Phillips Wealth Planners LLC — 13F holdings

Phillips Wealth Planners LLC reported 217 holdings worth $136M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. VOO VANGUARD INDEX FDS — $6.24M (4.6%)
2. MSFT MICROSOFT CORP — $3.52M (2.6%)
3. AVGO BROADCOM INC — $2.52M (1.9%)
4. JPM JPMorgan Chase & Co. — $2.46M (1.8%)
5. XLK SELECT SECTOR SPDR TR — $2.45M (1.8%)
6. IEUR ISHARES TR — $2.17M (1.6%)
7. AAPL APPLE INC — $2.01M (1.5%)
8. ABBV ABBVIE INC — $1.93M (1.4%)
9. XLF SELECT SECTOR SPDR TR — $1.91M (1.4%)
10. WMT Walmart Inc — $1.90M (1.4%)