Phillips Financial Management
$1.4B 13F equity value
309 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Phillips Financial Management 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 |
|---|---|---|---|---|
| IVV | ISHARES TR | 201,998 | $151M | 11.1% |
| DFCF | DIMENSIONAL ETF TRUST | 2,598,931 | $110M | 8.0% |
| DFIC | DIMENSIONAL ETF TRUST | 2,464,885 | $92M | 6.7% |
| DFSD | DIMENSIONAL ETF TRUST | 1,756,850 | $84M | 6.1% |
| DFLV | DIMENSIONAL ETF TRUST | 1,363,899 | $54M | 4.0% |
| DFAT | DIMENSIONAL ETF TRUST | 712,667 | $50M | 3.7% |
| DUHP | DIMENSIONAL ETF TRUST | 1,166,460 | $49M | 3.6% |
| DFEM | DIMENSIONAL ETF TRUST | 1,030,632 | $42M | 3.1% |
| VXUS | VANGUARD STAR FDS | 419,285 | $36M | 2.6% |
| VOO | VANGUARD INDEX FDS | 51,871 | $36M | 2.6% |
Track Phillips Financial Management's 13F portfolio: $1.4B in reported holdings, 309 positions. Top holdings and quarterly changes on SentiSense.
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