Philip James Wealth Mangement, LLC — 13F holdings

Philip James Wealth Mangement, LLC reported 151 holdings worth $888M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

  1. BRK.B BERKSHIRE HATHAWAY INC DEL — $218M (24.5%)
  2. XOM EXXON MOBIL CORP — $57.9M (6.5%)
  3. CB CHUBB LIMITED — $35.5M (4.0%)
  4. OXY.WS OCCIDENTAL PETE CORP — $27.3M (3.1%)
  5. QCOM QUALCOMM INC — $27.0M (3.0%)
  6. ABT ABBOTT LABS — $25.6M (2.9%)
  7. INTC Intel Corp — $22.8M (2.6%)
  8. GIS GENERAL MLS INC — $22.4M (2.5%)
  9. MRK MERCK & CO INC — $22.3M (2.5%)
  10. JNJ Johnson & Johnson — $20.8M (2.3%)