Phillips Wealth Planners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Phillips Wealth Planners LLC reported 201 stock positions worth $120.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 4.6% of the portfolio, followed by Microsoft (MSFT, 3.1%) and JPMorgan Chase (JPM, 1.9%). Compared with Q2 2025, it opened 27 new positions, sold out of 14, added to 88 and reduced 81. The biggest buy was a new position in iShares Expanded Tech Sector (IGM) and the biggest sale an exit from iShares Expanded Tech-Softwa (IGV).
- Most Recent 13F
- Q2 2026
- Location
- STARKVILLE, MS
- CIK
- 0001962628
- Portfolio Value
- $120.4M (Q3 2025)
- SEC Filing
- 0001951757-25-001329 ↗ filed Nov 7, 2025
Holdings Value
Holdings 201 stocks · $120.4M
| VOO Vanguard S&P 500 ETF | 4.59% | 8,962 | $5.5M | Reduce -0.5% |
| MSFT Microsoft Corp. | 3.06% | 6,977 | $3.7M | Add +7.5% |
| JPM JPMorgan Chase & Co. | 1.87% | 7,285 | $2.3M | Add +2.1% |
| AVGO Broadcom Inc. | 1.86% | 6,685 | $2.2M | Reduce -11.8% |
| XLK SS Technology Select Sector | 1.64% | 6,859 | $2.0M | Reduce -14.7% |
| ABBV Abbvie Inc. | 1.36% | 7,091 | $1.6M | Reduce -0.7% |
| WMB Williams Cos Inc. | 1.35% | 25,655 | $1.6M | Reduce -6.1% |
| AAPL Apple Inc. | 1.27% | 5,982 | $1.5M | Add +22.7% |
| VEU Vanguard Ftse All-World Ex-U | 1.27% | 20,970 | $1.5M | Reduce -1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.25% | 10,536 | $1.5M | Add +6.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.25% | 2 | $1.5M | No change |
| V Visa Inc. Class A | 1.22% | 4,196 | $1.5M | Add +8.7% |
| HD Home Depot Inc. | 1.19% | 3,691 | $1.4M | Add +11.8% |
| GOOGL Alphabet Inc. Class A | 1.18% | 5,665 | $1.4M | Add +12.0% |
| META Meta Platforms Inc. Class A | 1.16% | 1,947 | $1.4M | Add +2.9% |
| RTX RTX Corp. | 1.16% | 8,251 | $1.4M | Reduce -10.4% |
| DUK Duke Energy Corp. | 1.12% | 10,812 | $1.3M | Add +1.6% |
| AGG iShares Core U.S. Aggregate | 1.07% | 12,850 | $1.3M | Add +2.5% |
| XLC SS Comm Select Sector SPDR | 1.06% | 11,007 | $1.3M | Reduce -3.2% |
| MCD McDonald's Corp. | 1.06% | 4,303 | $1.3M | Add +8.4% |
| PNC PNC Financial Services Group | 1.06% | 6,496 | $1.3M | Reduce -2.2% |
| XLF SS Financial Select Sector | 1.05% | 23,545 | $1.3M | Add +3.5% |
| ABT Abbott Laboratories | 0.93% | 8,384 | $1.1M | Add +9.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.93% | 3,860 | $1.1M | Add +0.4% |
| GS Goldman Sachs Group Inc. | 0.92% | 1,390 | $1.1M | Add +3.0% |
| XLV SS Health Care Select Sector | 0.92% | 7,677 | $1.1M | Reduce -22.8% |
| ACN Accenture PLC Class A | 0.89% | 4,330 | $1.1M | Reduce -9.1% |
| JNJ Johnson & Johnson | 0.86% | 5,487 | $1.0M | Add +12.0% |
| XOM Exxon Mobil Corp. | 0.85% | 8,930 | $1.0M | Add +1.3% |
| CVX Chevron Corp. | 0.84% | 6,602 | $1.0M | Add +7.8% |
| PG The Procter & Gamble Co. | 0.84% | 6,720 | $1.0M | Reduce -0.4% |
| AMGN Amgen Inc. | 0.83% | 3,415 | $1.0M | Add +2.8% |
| AZN Astrazeneca PLC-Spons ADR | 0.81% | 11,412 | $976K | Add +33.9% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.79% | 10,153 | $955K | Reduce -0.7% |
| MDT Medtronic PLC | 0.77% | 9,469 | $932K | Add +32.8% |
| VPL Vanguard Ftse Pacific ETF | 0.76% | 10,101 | $915K | Reduce -2.0% |
| TSLA Tesla Inc. | 0.73% | 1,953 | $885K | No change |
| IGM iShares Expanded Tech Sector | 0.73% | 6,837 | $879K | New |
| KO The Coca-Cola Co. | 0.72% | 13,187 | $872K | Add +4.3% |
| XLY SS Consumer Disc Select Sect | 0.71% | 3,559 | $854K | Reduce -2.8% |
