Phillips Financial Management, LLC

Phillips Financial Management, LLC reported 283 holdings worth US$1.38B as of Mar 31, 2026 (Form 13F)

As of Mar 31, 2026 · Filed Apr 16, 2026

Phillips Financial Management, LLC reported 283 holdings worth US$1.38B as of Mar 31, 2026. Filed Apr 16, 2026 (Form 13F).

Holdings

283

Value as reported

US$1.38B

Source

View original at SEC

Related

• Phillips Financial Management, LLC
• Form 13F · Phillips Financial Management, LLC · Aug 3, 2026