StockDriftsStockDriftsTop 50 Phillips Wealth Planners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 4.6% | 9.1K | $6.2M | -3.70%(-349) | $447.34(+59.32%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.6% | 9.1K | $3.5M | +4.90%(+423) | $306.83(+58.42%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.86% | 6.8K | $2.5M | +0.35%(+24) | $89.54(+339.77%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.81% | 7.3K | $2.5M | +0.18%(+13) | $137.42(+165.40%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 1.81% | 13.7K | $2.5M | -0.12%(-17) | $77.09(+147.41%) | 2026-06-30 | |
| IEUR | ISHARES TR | 1.6% | 28.7K | $2.2M | +30.38%(+6.69K) | $68.77(+13.87%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.48% | 6.5K | $2.0M | +2.26%(+143) | $183.89(+66.07%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 1.42% | 7.6K | $1.9M | +12.67%(+852) | $173.55(+43.71%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 1.41% | 34.0K | $1.9M | +3.71%(+1.22K) | $46.34(+25.41%) | 2026-06-30 | |
| WMT | WALMART INC | 1.4% | 17.0K | $1.9M | +0.19%(+32) | $96.74(+18.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.51% | +58.17% | — | — | +72.45% |
| Top 20 Holdings Unweighted | +15.89% | +55.63% | — | — | +65.03% |
Phillips Wealth Planners LLC reports $135.76M in US-listed equity holdings across 217 positions in its most recent 13F filing. Its largest disclosed positions are VOO (4.6%), MSFT (2.6%) and AVGO (1.9%). The top 20 holdings account for 31.43% of reported assets. Its disclosed equity book has returned +58.17% on a three-year cumulative basis. 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 Phillips Wealth Planners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1962628). View Phillips Wealth Planners LLC’s 13F filings on SEC