Phoenix Wealth Advisors has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists a total of 131 positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and healthcare companies. Apple Inc. is the largest individual holding, with 10,471,794 shares. Other major technology positions include Microsoft Corp. (10,177,281 shares), NVIDIA Corporation (1,750,781 shares), Broadcom Inc. (4,510,083 shares), and Alphabet Inc. (Class A and Class C shares combined).
Within the healthcare sector, Johnson & Johnson holds the largest position with 4,478,932 shares, followed by Merck & Co. Inc. (759,681 shares) and Eli Lilly & Co. (404,978 shares).
The filing also indicates significant exposure to exchange-traded funds (ETFs). The Invesco Exchange Traded Fund Trust S&P500 Equal Weight (ticker 46137V357) is listed with 6,696,408 shares, while the iShares Core S&P US Growth ETF (ticker 464287671) holds 9,452,457 shares.
Other notable individual stock positions include JPMorgan Chase & Co. (4,481,134 shares), Walmart Inc. (3,755,810 shares), and Verizon Communications Inc. (2,015,909 shares).
