Phoenix Wealth Advisors

Institutional manager (13F) · CIK 1842362

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $215M

#	Issuer	Value	Shares
1	J P MORGAN EXCHANGE TRADED F	$33M	646,844
2	VANGUARD TAX-MANAGED FDS	$13M	210,378
3	ISHARES TR	$11M	262,181
4	J P MORGAN EXCHANGE TRADED F	$10M	204,966
5	ISHARES TR	$10M	439,524
6	APPLE INC	$8M	30,641
7	AMPLIFY ETF TR	$8M	168,244
8	MICROSOFT CORP	$7M	19,790
9	ISHARES TR	$7M	46,544
10	INVESCO EXCHANGE TRADED FD T	$6M	29,324
11	SPDR SERIES TRUST	$5M	95,945
12	SPDR INDEX SHS FDS	$5M	111,075
13	PGIM ETF TR	$5M	104,418
14	WALMART INC	$4M	36,027
15	BERKSHIRE HATHAWAY INC DEL	$4M	9,047
16	EATON CORP PLC	$4M	11,867
17	BROADCOM INC	$4M	13,339
18	JOHNSON & JOHNSON	$4M	16,752
19	JPMORGAN CHASE & CO	$4M	13,819
20	MARATHON PETE CORP	$4M	14,847
21	ANALOG DEVICES INC	$3M	9,414
22	ABBVIE INC	$3M	13,039
23	CME GROUP INC	$3M	9,433
24	SPDR SERIES TRUST	$3M	59,264
25	MOTOROLA SOLUTIONS INC	$3M	6,117
26	CHUBB LTD SWITZ	$3M	7,944
27	VANGUARD SCOTTSDALE FDS	$2M	14,541
28	JOHNSON CONTROLS INTERNATION	$2M	18,288
29	DARDEN RESTAURANTS INC	$2M	11,701
30	VERIZON COMMUNICATIONS INC	$2M	44,252
31	UNION PAC CORP	$2M	9,125
32	HOME DEPOT INC	$2M	6,648
33	NEXTERA ENERGY INC	$2M	22,510
34	CUMMINS INC	$2M	3,868
35	AIR PRODUCTS AND CHEMICALS I	$2M	6,953
36	ENTERGY CORP NEW	$2M	16,143
37	WELLS FARGO & CO	$2M	21,790
38	FASTENAL CO	$2M	37,183
39	PIMCO ETF TR	$2M	16,435
40	COMCAST CORP NEW	$2M	54,284
41	ZOETIS INC	$1M	11,866
42	PIMCO ETF TR	$1M	13,764
43	COSTCO WHOLESALE CORPORATION	$1M	1,303
44	ARK ETF TR	$1M	10,680
45	GLOBAL X FDS	$1M	52,910
46	TCW ETF TRUST	$1M	16,321
47	NVIDIA CORPORATION	$1M	7,085
48	FIDELITY NATL INFORMATION SV	$1M	25,230
49	AMPLIFY ETF TR	$1M	15,356
50	ISHARES TR	$1M	19,912

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.