Philip James Wealth Mangement, LLC
All 13F Filings
- Location
- Milton, GA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 905,648
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 147 | 905,648 | 13F-HR | Philip James Wealth Mangement, LLC |
| Q2 2026 | 7/27/2026 | 151 | 888,381 | 13F-HR | Philip James Wealth Mangement, LLC |
| Q1 2026 | 4/28/2026 | 157 | 869,654 | 13F-HR | Philip James Wealth Mangement, LLC |
| Q4 2025 | 1/20/2026 | 170 | 863,153 | 13F-HR | Philip James Wealth Mangement, LLC |
| Q3 2025 | 10/24/2025 | 177 | 856,946 | 13F-HR | Philip James Wealth Mangement, LLC |
| Q2 2025 | 7/18/2025 | 169 | 784,037 | 13F-HR | Philip James Wealth Mangement, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 783.8 K | 89.8% | 15.44 K | 0 | 15.44 K |
| ETFs | 86.9 K | 10.0% | 0 | 2.396 K | -2.396 K |
| Other | 2.519 K | 0.3% | 0 | 969 | -969 |
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Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
905,648
Holdings
147
QoQ value change ($000)
17,267
(1.9%)
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.