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Phillips Wealth Planners LLC 13F holdings

Filed 2026-08-07 · Phillips Wealth Planners LLC · 217 positions · $135.8M

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TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS9.1K$6.2M4.6%
MSFTMICROSOFT CORP9.1K$3.5M2.6%
AVGOBROADCOM INC6.8K$2.5M1.9%
JPMJPMORGAN CHASE & CO7.3K$2.5M1.8%
XLKSELECT SECTOR SPDR TR13.7K$2.5M1.8%
IEURISHARES TR28.7K$2.2M1.6%
AAPLAPPLE INC6.5K$2.0M1.5%
ABBVABBVIE INC7.6K$1.9M1.4%
XLFSELECT SECTOR SPDR TR34.0K$1.9M1.4%
WMTWALMART INC17.0K$1.9M1.4%
VEUVANGUARD INTL EQUITY INDEX F21.3K$1.8M1.3%
WMBWILLIAMS COS INC23.4K$1.8M1.3%
TJXTJX COS INC NEW11.0K$1.7M1.3%
GOOGLALPHABET INC4.6K$1.7M1.2%
BRK-BBERKSHIRE HATHAWAY INC DEL2$1.5M1.1%
JNJJOHNSON & JOHNSON5.6K$1.5M1.1%
CVXCHEVRON CORPORATION8.3K$1.4M1.1%
PNCPNC FINL SVCS GROUP INC5.5K$1.4M1.0%
AMDADVANCED MICRO DEVICES INC2.7K$1.4M1.0%
PMPHILIP MORRIS INTL INC7.4K$1.4M1.0%
SGOVISHARES TR13.6K$1.4M1.0%
TXNTEXAS INSTRS INC4.6K$1.3M1.0%
HDHOME DEPOT INC3.8K$1.3M1.0%
DUKDUKE ENERGY CORP NEW10.2K$1.3M1.0%
MCDMCDONALDS CORP4.6K$1.3M1.0%
AGGISHARES TR13.1K$1.3M0.9%
XLVSELECT SECTOR SPDR TR7.5K$1.2M0.9%
KOCOCA COLA CO14.5K$1.2M0.9%
VVISA INC3.3K$1.2M0.9%
GSGOLDMAN SACHS GROUP INC1.1K$1.1M0.8%
—ASTRAZENECA PLC5.6K$1.1M0.8%
AMGNAMGEN INC2.9K$1.1M0.8%
CMECME GROUP INC4.4K$1.1M0.8%
PGPROCTER & GAMBLE CO6.9K$1.1M0.8%
—MEDTRONIC PLC12.2K$1.0M0.8%
METAMETA PLATFORMS INC1.6K$994,1620.7%
IJRISHARES TR6.7K$968,2970.7%
—TOTALENERGIES SE12.4K$966,8600.7%
NVDANVIDIA CORPORATION4.9K$965,5480.7%
XLCSELECT SECTOR SPDR TR8.5K$946,4460.7%
WFCWELLS FARGO & CO10.6K$924,8930.7%
IBMINTERNATIONAL BUSINESS MACHS3.0K$906,1450.7%
UNPUNION PAC CORP3.2K$903,1530.7%
SBUXSTARBUCKS CORP8.3K$864,6250.6%
MRKMERCK & CO INC6.7K$861,4290.6%
APDAIR PRODUCTS AND CHEMICALS I2.7K$813,5680.6%
ABTABBOTT LABORATORIES8.4K$804,8640.6%
AMZNAMAZON COM INC3.2K$794,2690.6%
TSMTAIWAN SEMICONDUCTOR MANUFAC1.8K$792,9010.6%
TSLATESLA INC1.9K$785,6550.6%
AFLAFLAC INC6.4K$782,2740.6%
CATCATERPILLAR INC795$747,3950.6%
VIGVANGUARD SPECIALIZED FUNDS3.1K$743,4250.5%
APHAMPHENOL CORP4.5K$717,8690.5%
LINLINDE PLC1.3K$715,3080.5%
GEVGE VERNOVA INC650$700,1020.5%
—ROYALTY PHARMA PLC11.9K$689,4960.5%
LLYELI LILLY & CO554$684,5000.5%
EQIXEQUINIX INC666$681,2710.5%
UNHUNITEDHEALTH GROUP INC1.5K$649,1360.5%
Top Fund Holdings
13F
Top Fund Holdings

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