Arkolith/Funds/Phillips Financial Management, LLC

Phillips Financial Management, LLC

CIK 1350660
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Phillips Financial Management, LLC holds a focused book of 291 stocks worth $1.4B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Kla Corp and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 11% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
104
bought for the first time
Added to
40
already held, bought more
Trimmed
144
sold some, still holds it
Sold out
18
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+22.6%
+12.0%/yr · since Nov '24
Their reported book
+22.9%
held from quarter-end
S&P 500
+30.9%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Dec '25Apr '26Aug '26
Phillips Financial Management, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Phillips Financial Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with 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.

Concentration

Top-heavy: focused book

Top 5 holdings
36%
Top 10 holdings
51%
Top 20 holdings
70%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Information Technology
2%
Financials
1%
Consumer Discretionary
0%
Health Care
0%
Utilities
0%
Materials
0%
Industrials
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Phillips Financial Management, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$422.3B
JPMORGAN CHASE & CO80 / 80$387.5B
WELLS FARGO & COMPANY/MN80 / 80$154.6B
ROYAL BANK OF CANADA80 / 80$119.4B
ENVESTNET ASSET MANAGEMENT INC80 / 80$107.1B
RAYMOND JAMES FINANCIAL INC80 / 80$91.7B
LPL Financial LLC80 / 80$78.4B
Creative Planning80 / 80$63.9B

Ranked by how many of Phillips Financial Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

