PHILLIPS FINANCIAL MANAGEMENT, LLC - Portfolio Stock Holdings
PHILLIPS FINANCIAL MANAGEMENT, LLC disclosed 308 stock positions in a recent SEC 13F filing. $1,363,586,929 of stock holdings were filed, with the largest holdings including IVV, DFCF, and DFIC. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $2,636,493,500 and has 32 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
308Est. Stock Holding Value:
$1,363,586,929Top Stock Holdings By Sector
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Portfolio Stock Holdings - PHILLIPS FINANCIAL MANAGEMENT, LLC
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