Phillips Wealth Planners LLC

Q4 2025 13F-HR Holdings

Location
Starkville, MS
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
188
Total value ($000)
$124,633
Net value change ($000)
+4,193 (3.5%)
New positions
16
Sold out positions
29
Turnover %
11.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 3,127 1008.7%
WMT 1,774 234.7%
VT 956 NEW
TOTALENERGIES SE 868 NEW
IJR 683 259.7%
UL 681 NEW
VOO 540 9.8%
GOOGL 519 36.6%
IBB 423 NEW
XLF 420 33.2%
Top Reduces (Value $000, Stocks/ETFs)
TTE -711 -100.0%
CMCSA -546 -100.0%
Unilever PLC -485 -100.0%
KMB -482 -100.0%
IGM -468 -53.2%
XLY -422 -49.4%
MSFT -354 -9.6%
PAYC -352 -100.0%
ROP -331 -100.0%
SNY -315 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type