Philip James Wealth Mangement
$906M 13F equity value
157 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Philip James Wealth Mangement covers the quarter ended September 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 | 433,605 | $216M | 23.8% |
| XOM | EXXONMOBIL HOLDINGS CORP | 398,374 | $65M | 7.2% |
| CB | CHUBB LIMITED | 110,708 | $36M | 4.0% |
| OXYWS | OCCIDENTAL PETE CORP | 976,879 | $32M | 3.6% |
| ABT | ABBOTT LABORATORIES | 285,138 | $28M | 3.1% |
| GIS | GENERAL MILLS INC | 767,455 | $25M | 2.7% |
| QCOM | QUALCOMM INC | 133,185 | $25M | 2.7% |
| OXY | OCCIDENTAL PETE CORP | 410,854 | $23M | 2.5% |
| JNJ | JOHNSON & JOHNSON | 77,638 | $21M | 2.3% |
| PEP | PEPSICO INC | 161,639 | $20M | 2.3% |
Track Philip James Wealth Mangement's 13F portfolio: $906M in reported holdings, 157 positions. Top holdings and quarterly changes on SentiSense.
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