Philip James Wealth Mangement, LLC holds a focused book of 151 stocks worth $888.4M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Ge Healthcare Technology and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 25% of the equity book. Cloning the disclosed picks since 2024 would be +36% (+19.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Philip James Wealth Mangement, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Philip James Wealth Mangement, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
87% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Philip James Wealth Mangement, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 79 / 80 | $97.8B |
| MORGAN STANLEY | 78 / 80 | $351.4B |
| LPL Financial LLC | 78 / 80 | $42.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $11.1B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $10.4B |
| JPMORGAN CHASE & CO | 77 / 80 | $326.9B |
| WELLS FARGO & COMPANY/MN | 77 / 80 | $87.8B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $50.0B |
Ranked by how many of Philip James Wealth Mangement, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $217.7M | 435.0K | 24.5% | ▼−0.3% Reduced · −1K sh | |
| 2 | Exxon Mobil Corp COM | $57.9M | 423.6K | 6.5% | ▼−3.8% Reduced · −17K sh | |
| 3 | Chubb Limited COM | $35.5M | 104.3K | 4.0% | ▲+14% Added · +13K sh | |
| 4 | Occidental Pete Corp *W EXP 08/03/202 | $27.3M | 1.02M | 3.1% | ▼−12% Reduced · −144K sh | |
| 5 | Qualcomm Inc COM | $27.0M | 146.0K | 3.0% | ▼−25% Reduced · −50K sh | |
| 6 | Abbott Laboratories COM | $25.6M | 281.7K | 2.9% | ▲67× Added · +278K sh | |
| 7 | Intel Corp COM | $22.8M | 163.4K | 2.6% | ▼−73% Reduced · −438K sh | |
| 8 | General Mills Inc COM | $22.4M | 644.0K | 2.5% | ▲+92% Added · +309K sh | |
| 9 | Merck & Co Inc COM | $22.3M | 173.7K | 2.5% | ▼−5.9% Reduced · −11K sh | |
| 10 | Johnson & Johnson COM | $20.8M | 81.9K | 2.3% | ▼−2.7% Reduced · −2K sh | |
| 11 | Occidental Pete Corp COM | $20.4M | 419.2K | 2.3% | ▼−1.0% Reduced · −4K sh | |
| 12 | Rocket Cos Inc COM CL A | $13.7M | 867.9K | 1.5% | ▲+17% Added · +124K sh | |
| 13 | Pepsico Inc COM | $13.1M | 96.4K | 1.5% | ▲+20% Added · +16K sh | |
| 14 | Novo-Nordisk A S ADR | $12.9M | 269.7K | 1.5% | ▲+221% Added · +186K sh | |
| 15 | Altria Group Inc COM | $12.4M | 171.9K | 1.4% | ▼−12% Reduced · −23K sh | |
| 16 | PayPal Hldgs Inc COM | $12.3M | 284.0K | 1.4% | ▲+32% Added · +69K sh | |
| 17 | Vanguard Index FDS TOTAL STK MKT | $11.5M | 31.1K | 1.3% | ▼−3.6% Reduced · −1K sh | |
| 18 | Pfizer Inc COM | $10.7M | 443.4K | 1.2% | ▲+7.7% Added · +32K sh | |
| 19 | Chevron Corporation COM | $10.3M | 62.1K | 1.2% | ▼−4.7% Reduced · −3K sh | |
| 20 | Ishares TR CORE DIV GRWTH | $9.5M | 125.3K | 1.1% | ▼−2.9% Reduced · −4K sh | |
| 21 | Kraft Heinz Co COM | $8.9M | 374.7K | 1.0% | ▲+122% Added · +206K sh | |
| 22 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $8.4M | 124.8K | 0.9% | ▼−4.8% Reduced · −6K sh | |
| 23 | Diageo PLC SPON ADR NEW | $8.3M | 103.2K | 0.9% | ▲+24% Added · +20K sh | |
