Phil A. Younker & Associates, Ltd. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $101 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $22B, Schwab Us Aggregate Bond ETF with a value of $19.8B, Ssga Active ETF Tr with a value of $9.09B, Schwab Short Term Us Treasury with a value of $7.72B, and Ishares Tr Core Growth Allocat with a value of $7.24B.

Examining the 13F form we can see an decrease of $153M in the current position value, from $102B to 101B.

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 $101 Billion
ETFs: $95.7 Billion
Consumer Defensive: $4.38 Billion
Industrials: $560 Million
Energy: $530 Million
Financial Services: $240 Million
Basic Materials: $8.56 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $101 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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