Philip James Wealth Mangement, LLC
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$869.7M
Holdings
149
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Increased +249.1% (12.6k → 44.0k shares)
25.3%
02
$XOM
EXXON MOBIL CORP
Q1 2026: Increased +7.5% (87.0k → 93.5k shares)
9.0%
03
$OXY/WS
OCCIDENTAL PETE CORP
Q4 2025: Exited (was 1.28M shares)
6.1%
04
$OXY
OCCIDENTAL PETE CORP
Q1 2026: New position (10.1k shares)
3.3%
05
$INTC
INTEL CORP
Q1 2026: Increased +4862.4% (800 → 39.7k shares)
3.2%
06
$QCOM
QUALCOMM INC
Q1 2026: Increased +35.3% (19.1k → 25.9k shares)
3.0%
07
$MRK
MERCK & CO INC
Q1 2026: Increased +17.8% (25.6k → 30.1k shares)
2.7%
08
$JNJ
JOHNSON & JOHNSON
Q1 2026: Increased +30.2% (32.6k → 42.4k shares)
2.5%
09
$CHV
CHEVRON CORPORATION
Q1 2026: Increased +20.0% (42.3k → 50.8k shares)
1.6%
10
$MO
ALTRIA GROUP INC
Q1 2026: Sold 13.4% (37.9k → 32.8k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.