CIK 2002630
Philip James Wealth Mangement, LLC
Institutional 13F holdings & portfolio
Holdings
170
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 438K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 463K | $1M+ | SH |
| QCOM | QUALCOMM INC | 158K | $1M+ | SH |
| INTC | INTEL CORP | 696K | $1M+ | SH |
| OXY.WS | OCCIDENTAL PETE CORP | 1.2M | $1M+ | SH |
| CB | CHUBB LIMITED | 64K | $1M+ | SH |
| MRK | MERCK & CO INC | 185K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 85K | $1M+ | SH |
| OXY | OCCIDENTAL PETE CORP | 415K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 46K | $1M+ | SH |
| RKT | ROCKET COS INC | 756K | $1M+ | SH |
| DGRO | ISHARES TR | 189K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 195K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 120K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 206K | $1M+ | SH |
| GIS | GENERAL MLS INC | 250K | $1M+ | SH |
| PEP | PEPSICO INC | 80K | $1M+ | SH |
| PFE | PFIZER INC | 407K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 66K | $1M+ | SH |
| ITAN | EA SERIES TRUST | 268K | $1M+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 133K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 196K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 183K | $1M+ | SH |
| BTI | BRITISH AMERN TOB PLC | 159K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 68K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 56K | $1M+ | SH |
| DTAN | EA SERIES TRUST | 259K | $1M+ | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 297K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 143K | $1M+ | SH |
| FDX | FEDEX CORP | 25K | $1M+ | SH |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 399K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 71K | $1M+ | SH |
| INFL | LISTED FDS TR | 148K | $1M+ | SH |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 288K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 239K | $1M+ | SH |
| ALLY | ALLY FINL INC | 131K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW | 161K | $1M+ | SH |
| AAPL | APPLE INC | 21K | $1M+ | SH |
| DEO | DIAGEO PLC | 61K | $1M+ | SH |
| PAYC | PAYCOM SOFTWARE INC | 32K | $1M+ | SH |
| HSY | HERSHEY CO | 25K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 16K | $1M+ | SH |
| NAT | NORDIC AMERICAN TANKERS LIMI | 1.3M | $1M+ | SH |
| BF.B | BROWN FORMAN CORP | 157K | $1M+ | SH |
| USB | US BANCORP DEL | 76K | $1M+ | SH |
| HD | HOME DEPOT INC | 12K | $1M+ | SH |
| DGRS | WISDOMTREE TR | 77K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 50K | $1M+ | SH |
| KO | COCA COLA CO | 55K | $1M+ | SH |