Phillips Wealth Planners
Phillips Wealth Planners reported 217 stocks worth $136M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VOO (4.6%), MSFT (2.6%) and AVGO (1.9%). Compared with Q1 2026, the fund opened new positions in XLB, added to MSFT, AVGO and JPM, trimmed VOO, XLK and TJX and sold out of XOM, RTX and XLP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $6.2M | 4.6% | 9,082 | −349 (−4%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $3.5M | 2.6% | 9,063 | +423 (+5%) | 8 of 8 | |
| 3 |  AVGO Broadcom Inc | $2.5M | 1.9% | 6,806 | +24 (+0%) | 8 of 8 | |
| 4 |  JPM Jpmorgan Chase & Co. | $2.5M | 1.8% | 7,254 | +13 (+0%) | 8 of 8 | |
| 5 |  XLK Select Sector Spdr TR | $2.5M | 1.8% | 14K | −17 (−0%) | 8 of 8 | |
| 6 |  IEUR Ishares Core Msci Europe ETF | $2.2M | 1.6% | 29K | +6,692 (+30%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $2M | 1.5% | 6,474 | +143 (+2%) | 8 of 8 | |
| 8 |  ABBV Abbvie Inc | $1.9M | 1.4% | 7,574 | +852 (+13%) | 8 of 8 | |
| 9 |  XLF Select Sector Spdr TR | $1.9M | 1.4% | 34K | +1,216 (+4%) | 8 of 8 | |
| 10 |  WMT Walmart Inc | $1.9M | 1.4% | 17K | +32 (+0%) | 8 of 8 |
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 |
|---|---|---|
 XOM Exxon Mobil Corp | $1.2M | 8,134 |
 RTX Rtx Corp | $1.2M | 6,518 |
 XLP State Street | $412K | 4,941 |
 HPE Hewlett Packard Enterprise C | $395K | 13K |
 EEMA Blackrock, Inc. | $382K | 3,280 |
🔒 Free account: see all 11.
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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Phillips Wealth Planners 13F FAQ
What does Phillips Wealth Planners own?
Phillips Wealth Planners reported 217 stocks worth $136M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VOO (4.6%), MSFT (2.6%) and AVGO (1.9%). The table above lists every position in the filing (the top 10 without an account).
What did Phillips Wealth Planners buy and sell in Q2 2026?
Compared with Q1 2026: 18 new positions, 85 added to, 99 trimmed and 11 sold out. New positions include XLB. It sold all of XOM, RTX and XLP.
When will Phillips Wealth Planners 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 Phillips Wealth Planners's portfolio worth?
The Q2 2026 filing reports $136M 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.