Phil A. Younker & Associates, Ltd. Portfolio Holdings

Phil A. Younker & Associates, Ltd.

  • $143 Billion
  • Q4 2025

Phil A. Younker & Associates, Ltd. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Us Aggregate Bond ETF with a value of $34.3B, Schwab Strategic Tr Us Broad M with a value of $29.9B, Ishares Tr Core Growth Allocat with a value of $11.5B, Schwab Short Term Us Treasury with a value of $9.8B, and Ssga Active ETF Tr with a value of $8.38B.

Examining the 13F form we can see an increase of $12.9B in the current position value, from $131B to 143B.

Phil A. Younker & Associates, Ltd. is based out at Fairbanks, AK

Below you can find more details about Phil A. Younker & Associates, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $143 Billion
ETFs: $138 Billion
Consumer Defensive: $2.57 Billion
Industrials: $1.54 Billion
Energy: $837 Million
Financial Services: $237 Million
Consumer Cyclical: $218 Million
Basic Materials: $18.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $143 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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