Phillips Wealth Planners LLC holds a diversified book of 217 reported positions worth $135.8M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened SS Materials Select Sector and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 5% of the reported non-option book. Cloning the disclosed picks since 2025 would be +13% (+16.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Phillips Wealth Planners LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.2 points over this window.
Growth of $10,000 cloning Phillips Wealth Planners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
+5 sectors below the cut, 11% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Phillips Wealth Planners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 10 / 80 | $640.7M |
| Evelyn Partners Group Ltd | 66 / 80 | $44.7B |
| Mirae Asset Global Investments Co., Ltd. | 76 / 80 | $282.6B |
| Constitution Capital LLC | 37 / 80 | $174.3M |
| Ketron Financial | 19 / 80 | $282.5M |
| Draper Asset Management, LLC | 9 / 80 | $172.6M |
| Howard Hughes Medical Institute | 14 / 80 | $369.1M |
| Trans-Canada Capital Inc. | 9 / 80 | $1.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Phillips Wealth Planners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $6.2M | 9.1K | 4.6% | ▼−3.7% Reduced · −349 sh | |
| 2 | Microsoft Corp COM | $3.5M | 9.1K | 2.6% | ▲+4.9% Added · +423 sh | |
| 3 | Broadcom Inc COM | $2.5M | 6.8K | 1.9% | ▲+0.3% Added · +24 sh | |
| 4 | JPMorgan Chase & Co COM | $2.5M | 7.3K | 1.8% | ▲+0.2% Added · +13 sh | |
| 5 | Select Sector SPDR TR ST STR TECHN ETF | $2.5M | 13.7K | 1.8% | ▼−0.1% Reduced · −17 sh | |
| 6 | Ishares TR CORE MSCI EURO | $2.2M | 28.7K | 1.6% | ▲+30% Added · +7K sh | |
| 7 | Apple Inc COM | $2.0M | 6.5K | 1.5% | ▲+2.3% Added · +143 sh | |
| 8 | Abbvie Inc COM | $1.9M | 7.6K | 1.4% | ▲+13% Added · +852 sh | |
| 9 | Select Sector SPDR TR ST STR FINL ETF | $1.9M | 34.0K | 1.4% | ▲+3.7% Added · +1K sh | |
| 10 | Walmart Inc COM | $1.9M | 17.0K | 1.4% | ▲+0.2% Added · +32 sh | |
| 11 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.8M | 21.3K | 1.3% | ▲+3.0% Added · +629 sh | |
| 12 | Williams Cos Inc COM | $1.8M | 23.4K | 1.3% | ▲+0.5% Added · +114 sh | |
| 13 | TJX Cos Inc New COM | $1.7M | 11.0K | 1.3% | ▼−1.2% Reduced · −131 sh | |
| 14 | Alphabet Inc CAP STK CL A | $1.7M | 4.6K | 1.2% | ▲+1.6% Added · +71 sh | |
| 15 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 1.1% | —Held | |
| 16 | Johnson & Johnson COM | $1.5M | 5.6K | 1.1% | ▲+12% Added · +593 sh | |
| 17 | Chevron Corporation COM | $1.4M | 8.3K | 1.1% | ▲+9.6% Added · +724 sh | |
| 18 | PNC Finl Svcs Group Inc COM | $1.4M | 5.5K | 1.0% | ▼−7.0% Reduced · −418 sh | |
