13F Filings History of Philip James Wealth Mangement, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$863,153,159
Signature - Title
Nicholas McElroy - President
Location
Milton, GA
Summary
This page shows a list of all the recent 13F filings made by Philip James Wealth Mangement, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Philip James Wealth Mangement, LLC reported 170 stock holdings with total value $863,153,159 as of Q4 2025. Top holdings included BRKB, XOM, QCOM, INTC, and OXYWS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 170 $863,153,159 +$20,517,255 -$20,266,591 +$250,664 BRKB, XOM, QCOM, INTC, OXYWS 13F-HR 20 Jan 2026, 10:36
Q3 2025 177 $856,946,022 +$59,032,037 -$47,574,137 +$11,457,900 BRKB, XOM, OXYWS, QCOM, INTC 13F-HR 24 Oct 2025, 10:03
Q2 2025 169 $784,037,229 +$47,163,373 -$51,969,517 -$4,806,144 BRKB, XOM, OCCIDENTAL PETE CORP, QCOM, INTC 13F-HR 18 Jul 2025, 16:06
Q1 2025 167 $821,983,822 +$40,395,248 -$43,713,861 -$3,318,613 BRKB, XOM, OCCIDENTAL PETE CORP, QCOM, OXY 13F-HR 24 Apr 2025, 10:05
Q4 2024 172 $773,520,076 +$51,724,998 -$61,297,544 -$9,572,546 BRKB, XOM, OXYWS, QCOM, OXY 13F-HR 31 Jan 2025, 08:15
Q3 2024 164 $814,370,447 +$655,785,130 -$86,739 +$655,698,391 BRKB, XOM, INTC, QCOM, OXYWS 13F-HR 31 Oct 2024, 12:51
Q2 2024 76 $150,258,869 +$30,959,246 -$21,614,887 +$9,344,359 ACWX, MOAT, JPST, UCON, DGRO 13F-HR 23 Jul 2024, 10:32
Q1 2024 74 $141,187,877 +$11,457,830 -$5,630,989 +$5,826,841 JPST, MOAT, ACWX, UCON, DGRO 13F-HR 29 Apr 2024, 09:53
Q4 2023 74 $129,155,143 $0 $0 $0 JPST, MOAT, UCON, ACWX, DGRO 13F-HR 29 Jan 2024, 10:12