| TT Trane Technologies PLC | 0.70% | 1,993 | $847K | Add +9.0% |
| ORCL Oracle Corp. | 0.70% | 2,875 | $838K | Reduce -51.4% |
| STE Steris PLC | 0.64% | 3,226 | $776K | Add +4.8% |
| WFC Wells Fargo & Co. | 0.64% | 9,515 | $768K | Add +179.6% |
| XLP SS Consumer Staples Sel Sect | 0.64% | 9,898 | $767K | Add +16.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.63% | 2,524 | $763K | Reduce -5.0% |
| BLK BlackRock Inc. | 0.63% | 645 | $761K | Reduce -10.9% |
| UNH Unitedhealth Group Inc. | 0.63% | 2,118 | $760K | Add +20.5% |
| WMT Walmart Inc. | 0.63% | 7,364 | $756K | Reduce -3.2% |
| AMZN Amazon.com Inc. | 0.61% | 3,332 | $736K | Add +6.1% |
| GLW Corning Inc. | 0.61% | 8,609 | $735K | Reduce -22.0% |
| AFL Aflac Inc. | 0.60% | 6,439 | $728K | No change |
| TTE Totalenergies SE -Spon ADR | 0.59% | 11,897 | $711K | Add +1.0% |
| CME Cme Group Inc. | 0.59% | 2,695 | $706K | Add +19.7% |
| TMUS T-Mobile US Inc. | 0.58% | 3,130 | $704K | Reduce -15.1% |
| CRM Salesforce Inc. | 0.57% | 2,817 | $692K | Add +4.0% |
| SBUX Starbucks Corp. | 0.55% | 8,137 | $668K | Add +10.8% |
| ETN Eaton Corp. PLC | 0.54% | 1,702 | $647K | Reduce -18.8% |
| MDLZ Mondelez International Inc. Class A | 0.53% | 10,241 | $633K | Reduce -1.0% |
| MA Mastercard Inc. Class A | 0.52% | 1,087 | $629K | Add +3.7% |
| APH Amphenol Corp. Class A | 0.51% | 4,989 | $616K | Add +0.2% |
| VZ Verizon Communications Inc. | 0.51% | 14,701 | $609K | Add +4.0% |
| NEE Nextera Energy Inc. | 0.50% | 7,332 | $602K | Reduce -9.6% |
| COST Costco Wholesale Corp. | 0.49% | 647 | $589K | Add +2.2% |
| PM Philip Morris International | 0.48% | 3,792 | $582K | Reduce -1.5% |
| T AT&T Inc. | 0.47% | 22,062 | $571K | Add +182.3% |
| RSG Republic Services Inc. | 0.47% | 2,550 | $569K | Reduce -1.4% |
| ARKK ARK Innovation ETF | 0.47% | 6,183 | $566K | No change |
| AMD Advanced Micro Devices | 0.47% | 2,778 | $566K | Add +8.5% |
| CMCSA Comcast Corp. Class A | 0.45% | 17,576 | $546K | Reduce -13.8% |
| AXP American Express Co. | 0.43% | 1,573 | $522K | Add +23.3% |
| ADI Analog Devices Inc. | 0.43% | 2,137 | $518K | Add +28.0% |
| CAT Caterpillar Inc. | 0.43% | 1,044 | $517K | Add +1.6% |
| VIG Vanguard Dividend Apprec ETF | 0.43% | 2,373 | $517K | Reduce -6.9% |
| KMI Kinder Morgan Inc. | 0.41% | 17,540 | $490K | Reduce -14.9% |
| CB Chubb Ltd. | 0.41% | 1,706 | $489K | Add +0.1% |
| UNP Union Pacific Corp. | 0.40% | 2,048 | $486K | Add +13.5% |
| UL Unilever PLC | 0.40% | 8,280 | $485K | Reduce -1.1% |
| KMB Kimberly-Clark Corp. | 0.40% | 4,002 | $482K | Add +10.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.39% | 5,334 | $475K | Reduce -0.7% |
| IDA Idacorp Inc. | 0.39% | 3,492 | $467K | Reduce -0.5% |
| RPRX Royalty Pharma PLC Class A | 0.39% | 12,871 | $465K | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 0.38% | 6,877 | $453K | Add +1.1% |
| TFC Truist Financial Corp. | 0.37% | 9,956 | $451K | Add +22.0% |
| EQIX Equinix Inc. | 0.37% | 568 | $449K | Reduce -2.1% |
| PGR Progressive Corp. | 0.37% | 1,864 | $448K | Reduce -0.1% |
| BTI British American Tob-SP ADR | 0.36% | 8,541 | $437K | Add +2.1% |
| LRCX Lam Research Corp. | 0.36% | 2,899 | $432K | Reduce -36.9% |
| PEP Pepsico Inc. | 0.36% | 3,092 | $432K | Add +18.2% |
| BDX Becton Dickinson and Co. | 0.36% | 2,241 | $430K | Add +2.7% |
| ADP Automatic Data Processing | 0.35% | 1,470 | $427K | Add +11.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.35% | 4,659 | $426K | Add +35.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.35% | 4,721 | $424K | New |
