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Phillips Wealth Planners LLC Current Holdings: USA Stocks

Phillips Wealth Planners LLC

Phillips Wealth Planners LLC reported a Form 13F information table total of $132.90 million in 210 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 1962628): holdings report, quarter ended 2026-03-31, filed 2026-05-14; filing manager in United States.

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