Phoenix Wealth Advisors - Portfolio overview

Phoenix Wealth Advisors has 137 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JPST - J P MORGAN EXCHANGE TRADED F, 12.60%
2. VEA - VANGUARD TAX-MANAGED FDS, 5.19%
3. ISCF - ISHARES TR, 4.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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