Phillips Wealth Planners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$132.9M
Q ending 2026-03-31
Prior quarter
$124.6M
Q ending 2025-12-31
Change
+6.6% QoQ · +40.4% YoY
Positions
210
reported holdings
Largest positions
Top 100 of 210 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $6.4M | 9K |
| Microsoft Corp | MSFT | Shares | $3.6M | 9K |
| Broadcom Inc | AVGO | Shares | $2.9M | 7K |
| Select Sector Spdr Tr | XLK | Shares | $2.4M | 14K |
| Jpmorgan Chase & Co | JPM | Shares | $2.2M | 7K |
| Walmart Inc | WMT | Shares | $2.2M | 17K |
| Apple Inc | AAPL | Shares | $1.9M | 6K |
| Alphabet Inc | GOOGL | Shares | $1.8M | 5K |
| Williams Cos Inc | WMB | Shares | $1.7M | 23K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.7M | 21K |
| Select Sector Spdr Tr | XLF | Shares | $1.7M | 33K |
| Tjx Cos Inc New | TJX | Shares | $1.7M | 11K |
| Ishares Tr | IEUR | Shares | $1.7M | 22K |
| Ishares Tr | SGOV | Shares | $1.5M | 15K |
| Texas Instrs Inc | TXN | Shares | $1.4M | 5K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $1.4M | 2 |
| Duke Energy Corp New | DUK | Shares | $1.4M | 11K |
| Chevron Corporation | CVX | Shares | $1.4M | 8K |
| Abbvie Inc | ABBV | Shares | $1.4M | 7K |
| Ishares Tr | AGG | Shares | $1.3M | 13K |
| Philip Morris Intl Inc | PM | Shares | $1.3M | 7K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $1.3M | 6K |
| Select Sector Spdr Tr | XLC | Shares | $1.3M | 11K |
| Advanced Micro Devices Inc | AMD | Shares | $1.2M | 3K |
| Mcdonalds Corp | MCD | Shares | $1.2M | 4K |
| Exxon Mobil Corp | XOM | Shares | $1.2M | 8K |
| Goldman Sachs Group Inc | GS | Shares | $1.2M | 1K |
| Coca Cola Co | KO | Shares | $1.2M | 15K |
| Home Depot Inc | HD | Shares | $1.2M | 4K |
| Visa Inc | V | Shares | $1.2M | 4K |
| Rtx Corporation | RTX | Shares | $1.2M | 7K |
| Totalenergies Se | Shares | $1.1M | 12K | |
| Johnson & Johnson | JNJ | Shares | $1.1M | 5K |
| Cme Group Inc | CME | Shares | $1.1M | 4K |
| Astrazeneca Plc | Shares | $1.0M | 6K | |
| Select Sector Spdr Tr | XLV | Shares | $982K | 7K |
| Amgen Inc | AMGN | Shares | $965K | 3K |
| Ishares Tr | IJR | Shares | $937K | 7K |
| Wells Fargo & Co | WFC | Shares | $935K | 13K |
| Air Products And Chemicals I | APD | Shares | $917K | 3K |
| Procter & Gamble Co | PG | Shares | $898K | 6K |
| Medtronic Plc | Shares | $894K | 12K | |
| Tesla Inc | TSLA | Shares | $865K | 2K |
| Amazon Com Inc | AMZN | Shares | $837K | 3K |
| Starbucks Corp | SBUX | Shares | $811K | 8K |
| Meta Platforms Inc | META | Shares | $793K | 1K |
| Union Pac Corp | UNP | Shares | $768K | 3K |
| Caterpillar Inc | CAT | Shares | $752K | 811 |
| Aflac Inc | AFL | Shares | $744K | 6K |
| Taiwan Semiconductor Manufac | TSM | Shares | $731K | 2K |
| Vanguard Specialized Funds | VIG | Shares | $714K | 3K |
| At&T Inc | T | Shares | $709K | 29K |
| Ge Vernova Inc | GEV | Shares | $690K | 643 |
| Corning Inc | GLW | Shares | $665K | 3K |
| International Business Machs | IBM | Shares | $665K | 3K |
| Oracle Corp | ORCL | Shares | $664K | 3K |
| Nvidia Corporation | NVDA | Shares | $661K | 3K |
| Nextera Energy Inc | NEE | Shares | $660K | 7K |
| Abbott Laboratories | ABT | Shares | $657K | 8K |
| British Amern Tob Plc | BTI | Shares | $644K | 11K |
| Steris Plc | Shares | $640K | 3K | |
| Eaton Corp Plc | Shares | $640K | 2K | |
| Equinix Inc | EQIX | Shares | $634K | 584 |
| Ishares Tr | IEFA | Shares | $630K | 6K |
| Trane Technologies Plc | Shares | $627K | 1K | |
| Verizon Communications Inc | VZ | Shares | $613K | 13K |
| Linde Plc | Shares | $602K | 1K | |
| Costco Wholesale Corporation | COST | Shares | $602K | 602 |
| Merck & Co Inc | MRK | Shares | $578K | 5K |
| Blackrock Inc | BLK | Shares | $575K | 532 |
| Royalty Pharma Plc | Shares | $573K | 11K | |
| Pepsico Inc | PEP | Shares | $570K | 4K |
| Watsco Inc | WSO | Shares | $570K | 1K |
| American Express Co | AXP | Shares | $570K | 2K |
| Intercontinental Exchange In | ICE | Shares | $559K | 4K |
| American Tower Corp | AMT | Shares | $551K | 3K |
| Chubb Ltd Switz | Shares | $549K | 2K | |
| Wec Energy Group Inc | WEC | Shares | $544K | 5K |
| Amphenol Corp | APH | Shares | $530K | 4K |
| Ishares Tr | IGM | Shares | $527K | 3K |
| Unilever Plc | UL | Shares | $515K | 9K |
| Unitedhealth Group Inc | UNH | Shares | $513K | 1K |
| Asml Hldg Nv | Shares | $504K | 322 | |
| Spdr Series Trust | BIL | Shares | $494K | 5K |
| Accenture Plc Ireland | Shares | $494K | 3K | |
| T-Mobile Us Inc | TMUS | Shares | $488K | 3K |
| Fedex Corp | FDX | Shares | $485K | 1K |
| Analog Devices Inc | ADI | Shares | $482K | 1K |
| Republic Svcs Inc | RSG | Shares | $475K | 2K |
| Ark Etf Tr | ARKK | Shares | $475K | 6K |
| Nxp Semiconductors N V | Shares | $473K | 2K | |
| Gilead Sciences Inc | GILD | Shares | $464K | 3K |
| Ishares Tr | IJH | Shares | $459K | 6K |
| Ishares Inc | IEMG | Shares | $456K | 5K |
| Salesforce Inc | CRM | Shares | $452K | 3K |
| Select Sector Spdr Tr | XLY | Shares | $449K | 4K |
| Truist Finl Corp | TFC | Shares | $446K | 9K |
| Ishares Tr | IYT | Shares | $435K | 5K |
| Welltower Inc | WELL | Shares | $430K | 2K |
| Mks Inc. | MKSI | Shares | $429K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.