Philip James Wealth Mangement, LLC Portfolio Holdings

Philip James Wealth Mangement, LLC

  • $863 Billion
  • Q4 2025

Philip James Wealth Mangement, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $863 Billion distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $220B, Exxon Mobil Corp with a value of $55.7B, Qualcomm Inc with a value of $27B, Intel Corp with a value of $25.7B, and Occidental Pete Corp Wt Exp 08 with a value of $23.7B.

Examining the 13F form we can see an increase of $6.21B in the current position value, from $857B to 863B.

Philip James Wealth Mangement, LLC is based out at Milton, GA

Below you can find more details about Philip James Wealth Mangement, LLC portfolio as well as his latest detailed transactions.

Portfolio value $863 Billion
Financial Services: $287 Billion
ETFs: $137 Billion
Energy: $99.4 Billion
Technology: $86.8 Billion
Healthcare: $69.7 Billion
Consumer Defensive: $65.7 Billion
Consumer Cyclical: $22.5 Billion
Industrials: $20.1 Billion
Other: $6.61 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.92B
$1.64 Billion 0.19% of portfolio
229,230
Q4 2025 Reduced 48.39%
$114B
$1.59 Billion 0.18% of portfolio
19,806
Q4 2025 Reduced 2.94%
$268B
$1.28 Billion 0.15% of portfolio
4,473
Q4 2025 Reduced 0.38%
$3.78T
$1.33 Billion 0.15% of portfolio
2,760
Q4 2025 Added 3.64%
$111B
$1.19 Billion 0.14% of portfolio
2,628
Q4 2025 Reduced 35.25%
$91.4B
$1.15 Billion 0.13% of portfolio
7,201
Q4 2025 Reduced 14.76%
$51.8B
$1.15 Billion 0.13% of portfolio
5,289
Q4 2025 Reduced 1.95%
$1.74T
$1.09 Billion 0.13% of portfolio
3,482
Q4 2025 Reduced 0.11%
$1.65T
$1.09 Billion 0.13% of portfolio
3,482
Q4 2025 Added 4.22%
$9.65B
$1.02 Billion 0.12% of portfolio
7,494
Q4 2025 Reduced 3.14%
$0
$1.06 Billion 0.12% of portfolio
23,035
Q4 2025 Reduced 23.41%
$258B
$988 Million 0.11% of portfolio
5,388
Q4 2025 Reduced 2.09%
$24.8B
$878 Million 0.1% of portfolio
4,729
Q4 2025 Reduced 1.07%
$3.35B
$878 Million 0.1% of portfolio
14,180
Q4 2025 New
$115B
$853 Million 0.1% of portfolio
1,819
Q4 2025 Reduced 1.68%
$237B
$763 Million 0.09% of portfolio
4,754
Q4 2025 Added 6.16%
$68.5B
$758 Million 0.09% of portfolio
5,871
Q4 2025 Reduced 0.93%
$346B
$787 Million 0.09% of portfolio
5,492
Q4 2025 Added 1.1%
$291B
$691 Million 0.08% of portfolio
1,205
Q4 2025 Reduced 0.17%
$1.27B
$711 Million 0.08% of portfolio
7,474
Q4 2025 Added 5.42%
$181B
$669 Million 0.08% of portfolio
26,921
Q4 2025 Added 7.38%
$32.3B
$657 Million 0.08% of portfolio
3,262
Q4 2025 Reduced 0.61%
$21.2B
$646 Million 0.07% of portfolio
1,325
Q3 2024 New
$53.8B
$627 Million 0.07% of portfolio
3,050
Q3 2025 Reduced 1.61%
$1.28B
$627 Million 0.07% of portfolio
26,366
Q1 2025 New
$10.4B
$535 Million 0.06% of portfolio
4,846
Q4 2025 Added 7.0%
$228B
$518 Million 0.06% of portfolio
4,134
Q3 2025 Reduced 5.29%
$73.4B
$506 Million 0.06% of portfolio
13,971
Q3 2025 Reduced 35.83%
$132B
$529 Million 0.06% of portfolio
2,709
Q4 2025 Reduced 4.48%
$29.6B
$516 Million 0.06% of portfolio
1,446
Q4 2025 Added 5.93%
$18.9B
$505 Million 0.06% of portfolio
3,142
Q4 2025 Added 7.79%
$1.37T
$531 Million 0.06% of portfolio
804
Q4 2025 Reduced 0.86%
$512B
$536 Million 0.06% of portfolio
938
Q4 2025 Added 8.56%
$74.9B
$490 Million 0.06% of portfolio
1,988
Q2 2025 Reduced 13.0%
$224B
$483 Million 0.06% of portfolio
1,580
Q4 2025 Added 0.13%
$159B
$493 Million 0.06% of portfolio
943
Q4 2025 Added 10.04%
$36B
$541 Million 0.06% of portfolio
21,139
Q4 2025 Added 4.65%
$181B
$497 Million 0.06% of portfolio
6,078
Q4 2025 Added 8.73%
$25.7B
$464 Million 0.05% of portfolio
2,376
Q4 2025 Added 9.95%
$19B
$460 Million 0.05% of portfolio
3,508
Q4 2025 Added 8.07%
$61.4B
$400 Million 0.05% of portfolio
948
Q4 2025 Added 4.29%
$32.7B
$443 Million 0.05% of portfolio
2,732
Q4 2025 Added 6.01%
$160B
$465 Million 0.05% of portfolio
2,031
Q4 2025 Added 4.05%
$177B
$393 Million 0.05% of portfolio
2,262
Q4 2025 Reduced 29.58%
$4.22B
$465 Million 0.05% of portfolio
11,005
Q4 2025 Added 14.66%
$77.2B
$395 Million 0.05% of portfolio
1,631
Q4 2025 Reduced 1.45%
$24.1B
$410 Million 0.05% of portfolio
2,328
Q4 2025 Added 8.48%
$20.5B
$311 Million 0.04% of portfolio
4,013
Q4 2025 Added 9.79%
$11.7B
$309 Million 0.04% of portfolio
3,668
Q4 2025 Reduced 2.0%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $863 Billion
  • Prior Value $857 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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