StockDriftsStockDriftsTop 50 Phoenix Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 16.97% | 995.0K | $50.3M | +53.82%(+348.12K) | $50.59(-0.18%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.26% | 218.8K | $15.6M | +4.00%(+8.41K) | $49.28(+50.18%) | 2026-06-30 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 4.49% | 261.1K | $13.3M | +27.38%(+56.13K) | $50.88(+0.03%) | 2026-06-30 | |
| ISCF | ISHARES TR | 4.06% | 278.0K | $12.0M | +6.04%(+15.84K) | $34.67(+32.07%) | 2026-06-30 | |
| GOVT | ISHARES TR | 3.64% | 473.6K | $10.8M | +7.75%(+34.08K) | $22.91(-1.97%) | 2026-06-30 | |
| IUSG | ISHARES TR | 3.07% | 48.4K | $9.1M | +4.01%(+1.86K) | $93.91(+106.85%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.05% | 31.2K | $9.0M | +1.98%(+606) | $184.60(+65.42%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 2.81% | 168.4K | $8.3M | +61.32%(+64.03K) | $49.64(+0.01%) | 2026-06-30 | |
| DIVO | AMPLIFY ETF TR | 2.52% | 163.3K | $7.5M | -2.96%(-4.98K) | $36.63(+32.26%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.45% | 19.5K | $7.3M | -1.56%(-308) | $268.19(+81.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.48% | +42.30% | +6.98% | +40.14% |
| Top 20 Holdings Unweighted | +14.65% | +50.71% | +8.85% | +52.82% |
Phoenix Wealth Advisors reports $296.55M in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are JPST (17.0%), VEA (5.3%) and JMST (4.5%). The top 20 holdings account for 65.57% of reported assets. Its disclosed equity book has returned +42.30% 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 Phoenix Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842362). View Phoenix Wealth Advisors’s 13F filings on SEC