PHILLIPS FINANCIAL MANAGEMENT, LLC
All 13F Filings
- Location
- Fort Wayne, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,551,778
- 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 |
|---|---|---|---|---|---|
| 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 | 956.6 K | 61.6% | 43.42 K | 0 | 43.42 K |
| ETFs | 542.1 K | 34.9% | 0 | 2.517 K | -2.517 K |
| Debt | 22.04 K | 1.4% | 0 | 5.157 K | -5.157 K |
| Other | 31.05 K | 2.0% | 179 | 0 | 179 |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
1,551,778
Holdings
307
QoQ value change ($000)
35,926
(2.4%)
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.