Philip James Wealth Management, LLC has disclosed its latest holdings in a recent SEC filing, indicating a total asset value of $905,648,136 as of September 30, 2026. This report is significant for the firm as it reflects its investment strategies and market positioning within the wealth management sector.

Founded in Minnesota, Philip James Wealth Management operates under the Central Index Key (CIK) 0002002630. The firm specializes in wealth management, providing services that cater to a diverse clientele. Recent filings include a series of 13F-HR reports, with the latest submitted on October 27, 2026. The firm’s address is 13680 HWY 9 N, C100, Milton, GA 30004-0769.

The recent filing reveals that Philip James Wealth Management holds investments in a variety of companies, showcasing a robust and diversified portfolio. The filing states, "The total value of the holdings is $905,648,136," emphasizing the firm’s significant presence in the market. The report includes a total of 147 entries, reflecting a wide array of sectors and industries.

This update may impact various stakeholders, including clients, investors, and competitors in the wealth management industry. Clients may view the report as a testament to the firm’s investment acumen, while competitors may analyze the portfolio for insights into market trends and strategies.

Looking ahead, it remains to be seen how Philip James Wealth Management will adapt its strategies in response to market changes. The filing does not specify any immediate next steps or future filings, but the firm’s ongoing commitment to transparency and reporting is evident.