Philip James Wealth Mangement
$888M 13F equity value
166 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Philip James Wealth Mangement covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 434,980 | $218M | 24.5% |
| XOM | EXXON MOBIL CORP | 423,584 | $58M | 6.5% |
| CB | CHUBB LIMITED | 104,308 | $36M | 4.0% |
| OXYWS | OCCIDENTAL PETE CORP | 1,023,537 | $27M | 3.1% |
| QCOM | QUALCOMM INC | 146,026 | $27M | 3.0% |
| ABT | ABBOTT LABORATORIES | 281,731 | $26M | 2.9% |
| INTC | INTEL CORP | 163,366 | $23M | 2.6% |
| GIS | GENERAL MILLS INC | 643,999 | $22M | 2.5% |
| MRK | MERCK & CO INC | 173,727 | $22M | 2.5% |
| JNJ | JOHNSON & JOHNSON | 81,906 | $21M | 2.3% |
Track Philip James Wealth Mangement's 13F portfolio: $888M in reported holdings, 166 positions. Top holdings and quarterly changes on SentiSense.
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