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Portfolio (Quarterly) Guide ↗

Phillips Wealth Planners LLC

· CIK 0001962628
13F Portfolio $136M AUM 217 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 71 Added 79 Reduced 11 Exited
Page 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,123.0 $563K 0.41% +578.0 +16.3% $136.45 +19.0%
42 WSO WATSCO INC Industrials 1,407.0 $548K 0.40% +65.0 +4.8% $389.41 -20.2%
43 ORCL ORACLE CORP Technology 3,849.0 $545K 0.40% +425.0 +12.4% $141.61 +6.4%
44 IBB ISHARES TR 2,520.0 $500K 0.37% +123.0 +5.1% $198.23 +5.4%
45 RY ROYAL BK CDA Financial Services 2,382.0 $498K 0.37% +15.0 +0.6% $209.07 -2.3%
46 XLY SELECT SECTOR SPDR TR 3,970.0 $466K 0.34% +205.0 +5.4% $117.39 -0.2%
47 MDLZ MONDELEZ INTL INC Consumer Defensive 7,716.0 $465K 0.34% +1K +16.3% $60.22 +3.6%
48 XLU SELECT SECTOR SPDR TR 10,134.0 $463K 0.34% +1K +16.4% $45.70 -6.5%
49 MA MASTERCARD INCORPORATED Financial Services 826.0 $439K 0.32% +9.0 +1.1% $531.62 +12.0%
50 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,958.0 $437K 0.32% +65.0 +3.4% $223.13 -39.5%
51 VTI VANGUARD INDEX FDS 980.0 $362K 0.27% +9.0 +0.9% $369.61 +2.6%
52 CMS CMS ENERGY CORP Utilities 4,636.0 $357K 0.26% +1K +34.3% $77.02 -11.4%
53 KLAC KLA CORP Technology 1,648.0 $357K 0.26% +1K +711.8% $216.47 -18.9%
54 PCAR PACCAR INC Industrials 2,837.0 $353K 0.26% +807.0 +39.8% $124.46 +0.7%
55 USMV ISHARES TR 3,491.0 $343K 0.25% +66.0 +1.9% $98.35 +3.4%
56 ROP ROPER TECHNOLOGIES INC Industrials 942.0 $343K 0.25% +269.0 +40.0% $363.76 +17.2%
57 LRCX LAM RESEARCH CORP Technology 1,015.0 $331K 0.24% +120.0 +13.4% $326.13 -7.4%
58 QCOM QUALCOMM INC Technology 1,792.0 $328K 0.24% +357.0 +24.9% $182.97 -10.3%
59 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,331.0 $327K 0.24% +174.0 +15.0% $245.60 +17.1%
60 SPGI S&P GLOBAL INC Financial Services 682.0 $302K 0.22% +4.0 +0.6% $443.46 -0.1%
Page 3 of 4  ·  71 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 20.3%
Financial Services 16.9%
Healthcare 13.2%
Industrials 10.0%
Consumer Cyclical 8.6%
Consumer Defensive 8.5%
Energy 6.1%
Utilities 6.0%
Communication Services 4.5%
Real Estate 3.3%