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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001962628

Phillips Wealth Planners LLC

STARKVILLE, MS · File #028-23047

Latest AUM
$124.6M
Positions
188
Top-10 Concentration
37.1%
Filings
12

Sector Allocation

Technology
11.4%$14.3M
Healthcare
8.3%$10.3M
Financials
6.9%$8.6M
Industrials
5.1%$6.3M
Energy
3.0%$3.8M
Utilities
1.5%$1.8M
Real Estate
0.8%$1.0M
Materials
0.5%$584,372

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS9229083639,636$6.1M8.43%
2SPDR S&P 500 ETF TRSPY5,014$3.4M4.77%
3MICROSOFT CORPMSFT7,506$3.3M4.62%
4WALMART INCWMT21,192$2.5M3.51%
5JPMORGAN CHASE & CO.VYLD7,441$2.2M3.12%
6BROADCOM INCAVGO5,962$2.0M2.72%
7ALPHABET INCGOOG5,901$1.9M2.69%
8SELECT SECTOR SPDR TR81369Y80312,415$1.8M2.48%
9TJX COS INC NEW87254010911,167$1.7M2.41%
10RTX CORPORATIONRTX8,592$1.7M2.35%
11SELECT SECTOR SPDR TR81369Y60531,502$1.7M2.34%
12VANGUARD INTL EQUITY INDEX F92204277521,710$1.7M2.31%
13WILLIAMS COS INC96945710024,957$1.6M2.19%
14HOME DEPOT INCHD4,052$1.6M2.16%
15APPLE INCAAPL5,935$1.5M2.04%
16BERKSHIRE HATHAWAY INC DELBRK-A2$1.4M2.01%
17VISA INCV4,452$1.4M2.01%
18ABBVIE INCABBV6,358$1.4M1.91%
19ISHARES TR46428722613,525$1.4M1.88%
20DUKE ENERGY CORP NEWDUKB11,185$1.3M1.85%