Phillips Wealth Planners LLC
•CIK: 1962628•Filing: Q4 2025
**Phillips Wealth Planners LLC** manages $125M across a diversified portfolio of 188 positions. The strategy exhibits a significant tilt toward large-cap US equities, evidenced by top holdings including VOO ($6.1M) and SPY ($3.4M). Notable allocations further emphasize technology and industrials, with MSFT ($3.3M), AVGO ($2.0M), and GOOGL ($1.9M) representing key components. This concentration suggests a core focus on established market leaders within the S&P 500 ecosystem.
Total AUM
$124.6M
QoQ Performance
+3.5%
Positions
169
Top 10 Concentration
21.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO4.9%
SPY2.8%
MSFT2.7%
WMT2.0%
JPM1.8%
AVGO1.6%
GOOGL1.6%
XLK1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.1%
Technology12.7%
Financial8.6%
ETF7.6%
Consumer7.0%
Healthcare6.6%
Industrial2.5%
Consumer Staples1.7%
🚪 Exited Positionssold since Q3 2025
+24 more exited positions
Changes from Q3 2025
NEW16 new positions
↑69 increased
↓101 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023