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, 2026No. of Stocks:
165Est. Stock Holding Value:
$860,122,227Top Stock Holdings By Sector
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Portfolio Stock Holdings - Philip James Wealth Mangement, LLC
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% of Portfolio
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