Philip James Wealth Mangement, LLC - Q12026 Holdings

Philip James Wealth Mangement, LLC holds 157 stocks with a total portfolio value of $ 869.65M as of Q12026. In Q12026, Philip James Wealth Mangement, LLC added 5 new positions, increased stakes in 22 stocks, reduced 118 holdings, and fully exited 18 positions. The largest holding is Berkshire Hathaway Inc Del (BRK-B), representing 24.05% of the total portfolio.