account_balance
Investment manager · 13F filer · SEC CIK 2002630
Philip James Wealth Mangement, LLC
Reported value$906Mas of Sep 30, 2026
Positions147 7 new, 11 sold out
Top 10 weight54.1%BRK-B alone is 24%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
23.8%
XOMExxonMobil Holdings Corp
7.2%Trimmed −6%
CBChubb Ltd
4.0%Added +6%
Occidental Pete Corp
ABTAbbott Laboratories
3.1%
GISGeneral Mills Inc
2.7%Added +19%
QCOMQualcomm Inc
2.7%Trimmed −9%
OXYOccidental Petroleum Corp
2.5%
JNJJohnson & Johnson
2.3%Trimmed −5%
PEPPepsiCo Inc
2.3%Added +68%
PYPLPayPal Holdings, Inc.
2.1%Added +28%
MRKMerck & Co., Inc.
1.7%Trimmed −38%
BRK-BBerkshire Hathaway Inc
23.8%
XOMExxonMobil Holdings Corp
7.2%
CBChubb Ltd
4.0%
ABT3.1%GIS2.7%QCOM2.7%OXY2.5%JNJ2.3%PEPPYPL2.1%MRK1.7%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
BRK-B Berkshire Hathaway Inc 23.8% HeldXOM ExxonMobil Holdings Corp 7.2% Trimmed −6%CB Chubb Ltd 4.0% Added +6%
Occidental Pete Corp 3.6% Trimmed −5%
ABT Abbott Laboratories 3.1% HeldGIS General Mills Inc 2.7% Added +19%QCOM Qualcomm Inc 2.7% Trimmed −9%OXY Occidental Petroleum Corp 2.5% HeldJNJ Johnson & Johnson 2.3% Trimmed −5%PEP PepsiCo Inc 2.3% Added +68%PYPL PayPal Holdings, Inc. 2.1% Added +28%MRK Merck & Co., Inc. 1.7% Trimmed −38%What changed
Biggest moves since Jun 30, 2026
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