| 24 | Vaneck ETF Trust MRNGSTR WDE MOAT | $8.3M | 79.6K | 0.9% | ▼−2.5% Reduced · −2K sh | |
| 25 | British Amern Tob PLC SPONSORED ADR | $7.9M | 127.5K | 0.9% | ▼−14% Reduced · −20K sh | |
| 26 | Check Point Software Tech LT ORD | $7.8M | 59.0K | 0.9% | ▲+854% Added · +53K sh | |
| 27 | Ea Series Trust SPAR INT VAL ETF | $7.6M | 180.7K | 0.9% | ▼−4.8% Reduced · −9K sh | |
| 28 | Bank Of Amer Corp COM | $7.3M | 128.4K | 0.8% | ▼−3.6% Reduced · −5K sh | |
| 29 | Nordic American Tankers Limi COM | $7.2M | 1.29M | 0.8% | ▼−1.7% Reduced · −23K sh | |
| 30 | Brown Forman Corp CL B | $6.9M | 259.2K | 0.8% | ▲+47% Added · +83K sh | |
| 31 | ConocoPhillips COM | $6.6M | 63.9K | 0.7% | ▼−9.1% Reduced · −6K sh | |
| 32 | First TR Exch Traded FD III LNG/SHT EQUITY | $6.6M | 89.0K | 0.7% | ▼−3.7% Reduced · −3K sh | |
| 33 | Vanguard Scottsdale FDS VNG RUS1000GRW | $5.9M | 46.5K | 0.7% | ▼−4.3% Reduced · −2K sh | |
| 34 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $5.8M | 122.9K | 0.6% | ▼−6.3% Reduced · −8K sh | |
| 35 | Devon Energy Corp New COM | $5.7M | 136.9K | 0.6% | ▼−14% Reduced · −22K sh | |
| 36 | Ea Series Trust SPARKLINE INTL | $5.6M | 178.4K | 0.6% | ▼−5.6% Reduced · −11K sh | |
| 37 | Apple Inc COM | $5.5M | 19.1K | 0.6% | ▼−6.1% Reduced · −1K sh | |
| 38 | Simplify Exchange Traded Fun MANAGED FUTURES | $5.2M | 198.8K | 0.6% | ▼−7.9% Reduced · −17K sh | |
| 39 | First TR Exchange-Traded FD WCM INTL EQUITY | $5.1M | 262.1K | 0.6% | ▼−7.2% Reduced · −20K sh | |
| 40 | Eli Lilly & Co COM | $5.1M | 4.2K | 0.6% | ▼−1.3% Reduced · −54 sh | |
| 41 | Ally Finl Inc COM | $5.0M | 109.7K | 0.6% | ▼−5.2% Reduced · −6K sh | |
| 42 | Listed FDS TR HORI KI INFL ETF | $4.9M | 98.7K | 0.6% | ▼−3.3% Reduced · −3K sh | |
| 43 | First TR Exchng Traded FD VI SMIT UNCO BD ETF | $4.3M | 174.8K | 0.5% | ▼−7.8% Reduced · −15K sh | |
| 44 | Coca Cola Co COM | $4.3M | 52.7K | 0.5% | ▼−1.5% Reduced · −816 sh | |
| 45 | International Business Machs COM | $4.1M | 14.7K | 0.5% | ▼−3.0% Reduced · −460 sh | |
| 46 | US Bancorp COM NEW | $4.1M | 67.9K | 0.5% | ▼−8.0% Reduced · −6K sh | |
| 47 | Hershey Co COM | $4.0M | 23.0K | 0.5% | ▼−9.2% Reduced · −2K sh | |
| 48 | Paycom Software Inc COM | $3.9M | 30.8K | 0.4% | ▲+139% Added · +18K sh | |
| 49 | Viatris Inc COM | $3.9M | 243.4K | 0.4% | ▼−6.6% Reduced · −17K sh | |
| 50 | Home Depot Inc COM | $3.8M | 10.7K | 0.4% | ▼−0.7% Reduced · −79 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 151 | $888.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 157 | $869.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 170 | $863.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 177 | $856.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 169 | $784.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 167 | $822.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 172 | $773.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 164 | $814.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.