Phillips Wealth Planners LLC

Phillips Wealth Planners LLC reported 217 holdings worth US$136M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Phillips Wealth Planners LLC reported 217 holdings worth US$136M as of Jun 30, 2026. Largest: Microsoft Corp., Broadcom Inc. and Jp Morgan Chase & Co. Filed Aug 7, 2026 (Form 13F).

Holdings
217
Value as reported
US$136M

The filing in full

CompanySharesValue as reported% of portfolio
Microsoft Corp.9,063US$3.52M2.6%
Broadcom Inc.6,806US$2.52M1.9%
Jp Morgan Chase & Co.7,254US$2.46M1.8%
Apple Inc6,474US$2.01M1.5%
Abbvie Inc.7,574US$1.93M1.4%
Walmart Inc.17,019US$1.9M1.4%
Berkshire Hathaway Inc.3,649US$1.84M1.4%
Williams Companies, Inc. (the)23,357US$1.75M1.3%
Tjx Companies, Inc. (the)11,041US$1.7M1.3%
Alphabet Inc (google) Class C4,591US$1.69M1.2%
Johnson & Johnson5,636US$1.51M1.1%
Chevron Corporation8,284US$1.44M1.1%
Pnc Financial Services Group, Inc. (the)5,522US$1.4M1.0%
Advanced Micro Devices Inc2,708US$1.4M1.0%
Philip Morris International Inc7,364US$1.38M1.0%
Texas Instruments Incorporated4,585US$1.34M0.99%
Home Depot, Inc. (the)3,804US$1.31M0.97%
Duke Energy Corporation (holding Company)10,219US$1.31M0.97%
Mcdonald's Corporation4,578US$1.29M0.95%
Coca-cola Company (the)14,508US$1.22M0.90%
Visa Inc.3,311US$1.17M0.86%
Goldman Sachs Group, Inc. (the)1,084US$1.13M0.83%
Amgen Inc.2,870US$1.06M0.78%
Cme Group Inc.4,375US$1.05M0.78%
Procter & Gamble Company (the)6,892US$1.05M0.78%
Meta Platforms, Inc.1,615US$994K0.73%
Nvidia Corporation4,903US$966K0.71%
Wells Fargo & Company10,609US$925K0.68%
International Business Machines Corporation2,960US$906K0.67%
Union Pacific Corporation3,190US$903K0.67%
Starbucks Corporation8,345US$865K0.64%
Merck & Company, Inc.6,685US$861K0.63%
Air Products And Chemicals, Inc.2,667US$814K0.60%
Abbott Laboratories8,398US$805K0.59%
Amazon.com, Inc.3,229US$794K0.59%
Oracle Corporation5,601US$793K0.58%
Taiwan Semiconductor Manufacturing Co., Ltd.1,833US$793K0.58%
Tesla, Inc.1,950US$786K0.58%
Aflac Incorporated6,439US$782K0.58%
Caterpillar, Inc.795US$747K0.55%
Amphenol Corporation4,526US$718K0.53%
Ge Vernova Inc.650US$700K0.52%
Eli Lilly And Company554US$685K0.50%
Equinix, Inc.666US$681K0.50%
Unitedhealth Group Incorporated1,516US$649K0.48%
Blackrock, Inc.630US$636K0.47%
Nextera Energy, Inc.7,111US$629K0.46%
British American Tobacco P.l.c.10,024US$619K0.46%
Wec Energy Group, Inc.5,100US$600K0.44%
American Express Company1,697US$593K0.44%
Pepsico, Inc.4,040US$586K0.43%
Verizon Communications Inc.13,463US$573K0.42%
Costco Wholesale Corporation600US$569K0.42%
Deere & Company939US$567K0.42%
Asml Holding Nv322US$563K0.41%
Republic Services, Inc.2,529US$563K0.41%
Intercontinental Exchange Inc.4,123US$563K0.41%
Unilever Plc8,955US$562K0.41%
Watsco, Inc.1,407US$548K0.40%
American Tower Corporation (reit)3,094US$511K0.38%
Royal Bank Of Canada2,382US$498K0.37%
At&t Inc.22,751US$480K0.35%
Welltower Inc.1,992US$473K0.35%
Gilead Sciences, Inc.3,450US$470K0.35%
Mondelez International, Inc.7,716US$465K0.34%
Progressive Corporation (the)1,922US$451K0.33%
East West Bancorp, Inc.3,419US$446K0.33%
International Flavors & Fragrances, Inc.5,373US$440K0.32%
Mastercard Incorporated826US$439K0.32%
Dick's Sporting Goods Inc1,958US$437K0.32%
Analog Devices, Inc.1,110US$421K0.31%
Salesforce, Inc.2,449US$415K0.31%
Kinder Morgan, Inc.12,735US$414K0.30%
Raymond James Financial, Inc.2,421US$406K0.30%
Paychex, Inc.3,752US$406K0.30%
Axis Capital Holdings Limited3,281US$376K0.28%
Public Storage1,103US$363K0.27%
Oneok, Inc.3,994US$362K0.27%
Morgan Stanley1,624US$361K0.27%
Diamondback Energy, Inc.1,991US$359K0.26%
Cms Energy Corporation4,636US$357K0.26%
Kla Corporation1,648US$357K0.26%
Idacorp, Inc.2,343US$355K0.26%
Shell Plc4,313US$354K0.26%
Paccar Inc.2,837US$353K0.26%
Relx Plc10,720US$352K0.26%
Allstate Corporation (the)1,393US$350K0.26%
Darden Restaurants, Inc.1,704US$348K0.26%
Roper Technologies, Inc.942US$343K0.25%
Corning Incorporated1,840US$341K0.25%
Truist Financial Corporation6,595US$339K0.25%
Emerson Electric Company2,442US$337K0.25%
Rpm International Inc.3,110US$337K0.25%
Rockwell Automation, Inc.706US$331K0.24%
Lam Research Corporation1,015US$331K0.24%
U.s. Bancorp5,257US$331K0.24%
Snap-on Incorporated803US$328K0.24%
Qualcomm Incorporated1,792US$328K0.24%
Restaurant Brands International Inc.4,423US$327K0.24%
Automatic Data Processing, Inc.1,331US$327K0.24%

Every holding of Phillips Wealth Planners LLC

Source

View original at SEC

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