account_balance

Investment manager · 13F filer · SEC CIK 1350660

Phillips Financial Management, LLC

Reported value$1.31Bas of Sep 30, 2026
Positions282 9 new, 18 sold out
Top 10 weight54.7%IVV alone is 12%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 11.8% Held
DFCF Dimensional ETF Trust 9.1% Added +15%
DFIC Dimensional ETF Trust 7.3% Added +3%
DFSD Dimensional ETF Trust 7.2% Added +15%
DFLV Dimensional ETF Trust 4.4% Added +5%
DFAT Dimensional ETF Trust 3.7% Added +3%
DFEM Dimensional ETF Trust 3.2% Held
VOO Vanguard Index FDS 2.8% Held
VXUS Vanguard Star FDS 2.7% Held
DFAS Dimensional ETF Trust 2.6% Added +3%
IJH iShares Tr 2.4% Trimmed −3%
DFAC Dimensional ETF Trust 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Aug 3, 2026 filing
add_circleNew
arrow_upwardAdded
  • SPY +44%
  • IBDS +42%
  • DISV +38%
  • SCHP +33%
arrow_downwardTrimmed
  • BIV −12%
  • IAGG −12%
  • VV −11%
  • BSV −10%
remove_circleSold out
  • DUHP $48.7M
  • DFAR $17.2M
  • DFSV $6.6M
  • FICO $258K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist