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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$220 Billion 25.51% of portfolio
438,054
Q4 2025 Reduced 0.91%
$490B
$55.7 Billion 6.45% of portfolio
462,810
Q4 2025 Reduced 0.44%
$187B
$27 Billion 3.13% of portfolio
157,827
Q4 2025 Reduced 1.15%
$143B
$25.7 Billion 2.97% of portfolio
695,834
Q4 2025 Reduced 5.26%
-
$23.7 Billion 2.75% of portfolio
-
Q4 2025 Reduced 3.72%
$123B
$20 Billion 2.32% of portfolio
64,200
Q4 2025 Added 26.41%
$235B
$19.5 Billion 2.26% of portfolio
184,977
Q4 2025 Reduced 3.64%
$522B
$17.6 Billion 2.04% of portfolio
85,015
Q4 2025 Reduced 0.8%
$39.8B
$17.1 Billion 1.98% of portfolio
415,493
Q4 2025 Added 13.39%
$0
$15.5 Billion 1.8% of portfolio
46,234
Q4 2025 Added 0.94%
$2.27B
$14.6 Billion 1.69% of portfolio
755,558
Q4 2025 Added 0.46%
$0
$13.1 Billion 1.52% of portfolio
189,191
Q4 2025 Reduced 0.03%
J P Morgan Exchange Traded F
-
$13 Billion 1.5% of portfolio
-
Q4 2025 Added 2.18%
$0
$12.4 Billion 1.44% of portfolio
119,634
Q4 2025 Added 1.25%
$104B
$11.9 Billion 1.38% of portfolio
206,156
Q4 2025 Reduced 0.56%
$28.1B
$11.6 Billion 1.34% of portfolio
249,616
Q4 2025 Added 19.92%
$303B
$10.1 Billion 1.17% of portfolio
66,489
Q4 2025 Added 30.14%
$141B
$10.1 Billion 1.17% of portfolio
407,210
Q4 2025 Reduced 1.25%
$0
$9.93 Billion 1.15% of portfolio
268,087
Q4 2025 Added 1.7%
$0
$9.41 Billion 1.09% of portfolio
132,565
Q4 2025 Added 0.81%
$0
$9.3 Billion 1.08% of portfolio
196,473
Q4 2025 Reduced 1.43%
$0
$9.24 Billion 1.07% of portfolio
182,687
Q4 2025 Reduced 7.13%
$123B
$9 Billion 1.04% of portfolio
159,013
Q4 2025 Reduced 0.74%
$0
$8.29 Billion 0.96% of portfolio
68,057
Q4 2025 Added 0.44%
$418B
$8.23 Billion 0.95% of portfolio
56,138
Q4 2025 Reduced 4.28%
Ea Series Trust
-
$8.11 Billion 0.94% of portfolio
-
Q4 2025 Added 1.99%
$0
$8.09 Billion 0.94% of portfolio
296,881
Q4 2025 Added 1.7%
$413B
$7.88 Billion 0.91% of portfolio
143,214
Q4 2025 Reduced 3.18%
$68.9B
$7.29 Billion 0.84% of portfolio
25,237
Q4 2025 Reduced 2.02%
First Tr Exchange Traded Fd
-
$6.79 Billion 0.79% of portfolio
-
Q4 2025 Added 0.38%
$113B
$6.67 Billion 0.77% of portfolio
71,230
Q4 2025 Reduced 3.29%
$0
$6.58 Billion 0.76% of portfolio
148,013
Q4 2025 Added 2.55%
First Tr Exchange Traded Fd
-
$6.12 Billion 0.71% of portfolio
-
Q4 2025 Reduced 2.33%
$0
$6 Billion 0.7% of portfolio
238,576
Q4 2025 Added 1.31%
$11.8B
$5.92 Billion 0.69% of portfolio
130,651
Q4 2025 Reduced 6.61%
$23.5B
$5.91 Billion 0.68% of portfolio
161,368
Q4 2025 Added 43.75%
$4.3T
$5.6 Billion 0.65% of portfolio
20,602
Q4 2025 Reduced 2.75%
$53B
$5.3 Billion 0.61% of portfolio
61,492
Q4 2025 Added 31.42%
$9.97B
$5.09 Billion 0.59% of portfolio
31,940
Q4 2025 Added 25.61%
$266B
$4.6 Billion 0.53% of portfolio
15,533
Q4 2025 Reduced 3.47%
$971B
$4.61 Billion 0.53% of portfolio
4,287
Q4 2025 Reduced 4.44%
$26.3B
$4.61 Billion 0.53% of portfolio
25,341
Q4 2025 Reduced 0.28%
$831M
$4.53 Billion 0.52% of portfolio
1,317,013
Q4 2025 Reduced 0.07%
-
$4.08 Billion 0.47% of portfolio
-
Q4 2025 Added 50.41%
$67.6B
$4.05 Billion 0.47% of portfolio
75,896
Q4 2025 Reduced 1.21%
$367B
$4 Billion 0.46% of portfolio
11,616
Q4 2025 Reduced 0.78%
$306B
$3.82 Billion 0.44% of portfolio
54,667
Q4 2025 Reduced 1.64%
$0
$3.83 Billion 0.44% of portfolio
49,669
Q4 2025 Added 0.48%
$0
$3.83 Billion 0.44% of portfolio
77,143
Q4 2025 Added 2.71%

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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