Phillips Wealth Planners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Phillips Wealth Planners LLC held in its portfolio 187 assets valued at $124,633,190 (i.e. $124.63M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($6.07M), SPDR S&P 500 ETF TR ($3.44M), and MICROSOFT CORP ($3.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 187 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Phillips Wealth Planners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 9636 | 6073474 | S&P 500 ETF SHS |
| SPDR S&P 500 ETF TR | 5014 | 3436596 | TR UNIT |
| MICROSOFT CORP | 7506 | 3333550 | COM |
| WALMART INC | 21192 | 2529514 | COM |
| JPMORGAN CHASE & CO. | 7441 | 2247526 | COM |
| BROADCOM INC | 5962 | 1960306 | COM |
| ALPHABET INC | 5901 | 1937770 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 12415 | 1785401 | STATE STREET TEC |
| TJX COS INC NEW | 11167 | 1740377 | COM |
| RTX CORPORATION | 8592 | 1696920 | COM |
| SELECT SECTOR SPDR TR | 31502 | 1684097 | STATE STREET FIN |
| VANGUARD INTL EQUITY INDEX F | 21710 | 1663637 | ALLWRLD EX US |
| WILLIAMS COS INC | 24957 | 1576783 | COM |
| HOME DEPOT INC | 4052 | 1558561 | COM |
| APPLE INC | 5935 | 1469781 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1448159 | CL A |
| VISA INC | 4452 | 1448147 | COM CL A |
| ABBVIE INC | 6358 | 1374282 | COM |
| ISHARES TR | 13525 | 1352500 | CORE US AGGBD ET |
| DUKE ENERGY CORP NEW | 11185 | 1335153 | COM NEW |
| SELECT SECTOR SPDR TR | 14156 | 1305602 | STATE STREET CON |
| MCDONALDS CORP | 4171 | 1275033 | COM |
| PNC FINL SVCS GROUP INC | 5631 | 1269734 | COM |
| SELECT SECTOR SPDR TR | 10864 | 1245340 | STATE STREET COM |
| JOHNSON & JOHNSON | 5668 | 1235681 | COM |
| EXXON MOBIL CORP | 9239 | 1234453 | COM |
| INTERNATIONAL BUSINESS MACHS | 4059 | 1207715 | COM |
| GOLDMAN SACHS GROUP INC | 1228 | 1170296 | COM |
| META PLATFORMS INC | 1848 | 1132750 | CL A |
| SELECT SECTOR SPDR TR | 7102 | 1123963 | STATE STREET HEA |
| MEDTRONIC PLC | 11090 | 1112216 | SHS |
| ABBOTT LABS | 9123 | 1101420 | COM |
| CHEVRON CORP NEW | 6509 | 1085291 | COM |
| AMGEN INC | 3117 | 1071001 | COM |
| CME GROUP INC | 3654 | 1019722 | COM |
| VANGUARD INTL EQUITY INDEX F | 10290 | 991442 | FTSE PACIFIC ETF |
| COCA COLA CO | 13720 | 987977 | COM |
| ISHARES INC | 9886 | 982619 | MSCI EM ASIA ETF |
| ASTRAZENECA PLC | 10828 | 980367 | SPONSORED ADR |
| VANGUARD INTL EQUITY INDEX F | 6634 | 956092 | TT WRLD ST ETF |
| ISHARES TR | 7273 | 946363 | CORE S&P SCP ETF |
| WELLS FARGO CO NEW | 10481 | 902624 | COM |
| TOTALENERGIES SE | 12819 | 868103 | ACT |
| ACCENTURE PLC IRELAND | 2996 | 841037 | SHS CLASS A |
| TESLA INC | 1945 | 839151 | COM |
| STERIS PLC | 3161 | 825590 | SHS USD |
| TRANE TECHNOLOGIES PLC | 2081 | 822682 | SHS |
| TAIWAN SEMICONDUCTOR MFG LTD | 2502 | 815952 | SPONSORED ADS |
| AMAZON COM INC | 3301 | 763554 | COM |
| PHILIP MORRIS INTL INC | 4458 | 752555 | COM |
| ADVANCED MICRO DEVICES INC | 2930 | 731914 | COM |
| PROCTER AND GAMBLE CO | 4864 | 710387 | COM |
| MERCK & CO INC | 6362 | 706882 | COM |
| AFLAC INC | 6439 | 699018 | COM |
