Phillips Wealth Planners LLC

CIK 0001962628 · Q1 2026

13F Equity AUM

$132.9M

+6.6% QoQ

Positions

210

+22 QoQ

AUM Rank

#8,996

Top 72%

Skill Alpha (FF)

-3.3%/yr^ns

No Clear Edge

Rank #6,547 · Top 80%

vs S&P -9.1%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 13.2%Top 10: 20.1%Top 20: 31.3%

VOO4.8%

MSFT2.7%

AVGO2.2%

XLK1.8%

JPM1.6%

WMT1.6%

AAPL1.4%

GOOGL1.3%

WMB1.3%

VEU1.3%

Others (200)79.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services33.5%

Technology16.3%

Healthcare8.8%

Industrials7.7%

Energy6.7%

Consumer Cyclical6.0%

Consumer Defensive5.8%

Utilities4.3%

Other11.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 210Median: 0.31%Avg: 0.48%

0–0.5%

155(43.1%)

0.5–1%

35(25.6%)

1–3%

19(26.5%)

3–5%

1(4.8%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 209Unique: 1vs 20 funds

2.9%Low

210

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

JPMORGAN CHASE & CO

4.3%

BANK OF AMERICA CORP /DE/

4.4%

BlackRock, Inc.

5.1%

FMR LLC

STATE STREET CORP

5.3%

VANGUARD CAPITAL MANAGEMENT LLC

4.9%

GEODE CAPITAL MANAGEMENT, LLC

4.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New40Increased71Decreased95Exited18

New Positions

SGOV1.2%

+15K

AZN0.8%

+6K

FDX0.4%

+1K

IYT0.3%

+5K

RELX0.3%

+11K

PAYX0.3%

+4K

VTI0.3%

+971

QCOM0.3%

+1K

PSA0.3%

+1K

OKE0.3%

+4K

Increased

IEUR1.2%

+17K(+376%)

T0.5%

+8K(+41%)

4I11.0%

+3K(+57%)

DOLE0.1%

+2K(+23%)

WFC0.7%

+2K(+21%)

BMTA0.5%

+2K(+25%)

AMT0.4%

+2K(+135%)

FE0.2%

+2K(+41%)

TXN1.1%

+2K(+49%)

APD0.7%

+2K(+110%)

Decreased

VPL0.3%

-7,103(-69%)

EEMA0.3%

-6,606(-67%)

XLP0.3%

-5,658(-53%)

SPY0.3%

-4,570(-91%)

WMT1.6%

-4,205(-20%)

HPE0.3%

-3,878(-23%)

GLW0.5%

-3,482(-52%)

CNP0.2%

-3,242(-38%)

TRP0.2%

-2,543(-44%)

KMI0.3%

-2,192(-15%)

Exited

AZN

-10,828

-6,634

-7,857

-6,438

-6,137

-1,419

-1,839

-6,384

GPC

-2,041

BMY

-5,120

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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