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Malcolm Migel

Phoenix Wealth Advisors

Assets Managed
$253.174M
Holdings
126
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-2.61%(2Q avg: -1.34%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Phoenix Wealth Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Phoenix Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 253.174M in assets, with a quarterly growth rate of -2.61% and a 2-quarter average growth rate of -1.34%. The portfolio is managed by Malcolm Migel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 0.05%
12.94%
$32.737M
646,844 shares@ $50.62 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.03%
5.33%
$13.481M
210,378 shares@ $64.08 avg price
ISCF
Ishares International Small
Recent Activity
Decreased -8.35%
4.33%
$10.957M
262,181 shares@ $41.8 avg price
JMST
Jpm Ultra-short Muni Income
Recent Activity
Increased 9.67%
4.13%
$10.449M
204,966 shares@ $50.98 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 10.8%
3.98%
$10.07M
439,524 shares@ $22.92 avg price
AAPL
Apple Inc
Recent Activity
Decreased -8.12%
3.08%
$7.776M
30,641 shares@ $253.79 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Decreased -7.43%
2.99%
$7.546M
168,244 shares@ $44.86 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.33%
2.9%
$7.326M
19,790 shares@ $370.17 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Decreased -0.94%
2.86%
$7.219M
46,544 shares@ $155.12 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 3.34%
2.23%
$5.628M
29,324 shares@ $191.93 avg price

1-10 of 126