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Investment manager · 13F filer · SEC CIK 1842362
Phoenix Wealth Advisors
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Reported value$326Mas of Sep 30, 2026
Positions131 7 new, 5 sold out
Top 10 weight53.2%JPST alone is 24%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPSTJ P Morgan Exchange Traded F
24.0%Added +56%
VEAVanguard Tax-Managed FDS
5.1%Added +7%
JMSTJ P Morgan Exchange Traded F
5.0%Added +22%
ISCFiShares Tr
3.8%
AAPLApple Inc.
3.2%
MSFTMicrosoft Corp
3.1%
IUSGiShares Tr
2.9%
DIVOAmplify ETF Tr
2.2%Trimmed −6%
RSPInvesco Exchange Traded Fd T
2.1%Added +7%
SPEMSPDR Index SHS FDS
1.9%Added +6%
SPYVSPDR Series Trust
1.9%Added +5%
GOVTiShares Tr
1.9%Trimmed −41%
JPSTJ P Morgan Exchange Traded F
24.0%Added +56%
VEAVanguard Tax-Managed FDS
5.1%
JMSTJ P Morgan Exchange Traded F
5.0%
ISCFiShares Tr
3.8%
IUSGiShares Tr
2.9%
DIVO2.2%
RSP2.1%
SPEM
SPYV1.9%
GOVT1.9%
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
JPST J P Morgan Exchange Traded F 24.0% Added +56%
VEA Vanguard Tax-Managed FDS 5.1% Added +7%
JMST J P Morgan Exchange Traded F 5.0% Added +22%
ISCF iShares Tr 3.8% Held
AAPL Apple Inc. 3.2% HeldMSFT Microsoft Corp 3.1% HeldIUSG iShares Tr 2.9% Held
DIVO Amplify ETF Tr 2.2% Trimmed −6%
RSP Invesco Exchange Traded Fd T 2.1% Added +7%
SPEM SPDR Index SHS FDS 1.9% Added +6%
SPYV SPDR Series Trust 1.9% Added +5%
GOVT iShares Tr 1.9% Trimmed −41%
What changed
Biggest moves since Jun 30, 2026
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