Phillips Wealth Planners LLC
All 13F Filings
- Location
- Starkville, MS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 135,756
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 217 | 135,756 | 13F-HR | Phillips Wealth Planners LLC |
| Q1 2026 | 5/14/2026 | 210 | 132,902 | 13F-HR | Phillips Wealth Planners LLC |
| Q4 2025 | 2/10/2026 | 188 | 124,633 | 13F-HR | Phillips Wealth Planners LLC |
| Q3 2025 | 11/7/2025 | 201 | 120,440 | 13F-HR | Phillips Wealth Planners LLC |
| Q2 2025 | 7/11/2025 | 188 | 110,358 | 13F-HR | Phillips Wealth Planners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 106.5 K | 78.4% | 2.326 K | 0 | 2.326 K |
| ETFs | 28.82 K | 21.2% | 722 | 0 | 722 |
| Other | 445 | 0.3% | 0 | 195 | -195 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
135,756
Holdings
217
QoQ value change ($000)
2,854
(2.1%)
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.