Phillip James Consulting
Phillip James Consulting reported 332 stocks worth $150M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are EWA (10.2%), SCHO (7.9%) and VTV (7.0%). Compared with Q1 2026, the fund opened new positions in EWA, SCHO and VTV, added to BSV, MDT and MSFT, trimmed VTI, UNH and SHM and sold out of BND, VBMFX and DWM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  EWA Ishares Inc | $15.3M | 10.2% | 170K | New position | 1 of 3 | |
| 2 |  SCHO Schwab Short-Term US Treasury ETF | $11.8M | 7.9% | 489K | New position | 1 of 3 | |
| 3 |  VTV Vanguard Index Fds | $10.5M | 7.0% | 51K | New position | 1 of 3 | |
| 4 |  SCHB Schwab US Broad Market ETF | $10.4M | 6.9% | 358K | New position | 1 of 3 | |
| 5 |  SCHV Schwab US Large Cap | $7M | 4.7% | 200K | New position | 1 of 3 | |
| 6 |  WT Wisdomtree Inc | $6.7M | 4.5% | 90K | New position | 1 of 3 | |
| 7 |  VB Vanguard Index Fds | $6.5M | 4.3% | 21K | New position | 1 of 3 | |
| 8 |  VSS Vanguard Intl Equity Index F | $6.4M | 4.3% | 42K | New position | 1 of 3 | |
| 9 |  BSV Vanguard Short-Term Bond ETF | $6.1M | 4.1% | 79K | +69K (+733%) | 2 of 3 | |
| 10 |  EPIN Harbor ETF Trust | $5.9M | 3.9% | 213K | New position | 1 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
SCHWAB SHORT-TERM US TREASURY ETF | $10.7M | 544K |
 BND Vanguard BD Index Fds | $8.4M | 114K |
SCHWAB US BROAD MARKET ETF | $8.3M | 329K |
ISHARES MSCI EAFE VALUE ETF | $7M | 94K |
SCHWAB US LARGE-CAP VALUE ETF | $5.9M | 193K |
🔒 Free account: see all 30.
Reported value
last 3 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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Phillip James Consulting 13F FAQ
What does Phillip James Consulting own?
Phillip James Consulting reported 332 stocks worth $150M in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are EWA (10.2%), SCHO (7.9%) and VTV (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Phillip James Consulting buy and sell in Q2 2026?
Compared with Q1 2026: 117 new positions, 11 added to, 6 trimmed and 163 sold out. New positions include EWA, SCHO and VTV. It sold all of BND, VBMFX and DWM.
When will Phillip James Consulting file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Phillip James Consulting's portfolio worth?
The Q2 2026 filing reports $150M 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.