Phillips Financial Management, LLC - Q42025 Holdings

Phillips Financial Management, LLC holds 307 stocks with a total portfolio value of $ 1.55B as of Q42025. In Q42025, Phillips Financial Management, LLC added 22 new positions, increased stakes in 77 stocks, reduced 113 holdings, and fully exited 20 positions. The largest holding is Ishares Tr (IVV), representing 11.15% of the total portfolio.