Phoenix Wealth Advisors
•CIK: 1842362•Filing: Q4 2025
**Phoenix Wealth Advisors** manages $260M across a diversified portfolio of 127 positions. The fund exhibits significant concentration in technology and global equities, highlighted by the top holdings of JPST at $32.7M and VEA at $13.1M. Further substantial allocations include ISCF ($11.9M), MSFT ($9.8M), and JMST ($9.5M). This positioning suggests a tactical focus on established global market leaders and sector-specific growth opportunities.
Total AUM
$260.0M
QoQ Performance
-0.1%
Positions
110
Top 10 Concentration
44.9%
Latest Filing
Q4 2025
Top Holdings Allocation
JPST
VEA
JPST12.6%
VEA5.1%
ISCF4.6%
MSFT3.8%
JMST3.7%
GOVT3.5%
AAPL3.5%
DIVO3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.9%
Technology11.7%
Financial6.9%
Healthcare4.8%
Consumer3.7%
Industrial2.4%
Energy1.1%
Utilities1.0%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW4 new positions
↑38 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023