Phillips Wealth Planners LLC

STARKVILLE, MS · CIK 1962628 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyStarkville, MS

$135.8m reported value +2.1% vs Q1 2026

217positions

20.0%in top 10

18 new 86 added 105 reduced 11 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	9,082	$6.2m4.60%	4.60%	Reduced -349	-349 -3.7%
2	MICROSOFT CORP COM MSFT	MSFT	9,063	$3.5m2.60%	2.60%	Added +423	+423 4.9%
3	BROADCOM INC COM AVGO	AVGO	6,806	$2.5m1.86%	1.86%	Added +24	+24 0.3%
4	JPMORGAN CHASE & CO COM JPM	JPM	7,254	$2.5m1.81%	1.81%	Added +13	+13 0.2%
5	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	13,679	$2.5m1.81%	1.81%	Reduced -17	-17 -0.1%
6	ISHARES TR CORE MSCI EURO IEUR	IEUR	28,719	$2.2m1.60%	1.60%	Added +6.7k	+6,692 30.4%
7	APPLE INC COM AAPL	AAPL	6,474	$2.0m1.48%	1.48%	Added +143	+143 2.3%
8	ABBVIE INC COM ABBV	ABBV	7,574	$1.9m1.42%	1.42%	Added +852	+852 12.7%
9	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	34,036	$1.9m1.41%	1.41%	Added +1.2k	+1,216 3.7%
10	WALMART INC COM WMT	WMT	17,019	$1.9m1.40%	1.40%	Added +32	+32 0.2%
11	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	21,325	$1.8m1.30%	1.30%	Added +629	+629 3.0%
12	WILLIAMS COS INC COM WMB	WMB	23,357	$1.8m1.29%	1.29%	Added +114	+114 0.5%
13	TJX COS INC NEW COM TJX	TJX	11,041	$1.7m1.25%	1.25%	Reduced -131	-131 -1.2%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,591	$1.7m1.24%	1.24%	Added +71	+71 1.6%
15	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m1.11%	1.11%	Unchanged
16	JOHNSON & JOHNSON COM JNJ	JNJ	5,636	$1.5m1.11%	1.11%	Added +593	+593 11.8%
17	CHEVRON CORP NEW COM CVX	CVX	8,284	$1.4m1.06%	1.06%	Added +724	+724 9.6%
18	PNC FINL SVCS GROUP INC COM PNC	PNC	5,522	$1.4m1.03%	1.03%	Reduced -418	-418 -7.0%
19	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,708	$1.4m1.03%	1.03%	Added +11	+11 0.4%
20	PHILIP MORRIS INTL INC COM PM	PM	7,364	$1.4m1.02%	1.02%	Added +356	+356 5.1%
21	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	13,640	$1.4m1.01%	1.01%	Reduced -1.7k	-1,656 -10.8%
22	TEXAS INSTRS INC COM TXN	TXN	4,585	$1.3m0.99%	0.99%	Reduced -267	-267 -5.5%
23	HOME DEPOT INC COM HD	HD	3,804	$1.3m0.97%	0.97%	Added +31	+31 0.8%
24	DUKE ENERGY CORP NEW COM NEW DUK	DUK	10,219	$1.3m0.97%	0.97%	Reduced -1.0k	-1,023 -9.1%
25	MCDONALDS CORP COM MCD	MCD	4,578	$1.3m0.95%	0.95%	Added +125	+125 2.8%
26	ISHARES TR CORE US AGGBD ET AGG	AGG	13,117	$1.3m0.95%	0.95%	Reduced -346	-346 -2.6%
27	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	7,518	$1.2m0.91%	0.91%	Added +653	+653 9.5%
28	COCA COLA CO COM KO	KO	14,508	$1.2m0.90%	0.90%	Reduced -652	-652 -4.3%
29	VISA INC COM CL A V	V	3,311	$1.2m0.86%	0.86%	Reduced -292	-292 -8.1%
30	GOLDMAN SACHS GROUP INC COM GS	GS	1,084	$1.1m0.83%	0.83%	Reduced -188	-188 -14.8%
31	ASTRAZENECA PLC ORD AZN	AZN	5,605	$1.1m0.80%	0.80%	Reduced -6	-6 -0.1%
32	AMGEN INC COM AMGN	AMGN	2,870	$1.1m0.78%	0.78%	Reduced -57	-57 -1.9%
33	CME GROUP INC COM CME	CME	4,375	$1.1m0.78%	0.78%	Added +535	+535 13.9%
34	PROCTER AND GAMBLE CO COM PG	PG	6,892	$1.1m0.78%	0.78%	Added +625	+625 10.0%
