SEC Form 13F

Phillips Wealth Planners LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$135,756,115
Positions217

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$6,240,0619,082
MICROSOFT CORPMSFTCOM$3,524,1109,063
BROADCOM INCAVGOCOM$2,523,5296,806
JPMORGAN CHASE & COJPMCOM$2,460,7547,254
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$2,451,00313,679
ISHARES TRIEURCORE MSCI EURO$2,170,00828,719
APPLE INCAAPLCOM$2,011,3516,474
ABBVIE INCABBVCOM$1,928,7197,574
SELECT SECTOR SPDR TRXLFST STR FINL ETF$1,907,71834,036
WALMART INCWMTCOM$1,898,26317,019

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

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