Phoenix Wealth Advisors Top Holdings and 13F Report (2026) About Phoenix Wealth AdvisorsInvestment ActivityPhoenix Wealth Advisors has $325.51 million in total holdings as of September 30, 2026.Phoenix Wealth Advisors owns shares of 131 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 11.56% of the portfolio was purchased this quarter.About 3.82% of the portfolio was sold this quarter.This quarter, Phoenix Wealth Advisors has purchased 129 new stocks and bought additional shares in 25 stocks.Phoenix Wealth Advisors sold shares of 69 stocks and completely divested from 6 stocks this quarter.Largest Holdings JPMorgan Ultra-Short Income ETF $78,100,176Vanguard FTSE Developed Markets ETF $16,459,842J P MORGAN EXCHANGE TRADED F $16,164,081iShares International Small Cap Equity Factor ETF $12,334,109Apple $10,471,794 Largest New Holdings this Quarter 00214Q302 - ARK Genomic Revolution ETF $859,116 Holding370334104 - General Mills $377,012 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $293,216 Holding464287804 - iShares Core S&P Small-Cap ETF $231,948 Holding464287507 - iShares Core S&P Mid-Cap ETF $217,577 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 555,561 shares (about $27.98M)J P MORGAN EXCHANGE TRADED F 58,607 shares (about $2.96M)Vanguard FTSE Developed Markets ETF 14,324 shares (about $1.01M)ARK Genomic Revolution ETF 15,845 shares (about $859.12K)Invesco S&P 500 Equal Weight ETF 2,010 shares (about $418.12K) Largest Sales this Quarter iShares U.S. Treasury Bond ETF 192,830 shares (about $4.22M)PGIM Ultra Short Bond ETF 53,063 shares (about $2.62M)Marathon Petroleum 1,984 shares (about $784.54K)Berkshire Hathaway 1,050 shares (about $522.85K)PepsiCo 4,075 shares (about $516.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPhoenix Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPSTJPMorgan Ultra-Short Income ETF$78,100,176$27,983,600 ▲55.8%1,550,53024.0%ETFVEAVanguard FTSE Developed Markets ETF$16,459,842$1,011,419 ▲6.5%233,1095.1%ETFJ P MORGAN EXCHANGE TRADED F$16,164,081$2,963,170 ▲22.4%319,7015.0%ULTRA SHT MUNCPLISCFiShares International Small Cap Equity Factor ETF$12,334,109$82,353 ▼-0.7%276,1783.8%ETFAAPLApple$10,471,794$65,938 ▲0.6%31,4453.2%TechnologyMSFTMicrosoft$10,177,281$185,153 ▲1.9%19,8433.1%TechnologyIUSGiShares Core S&P U.S. Growth ETF$9,452,457$73,237 ▲0.8%48,7872.9%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$7,133,590$456,391 ▼-6.0%153,4442.2%ETFRSPInvesco S&P 500 Equal Weight ETF$6,696,408$418,122 ▲6.7%32,1912.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$6,300,793$361,233 ▲6.1%121,7311.