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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 on July 27, 2026.

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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