| UNILEVER PLC | 10498 | 680585 | SPON ADR NEW |
| ANALOG DEVICES INC | 2147 | 654771 | COM |
| AMPHENOL CORP NEW | 4137 | 639580 | CL A |
| STARBUCKS CORP | 6628 | 639138 | COM |
| AMERICAN EXPRESS CO | 1774 | 637948 | COM |
| TEXAS INSTRS INC | 3256 | 632999 | COM |
| CORNING INC | 6687 | 625388 | COM |
| ISHARES TR | 6701 | 619373 | CORE MSCI EAFE |
| COSTCO WHSL CORP NEW | 610 | 599545 | COM |
| CATERPILLAR INC | 923 | 595686 | COM |
| BLACKROCK INC | 525 | 592121 | COM |
| NEXTERA ENERGY INC | 7004 | 587285 | COM |
| UNION PAC CORP | 2459 | 564070 | COM |
| SALESFORCE INC | 2450 | 542871 | COM |
| INTERCONTINENTAL EXCHANGE IN | 3114 | 535297 | COM |
| EATON CORP PLC | 1567 | 529583 | SHS |
| ORACLE CORP | 3037 | 528132 | COM |
| MASTERCARD INCORPORATED | 999 | 527042 | CL A |
| VANGUARD SPECIALIZED FUNDS | 2339 | 523600 | DIV APP ETF |
| CHUBB LIMITED | 1737 | 521065 | COM |
| ROYALTY PHARMA PLC | 13113 | 520848 | SHS CLASS A |
| SPDR SERIES TRUST | 5670 | 519089 | STATE STREET SPD |
| REPUBLIC SVCS INC | 2413 | 517082 | COM |
| UNITEDHEALTH GROUP INC | 1456 | 506324 | COM |
| GILEAD SCIENCES INC | 3908 | 504526 | COM |
| ARK ETF TR | 6164 | 494908 | INNOVATION ETF |
| BRITISH AMERN TOB PLC | 8560 | 493998 | SPONSORED ADR |
| TRUIST FINL CORP | 9867 | 493566 | COM |
| AT&T INC | 20216 | 475071 | COM |
| GE VERNOVA INC | 708 | 472866 | COM |
| PEPSICO INC | 3177 | 466193 | COM |
| T-MOBILE US INC | 2506 | 460102 | COM |
| LAM RESEARCH CORP | 2008 | 458607 | COM NEW |
| VERIZON COMMUNICATIONS INC | 11648 | 457062 | COM |
| ASML HOLDING N V | 324 | 440669 | N Y REGISTRY SHS |
| ISHARES INC | 6108 | 435989 | CORE MSCI EMKT |
| KINDER MORGAN INC DEL | 14973 | 427936 | COM |
| IDACORP INC | 3163 | 423842 | COM |
| ISHARES TR | 2416 | 423187 | ISHARES BIOTECH |
| ISHARES TR | 6014 | 423025 | CORE S&P MCP ETF |
| EAST WEST BANCORP INC | 3604 | 416262 | COM |
| ISHARES TR | 3201 | 411425 | EXPND TEC SC ETF |
| RAYMOND JAMES FINL INC | 2413 | 410315 | COM |
| BANK AMERICA CORP | 7857 | 409114 | COM |
| ROYAL BK CDA | 2379 | 399672 | COM |
| NXP SEMICONDUCTORS N V | 1696 | 396389 | COM |
| WEC ENERGY GROUP INC | 3617 | 396134 | COM |
| SELECT SECTOR SPDR TR | 9182 | 395010 | STATE STREET UTI |
| S&P GLOBAL INC | 735 | 390403 | COM |
| PROGRESSIVE CORP | 1916 | 388948 | COM |
| AXIS CAP HLDGS LTD | 3735 | 385992 | SHS |
| IQVIA HLDGS INC | 1592 | 384309 | COM |
| AIR PRODS & CHEMS INC | 1435 | 377563 | COM |
| WELLTOWER INC | 2007 | 373302 | COM |
| NVIDIA CORPORATION | 1987 | 364257 | COM |
| MONDELEZ INTL INC | 6278 | 360043 | CL A |
| MORGAN STANLEY | 1960 | 359307 | COM NEW |
| DICKS SPORTING GOODS INC | 1688 | 357822 | COM |
| WATSCO INC | 924 | 355661 | COM |
| HEWLETT PACKARD ENTERPRISE C | 16687 | 350761 | COM |
| MKS INC. | 1584 | 349636 | COM |
| INTERNATIONAL FLAVORS&FRAGRA | 4864 | 346803 | COM |
| AUTOMATIC DATA PROCESSING IN | 1349 | 346680 | COM |
| ISHARES TR | 3629 | 342360 | MSCI USA MIN VOL |
| TRACTOR SUPPLY CO | 6438 | 342308 | COM |
| KROGER CO | 5348 | 341844 | COM |
| ELI LILLY & CO | 316 | 340812 | COM |