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$6,158,069$269,401 ▲4.6%100,7371.9%ETFGOVTiShares U.S. Treasury Bond ETF$6,140,590$4,217,190 ▼-40.7%280,7771.9%ETFPULSPGIM Ultra Short Bond ETF$5,706,755$2,624,501 ▼-31.5%115,3811.8%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$5,249,696$310,466 ▲6.3%115,7091.6%ETFETNEaton$4,973,227$58,443 ▼-1.2%11,5731.5%IndustrialsMPCMarathon Petroleum$4,891,927$784,543 ▼-13.8%12,3711.5%EnergyAVGOBroadcom$4,510,083$50,924 ▼-1.1%12,8421.4%TechnologyJPMJPMorgan Chase & Co.$4,481,134$36,392 ▼-0.8%13,5451.4%FinanceBRK.BBerkshire Hathaway$4,480,056$522,847 ▼-10.5%8,9971.4%FinanceJNJJohnson & Johnson$4,478,932$45,536 ▼-1.0%16,9181.4%HealthcareWALMART INC$3,755,810$57,780 ▲1.6%36,1411.2%COMADIAnalog Devices$3,623,513$37,290 ▼-1.0%9,1341.1%TechnologyABBVAbbVie$3,295,466$48,393 ▼-1.4%12,5981.0%HealthcareVTWVVanguard Russell 2000 Value ETF$2,915,543$104,371 ▲3.7%15,7830.9%ETFMSIMotorola Solutions$2,676,629$20,960 ▼-0.8%6,0020.8%TechnologyJCIJohnson Controls International$2,614,791$40,433 ▼-1.5%17,5900.8%IndustrialsCBChubb$2,496,618$44,234 ▼-1.7%7,6760.8%FinanceCMECME Group$2,398,641$28,031 ▼-1.2%9,1560.7%FinanceUNPUnion Pacific$2,227,414$174,166 ▼-7.3%8,1850.7%IndustrialsDRIDarden Restaurants$2,172,041$34,784 ▼-1.6%11,2400.7%Consumer DiscretionaryVZVerizon Communications$2,015,909$12,431 ▼-0.6%43,9480.6%Communication ServicesCMICummins$1,941,517$22,215 ▼-1.1%3,7580.6%IndustrialsWFCWells Fargo & Company$1,911,717$9,126 ▼-0.5%23,8820.6%FinanceAPDAir Products and Chemicals$1,884,769$14,746 ▼-0.8%6,7740.6%MaterialsHDHome Depot$1,849,980$1,138 ▼-0.1%6,5030.6%Consumer DiscretionaryFASTFastenal$1,780,356$11,392 ▼-0.6%35,9450.5%IndustrialsIRBOiShares Robotics and Artificial Intelligence Multisector ETF$1,752,410$35,557 ▼-2.0%22,3750.5%ETFNVDANVIDIA$1,750,781$128,351 ▲7.9%7,6660.5%TechnologyARK ETF TR$1,695,242$21,459 ▼-1.3%10,5860.5%NEXT GEN TECHNEENextEra Energy$1,653,485$18,481 ▼-1.1%21,8310.5%UtilitiesSCIService Corporation International$1,610,585$203,703 ▲14.5%21,1500.5%Consumer DiscretionaryETREntergy$1,575,704$13,102 ▼-0.8%15,8750.5%UtilitiesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,571,395$27,651 ▲1.8%15,6280.5%ETFAMPLIFY ETF TR$1,502,870$29,988 ▼-2.0%15,0850.5%VIDE GAME LE ETFTCW ETF TRUST$1,411,434$31,701 ▼-2.2%15,6720.4%TRANSFRM 500 ETFVPNGlobal X Data Center & Digital Infrastructure ETF$1,409,733$29,447 ▼-2.0%51,9430.4%ETFBUGGlobal X Cybersecurity ETF$1,366,143$31,172 ▼-2.2%29,5830.4%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$1,333,192$86,073 ▲6.9%13,5220.4%ETFCSCOCisco Systems$1,283,919$101,603 ▲8.6%11,9290.4%TechnologyISCGiShares Morningstar Small-Cap Growth ETF$1,275,011$18,353 ▲1.5%20,8410.4%ETFMUMicron Technology$1,198,2490.0%1,1250.4%TechnologyCOSTCostco Wholesale$1,163,4150.0%1,2780.4%Consumer StaplesAMGNAmgen$1,156,202$3,794 ▼-0.3%2,7430.4%HealthcareVLOValero Energy$1,043,059$8,527 ▼-0.8%2,6910.3%EnergyGOOGLAlphabet$991,4270.0%2,8810.3%Communication