Philip James Wealth Mangement, LLC Portfolio Holdings

Philip James Wealth Mangement, LLC

  • $857 Billion
  • Q3 2025

Philip James Wealth Mangement, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $857 Billion distributed in 177 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 $222B, Exxon Mobil Corp with a value of $52.4B, Occidental Pete Corp Wt Exp 08 with a value of $32.6B, Qualcomm Inc with a value of $26.6B, and Intel Corp with a value of $24.6B.

Examining the 13F form we can see an increase of $72.9B in the current position value, from $784B to 857B.

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 $857 Billion
Financial Services: $281 Billion
ETFs: $136 Billion
Energy: $92.1 Billion
Technology: $88.1 Billion
Consumer Defensive: $68.1 Billion
Healthcare: $65.1 Billion
Consumer Cyclical: $24.8 Billion
Industrials: $19.2 Billion
Other: $6.43 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$222 Billion 25.94% of portfolio
442,092
Q3 2025 Reduced 0.84%
$490B
$52.4 Billion 6.12% of portfolio
464,877
Q3 2025 Reduced 1.03%
-
$32.6 Billion 3.8% of portfolio
-
Q3 2025 Reduced 1.11%
$187B
$26.6 Billion 3.1% of portfolio
159,670
Q3 2025 Added 0.26%
$143B
$24.6 Billion 2.88% of portfolio
734,480
Q3 2025 Reduced 1.61%
$39.8B
$17.3 Billion 2.02% of portfolio
366,417
Q3 2025 Added 0.44%
$235B
$16.1 Billion 1.88% of portfolio
191,963
Q3 2025 Added 0.05%
$522B
$15.9 Billion 1.85% of portfolio
85,704
Q3 2025 Reduced 2.45%
$0
$15 Billion 1.75% of portfolio
45,802
Q3 2025 Added 7.77%
$2.27B
$14.6 Billion 1.7% of portfolio
752,123
Q3 2025 Reduced 1.51%
$123B
$14.3 Billion 1.67% of portfolio
50,788
Q3 2025 Added 244.23%
$104B
$13.7 Billion 1.6% of portfolio
207,319
Q3 2025 Reduced 5.69%
$0
$12.9 Billion 1.5% of portfolio
189,246
Q3 2025 Reduced 8.39%
J P Morgan Exchange Traded F
-
$12.4 Billion 1.45% of portfolio
-
Q3 2025 Added 11.27%
$0
$11.7 Billion 1.37% of portfolio
118,152
Q3 2025 Reduced 29.9%
$204B
$11.5 Billion 1.34% of portfolio
81,952
Q3 2025 Added 2.43%
$28.1B
$10.5 Billion 1.22% of portfolio
208,155
Q3 2025 Added 55.02%
$418B
$10.5 Billion 1.22% of portfolio
58,648
Q3 2025 Reduced 15.07%
$0
$9.98 Billion 1.16% of portfolio
196,708
Q3 2025 Reduced 12.35%
$0
$9.48 Billion 1.11% of portfolio
199,323
Q3 2025 Added 15.1%
$0
$9.15 Billion 1.07% of portfolio
263,612
Q3 2025 New
$0
$9.2 Billion 1.07% of portfolio
131,503
Q3 2025 Added 7.02%
$123B
$8.5 Billion 0.99% of portfolio
160,203
Q3 2025 Reduced 3.55%
$0
$8.17 Billion 0.95% of portfolio
291,928
Q3 2025 Added 40.73%
$0
$8.17 Billion 0.95% of portfolio
67,762
Q3 2025 Added 8.75%
$303B
$7.93 Billion 0.93% of portfolio
51,089
Q3 2025 Reduced 0.12%
Ea Series Trust
-
$7.62 Billion 0.89% of portfolio
-
Q3 2025 Added 15.02%
$413B
$7.63 Billion 0.89% of portfolio
147,914
Q3 2025 Reduced 8.75%
$113B
$6.97 Billion 0.81% of portfolio
73,655
Q3 2025 Reduced 1.43%
First Tr Exchange Traded Fd
-
$6.71 Billion 0.78% of portfolio
-
Q3 2025 Added 12.24%
$0
$6.45 Billion 0.75% of portfolio
144,328
Q3 2025 Reduced 4.28%
First Tr Exchange Traded Fd
-
$6.29 Billion 0.73% of portfolio
-
Q3 2025 Reduced 2.75%
$68.9B
$6.07 Billion 0.71% of portfolio
25,757
Q3 2025 Reduced 2.45%
$0
$5.93 Billion 0.69% of portfolio
235,480
Q3 2025 Reduced 26.26%
$25.4B
$5.77 Billion 0.67% of portfolio
211,744
Q3 2025 Reduced 11.38%
$30.4B
$5.73 Billion 0.67% of portfolio
220,147
Q3 2025 Added 3.49%
$11.8B
$5.48 Billion 0.64% of portfolio
139,893
Q3 2025 Reduced 4.85%
$4.3T
$5.39 Billion 0.63% of portfolio
21,184
Q3 2025 Reduced 0.41%
$9.97B
$5.29 Billion 0.62% of portfolio
25,427
Q3 2025 Added 2,660.8%
$26.3B
$4.75 Billion 0.55% of portfolio
25,412
Q3 2025 Added 1.41%
$1.92B
$4.74 Billion 0.55% of portfolio
444,172
Q3 2025 Reduced 49.4%
$367B
$4.74 Billion 0.55% of portfolio
11,707
Q3 2025 Reduced 1.44%
$266B
$4.54 Billion 0.53% of portfolio
16,091
Q3 2025 Reduced 12.77%
$53B
$4.47 Billion 0.52% of portfolio
46,791
Q3 2025 Added 41.33%
$831M
$4.14 Billion 0.48% of portfolio
1,317,887
Q3 2025 Added 1.07%
$23.5B
$3.94 Billion 0.46% of portfolio
112,253
Q3 2025 Reduced 0.34%
$0
$3.75 Billion 0.44% of portfolio
75,104
Q3 2025 Added 16.35%
$0
$3.71 Billion 0.43% of portfolio
49,430
Q3 2025 Added 73.18%
$306B
$3.69 Billion 0.43% of portfolio
55,578
Q3 2025 Reduced 7.08%

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $857 Billion
  • Prior Value $784 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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