Phillip James Consulting Co. holds a focused book of 332 stocks worth $149.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Ishares Msci Australia ETF and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Ishares Msci Australia ETF at 10% of the equity book. Cloning the disclosed picks since 2026 would be +7% (+17.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2111830/holdings"
Use Arkolith to show Phillip James Consulting Co.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 7.3 points over this window.
Growth of $10,000 cloning Phillip James Consulting Co.'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.
15% 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 Phillip James Consulting Co.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 80 / 80 | $118.0B |
| FMR LLC | 79 / 80 | $544.2B |
| MORGAN STANLEY | 79 / 80 | $424.7B |
| JPMORGAN CHASE & CO | 79 / 80 | $369.2B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $348.8B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 79 / 80 | $157.5B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $116.2B |
| UBS Group AG | 79 / 80 | $110.4B |
Ranked by how many of Phillip James Consulting Co.'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 | Ishares Inc MSCI AUST ETF | $15.3M | 170.5K | 10.2% | ▲New New position | |
| 2 | Schwab Strategic TR SHT TM US TRES | $11.8M | 488.5K | 7.9% | ▲New New position | |
| 3 | Vanguard Index FDS VALUE ETF | $10.5M | 50.8K | 7.0% | ▲New New position | |
| 4 | Schwab Strategic TR US BRD MKT ETF | $10.4M | 357.9K | 6.9% | ▲New New position | |
| 5 | Schwab Strategic TR US LCAP VA ETF | $7.0M | 199.8K | 4.6% | ▲New New position | |
| 6 | Wisdomtree Inc COM | $6.7M | 89.6K | 4.5% | ▲New New position | |
| 7 | Vanguard Index FDS SMALL CP ETF | $6.5M | 21.5K | 4.4% | ▲New New position | |
| 8 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $6.4M | 41.8K | 4.3% | ▲New New position | |
| 9 | Vanguard BD Index FDS SHORT TRM BOND | $6.1M | 78.8K | 4.1% | ▲+733% Added · +69K sh | |
| 10 | Harbor ETF Trust INTL EQUITY ETF | $5.9M | 212.9K | 3.9% | ▲New New position | |
| 11 | Schwab Strategic TR US SML CAP ETF | $5.3M | 145.6K | 3.5% | ▲New New position | |
| 12 | SPDR Series Trust ST STR P500ETF | $4.4M | 49.9K | 2.9% | ▲New New position | |
| 13 | Vanguard Index FDS TOTAL STK MKT | $4.4M | 11.8K | 2.9% | ▼−19% Reduced · −3K sh | |
| 14 | Vanguard World FD INF TECH ETF | $3.1M | 26.1K | 2.1% | ▲New New position | |
| 15 | SPDR Index SHS FDS ST PORT MARK ETF | $2.9M | 55.3K | 1.9% | ▲New New position | |
| 16 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.7M | 37.3K | 1.8% | ▲New New position | |
| 17 | American Centy ETF TR INTL SMCP VLU | $2.6M | 25.5K | 1.8% | ▲New New position | |
| 18 | Invesco Ltd SHS | $2.4M | 88.1K | 1.6% | ▲New New position | |
| 19 | Vanguard Index FDS S&P 500 ETF SHS | $2.4M | 5.7K | 1.6% | ▲New New position | |
| 20 | Schwab Strategic TR INTL SCEQT ETF | $2.1M | 43.2K | 1.4% | ▲New New position | |
| 21 | SPDR Series Trust ST STR SP600 SML | $2.1M | 36.0K | 1.4% | ▲New New position | |
| 22 | Schwab Strategic TR EMRG MKTEQ ETF | $2.0M | 53.8K | 1.3% | ▲New New position | |
| 23 | SPDR Series Trust ST STR SP600SM C | $1.8M | 16.8K | 1.2% | ▲New New position | |
| 24 | Apple Inc COM | $1.8M | 6.3K | 1.2% | —Held | |
| 25 | Berkshire Hathaway Inc Del CL B NEW | $1.7M | 3.3K | 1.1% | —Held | |
| 26 | Vanguard Star FDS VG TL INTL STK F | $1.3M | 14.9K | 0.9% | ▲New New position | |
| 27 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.1M | 19.1K | 0.8% | ▲New New position | |
| 28 | Vanguard World FD CONSUM DIS ETF | $928K | 2.3K | 0.6% | ▲New New position | |
| 29 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $765K | 9.7K | 0.5% | ▲New New position | |
| 30 | Medtronic PLC SHS | $758K | 9.7K | 0.5% | ▲+22% Added · +2K sh | |
| 31 | Vanguard World FD HEALTH CAR ETF | $751K | 2.5K | 0.5% | ▲New New position | |
| 32 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $749K | 10.0K | 0.5% | ▲New New position | |
| 33 | Berkshire Hathaway Inc Del CL A | $749K | 1 | 0.5% | —Held | |
| 34 | Vanguard Index FDS GROWTH ETF | $732K | 8.5K | 0.5% | ▲New New position | |
| 35 | Vanguard Specialized Funds DIV APP ETF | $725K | 3.1K | 0.5% | ▲New New position | |
| 36 | Vanguard World FD FINANCIALS ETF | $645K | 4.9K | 0.4% | ▲New New position | |
| 37 | Ishares TR RUSSELL 3000 ETF | $580K | 1.4K | 0.4% | ▲New New position | |
| 38 | Unitedhealth Group Inc COM | $570K | 1.4K | 0.4% | ▼−12% Reduced · −186 sh | |
| 39 | SPDR Index SHS FDS ST S&P INTL ETF | $521K | 11.9K | 0.3% | ▲New New position | |
| 40 | Microsoft Corp COM | $448K | 1.2K | 0.3% | ▲+5.0% Added · +57 sh | |
| 41 | Corning Inc COM | $368K | 1.4K | 0.2% | —Held | |
| 42 | SPDR Series Trust ST NUVE TERM ETF | $354K | 7.4K | 0.2% | ▼−85% Reduced · −42K sh | |
| 43 | Veeva Sys Inc CL A COM | $336K | 1.9K | 0.2% | —Held | |
| 44 | Alphabet Inc CAP STK CL A | $327K | 915 | 0.2% | —Held | |
| 45 | Alphabet Inc CAP STK CL C | $327K | 925 | 0.2% | —Held | |
| 46 | Vanguard World FD INDUSTRIAL ETF | $306K | 850 | 0.2% | ▲New New position | |
| 47 | Advanced Micro Devices Inc COM | $296K | 510 | 0.2% | —Held | |
| 48 | Schwab Strategic TR FUNDAMENTAL INTL | $295K | 5.6K | 0.2% | ▲New New position | |
| 49 | Amazon Com Inc COM | $292K | 1.2K | 0.2% | —Held | |
| 50 | Best Buy Inc COM | $269K | 3.5K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
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.