Phillips Wealth Planners LLC ETF holdings
Starkville, MS
Reported $28.8M in 30 ETFs in its Form 13F for June 30, 2026.
ETF value
$28.8M
ETFs held
30
Change from prior quarter
+1.4%
With price moves
ETFs as a share of its 13F
21.2%
of $135.8M
Top 10 of 30 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $6.2M | 9,082 | −349 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $2.5M | 13,679 | −17 shares |
| IEUR | iShares Core MSCI Europe ETF | $2.2M | 28,719 | +6,692 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $1.9M | 34,036 | +1,216 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $1.8M | 21,325 | +629 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $1.4M | 13,640 | −1,656 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $1.3M | 13,117 | −346 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $1.2M | 7,518 | +653 shares |
| IJR | iShares Core S&P Small-Cap ETF | $968K | 6,660 | −164 shares |
| XLC | State Street Communication Services Select Sector SPDR ETF | $946K | 8,525 | −2,447 shares |
20 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001962628. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Phillips Wealth Planners LLC own?
Phillips Wealth Planners LLC reported 30 ETF positions worth $28.8M in its Form 13F for June 30, 2026. The largest was VOO, at $6.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.