Philip James Wealth Mangement, LLC - Q42025 Holdings

Philip James Wealth Mangement, LLC holds 170 stocks with a total portfolio value of $ 863.15M as of Q42025. In Q42025, Philip James Wealth Mangement, LLC added 2 new positions, increased stakes in 67 stocks, reduced 83 holdings, and fully exited 9 positions. The largest holding is Berkshire Hathaway Inc Del (BRK-B), representing 25.51% of the total portfolio.