| 19 | Advanced Micro Devices Inc COM | $1.4M | 2.7K | 1.0% | ▲+0.4% Added · +11 sh | |
| 20 | Philip Morris Intl Inc COM | $1.4M | 7.4K | 1.0% | ▲+5.1% Added · +356 sh | |
| 21 | Ishares TR 0-3 MTH TREASURY | $1.4M | 13.6K | 1.0% | ▼−11% Reduced · −2K sh | |
| 22 | Texas Instrs Inc COM | $1.3M | 4.6K | 1.0% | ▼−5.5% Reduced · −267 sh | |
| 23 | Home Depot Inc COM | $1.3M | 3.8K | 1.0% | ▲+0.8% Added · +31 sh | |
| 24 | Duke Energy Corp New COM NEW | $1.3M | 10.2K | 1.0% | ▼−9.1% Reduced · −1K sh | |
| 25 | McDonalds Corp COM | $1.3M | 4.6K | 1.0% | ▲+2.8% Added · +125 sh | |
| 26 | Ishares TR CORE US AGGBD ET | $1.3M | 13.1K | 0.9% | ▼−2.6% Reduced · −346 sh | |
| 27 | Select Sector SPDR TR ST STR CARE ETF | $1.2M | 7.5K | 0.9% | ▲+9.5% Added · +653 sh | |
| 28 | Coca Cola Co COM | $1.2M | 14.5K | 0.9% | ▼−4.3% Reduced · −652 sh | |
| 29 | Visa Inc COM CL A | $1.2M | 3.3K | 0.9% | ▼−8.1% Reduced · −292 sh | |
| 30 | Goldman Sachs Group Inc COM | $1.1M | 1.1K | 0.8% | ▼−15% Reduced · −188 sh | |
| 31 | AstraZeneca PLC ORD | $1.1M | 5.6K | 0.8% | ▼−0.1% Reduced · −6 sh | |
| 32 | Amgen Inc COM | $1.1M | 2.9K | 0.8% | ▼−1.9% Reduced · −57 sh | |
| 33 | Cme Group Inc COM | $1.1M | 4.4K | 0.8% | ▲+14% Added · +535 sh | |
| 34 | Procter & Gamble Co COM | $1.1M | 6.9K | 0.8% | ▲+10.0% Added · +625 sh | |
| 35 | Medtronic PLC SHS | $1.0M | 12.2K | 0.8% | ▲+2.0% Added · +241 sh | |
| 36 | Meta Platforms Inc CL A | $994K | 1.6K | 0.7% | ▲+22% Added · +291 sh | |
| 37 | Ishares TR CORE S&P SCP ETF | $968K | 6.7K | 0.7% | ▼−2.4% Reduced · −164 sh | |
| 38 | Totalenergies SE ACT | $967K | 12.4K | 0.7% | ▼−0.6% Reduced · −74 sh | |
| 39 | Nvidia Corporation COM | $966K | 4.9K | 0.7% | ▲+63% Added · +2K sh | |
| 40 | Select Sector SPDR TR ST STR SVC ETF | $946K | 8.5K | 0.7% | ▼−22% Reduced · −2K sh | |
| 41 | Wells Fargo & Co COM | $925K | 10.6K | 0.7% | ▼−16% Reduced · −2K sh | |
| 42 | International Business Machs COM | $906K | 3.0K | 0.7% | ▼−0.4% Reduced · −13 sh | |
| 43 | Union Pac Corp COM | $903K | 3.2K | 0.7% | ▲+9.4% Added · +275 sh | |
| 44 | Starbucks Corp COM | $865K | 8.3K | 0.6% | ▲+8.8% Added · +677 sh | |
| 45 | Merck & Co Inc COM | $861K | 6.7K | 0.6% | ▲+29% Added · +1K sh | |
| 46 | Air Products And Chemicals I COM | $814K | 2.7K | 0.6% | ▼−11% Reduced · −344 sh | |
| 47 | Abbott Laboratories COM | $805K | 8.4K | 0.6% | ▲+5.5% Added · +438 sh | |
| 48 | Amazon Com Inc COM | $794K | 3.2K | 0.6% | ▲+3.8% Added · +118 sh | |
| 49 | Taiwan Semiconductor Manufac SPONSORED ADS | $793K | 1.8K | 0.6% | ▲+1.4% Added · +26 sh | |
| 50 | Tesla Inc COM | $786K | 1.9K | 0.6% | ▲+0.4% Added · +7 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.