Philip James Wealth Mangement, LLC
•CIK: 2002630•Filing: Q4 2025
**Philip James Wealth Mangement, LLC** manages $863M across a diversified portfolio of 170 positions. The fund exhibits significant conviction in value and established industrial names, evidenced by the top holding in Berkshire Hathaway Class B at $220.2M. Notable allocations include substantial positions in Exxon Mobil ($55.7M) and a diverse mix across technology and energy, such as Qualcomm ($27.0M) and Occidental Petroleum ($17.1M). This structure suggests a disciplined, large-cap focus with deep capital deployment into market leaders.
Total AUM
$863.2M
QoQ Performance
+0.7%
Positions
146
Top 10 Concentration
51.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
XOM
BRK/B25.5%
XOM6.5%
QCOM3.1%
INTC3.0%
OXY/WS2.7%
CB2.3%
MRK2.3%
JNJ2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.5%
Financial30.1%
Energy9.4%
Technology8.5%
Healthcare6.8%
Consumer Staples3.6%
Consumer1.7%
Industrial1.2%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW2 new positions
↑67 increased
↓83 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023