Phillips Wealth Planners LLC
CIK 1962628 · Holdings on Jun 30, 2026 · First reported Aug 7, 2026
Top ten holdings
Q2 2026- VOO4.60%
- MSFT2.60%
- AVGO1.86%
- JPM1.81%
- XLK1.81%
- IEUR1.60%
- AAPL1.48%
- ABBV1.42%
- XLF1.41%
- WMT1.40%
Share classes counted separately19.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ABBVWeight increased · +0.39 pp1.03% → 1.42%Shares +852 (+12.67%)
- IEURWeight increased · +0.36 pp1.24% → 1.60%Shares +6.69K (+30.38%)
- AVGOWeight decreased · -0.33 pp2.19% → 1.86%Shares +24 (+0.35%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $6.24M | 4.60% | 9.08K shares | 4.82% → 4.60%-0.22 pp -349 (-3.70%) | Reduced | ▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $3.52M | 2.60% | 9.06K shares | 2.68% → 2.60%-0.08 pp +423 (+4.90%) | Added | ▾ |
| 03 | AVGOBROADCOM INC View history and evidence | $2.52M | 1.86% | 6.81K shares | 2.19% → 1.86%-0.33 pp +24 (+0.35%) | Added | ▾ |
| 04 | JPMJPMORGAN CHASE & CO View history and evidence | $2.46M | 1.81% | 7.25K shares | 1.63% → 1.81%+0.18 pp +13 (+0.18%) | Added | ▾ |
| 05 | XLKSS TECHNOLOGY SELECT SECTORST STR TECHN ETF View history and evidence | $2.45M | 1.81% | 13.68K shares | 1.83% → 1.81%-0.02 pp -17 (-0.12%) | Reduced | ▾ |
| 06 | IEURISHARES CORE MSCI EUROPE ETFCORE MSCI EURO View history and evidence | $2.17M | 1.60% | 28.72K shares | 1.24% → 1.60%+0.36 pp +6.69K (+30.38%) | Added | ▾ |
| 07 | AAPLAPPLE INC View history and evidence | $2.01M | 1.48% | 6.47K shares | 1.39% → 1.48%+0.09 pp +143 (+2.26%) | Added | ▾ |
| 08 | ABBVABBVIE INC View history and evidence | $1.93M | 1.42% | 7.57K shares | 1.03% → 1.42%+0.39 pp +852 (+12.67%) | Added | ▾ |
| 09 | XLFSS FINANCIAL SELECT SECTORST STR FINL ETF View history and evidence | $1.91M | 1.41% | 34.04K shares | 1.26% → 1.41%+0.15 pp +1.22K (+3.71%) | Added | ▾ |
| 10 | WMTWALMART INC View history and evidence | $1.90M | 1.40% | 17.02K shares | 1.63% → 1.40%-0.23 pp +32 (+0.19%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 11
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -8,134 | -$1.22M | SEC filing ↗ | SEC filing ↗ |
| RTX RTX CORP | Non-derivative | -6,518 | -$1.16M | SEC filing ↗ | SEC filing ↗ |
| XLP SS CONSUMER STAPLES SEL SECT | Non-derivative | -4,941 | -$411.93K | SEC filing ↗ | SEC filing ↗ |
3 / 11 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1962628 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 135756115
}Research all 217 reported holdings.
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