Phillips Financial Management, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 307 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $171M, Dimensional ETF Tr Core Fxd In with a value of $113M, Dimensional ETF Tr Dimensional with a value of $95.2M, Dimensional ETF Tr Short Durat with a value of $85.2M, and Dimensional ETF Tr Dimensional with a value of $50.7M.
Examining the 13F form we can see an increase of $13.3M in the current position value, from $1.45B to 1.46B.
Below you can find more details about Phillips Financial Management, LLC portfolio as well as his latest detailed transactions.