| HPE Hewlett Packard Enterprise | 0.35% | 16,846 | $418K | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 0.35% | 6,203 | $417K | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.35% | 2,241 | $416K | Add +0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 8,226 | $415K | Reduce -33.0% |
| BRO Brown & Brown Inc. | 0.34% | 4,319 | $408K | Add +57.3% |
| TXN Texas Instruments Inc. | 0.34% | 2,232 | $406K | Add +18.9% |
| RJF Raymond James Financial Inc. | 0.33% | 2,398 | $402K | Reduce -10.9% |
Portfolio Sells Q2 2025 → Q3 2025
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.60 |
| ORCL Oracle Corp. | Reduce -51.4% | 0.70% | −0.56 |
| ACN Accenture PLC Class A | Reduce -9.1% | 0.89% | −0.42 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.38 |
| SNY Sanofi-ADR | Reduce -54.0% | 0.26% | −0.34 |
| XLV SS Health Care Select Sector | Reduce -22.8% | 0.92% | −0.30 |
| CCOI Cogent Communications Holdin | Sold out | 0.00% | −0.26 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.26 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.25 |
| XLK SS Technology Select Sector | Reduce -14.7% | 1.64% | −0.23 |
| CMCSA Comcast Corp. Class A | Reduce -13.8% | 0.45% | −0.21 |
| TXNM TXNM Energy Inc. | Sold out | 0.00% | −0.21 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.21 |
| BKR Baker Hughes Co. | Sold out | 0.00% | −0.20 |
| TMUS T-Mobile US Inc. | Reduce -15.1% | 0.58% | −0.20 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.20 |
| AVT Avnet Inc. | Sold out | 0.00% | −0.19 |
| RELX Relx PLC - Spon ADR | Sold out | 0.00% | −0.19 |
| DOX Amdocs Ltd. | Sold out | 0.00% | −0.19 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.19 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.19 |
| BAC Bank of America Corp. | Reduce -33.0% | 0.34% | −0.18 |
| USB US Bancorp | Reduce -37.5% | 0.22% | −0.16 |
| ETN Eaton Corp. PLC | Reduce -18.8% | 0.54% | −0.14 |
| PNC PNC Financial Services Group | Reduce -2.2% | 1.06% | −0.14 |
| PM Philip Morris International | Reduce -1.5% | 0.48% | −0.14 |
| MU Micron Technology Inc. | Reduce -53.1% | 0.26% | −0.14 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.84% | −0.13 |
| KMI Kinder Morgan Inc. | Reduce -14.9% | 0.41% | −0.12 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.0% | 0.53% | −0.11 |
| AMT American Tower Corp. | Reduce -2.8% | 0.32% | −0.11 |
| EMR Emerson Electric Co. | Reduce -15.6% | 0.31% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Reduce -21.2% | 0.22% | −0.10 |
| HON Honeywell International Inc. | Reduce -9.0% | 0.25% | −0.09 |
| RSG Republic Services Inc. | Reduce -1.4% | 0.47% | −0.09 |
| KR Kroger Co. | Reduce -10.3% | 0.28% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -21.4% | 0.21% | −0.08 |
| SAP Sap SE-Sponsored ADR | Reduce -13.6% | 0.18% | −0.07 |
| WMB Williams Cos Inc. | Reduce -6.1% | 1.35% | −0.07 |
| BLK BlackRock Inc. | Reduce -10.9% | 0.63% | −0.07 |
| EOG EOG Resources Inc. | Reduce -3.1% | 0.23% | −0.06 |
| UL Unilever PLC | Reduce -1.1% | 0.40% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -0.5% | 4.59% | −0.06 |
| LRCX Lam Research Corp. | Reduce -36.9% | 0.36% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -15.6% | 0.21% | −0.06 |
| ARE Alexandria Real Estate Equit | Reduce -17.8% | 0.20% | −0.06 |
| MS Morgan Stanley | Reduce -19.8% | 0.26% | −0.05 |
| PGR Progressive Corp. | Reduce -0.1% | 0.37% | −0.05 |
