PHILLIPS FINANCIAL MANAGEMENT, LLC
All 13F Filings
- Location
- Fort Wayne, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,378,843
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 283 | 1,378,843 | 13F-HR | PHILLIPS FINANCIAL MANAGEMENT, LLC |
| Q4 2025 | 1/26/2026 | 307 | 1,551,778 | 13F-HR | PHILLIPS FINANCIAL MANAGEMENT, LLC |
| Q3 2025 | 10/24/2025 | 305 | 1,515,852 | 13F-HR | PHILLIPS FINANCIAL MANAGEMENT, LLC |
| Q2 2025 | 7/30/2025 | 279 | 1,378,208 | 13F-HR | PHILLIPS FINANCIAL MANAGEMENT, LLC |
| Q2 2014 | 7/21/2014 | 65 | 334,982 | 13F-HR | PHILLIPS FINANCIAL MANAGEMENT, LLC |
| Q1 2014 | 4/25/2014 | 65 | 318,206 | 13F-HR | PHILLIPS FINANCIAL MANAGEMENT, LLC |
| Q4 2013 | 1/23/2014 | 61 | 301,527 | 13F-HR | PHILLIPS FINANCIAL MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 59.61 K | 4.3% | 0 | 897 K | -897 K |
| ETFs | 1.296 M | 94.0% | 753.9 K | 0 | 753.9 K |
| Debt | 23.21 K | 1.7% | 1.175 K | 0 | 1.175 K |
| Other | 0 | 0.0% | 0 | 31.05 K | -31.05 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
1,378,843
Holdings
283
QoQ value change ($000)
-172,935
(-11.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.