Phillips Financial Management, LLC - Q12026 Holdings

Phillips Financial Management, LLC holds 283 stocks with a total portfolio value of $ 1.38B as of Q12026. In Q12026, Phillips Financial Management, LLC added 9 new positions, increased stakes in 28 stocks, reduced 161 holdings, and fully exited 33 positions. The largest holding is Ishares Tr (IVV), representing 10.53% of the total portfolio.