| RTX RTX Corp. | Reduce -10.4% | 1.16% | −0.05 |
| RJF Raymond James Financial Inc. | Reduce -10.9% | 0.33% | −0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| IGM iShares Expanded Tech Sector | New | 0.73% | +0.73 |
| WFC Wells Fargo & Co. | Add +179.6% | 0.64% | +0.39 |
| GOOGL Alphabet Inc. Class A | Add +12.0% | 1.18% | +0.38 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.35% | +0.35 |
| AAPL Apple Inc. | Add +22.7% | 1.27% | +0.35 |
| DKS Dick's Sporting Goods Inc. | New | 0.29% | +0.29 |
| MAA Mid-America Apartment Comm | New | 0.29% | +0.29 |
| ROP Roper Technologies Inc. | New | 0.27% | +0.27 |
| T AT&T Inc. | Add +182.3% | 0.47% | +0.27 |
| EXPD Expeditors Intl Wash Inc. | New | 0.27% | +0.27 |
| AZN Astrazeneca PLC-Spons ADR | Add +33.9% | 0.81% | +0.27 |
| TEL Te Connectivity PLC | New | 0.26% | +0.26 |
| GPC Genuine Parts Co. | New | 0.24% | +0.24 |
| MSI Motorola Solutions Inc. | New | 0.22% | +0.22 |
| NWE Northwestern Energy Group Inc. | New | 0.22% | +0.22 |
| PLD Prologis Inc. | New | 0.21% | +0.21 |
| MKSI MKS Inc. | New | 0.21% | +0.21 |
| MDT Medtronic PLC | Add +32.8% | 0.77% | +0.20 |
| NVT Nvent Electric PLC | New | 0.20% | +0.20 |
| IP International Paper Co. | New | 0.19% | +0.19 |
| PSX Phillips 66 | New | 0.19% | +0.19 |
| DE Deere & Co. | New | 0.19% | +0.19 |
| INTU Intuit Inc. | New | 0.19% | +0.19 |
| MGRC McGrath Rentcorp | New | 0.19% | +0.19 |
| CDNS Cadence Design SYS Inc. | New | 0.18% | +0.18 |
| SRE Sempra | New | 0.18% | +0.18 |
| AEP American Electric Power | New | 0.18% | +0.18 |
| HIG Hartford Insurance Group Inc. | New | 0.17% | +0.17 |
| COP Conocophillips | New | 0.17% | +0.17 |
| SO The Southern Co. | New | 0.17% | +0.17 |
| IEF iShares 7-10 Year Treasury B | New | 0.17% | +0.17 |
| JNJ Johnson & Johnson | Add +12.0% | 0.86% | +0.17 |
| SAN Banco Santander SA-Spon ADR | New | 0.16% | +0.16 |
| AMD Advanced Micro Devices | Add +8.5% | 0.47% | +0.15 |
| UNH Unitedhealth Group Inc. | Add +20.5% | 0.63% | +0.14 |
| MSFT Microsoft Corp. | Add +7.5% | 3.06% | +0.14 |
| AMCR Amcor PLC | New | 0.14% | +0.14 |
| TJX TJX Companies Inc. | Add +6.6% | 1.25% | +0.13 |
| MRK Merck & Co. Inc. | Add +44.6% | 0.31% | +0.10 |
| HD Home Depot Inc. | Add +11.8% | 1.19% | +0.09 |
| ROK Rockwell Automation Inc. | Add +45.4% | 0.27% | +0.07 |
| BRO Brown & Brown Inc. | Add +57.3% | 0.34% | +0.07 |
| APH Amphenol Corp. Class A | Add +0.2% | 0.51% | +0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +35.4% | 0.35% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +3.0% | 0.92% | +0.07 |
| AXP American Express Co. | Add +23.3% | 0.43% | +0.07 |
| CAT Caterpillar Inc. | Add +1.6% | 0.43% | +0.06 |
| ADI Analog Devices Inc. | Add +28.0% | 0.43% | +0.06 |
| IQV Iqvia Holdings Inc. | Add +9.1% | 0.25% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +2.1% | 1.87% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 216 | $135.5M | VOO, MSFT, AVGO, JPM, XLK |
| Q1 2026 | 208 | $132.3M | VOO, MSFT, AVGO, XLK, JPM |
| Q4 2025 | 188 | $124.6M | VOO, SPY, MSFT, WMT, JPM |
| Q3 2025 | 201 | $120.4M | VOO, MSFT, JPM, AVGO, XLK |
| Q2 2025 | 188 | $110.4M | VOO, MSFT, XLK, AVGO, JPM |
| Q1 2025 | 173 | $94.6M | VOO, MSFT, JPM, UNH, BRK.A |
| Q4 2024 | 176 | $100.1M | VOO, SPY, MSFT, AVGO, JPM |
| Q3 2024 | 194 | $104.4M | VOO, MSFT, AVGO, VEU, WMB |
| Q2 2024 | 177 | $94.9M | VOO, MSFT, AVGO, XLK, VEU |
| Q1 2024 | 174 | $87.0M | VOO, MSFT, AVGO, VEU, XLK |