Philip James Wealth Mangement, LLC
All 13F Filings
- Location
- Milton, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 863,153
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 170 | 863,153 | 13F-HR | Philip James Wealth Mangement, LLC |
| Q3 2025 | 10/24/2025 | 177 | 856,946 | 13F-HR | Philip James Wealth Mangement, LLC |
| Q2 2025 | 7/18/2025 | 169 | 784,037 | 13F-HR | Philip James Wealth Mangement, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 809.7 K | 96.5% | 15.6 K | 0 | 15.6 K |
| ETFs | 27.02 K | 3.2% | 0 | 1.097 K | -1.097 K |
| Other | 2.709 K | 0.3% | 596 | 0 | 596 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
863,153
Holdings
170
QoQ value change ($000)
6,207
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.