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Philip James Wealth Mangement, LLC - Portfolio Stock Holdings

Philip James Wealth Mangement, LLC disclosed 165 stock positions in a recent SEC 13F filing. $860,122,227 of stock holdings were filed, with the largest holdings including BRK.B, XOM, and CB. This filing represented positions held on June 30, 2026, and was filed today.

Report Period:

June 30, 2026

No. of Stocks:

165

Est. Stock Holding Value:

$860,122,227

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Philip James Wealth Mangement, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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