35	MEDTRONIC PLC SHS MDT	MDT	12,236	$1.0m0.76%	0.76%	Added +241	+241 2.0%
36	META PLATFORMS INC CL A META	META	1,615	$994.2k0.73%	0.73%	Added +291	+291 22.0%
37	ISHARES TR CORE S&P SCP ETF IJR	IJR	6,660	$968.3k0.71%	0.71%	Reduced -164	-164 -2.4%
38	TOTALENERGIES SE ACT TTE	TTE	12,402	$966.9k0.71%	0.71%	Reduced -74	-74 -0.6%
39	NVIDIA CORPORATION COM NVDA	NVDA	4,903	$965.5k0.71%	0.71%	Added +1.9k	+1,889 62.7%
40	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	8,525	$946.4k0.70%	0.70%	Reduced -2.4k	-2,447 -22.3%
41	WELLS FARGO CO NEW COM WFC	WFC	10,609	$924.9k0.68%	0.68%	Reduced -2.1k	-2,096 -16.5%
42	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,960	$906.1k0.67%	0.67%	Reduced -13	-13 -0.4%
43	UNION PAC CORP COM UNP	UNP	3,190	$903.2k0.67%	0.67%	Added +275	+275 9.4%
44	STARBUCKS CORP COM SBUX	SBUX	8,345	$864.6k0.64%	0.64%	Added +677	+677 8.8%
45	MERCK & CO INC COM MRK	MRK	6,685	$861.4k0.63%	0.63%	Added +1.5k	+1,487 28.6%
46	AIR PRODS & CHEMS INC COM APD	APD	2,667	$813.6k0.60%	0.60%	Reduced -344	-344 -11.4%
47	ABBOTT LABS COM ABT	ABT	8,398	$804.9k0.59%	0.59%	Added +438	+438 5.5%
48	AMAZON COM INC COM AMZN	AMZN	3,229	$794.3k0.59%	0.59%	Added +118	+118 3.8%
49	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,833	$792.9k0.58%	0.58%	Added +26	+26 1.4%
50	TESLA INC COM TSLA	TSLA	1,950	$785.7k0.58%	0.58%	Added +7	+7 0.4%
51	AFLAC INC COM AFL	AFL	6,439	$782.3k0.58%	0.58%	Unchanged
52	CATERPILLAR INC COM CAT	CAT	795	$747.4k0.55%	0.55%	Reduced -16	-16 -2.0%
53	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,112	$743.4k0.55%	0.55%	Reduced -16	-16 -0.5%
54	AMPHENOL CORP CL A APH	APH	4,526	$717.9k0.53%	0.53%	Added +197	+197 4.5%
55	LINDE PLC SHS LIN	LIN	1,329	$715.3k0.53%	0.53%	Added +135	+135 11.3%
56	GE VERNOVA INC COM GEV	GEV	650	$700.1k0.52%	0.52%	Added +7	+7 1.1%
57	ROYALTY PHARMA PLC SHS CLASS A RPRX	RPRX	11,929	$689.5k0.51%	0.51%	Added +837	+837 7.5%
58	ELI LILLY & CO COM LLY	LLY	554	$684.5k0.50%	0.50%	Added +136	+136 32.5%
59	EQUINIX INC COM EQIX	EQIX	666	$681.3k0.50%	0.50%	Added +82	+82 14.0%
60	UNITEDHEALTH GROUP INC COM UNH	UNH	1,516	$649.1k0.48%	0.48%	Added +182	+182 13.6%
61	BLACKROCK INC COM BLK	BLK	630	$635.9k0.47%	0.47%	Added +98	+98 18.4%
62	NEXTERA ENERGY INC COM NEE	NEE	7,111	$629.1k0.46%	0.46%	Added +156	+156 2.2%
63	TRANE TECHNOLOGIES PLC SHS TT	TT	1,318	$627.0k0.46%	0.46%	Added +3	+3 0.2%
64	ISHARES TR CORE MSCI EAFE IEFA	IEFA	6,390	$619.9k0.46%	0.46%	Reduced -94	-94 -1.4%
65	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	10,024	$619.5k0.46%	0.46%	Reduced -637	-637 -6.0%
66	CHUBB LIMITED COM CB	CB	1,724	$619.4k0.46%	0.46%	Added +9	+9 0.5%
67	EATON CORP PLC SHS ETN	ETN	1,541	$609.7k0.45%	0.45%	Added +14	+14 0.9%
68	WEC ENERGY GROUP INC COM WEC	WEC	5,100	$600.2k0.44%	0.44%	Added +276	+276 5.7%
69	AMERICAN EXPRESS CO COM AXP	AXP	1,697	$593.2k0.44%	0.44%	Reduced -127	-127 -7.0%
70	PEPSICO INC COM PEP	PEP	4,040	$585.7k0.43%	0.43%	Added +222	+222 5.8%
71	VERIZON COMMUNICATIONS INC COM VZ	VZ	13,463	$573.4k0.42%	0.42%	Added +483	+483 3.7%