ServicesBOTZGlobal X Robotics & Artificial Intelligence ETF$931,642$15,290 ▼-1.6%26,4450.3%ETFAXPAmerican Express$922,186$7,905 ▼-0.8%3,0330.3%FinanceCGWInvesco S&P Global Water Index ETF$899,005$21,757 ▼-2.4%14,4210.3%ETFTXNTexas Instruments$879,7720.0%3,1410.3%TechnologyPANWPalo Alto Networks$870,1090.0%2,1900.3%TechnologyARKGARK Genomic Revolution ETF$859,116$859,116 ▲New Holding15,8450.3%ETFTORTOISE CAPITAL SERIES TRUS$848,488$19,233 ▼-2.2%17,3820.3%GLOBAL WATER ETFFINXGlobal X FinTech ETF$814,675$15,454 ▼-1.9%33,5810.3%ETFDHRDanaher$810,651$5,760 ▼-0.7%3,6590.2%HealthcareGRMNGarmin$805,447$10,613 ▼-1.3%2,8080.2%Consumer DiscretionaryIAUiShares Gold Trust$786,467$11,325 ▼-1.4%10,0700.2%ETFMRKMerck & Co., Inc.$759,681$53,183 ▼-6.5%5,2280.2%HealthcarePGProcter & Gamble$758,750$62,176 ▼-7.6%5,2230.2%Consumer StaplesGOOGAlphabet$724,073$226,592 ▲45.5%2,1250.2%Communication ServicesAMZNAmazon.com$696,873$82,967 ▲13.5%2,7970.2%Consumer DiscretionaryCATCaterpillar$684,307$18,648 ▼-2.7%8440.2%IndustrialsSBIOALPS Medical Breakthroughs ETF$653,660$164,523 ▲33.6%11,2120.2%ETFORCLOracle$640,391$62,611 ▲10.8%4,6640.2%TechnologyCVXChevron$638,9000.0%3,1290.2%EnergyWINNHarbor Long-Term Growers ETF$623,7560.0%18,1800.2%ETFNFGNational Fuel Gas$616,135$6,448 ▼-1.0%8,1220.2%UtilitiesPMPhilip Morris International$590,2950.0%3,0930.2%Consumer StaplesIBMInternational Business Machines$584,9920.0%2,6600.2%TechnologyULTAUlta Beauty$562,009$12,562 ▼-2.2%1,0290.2%Consumer DiscretionaryCORCencora$541,351$9,608 ▼-1.7%1,8030.2%HealthcareLMTLockheed Martin$540,1990.0%1,0610.2%IndustrialsBARRICK MNG CORP$518,583$18,708 ▼-3.5%12,7510.2%COM SHSDDominion Energy$510,138$1,816 ▼-0.4%8,4290.2%UtilitiesJIREJPMorgan International Research Enhanced Equity ETF$492,5490.0%5,9950.2%ETFHDViShares Core High Dividend ETF$472,804$18,034 ▲4.0%16,9100.1%ETFECLEcolab$469,806$3,020 ▼-0.6%1,7110.1%MaterialsADMArcher Daniels Midland$463,500$2,381 ▼-0.5%5,8390.1%Consumer StaplesSNASnap-On$452,371$10,174 ▼-2.2%1,2450.1%IndustrialsNUENucor$442,9560.0%1,8950.1%MaterialsTSLATesla$438,900$6,741 ▼-1.5%1,2370.1%Consumer DiscretionaryHONEYWELL INTL INC$434,747$4,219 ▼-1.0%2,0610.1%COMIWRiShares Russell Mid-Cap ETF$429,8280.0%4,0280.1%ETFRYRoyal Bank Of Canada$416,8700.0%2,1210.1%FinanceBLACKROCK INC$411,675$8,466 ▼-2.0%3890.1%COMVIGVanguard Dividend Appreciation ETF$405,2590.0%1,7370.1%ETFLLYEli Lilly and Company$404,978$231,416 ▼-36.4%3500.1%HealthcareGISGeneral Mills$377,012$377,012 ▲New Holding11,7230.1%Consumer StaplesINNOVATOR ETFS TRUST$342,4060.0%10,9640.1%INTL DE PW JUNESYKStryker$340,107$2,754 ▼-0.8%1,2350.1%HealthcareEBAYeBay$329,922$3,818 ▼-1.1%3,1110.1%Consumer DiscretionaryShowing largest 100 holdings. 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