Phillips Financial Management, LLC - Q22026 Holdings

Phillips Financial Management, LLC holds 291 stocks with a total portfolio value of $ 1.36B as of Q22026. In Q22026, Phillips Financial Management, LLC added 26 new positions, increased stakes in 40 stocks, reduced 144 holdings, and fully exited 18 positions. The largest holding is Ishares Tr (IVV), representing 11.09% of the total portfolio.