Philip James Wealth Mangement, LLC - Portfolio overview

Philip James Wealth Mangement, LLC has 181 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY INC DEL, 23.76%
2. XOM - EXXON MOBIL CORP, 8.49%
3. OXYWS - OCCIDENTAL PETE CORP, 5.68%

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

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