Phillips Wealth Planners LLC

Est. AUM

$132.9M

13F long equity, this entity only

Positions

210

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.4M	9431	4.82%	SOLE
2	MICROSOFT CORP	COM	$3.6M	8640	2.68%	SOLE
3	BROADCOM INC	COM	$2.9M	6782	2.19%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.4M	13696	1.83%	SOLE
5	JPMORGAN CHASE & CO	COM	$2.2M	7241	1.63%	SOLE
6	WALMART INC	COM	$2.2M	16987	1.63%	SOLE
7	APPLE INC	COM	$1.9M	6331	1.39%	SOLE
8	ALPHABET INC	CAP STK CL A	$1.8M	4520	1.32%	SOLE
9	WILLIAMS COS INC	COM	$1.7M	23243	1.30%	SOLE
10	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.7M	20696	1.30%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.7M	32820	1.26%	SOLE
12	TJX COS INC NEW	COM	$1.7M	11172	1.25%	SOLE
13	ISHARES TR	CORE MSCI EURO	$1.6M	22027	1.24%	SOLE
14	ISHARES TR	0-3 MNTH TREASRY	$1.5M	15296	1.16%	SOLE
15	TEXAS INSTRS INC	COM	$1.4M	4852	1.09%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	1.09%	SOLE
17	DUKE ENERGY CORP NEW	COM NEW	$1.4M	11242	1.06%	SOLE
18	CHEVRON CORPORATION	COM	$1.4M	7560	1.05%	SOLE
19	ABBVIE INC	COM	$1.4M	6722	1.03%	SOLE
20	ISHARES TR	CORE US AGGBD ET	$1.3M	13463	1.00%	SOLE
21	PHILIP MORRIS INTL INC	COM	$1.3M	7008	0.96%	SOLE
22	PNC FINL SVCS GROUP INC	COM	$1.3M	5940	0.96%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET COM	$1.3M	10972	0.95%	SOLE
24	ADVANCED MICRO DEVICES INC	COM	$1.2M	2697	0.93%	SOLE
25	MCDONALDS CORP	COM	$1.2M	4453	0.92%	SOLE
26	EXXON MOBIL CORP	COM	$1.2M	8134	0.92%	SOLE
27	GOLDMAN SACHS GROUP INC	COM	$1.2M	1272	0.90%	SOLE
28	COCA COLA CO	COM	$1.2M	15160	0.90%	SOLE
29	HOME DEPOT INC	COM	$1.2M	3773	0.88%	SOLE
30	VISA INC	COM CL A	$1.2M	3603	0.88%	SOLE
31	RTX CORPORATION	COM	$1.2M	6518	0.88%	SOLE
32	TOTALENERGIES SE	ACT	$1.1M	12476	0.85%	SOLE
33	JOHNSON & JOHNSON	COM	$1.1M	5043	0.84%	SOLE
34	CME GROUP INC	COM	$1.1M	3840	0.82%	SOLE
35	ASTRAZENECA PLC	ORD	$1.0M	5611	0.77%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET HEA	$982K	6865	0.74%	SOLE
37	AMGEN INC	COM	$965K	2927	0.73%	SOLE
38	ISHARES TR	CORE S&P SCP ETF	$937K	6824	0.71%	SOLE
39	WELLS FARGO & CO	COM	$935K	12705	0.70%	SOLE
40	AIR PRODUCTS AND CHEMICALS I	COM	$917K	3011	0.69%	SOLE
41	PROCTER & GAMBLE CO	COM	$898K	6267	0.68%	SOLE
42	MEDTRONIC PLC	SHS	$894K	11995	0.67%	SOLE
43	TESLA INC	COM	$865K	1943	0.65%	SOLE
44	AMAZON COM INC	COM	$837K	3111	0.63%	SOLE
45	STARBUCKS CORP	COM	$811K	7668	0.61%	SOLE
46	META PLATFORMS INC	CL A	$793K	1324	0.60%	SOLE
47	UNION PAC CORP	COM	$768K	2915	0.58%	SOLE
48	CATERPILLAR INC	COM	$752K	811	0.57%	SOLE
49	AFLAC INC	COM	$744K	6439	0.56%	SOLE
50	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$731K	1807	0.55%	SOLE

1–50 of 210

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.