Phillips Wealth Planners LLC

Q4 2025 13F Holdings Report, Stock Holdings

Signature - Title
amy@phillipswealthplanners.com - Chief Compliance Officer
Location
Starkville, MS
Holdings as of
31 Dec 2025
Value $
$124,633,190
Num holdings
188
Filing time
10 Feb 2026, 17:17:29 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, SPY, MSFT, WMT, and JPM.
Previous filing
Q3 2025 - 07 Nov 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q4 compared to 2025 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
amy@phillipswealthplanners.com Chief Compliance Officer Starkville, Mississippi 10 Feb 2026

Other Included Managers (22):

Num Name Location File Number
1 Active Index Advisors
2 Aligned Investors (MD)
3 AllianceBernstein Investments
4 American Funds Model Portfolios
5 Capital Group (MD)
6 Capital Wealth Planning, LLC Naples, FL
7 Davis Selected Advisors, LP (MD)
8 Dearborn Partners, LLC (MD)
9 EAGLE ASSET MANAGEMENT INC St Petersburg, FL
10 Edge Asset Management (MD)
11 FEDERATED INVESTMENT COUNSELING Pittsburgh, PA
12 Franklin Templeton Private Portfolio
13 Freedom Foundation
14 GQG Partners, LLC (MD)
15 Kayne Anderson Rudnick Inv Mgt (MD)
16 Neuberger Berman LLC (FI)
17 Parnassus Investments (MD)
18 River Road Asset Mgmt (MD)
19 Russell Investments
20 SHELTON CAPITAL MANAGEMENT Denver, CO
21 Tandem Investment Advisors, Inc. Charleston, SC
22 WestEnd Advisors (MD)