Phoenix Wealth Advisors 13F Holdings · Q2 2026
Phoenix Wealth Advisors reported 129 securities worth $296.55M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: JPST (16.97%), VEA (5.26%), JMST (4.49%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $50.3M | 16.97% | 994,969 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $15.6M | 5.26% | 218,785 | Added |
| 3 | JMST | J P MORGAN EXCHANGE TRADED F | $13.3M | 4.49% | 261,094 | Added |
| 4 | ISCF | ISHARES TR | $12.0M | 4.06% | 278,022 | Added |
| 5 | GOVT | ISHARES TR | $10.8M | 3.64% | 473,607 | Added |
| 6 | IUSG | ISHARES TR | $9.1M | 3.07% | 48,409 | Added |
| 7 | AAPL | APPLE INC | $9.0M | 3.05% | 31,247 | Added |
| 8 | PULS | PGIM ETF TR | $8.3M | 2.81% | 168,444 | Added |
| 9 | DIVO | AMPLIFY ETF TR | $7.5M | 2.52% | 163,261 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $7.3M | 2.45% | 19,482 | Trimmed |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $6.4M | 2.17% | 30,181 | Added |
| 12 | SPEM | SPDR INDEX SHS FDS | $5.9M | 2.00% | 114,752 | Added |
| 13 | SPYV | SPDR SERIES TRUST | $5.9M | 1.97% | 96,330 | Added |
| 14 | SPYD | SPDR SERIES TRUST | $5.2M | 1.75% | 108,866 | Added |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.0M | 1.70% | 10,047 | Added |
| 16 | ETN | EATON CORP PLC | $5.0M | 1.68% | 11,709 | Trimmed |
| 17 | AVGO | BROADCOM INC | $4.9M | 1.65% | 12,987 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $4.5M | 1.51% | 13,655 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $4.3M | 1.46% | 17,090 | Added |
| 20 | WMT | WALMART INC | $4.0M | 1.36% | 35,585 | Trimmed |
| 21 | ADI | ANALOG DEVICES INC | $3.7M | 1.24% | 9,228 | Trimmed |
| 22 | MPC | MARATHON PETE CORP | $3.7M | 1.24% | 14,355 | Trimmed |
| 23 | ABBV | ABBVIE INC | $3.2M | 1.08% | 12,783 | Trimmed |
| 24 | VTWV | VANGUARD SCOTTSDALE FDS | $3.0M | 1.00% | 15,218 | Added |
| 25 | CMI | CUMMINS INC | $2.7M | 0.91% | 3,801 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR