account_balance
Investment manager · 13F filer · SEC CIK 1962628
Phillips Wealth Planners LLC
Reported value$142Mas of Sep 30, 2026
Positions210 16 new, 23 sold out
Top 10 weight21.0%VOO alone is 4%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
4.3%Trimmed −5%
MSFTMicrosoft Corp
3.7%Added +8%
JPMJPMorgan Chase & Co
1.8%Added +6%
AAPLApple Inc.
1.8%Added +12%
XLKSelect Sector SPDR Tr
1.7%Trimmed −3%
WMTWalmart Inc.
1.7%Added +20%
AVGOBroadcom Inc.
1.7%Added +5%
IEURiShares Tr
1.5%
ABBVAbbVie Inc.
1.4%Trimmed −7%
CVXChevron Corp
1.4%
GOOGLAlphabet Inc.
1.3%+30%
VEUVanguard Intl Equity Index F
1.2%
VOOVanguard Index FDS
4.3%Trimmed −5%
MSFTMicrosoft Corp
3.7%Added +8%
JPMJPMorgan Chase & Co
1.8%+6%
AAPLApple Inc.
1.8%+12%
XLKSelect Sector SPDR Tr
1.7%−3%
WMTWalmart Inc.
1.7%
AVGOBroadcom Inc.
1.7%
IEURiShares Tr
1.5%
ABBVAbbVie Inc.
1.4%
CVX1.4%GOOGL1.3%VEU1.2%
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
VOO Vanguard Index FDS 4.3% Trimmed −5%
MSFT Microsoft Corp 3.7% Added +8%JPM JPMorgan Chase & Co 1.8% Added +6%AAPL Apple Inc. 1.8% Added +12%XLK Select Sector SPDR Tr 1.7% Trimmed −3%
WMT Walmart Inc. 1.7% Added +20%AVGO Broadcom Inc. 1.7% Added +5%IEUR iShares Tr 1.5% Held
ABBV AbbVie Inc. 1.4% Trimmed −7%CVX Chevron Corp 1.4% HeldGOOGL Alphabet Inc. 1.3% Added +30%VEU Vanguard Intl Equity Index F 1.2% Held
What changed
Biggest moves since Jun 30, 2026
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