72	COSTCO WHSL CORP NEW COM COST	COST	600	$568.5k0.42%	0.42%	Reduced -2	-2 -0.3%
73	DEERE & CO COM DE	DE	939	$566.8k0.42%	0.42%	Added +243	+243 34.9%
74	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	322	$562.6k0.41%	0.41%	Unchanged
75	REPUBLIC SVCS INC COM RSG	RSG	2,529	$562.6k0.41%	0.41%	Added +125	+125 5.2%
76	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	4,123	$562.6k0.41%	0.41%	Added +578	+578 16.3%
77	UNILEVER PLC SPON ADR NEW UL	UL	8,955	$561.8k0.41%	0.41%	Reduced -50	-50 -0.6%
78	WATSCO INC COM WSO	WSO	1,407	$547.9k0.40%	0.40%	Added +65	+65 4.8%
79	ORACLE CORP COM ORCL	ORCL	3,849	$545.1k0.40%	0.40%	Added +425	+425 12.4%
80	AMERICAN TOWER CORP NEW COM AMT	AMT	3,094	$511.3k0.38%	0.38%	Reduced -13	-13 -0.4%
81	ISHARES TR ISHARES BIOTECH IBB	IBB	2,520	$499.5k0.37%	0.37%	Added +123	+123 5.1%
82	ROYAL BK CDA COM RY	RY	2,382	$498.0k0.37%	0.37%	Added +15	+15 0.6%
83	AT&T INC COM T	T	22,751	$479.8k0.35%	0.35%	Reduced -5.8k	-5,775 -20.2%
84	ARK ETF TR INNOVATION ETF ARKK	ARKK	5,865	$476.2k0.35%	0.35%	Reduced -69	-69 -1.2%
85	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	5,188	$474.4k0.35%	0.35%	Reduced -216	-216 -4.0%
86	WELLTOWER INC COM WELL	WELL	1,992	$473.3k0.35%	0.35%	Reduced -9	-9 -0.5%
87	GILEAD SCIENCES INC COM GILD	GILD	3,450	$470.4k0.35%	0.35%	Reduced -26	-26 -0.8%
88	ISHARES TR US TRSPRTION IYT	IYT	5,361	$467.3k0.34%	0.34%	Reduced -72	-72 -1.3%
89	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	3,970	$466.0k0.34%	0.34%	Added +205	+205 5.4%
90	MONDELEZ INTL INC CL A MDLZ	MDLZ	7,716	$464.7k0.34%	0.34%	Added +1.1k	+1,080 16.3%
91	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	10,134	$463.1k0.34%	0.34%	Added +1.4k	+1,426 16.4%
92	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	8,947	$460.9k0.34%	0.34%	New
93	ISHARES TR EXPND TEC SC ETF IGM	IGM	2,877	$450.7k0.33%	0.33%	Reduced -516	-516 -15.2%
94	PROGRESSIVE CORP COM PGR	PGR	1,922	$450.5k0.33%	0.33%	Added +5	+5 0.3%
95	ISHARES TR CORE S&P MCP ETF IJH	IJH	5,938	$448.1k0.33%	0.33%	Reduced -284	-284 -4.6%
96	EAST WEST BANCORP INC COM EWBC	EWBC	3,419	$446.1k0.33%	0.33%	Reduced -38	-38 -1.1%
97	STERIS PLC SHS USD STE	STE	2,066	$445.0k0.33%	0.33%	Reduced -1.1k	-1,105 -34.9%
98	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	5,373	$439.7k0.32%	0.32%	Reduced -3	-3 -0.1%
99	MASTERCARD INCORPORATED CL A MA	MA	826	$439.1k0.32%	0.32%	Added +9	+9 1.1%
100	DICKS SPORTING GOODS INC COM DKS	DKS	1,958	$436.9k0.32%	0.32%	Added +65	+65 3.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	8,134	$1.2m8.1k shares
RTX CORPORATION RTX	RTX	6,518	$1.2m6.5k shares
SELECT SECTOR SPDR TR XLP	XLP	4,941	$411.9k4.9k shares
HEWLETT PACKARD ENTERPRISE C HPE	HPE	12,809	$395.4k12.8k shares
ISHARES INC EEMA	EEMA	3,280	$382.0k3.3k shares
BARRICK MNG CORP B	B	5,344	$251.2k5.3k shares
IQVIA HLDGS INC IQV	IQV	1,430	$248.2k1.4k shares
HEWLETT PACKARD ENTERPRISE C HPE 7.625 09.01.27	HPE 7.625 09.01.27	2,778	$228.7k2.8k shares
SYNOPSYS INC SNPS	SNPS	416	$214.7k416 shares
EDWARDS LIFESCIENCES CORP EW	EW	2,715	$209.5k2.7k shares
NOVO-NORDISK A S NVO	NVO	4,321	$200.5k4.3k shares