StockDriftsStockDriftsTop 50 Philip James Wealth Mangement, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 24.5% | 435.0K | $217.7M | -0.32%(-1.40K) | $433.41(+20.75%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 6.52% | 423.6K | $57.9M | -3.78%(-16.66K) | $116.14(+37.54%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 4% | 104.3K | $35.5M | +14.25%(+13.01K) | $302.08(+15.38%) | 2026-06-30 | |
| QCOM | QUALCOMM INC | 3.04% | 146.0K | $27.0M | -25.36%(-49.62K) | $177.69(-7.89%) | 2026-06-30 | |
| ABT | ABBOTT LABORATORIES | 2.88% | 281.7K | $25.6M | +6625.50%(+277.54K) | $96.46(+13.91%) | 2026-06-30 | |
| INTC | INTEL CORP | 2.57% | 163.4K | $22.8M | -72.85%(-438.42K) | $27.21(+257.35%) | 2026-06-30 | |
| GIS | GENERAL MILLS INC | 2.52% | 644.0K | $22.4M | +92.16%(+308.87K) | $43.56(-14.51%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 2.51% | 173.7K | $22.3M | -5.88%(-10.86K) | $94.97(+38.99%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.34% | 81.9K | $20.8M | -2.66%(-2.24K) | $154.67(+69.82%) | 2026-06-30 | |
| OXY | OCCIDENTAL PETE CORP | 2.29% | 419.2K | $20.4M | -0.98%(-4.15K) | $54.29(+8.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +38.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +42.78% |
Philip James Wealth Mangement, LLC reports $888.38M in US-listed equity holdings across 151 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (24.5%), XOM (6.5%) and CB (4.0%). The top 20 holdings account for 66.13% of reported assets. Its disclosed equity book has returned +38.15% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Philip James Wealth Mangement, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2002630). View Philip James Wealth Mangement, LLC’s 13F filings on SEC