291 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$151.3M202.0K
11.1%
−9.1%
Reduced · −20K sh
2Dimensional ETF Trust
CORE FIXE IN ETF
$109.7M2.60M
8.0%
+2.9%
Added · +73K sh
3Dimensional ETF Trust
INTL CORE EQUITY
$91.8M2.46M
6.7%
−5.6%
Reduced · −146K sh
4Dimensional ETF Trust
SHOR DUR FIX ETF
$83.9M1.76M
6.1%
+2.5%
Added · +43K sh
5Dimensional ETF Trust
US LARG VALU ETF
$53.9M1.36M
4.0%
−3.4%
Reduced · −48K sh
6Dimensional ETF Trust
US TARGETED VLU
$49.8M712.7K
3.7%
−6.0%
Reduced · −45K sh
7Dimensional ETF Trust
US HIGH PROF ETF
$48.7M1.17M
3.6%
−6.6%
Reduced · −82K sh
8Dimensional ETF Trust
EMERGING MKTS CO
$41.9M1.03M
3.1%
−7.0%
Reduced · −77K sh
9Vanguard Star FDS
VG TL INTL STK F
$35.8M419.3K
2.6%
−14%
Reduced · −67K sh
10Vanguard Index FDS
S&P 500 ETF SHS
$35.6M51.9K
2.6%
−15%
Reduced · −9K sh
11Ishares TR
CORE S&P MCP ETF
$35.1M455.3K
2.6%
−17%
Reduced · −97K sh
12Dimensional ETF Trust
US SMALL CAP ETF
$34.5M418.6K
2.5%
−3.6%
Reduced · −16K sh
13Dimensional ETF Trust
US COR EQU 2 ETF
$31.4M707.5K
2.3%
−1.8%
Reduced · −13K sh
14Ishares TR
S&P 500 VAL ETF
$27.1M119.5K
2.0%
−14%
Reduced · −19K sh
15Vanguard Charlotte FDS
TOTAL INT BD ETF
$25.6M529.2K
1.9%
−6.9%
Reduced · −39K sh
16Vanguard Index FDS
MID CAP ETF
$24.7M306.5K
1.8%
+243%
Added · +217K sh
17Ishares TR
CORE MSCI TOTAL
$22.7M237.4K
1.7%
−25%
Reduced · −81K sh
18Dimensional ETF Trust
ULTR FIX INC ETF
$18.4M361.7K
1.3%
−30%
Reduced · −153K sh
19Dimensional ETF Trust
US REAL ESTA ETF
$17.2M657.0K
1.3%
−5.5%
Reduced · −38K sh
20Ishares TR
BROAD USD HIGH
$16.8M454.0K
1.2%
−8.2%
Reduced · −41K sh
21Ishares TR
U S EQUITY FACTR
$16.7M220.2K
1.2%
−23%
Reduced · −66K sh
22Vanguard Admiral FDS Inc
500 VAL IDX FD
$15.7M71.7K
1.2%
−15%
Reduced · −12K sh
23Ishares TR
CORE US AGGBD ET
$12.1M122.3K
0.9%
−34%
Reduced · −63K sh
24Vanguard Index FDS
SM CP VAL ETF
$12.0M49.6K
0.9%
−12%
Reduced · −7K sh
25Vanguard BD Index FDS
TOTAL BND MRKT
$10.6M145.0K
0.8%
−12%
Reduced · −20K sh
26Vanguard Index FDS
TOTAL STK MKT
$10.4M28.0K
0.8%
−1.7%
Reduced · −489 sh
27JPMorgan Chase & Co
COM
$10.0M30.5K
0.7%
+0.6%
Added · +192 sh
28Dimensional ETF Trust
INTERNATNAL VAL
$9.9M183.8K
0.7%
−1.3%
Reduced · −2K sh
29State STR SPDR S&P 500 ETF T
TR UNIT
$9.9M13.2K
0.7%
−1.6%
Reduced · −222 sh
30Ishares TR
SP SMCP600VL ETF
$8.8M64.4K
0.6%
−23%
Reduced · −19K sh
31Vanguard World FD
MEGA CAP INDEX
$8.3M30.5K
0.6%
−15%
Reduced · −5K sh
32Vanguard Index FDS
VALUE ETF
$7.6M34.9K
0.6%
−7.0%
Reduced · −3K sh
33Vanguard Intl Equity Index F
ALLWRLD EX US
$7.6M90.4K
0.6%
−8.9%
Reduced · −9K sh
34Vanguard Scottsdale FDS
INT-TERM CORP
$7.3M87.8K
0.5%
−19%
Reduced · −20K sh
35Schwab Strategic TR
US LRG CAP ETF
$7.0M238.8K
0.5%
−4.7%
Reduced · −12K sh
36Dimensional ETF Trust
US SMALL CAP ETF
$6.6M170.2K
0.5%
−3.3%
Reduced · −6K sh
37Ishares TR
INTL EQTY FACTOR
$6.6M160.3K
0.5%
−21%
Reduced · −41K sh
38Dimensional ETF Trust
WORLD EX US CORE
$6.5M175.9K
0.5%
−2.2%
Reduced · −4K sh
39Ishares TR
CRE U S REIT ETF
$6.3M94.5K
0.5%
−23%
Reduced · −28K sh
40Apple Inc
COM
$6.0M20.9K
0.4%
−2.9%
Reduced · −625 sh
41Vanguard World FD
MEGA CAP VAL ETF
$5.8M35.6K
0.4%
−18%
Reduced · −8K sh
42Vanguard Index FDS
REAL ESTATE ETF
$5.8M59.7K
0.4%
−27%
Reduced · −22K sh
43Ishares TR
CORE INTL AGGR
$5.7M113.5K
0.4%
−30%
Reduced · −49K sh
44Vanguard BD Index FDS
INTERMED TERM
$5.1M66.0K
0.4%
−25%
Reduced · −22K sh
45Vanguard Admiral FDS Inc
SMLLCP 600 IDX
$4.9M35.3K
0.4%
Held
46Nvidia Corporation
COM
$4.7M23.4K
0.3%
−0.6%
Reduced · −134 sh
47Vanguard BD Index FDS
SHORT TRM BOND
$4.7M59.9K
0.3%
−23%
Reduced · −18K sh
48Ishares TR
CORE 1 5 YR USD
$4.5M92.6K
0.3%
−27%
Reduced · −34K sh
49Vanguard Index FDS
LARGE CAP ETF
$4.3M12.6K
0.3%
−0.6%
Reduced · −82 sh
50Ishares TR
MSCI EAFE ETF
$4.2M40.8K
0.3%
−24%
Reduced · −13K sh
Showing 50 of 291 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 2026291$1.4B13F-HR
Q1 2026Mar 31, 2026Apr 16, 2026283$1.4B13F-HR
Q4 2025Dec 31, 2025Jan 26, 2026307$1.6B13F-HR
Q3 2025Sep 30, 2025Oct 24, 2025305$1.5B13F-HR
Q2 2025Jun 30, 2025Jul 30, 2025279$1.4B13F-HR
Q1 2025Mar 31, 2025Apr 30, 2025258$1.3B13F-HR
Q4 2024Dec 31, 2024Feb 10, 2025259$1.3B13F-HR
Q3 2024Sep 30, 2024Nov 7, 2024276$1.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.