Phillips Financial Management, LLC - Q32026 Holdings

Phillips Financial Management, LLC holds 282 stocks with a total portfolio value of $ 1.31B as of Q32026. In Q32026, Phillips Financial Management, LLC added 10 new positions, increased stakes in 70 stocks, reduced 95 holdings, and fully exited 19 positions. The largest holding is Ishares Tr (IVV), representing 11.78% of the total portfolio.