Phoenix Wealth Advisors
All 13F Filings
- Location
- Chapel Hill, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 296,554
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 129 | 296,554 | 13F-HR | Phoenix Wealth Advisors |
| Q1 2026 | 4/22/2026 | 126 | 253,174 | 13F-HR | Phoenix Wealth Advisors |
| Q4 2025 | 1/22/2026 | 127 | 259,981 | 13F-HR | Phoenix Wealth Advisors |
| Q3 2025 | 10/28/2025 | 131 | 260,182 | 13F-HR | Phoenix Wealth Advisors |
| Q2 2025 | 8/8/2025 | 125 | 238,785 | 13F-HR | Phoenix Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 121.3 K | 40.9% | 6.075 K | 0 | 6.075 K |
| ETFs | 175.2 K | 59.1% | 37.3 K | 0 | 37.3 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
296,554
Holdings
129
QoQ value change ($000)
43,380
(17.1%)
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.