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.
