Phillips Financial Management, LLC Portfolio Holdings
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
Phillips Financial Management, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 305 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 $170M, Dimensional ETF Tr Core Fxd In with a value of $101M, Dimensional ETF Tr Dimensional with a value of $88.9M, Dimensional ETF Tr Short Durat with a value of $73.7M, and Ishares Core S&P Mid Cap ETF with a value of $50.5M.
Examining the 13F form we can see an increase of $125M in the current position value, from $1.32B to 1.45B.
Below you can find more details about Phillips Financial Management, LLC portfolio as well as his latest detailed transactions.
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 305
- Current Value $1.45 Billion
- Prior Value $1.32 Billion
- Filing
- Period Q3 2025
- Filing Date October 24, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 34 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 88 stocks