Philip James Wealth Mangement
Philip James Wealth Mangement reported 147 stocks worth $906M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are BRK.B (23.8%), XOM (7.2%) and CB (4.0%). Compared with Q2 2026, the fund opened new positions in XOM and MDT, added to CB, ABT and GIS, trimmed BRK.B, OXY.WS and QCOM and sold out of XOM, VOO and AGG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $216M | 23.8% | 434K | −1,375 (−0%) | 8 of 8 | |
| 2 |  XOM Exxon Mobil Corp | $64.8M | 7.2% | 398K | New position | 1 of 8 | |
| 3 |  CB Chubb Ltd F | $36M | 4.0% | 111K | +6,400 (+6%) | 8 of 8 | |
| 4 |  OXY.WS Occidental Pete Corp | $32.5M | 3.6% | 977K | −47K (−5%) | 8 of 8 | |
| 5 |  ABT Abbott Labs | $28.2M | 3.1% | 285K | +3,407 (+1%) | 8 of 8 | |
| 6 |  GIS General Mills Inc | $24.7M | 2.7% | 767K | +123K (+19%) | 8 of 8 | |
| 7 |  QCOM Qualcomm Inc | $24.5M | 2.7% | 133K | −13K (−9%) | 8 of 8 | |
| 8 |  OXY Occidental Pete Corp | $22.7M | 2.5% | 411K | −8,299 (−2%) | 8 of 8 | |
| 9 |  JNJ Johnson & Johnson | $20.6M | 2.3% | 78K | −4,268 (−5%) | 8 of 8 | |
| 10 |  PEP Pepsico Inc | $20.5M | 2.3% | 162K | +65K (+68%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
XOM Exxon Mobil Corp | $57.9M | 424K |
 VOO Vanguard S&P 500 ETF | $646K | 940 |
 AGG Ishares TR | $357K | 3,603 |
 SPGI S&P Global Inc | $300K | 736 |
 FDXF Fedex Fght Hldg Co Inc Common Stock | $288K | 1,910 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Philip James Wealth Mangement 13F FAQ
What does Philip James Wealth Mangement own?
Philip James Wealth Mangement reported 147 stocks worth $906M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are BRK.B (23.8%), XOM (7.2%) and CB (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Philip James Wealth Mangement buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 46 added to, 76 trimmed and 12 sold out. New positions include XOM and MDT. It sold all of XOM, VOO and AGG.
When will Philip James Wealth Mangement file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Philip James Wealth Mangement's portfolio worth?
The Q3 2026 filing reports $906M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.