MOTOROLA SOLUTIONS INC | $2.7M | 1.05% | 6,117 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31