Institutional Fund
Phillips Wealth Planners LLC
Starkville, MSCIK 19626285 filings on record
Portfolio Value
$132.90M
Q1 2026
Holdings
210
Reported positions
New Buys
40
Opened this quarter
QoQ Change
+6.6%
from $124.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds4.8%
- Microsoft Corp2.7%
- Broadcom Inc2.2%
- Select Sector Spdr Tr1.8%
- Jpmorgan Chase & Co.1.6%
- Walmart Inc1.6%
- Other85.2%
Portfolio Holdings
210 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 9.4K | $6.41M | 4.8% | −205 | Reduced |
| 2 | Microsoft Corp | 8.6K | $3.57M | 2.7% | +1.1K | Added |
| 3 | Broadcom Inc | 6.8K | $2.91M | 2.2% | +820 | Added |
| 4 | Select Sector Spdr Tr | 13.7K | $2.44M | 1.8% | +1.3K | Added |
| 5 | Jpmorgan Chase & Co. | 7.2K | $2.17M | 1.6% | −200 | Reduced |
| 6 | Walmart Inc | 17.0K | $2.17M | 1.6% | −4.2K | Reduced |
| 7 | Apple Inc | 6.3K | $1.85M | 1.4% | +396 | Added |
| 8 | Alphabet Inc | 4.5K | $1.76M | 1.3% | −1.4K | Reduced |
| 9 | Williams Cos Inc | 23.2K | $1.72M | 1.3% | −1.7K | Reduced |
| 10 | Vanguard Intl Equity Index F | 20.7K | $1.72M | 1.3% | −1.0K | Reduced |
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