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CIK: 0001962628
Total reported value
$135.8M
$135.8M
188 檔
13.0%
According to the latest 13F quarterly dataset, Phillips Wealth Planners LLC managed an equity portfolio of $135.8M at the end of Q4 2025, spanning 188 distinct U.S. exchange-listed positions.
Phillips Wealth Planners LLC executed strategic sector rebalancing during Q4 2025, establishing 12 new positions while fully exiting 16 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.87% | -0.22% | +7.52% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.76% | -0.01% | +985.28% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.67% | -0.08% | +7.58% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 2.03% | -0.23% | +187.78% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.80% | +0.18% | +2.14% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.57% | -0.33% | -10.82% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | -0.08% | +4.17% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 1.43% | -0.02% | +81.00% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.40% | — | +5.99% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 1.36% | -0.88% | EXIT | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 1.35% | +0.15% | +33.79% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.33% | — | +3.53% | |
| 13 | WMB | Williams Cos Inc | Stock-Energy | 1.27% | -0.01% | -2.72% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | +0.09% | +9.78% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.18% | +0.09% | -0.79% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.16% | +0.03% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | -0.02% | +6.10% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | +0.39% | -10.34% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.09% | -0.05% | +5.25% | |
| 20 | DUK | Duke Energy CORP | Stock-Utilities | 1.07% | -0.09% | +3.45% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.02% | +0.03% | -3.07% | |
| 22 | PNC | Pnc Financial Services Group | Stock-Financials | 1.02% | +0.07% | -13.32% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.00% | -0.25% | -1.30% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | +0.27% | +3.30% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.92% | EXIT | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.97% | +0.17% | +5.16% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.94% | -0.07% | -11.65% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | +0.13% | -5.08% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 0.90% | +0.17% | -7.49% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 0.89% | +0.09% | +17.12% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.88% | +0.10% | +8.81% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.87% | +0.01% | -1.41% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.86% | +0.05% | -8.73% | |
| 34 | CME | Cme Group Inc | Stock-Financials | 0.82% | -0.04% | +35.58% | |
| 35 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.80% | -0.02% | +1.87% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.79% | — | +4.04% | |
| 37 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 0.79% | -0.29% | EXIT | |
| 38 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.79% | — | -5.12% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.77% | — | — | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.76% | — | +231.34% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.72% | -0.02% | +10.15% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.70% | -0.31% | EXIT | |
| 43 | TTE | TotalEnergies SE | Stock-Other | 0.70% | -0.14% | — | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.67% | -0.20% | -30.81% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | -0.07% | -0.41% | |
| 46 | STE | STERIS plc | Stock-Healthcare | 0.66% | -0.15% | -2.01% | |
| 47 | TT | Trane Technologies plc | Stock-Industrials | 0.66% | -0.01% | +4.42% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.65% | +0.03% | -0.87% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | -0.04% | -0.93% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.60% | +0.06% | +17.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.5% | +985.28% | Add |
| 2 | WMT | Walmart Inc | +1.4% | +187.78% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.5% | +231.34% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.17% | Add |
| 5 | XLF | Ss Financial Select Sector | +0.3% | +33.79% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.3% | +7.52% | Add |
| 7 | MRK | Merck & Co. Inc. | +0.3% | +52.02% | Add |
| 8 | CME | Cme Group Inc | +0.2% | +35.58% | Add |
| 9 | RTX | Rtx CORP | +0.2% | +4.13% | Add |
| 10 | GILD | Gilead Sciences Inc | +0.2% | +71.55% | Add |
| 11 | TMUS | T-mobile US Inc | -0.2% | -19.94% | Trim |
| 12 | UNH | Unitedhealth Group Inc | -0.2% | -31.26% | Trim |
| 13 | ACN | Accenture plc | -0.2% | -30.81% | Trim |
| 14 | MDLZ | Mondelez International Inc-a | -0.2% | -38.70% | Trim |
| 15 | META | Meta Platforms Inc-class A | -0.3% | -5.08% | Trim |
| 16 | ABBV | Abbvie Inc | -0.3% | -10.34% | Trim |
| 17 | PG | Procter & Gamble Co/the | -0.3% | -27.62% | Trim |
| 18 | ORCL | Oracle CORP | -0.3% | +5.63% | Add |
| 19 | AVGO | Broadcom Inc | -0.3% | -10.82% | Trim |
| 20 | XLY | Ss Consumer Disc Select Sect | -0.4% | -0.06% | Trim |
| 21 | MSFT | Microsoft CORP | -0.4% | +7.58% | Add |
| 22 | IGM | Ishares Expanded Tech Sector | -0.4% | -53.18% | Trim |
| 23 | VT | Vanguard Tot World Stk ETF | — | NEW | New buy |
| 24 | TTE | TotalEnergies SE | — | NEW | New buy |
| 25 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 26 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 27 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 28 | UL | Unilever PLC | — | EXIT | Sold out |
| 29 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
| 30 | IBB | Ishares Biotechnology ETF | — | NEW | New buy |
| 31 | PAYC | Paycom Software Inc | — | EXIT | Sold out |
| 32 | IFF | Intl Flavors & Fragrances | — | NEW | New buy |
| 33 | ROP | Roper Technologies Inc | — | EXIT | Sold out |
| 34 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 35 | RPM | Rpm International Inc | — | NEW | New buy |
| 36 | SNY | Sanofi-adr | — | EXIT | Sold out |
| 37 | RJDI | Rj Eagle Gcm Div S Inc ETF | — | NEW | New buy |
| 38 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 39 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 40 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 41 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 42 | AMKR | Amkor Technology Inc | — | NEW | New buy |
| 43 | HLNE | Hamilton Lane Inc-class A | — | NEW | New buy |
| 44 | EOG | Eog Resources Inc | — | EXIT | Sold out |
| 45 | CARR | Carrier Global CORP | — | EXIT | Sold out |
| 46 | MSI | Motorola Solutions Inc | — | EXIT | Sold out |
| 47 | LIN | Linde plc | — | NEW | New buy |
| 48 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 49 | DEO | Diageo Plc-sponsored Adr | — | EXIT | Sold out |
| 50 | ARE | Alexandria Real Estate Equit | — | EXIT | Sold out |
According to official SEC Form 13F filings, Phillips Wealth Planners LLC reported a total U.S. public equity portfolio value of $135.8M across 188 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, MSFT) accounted for 13.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
VT
市值: $956.1K
Top Position Liquidated / Trimmed
TTEN
前期市值: $711.2K
During Q4 2025, Phillips Wealth Planners LLC's top holdings by market value included VOO (4.9%)、SPY (2.8%)、MSFT (2.7%). The largest single position, VOO, represented 4.9% of total portfolio value.
In Q4 2025, Phillips Wealth Planners LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 12 positions, trimming 10 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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