SEC Form 13F

Philip James Wealth Mangement, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$888,380,658
Positions151

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$217,659,642434,980
EXXON MOBIL CORPXOMCOM$57,912,338423,584
CHUBB LIMITEDCBCOM$35,541,857104,308
OCCIDENTAL PETE CORPOXY*W EXP 08/03/202$27,278,2461,023,537
QUALCOMM INCQCOMCOM$26,984,210146,026
ABBOTT LABORATORIESABTCOM$25,564,271281,731
INTEL CORPINTCCOM$22,810,795163,366
GENERAL MILLS INCGISCOM$22,411,165643,999
MERCK & CO INCMRKCOM$22,323,863173,727
JOHNSON & JOHNSONJNJCOM$20,801,54181,906

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page