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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 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WFC WELLS FARGO & CO Financial Services 10,609.0 $925K 0.68% -2K -16.5% $87.18 -0.8%
42 IBM INTERNATIONAL BUSINESS MACHS Technology 2,960.0 $906K 0.67% $306.13 -23.1%
43 UNP UNION PAC CORP Industrials 3,190.0 $903K 0.67% +275.0 +9.4% $283.12 +8.8%
44 SBUX STARBUCKS CORP Consumer Cyclical 8,345.0 $865K 0.64% +677.0 +8.8% $103.61 +4.3%
45 MRK MERCK & CO INC Healthcare 6,685.0 $861K 0.64% +1K +28.6% $128.86 +15.1%
46 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,667.0 $814K 0.60% -344.0 -11.4% $305.05 +0.7%
47 ABT ABBOTT LABORATORIES Healthcare 8,398.0 $805K 0.59% +438.0 +5.5% $95.84 +17.5%
48 AMZN AMAZON COM INC Consumer Cyclical 3,229.0 $794K 0.58% +118.0 +3.8% $245.98 +8.3%
49 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,833.0 $793K 0.58% +26.0 +1.4% $432.57 -3.3%
50 TSLA TESLA INC Consumer Cyclical 1,950.0 $786K 0.58% $402.90 -13.7%
51 AFL AFLAC INC Financial Services 6,439.0 $782K 0.58% $121.49 -4.0%
52 CAT CATERPILLAR INC Industrials 795.0 $747K 0.55% -16.0 -2.0% $940.12 -14.7%
53 VIG VANGUARD SPECIALIZED FUNDS 3,112.0 $743K 0.55% -16.0 -0.5% $238.89 +1.8%
54 APH AMPHENOL CORP Technology 4,526.0 $718K 0.53% +197.0 +4.5% $158.61 -0.2%
55 LIN LINDE PLC Basic Materials 1,329.0 $715K 0.53% +135.0 +11.3% $538.23 -9.3%
56 GEV GE VERNOVA INC Utilities 650.0 $700K 0.52% +7.0 +1.1% $1077.08 -14.7%
57 RPRX ROYALTY PHARMA PLC Healthcare 11,929.0 $689K 0.51% +837.0 +7.5% $57.80 +5.2%
58 LLY ELI LILLY & CO Healthcare 554.0 $684K 0.50% +136.0 +32.5% $1235.56 -5.7%
59 EQIX EQUINIX INC Real Estate 666.0 $681K 0.50% +82.0 +14.0% $1022.93 +2.0%
60 UNH UNITEDHEALTH GROUP INC Healthcare 1,516.0 $649K 0.48% +182.0 +13.6% $428.19 -8.0%
Page 3 of 11  ·  217 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%