Phillip James Consulting Co. - Portfolio Stock Holdings

Phillip James Consulting Co. disclosed 381 stock positions in a recent SEC 13F filing. $136,480,686 of stock holdings were filed, with the largest holdings including SCHO, VTV, and SCHB. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $222,065,777 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.