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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.06 Billion 0.12% of portfolio
23,035
Q4 2025 Reduced 23.41%

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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