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
$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%
$0
$590 Million 0.07% of portfolio
940
Q3 2025 Added 21.92%
$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
American Beacon Select Funds
-
$595 Million 0.07% of portfolio
-
Q4 2025 Added 7.51%
$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%
$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%
$0
$389 Million 0.05% of portfolio
5,985
Q4 2025 Reduced 0.8%
$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%
$0
$333 Million 0.04% of portfolio
3,472
Q2 2025 Added 1.76%
$0
$316 Million 0.04% of portfolio
5,774
Q4 2025 Reduced 20.95%
$0
$360 Million 0.04% of portfolio
3,603
Q1 2025 Reduced 5.08%
$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%
$30B
$356 Million 0.04% of portfolio
1,390
Q4 2025 Reduced 2.04%
Atlassian Corporation
-
$360 Million 0.04% of portfolio
-
Q4 2025 Added 4.67%
Arista Networks Inc
-
$382 Million 0.04% of portfolio
-
Q4 2025 Added 11.03%
$61.4B
$369 Million 0.04% of portfolio
2,003
Q4 2025 Added 11.15%
$0
$302 Million 0.04% of portfolio
3,376
Q4 2025 Added 5.3%
$4.29B
$352 Million 0.04% of portfolio
6,977
Q4 2025 Added 9.0%
$32.9B
$342 Million 0.04% of portfolio
4,102
Q4 2025 Reduced 1.2%
$279B
$370 Million 0.04% of portfolio
3,317
Q3 2025 Reduced 20.19%
$0
$363 Million 0.04% of portfolio
3,388
Q4 2025 Reduced 3.56%
$190B
$342 Million 0.04% of portfolio
2,929
Q4 2025 Reduced 12.88%
$148B
$382 Million 0.04% of portfolio
4,050
Q4 2025 Reduced 6.9%
$6.38B
$253 Million 0.03% of portfolio
7,025
Q4 2025 Added 2.35%
$1.91B
$233 Million 0.03% of portfolio
23,330
Q4 2025 Reduced 13.76%

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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