Philip James Wealth Mangement, LLC 13F Holdings

CIK 0002002630 · MILTON, GA

As of Sep 30, 2025, Philip James Wealth Mangement, LLC reported 177 positions worth $856.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services442,092$222.3M25.94%
EXXON MOBIL CORPXOMEnergy464,877$52.4M6.12%
OCCIDENTAL PETROLEUM CORPOXY.WSEnergy1,278,369$32.6M3.80%
QUALCOMM INCQCOMTechnology159,670$26.6M3.10%
INTEL CORPINTCTechnology734,480$24.6M2.88%
OCCIDENTAL PETROLEUM CORPOXYEnergy366,417 7.3M2.02%
MERCK & CO INCMRKHealthcare191,963 6.1M1.88%
JOHNSON & JOHNSONJNJHealthcare85,704 5.9M1.85%
VANGUARD TOTAL STOCK MKT ETFVTI—45,802 5.0M1.75%
ROCKET COMPANIES INCRKTFinancial Services752,123 4.6M1.70%
CHUBB LTDCBFinancial Services50,788 4.3M1.67%
ALTRIA GROUP INCMOEquity207,319 3.7M1.60%
ISHARES CORE DIVIDEND GROWTH ETFDGRO—189,246 2.9M1.50%
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO—190,974 2.4M1.45%
VANECK MORNINGSTAR WIDE MOAT ETFMOAT—118,152 1.7M1.37%
PEPSICO INCPEPConsumer Defensive81,952 1.5M1.34%
PFIZER INCPFEHealthcare412,350 0.5M1.23%
GENERAL MILLS INCGISConsumer Defensive208,155 0.5M1.22%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical58,648 0.5M1.22%
JPMORGAN ULTRA-SHORT INCOMEJPST—196,708 0.0M1.16%
JPMORGAN CORE PLUS BOND ETFJCPB—199,323$9.5M1.11%
FIRST TRUST LONG/SHORT EQUITY ETFFTLS—131,503$9.2M1.07%
EA SERIES TRUSTITAN—263,612$9.2M1.07%
BRITISH AMERICAN TOBACCO PLCBTIConsumer Defensive160,203$8.5M0.99%
VANGUARD RUSSELL 1000 GROWTH INDEX FUNDVONG—67,762$8.2M0.95%