StockDriftsStockDriftsTop 50 Phillip James Consulting Co. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EWA | ISHARES INC | 10.2% | 170.5K | $15.3M | new | $27.65(+7.23%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 7.88% | 488.5K | $11.8M | new | $24.19(-0.35%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 6.99% | 50.8K | $10.5M | new | $205.48(+10.72%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 6.93% | 357.9K | $10.4M | new | $26.67(+12.50%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 4.65% | 199.8K | $7.0M | new | $32.36(+9.46%) | 2026-06-30 | |
| WT | WISDOMTREE INC | 4.46% | 89.6K | $6.7M | new | $15.43(+47.83%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 4.35% | 21.5K | $6.5M | new | $278.48(+10.77%) | 2026-06-30 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 4.31% | 41.8K | $6.4M | new | $147.88(+8.16%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 4.1% | 78.8K | $6.1M | +733.16%(+69.30K) | $78.61(-1.26%) | 2026-06-30 | |
| EPIN | HARBOR ETF TRUST | 3.94% | 212.9K | $5.9M | new | $25.47(+15.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -1.64% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.05% |
Phillip James Consulting Co. reports $149.64M in US-listed equity holdings across 332 positions in its most recent 13F filing. Its largest disclosed positions are EWA (10.2%), SCHO (7.9%) and VTV (7.0%). The top 20 holdings account for 79.3% of reported assets. Its disclosed equity book has returned -1.64% cumulatively over 2 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 Phillip James Consulting Co.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111830). View Phillip James Consulting Co.’s 13F filings on SEC