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Portfolio (Quarterly) Guide ↗

PHILLIPS FINANCIAL MANAGEMENT, LLC

· CIK 0001350660
13F Portfolio $1.4B AUM 291 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 33 Added 132 Reduced 18 Exited
Page 6 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VOE VANGUARD INDEX FDS 5,668.0 $1.1M 0.08% -4K -43.0% $197.60 +5.6%
102 MU MICRON TECHNOLOGY INC Technology 965.0 $1.1M 0.08% +238.0 +32.7% $1154.29 -16.2%
103 FNDX SCHWAB STRATEGIC TR 35,627.0 $1.1M 0.08% $31.10 +4.6%
104 JNK SPDR SERIES TRUST 11,326.0 $1.1M 0.08% -4K -28.1% $96.38 -0.5%
105 INFL LISTED FDS TR 21,756.0 $1.1M 0.08% +940.0 +4.5% $49.88 +11.5%
106 DFUS DIMENSIONAL ETF TRUST 12,192.0 $999K 0.07% $81.95 +2.1%
107 IGE ISHARES TR 17,424.0 $979K 0.07% -212.0 -1.2% $56.18 +18.2%
108 AVGO BROADCOM INC Technology 2,523.0 $953K 0.07% +125.0 +5.2% $377.75 -2.5%
109 IGIB ISHARES TR 17,923.0 $953K 0.07% -6K -25.8% $53.17 -1.9%
110 META META PLATFORMS INC Communication Services 1,686.0 $950K 0.07% +63.0 +3.9% $563.29 -2.4%
111 WMT WALMART INC Consumer Defensive 8,137.0 $922K 0.07% -131.0 -1.6% $113.26 -8.4%
112 IAU ISHARES GOLD TR Financial Services 11,764.0 $888K 0.07% -612.0 -5.0% $75.51 +14.9%
113 ISHARES TR 38,682.0 $865K 0.06% $22.37
114 VDE VANGUARD WORLD FD 5,664.0 $850K 0.06% -71.0 -1.2% $150.13 +19.6%
115 STLD STEEL DYNAMICS INC Basic Materials 3,663.0 $841K 0.06% +174.0 +5.0% $229.50 -0.4%
116 XLK SELECT SECTOR SPDR TR 4,358.0 $830K 0.06% $190.52 -3.8%
117 WMB WILLIAMS COS INC Energy 11,080.0 $824K 0.06% -208.0 -1.8% $74.34 -5.2%
118 DFNM DIMENSIONAL ETF TRUST 16,913.0 $818K 0.06% -4K -17.8% $48.34 -1.6%
119 IUSV ISHARES TR 7,415.0 $817K 0.06% -2K -25.2% $110.15 +4.3%
120 V VISA INC Financial Services 2,374.0 $815K 0.06% -28.0 -1.2% $343.09 +8.1%
Page 6 of 15  ·  291 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.0%
Technology 26.7%
Healthcare 7.3%
Industrials 6.1%
Consumer Cyclical 6.0%
Communication Services 5.3%
Utilities 3.8%
Consumer Defensive 3.4%
Energy 2.1%
Basic Materials 1.4%