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Portfolio (Quarterly) Guide ↗

Phoenix Wealth Advisors

· CIK 0001842362
13F Portfolio $297M AUM 129 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 129 New
Page 5 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSLA TESLA INC Consumer Cyclical 1,256.0 $528K 0.18% NEW $420.60 -15.3%
82 CENCORA INC 1,835.0 $519K 0.17% NEW $282.98
83 CVX CHEVRON CORPORATION Energy 3,129.0 $519K 0.17% NEW $165.74 +27.3%
84 GOOG ALPHABET INC 1,460.0 $516K 0.17% NEW $353.33
85 SNA SNAP ON INC Industrials 1,273.0 $512K 0.17% NEW $402.40 -5.3%
86 JIRE J P MORGAN EXCHANGE TRADED F 5,995.0 $495K 0.17% NEW $82.49 +1.7%
87 B BARRICK MNG CORP Basic Materials 13,211.0 $485K 0.16% NEW $36.73 +17.3%
88 ECL ECOLAB INC Basic Materials 1,722.0 $480K 0.16% NEW $278.61 +0.6%
89 ULTA ULTA BEAUTY INC Consumer Cyclical 1,052.0 $474K 0.16% NEW $450.98 +21.0%
90 HONEYWELL INTL INC 2,081.0 $466K 0.16% NEW $223.89
91 HONEYWELL AEROSPACE INC 2,070.0 $458K 0.15% NEW $221.07
92 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 5,869.0 $448K 0.15% NEW $76.40 +10.7%
93 HDV ISHARES TR 16,265.0 $446K 0.15% NEW $27.41 +8.0%
94 IWR ISHARES TR 4,028.0 $444K 0.15% NEW $110.32 +0.2%
95 RY ROYAL BK CDA Financial Services 2,121.0 $439K 0.15% NEW $206.92 -1.7%
96 NUE NUCOR CORP Basic Materials 1,895.0 $422K 0.14% NEW $222.75 +13.1%
97 CHRW C H ROBINSON WORLDWIDE IN Industrials 2,239.0 $422K 0.14% NEW $188.34 -21.5%
98 VIG VANGUARD SPECIALIZED FUNDS 1,737.0 $411K 0.14% NEW $236.62 +1.9%
99 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,398.0 $406K 0.14% NEW $290.59 -9.3%
100 SYK STRYKER CORPORATION Healthcare 1,245.0 $392K 0.13% NEW $314.84 +0.8%
Page 5 of 7  ·  129 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
Technology 31.7%
Industrials 15.9%
Financial Services 13.1%
Healthcare 10.0%
Consumer Cyclical 7.8%
Consumer Defensive 7.5%
Energy 5.1%
Utilities 3.3%
Basic Materials 3.0%
Communication Services 2.6%