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Amy Hart

Phillips Wealth Planners Llc

Assets Managed
$132.902M
Holdings
210
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
6.64%(2Q avg: 5.06%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Phillips Wealth Planners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 210 positions.

Assets under management

The assets under management (AUM) of Phillips Wealth Planners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 132.902M in assets, with a quarterly growth rate of 6.64% and a 2-quarter average growth rate of 5.06%. The portfolio is managed by Amy Hart, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.12%
4.83%
$6.409M
9,431 shares@ $679.52 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 15.11%
2.69%
$3.565M
8,640 shares@ $412.67 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 13.76%
2.19%
$2.906M
6,782 shares@ $428.43 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 10.32%
1.84%
$2.436M
13,696 shares@ $177.88 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.68%
1.64%
$2.172M
7,241 shares@ $300.01 avg price
WMT
Walmart Inc
Recent Activity
Decreased -19.84%
1.64%
$2.167M
16,987 shares@ $127.6 avg price
AAPL
Apple Inc
Recent Activity
Increased 6.68%
1.4%
$1.853M
6,331 shares@ $292.69 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -23.4%
1.33%
$1.757M
4,520 shares@ $388.65 avg price
WMB
Williams Cos Inc
Recent Activity
Decreased -6.86%
1.3%
$1.724M
23,243 shares@ $74.19 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -4.67%
1.3%
$1.722M
20,696 shares@ $83.21 avg price

1-10 of 210