Phoenix Wealth Advisors
CIK: 0001842362Latest portfolio: $260.0M · Q4 2025
Holdings
127
Total Value
$260.0M
New Positions
127
Closed Positions
0
Top Holdings
View All 127 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | JPSTJ P MORGAN EXCHANGE TRADED F | 646,548 | $32.7M | 12.58% | NEW | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 210,446 | $13.1M | 5.06% | NEW | |
| 3 | ISCFISHARES TR | 286,092 | $11.9M | 4.56% | NEW | |
| 4 | MSFTMICROSOFT CORP | 20,263 | $9.8M | 3.77% | NEW | |
| 5 | JMSTJ P MORGAN EXCHANGE TRADED F | 186,898 | $9.5M | 3.66% | NEW | |
| 6 | AQLTISHARES TR | 396,701 | $9.1M | 3.51% | NEW | |
| 7 | AAPLAPPLE INC | 33,350 | $9.1M | 3.49% | NEW | |
| 8 | DIVOAMPLIFY ETF TR | 181,762 | $8.1M | 3.11% | NEW | |
| 9 | IUSGISHARES TR | 46,987 | $7.9M | 3.03% | NEW | |
| 10 | RSPINVESCO EXCHANGE TRADED FD T | 28,378 | $5.4M | 2.09% | NEW | |
| 11 | SPYVSPDR SERIES TRUST | 94,764 | $5.4M | 2.07% | NEW | |
| 12 | PULSPGIM ETF TR | 104,662 | $5.2M | 2.00% | NEW | |
| 13 | SPEMSPDR INDEX SHS FDS | 107,988 | $5.1M | 1.94% | NEW | |
| 14 | AVGOBROADCOM INC | 14,029 | $4.9M | 1.87% | NEW | |
| 15 | JPMJPMORGAN CHASE & CO. | 14,317 | $4.6M | 1.77% | NEW | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,047 | $4.5M | 1.75% | NEW | |
| 17 | WMTWALMART INC | 37,695 | $4.2M | 1.62% | NEW | |
| 18 | ETNEATON CORP PLC | 12,256 | $3.9M | 1.50% | NEW | |
| 19 | JNJJOHNSON & JOHNSON | 17,414 | $3.6M | 1.39% | NEW | |
| 20 | ABBVABBVIE INC | 13,670 | $3.1M | 1.20% | NEW | |
| 21 | CMICUMMINS INC | 6,006 | $3.1M | 1.18% | NEW | |
| 22 | ADIANALOG DEVICES INC | 10,872 | $2.9M | 1.13% | NEW | |
| 23 | CMECME GROUP INC | 10,033 | $2.7M | 1.05% | NEW | |
| 24 | CBCHUBB LIMITED | 8,467 | $2.6M | 1.02% | NEW | |
| 25 | SPYDSPDR SERIES TRUST | 61,016 | $2.6M | 1.01% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.2708131461186797e+151T)
Technology0.0% ($9.799906648552948e+58T)
Industrials0.0% ($3.9033065231322814e+31T)
Healthcare0.0% ($3.603312324849229e+25T)
Consumer Cyclical0.0% ($23692351672661651456.0T)
Unknown0.0% ($913445471621866496.0T)
Consumer Defensive0.0% ($41991131918.8T)
Utilities0.0% ($18901501583.3T)
Energy0.0% ($2478.7T)
Basic Materials0.0% ($638.5T)
Communication Services0.0% ($16.4T)
Filing History
Fund Information
Phoenix Wealth Advisors is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $260.0M across 127 holdings. The largest position is J P MORGAN EXCHANGE TRADED F (JPST), representing 12.6% of the portfolio. Compared to the previous quarter, the fund opened 127 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.