| EXPEDITORS INTL WASH INC | 2096 | 340621 | COM |
| CENTERPOINT ENERGY INC | 8585 | 339365 | COM |
| DIAMONDBACK ENERGY INC | 2205 | 337365 | COM |
| ISHARES TR | 4628 | 337196 | CORE MSCI EURO |
| REALTY INCOME CORP | 5416 | 334655 | COM |
| FIDELITY NATIONAL FINANCIAL | 6137 | 331337 | COM SHS |
| TE CONNECTIVITY PLC | 1419 | 327789 | ORD SHS |
| BERKSHIRE HATHAWAY INC DEL | 675 | 326585 | CL B NEW |
| AGNICO EAGLE MINES LTD | 1577 | 323837 | COM |
| KLA CORP | 212 | 322240 | COM NEW |
| RPM INTL INC | 2807 | 315226 | COM |
| SNAP ON INC | 847 | 314779 | COM |
| VANGUARD WHITEHALL FDS | 2112 | 313241 | HIGH DIV YLD |
| TC ENERGY CORP | 5719 | 308654 | COM |
| EQUINIX INC | 386 | 307055 | COM |
| ROCKWELL AUTOMATION INC | 730 | 306819 | COM |
| NATIONAL GRID PLC | 3789 | 306341 | SPONSORED ADR NE |
| US BANCORP DEL | 5510 | 305640 | COM NEW |
| WASTE MGMT INC DEL | 1349 | 305535 | COM |
| EMERSON ELEC CO | 2018 | 301832 | COM |
| CARILLON SER TR | 11638 | 300586 | RJ EAGLE GCM DIV |
| MARATHON PETE CORP | 1679 | 297989 | COM |
| HENRY JACK & ASSOC INC | 1579 | 296568 | COM |
| ENBRIDGE INC | 6240 | 295090 | COM |
| ALLSTATE CORP | 1519 | 294147 | COM |
| GENPACT LIMITED | 6384 | 291940 | SHS |
| RESTAURANT BRANDS INTL INC | 4274 | 290717 | COM |
| AMKOR TECHNOLOGY INC | 5399 | 288631 | COM |
| RESMED INC | 1101 | 285467 | COM |
| PROLOGIS INC. | 2173 | 284967 | COM |
| BECTON DICKINSON & CO | 1373 | 283085 | COM |
| HAMILTON LANE INC | 1839 | 281220 | CL A |
| ENTERPRISE PRODS PARTNERS L | 8524 | 281034 | COM |
| BRISTOL-MYERS SQUIBB CO | 5120 | 279052 | COM |
| GENUINE PARTS CO | 2041 | 278066 | COM |
| NORTHWESTERN ENERGY GROUP IN | 3964 | 271138 | COM NEW |
| MICRON TECHNOLOGY INC | 691 | 268875 | COM |
| NVENT ELECTRIC PLC | 2353 | 265089 | SHS |
| DEERE & CO | 495 | 262107 | COM |
| BROWN & BROWN INC | 3342 | 260910 | COM |
| LINDE PLC | 593 | 260535 | SHS |
| MID-AMER APT CMNTYS INC | 1920 | 259930 | COM |
| TERRENO RLTY CORP | 4116 | 257250 | COM |
| SHELL PLC | 3451 | 254718 | SPON ADS |
| CISCO SYS INC | 3442 | 253663 | COM |
| STRYKER CORPORATION | 691 | 250792 | COM |
| PACKAGING CORP AMER | 1136 | 249920 | COM |
| EASTGROUP PPTYS INC | 1294 | 238784 | COM |
| WILLIAMS SONOMA INC | 1103 | 237741 | COM |
| WINTRUST FINL CORP | 1560 | 236402 | COM |
| AMERICAN TOWER CORP NEW | 1320 | 235184 | COM |
| LEIDOS HOLDINGS INC | 1217 | 233810 | COM |
| BANCO SANTANDER SA | 18734 | 228180 | ADR |
| CULLEN FROST BANKERS INC | 1582 | 226748 | COM |
| CONOCOPHILLIPS | 2316 | 224999 | COM |
| DARDEN RESTAURANTS INC | 1084 | 224757 | COM |
| XCEL ENERGY INC | 2931 | 224251 | COM |
| CHIPOTLE MEXICAN GRILL INC | 5347 | 217730 | COM |
| QUEST DIAGNOSTICS INC | 1155 | 213271 | COM |
| AES CORP | 14875 | 211820 | COM |
| ISHARES TR | 2205 | 211239 | 7-10 YR TRSY BD |
| ISHARES TR | 2036 | 205351 | RUS MID CAP ETF |
| FIRSTENERGY CORP | 4257 | 201654 | COM |
| CADENCE DESIGN SYSTEM INC | 639 | 200544 | COM |
| HUBBELL INC | 415 | 200238 | COM |
| DOLE PLC | 10571 | 159728 | ORD SHS |
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