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Phoenix Wealth AdvisorsCoreConcentrated long-term

CIK: 0001842362 | CHAPEL HILL, NC

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR131$325.5M2026-11-03SEC ↗
Q2 2026
13F-HR129$296.6M2026-08-03SEC ↗
Q1 2026
13F-HR126$253.2M2026-04-22SEC ↗
Q4 2025
13F-HR127$260.0M2026-01-22SEC ↗
Q3 2025
13F-HR131$260.2M2025-10-28SEC ↗
Q2 2025
13F-HR125$238.8M2025-08-08SEC ↗
Q1 2025
13F-HR124$229.5M2025-05-14SEC ↗
Q4 2024
13F-HR120$230.6M2025-01-17SEC ↗
Q3 2024
13F-HR122$215.4M2024-11-08SEC ↗
Q2 2024
13F-HR128$199.2M2024-07-17SEC ↗
Q1 2024
13F-HR112$164.2M2024-04-26SEC ↗
Q4 2023
13F-HR111$143.6M2024-01-30SEC ↗
Q3 2023
13F-HR107$170.2M2023-11-06SEC ↗
Q2 2023
13F-HR105$171.8M2023-07-13SEC ↗
Q1 2023
13F-HR102$161.6M2023-05-05SEC ↗
Q4 2022
13F-HR108$166.3M2023-02-06SEC ↗
Q3 2022
13F-HR106$8.1M2022-11-07SEC ↗
Q2 2022
13F-HR109$6.5M2022-08-01SEC ↗
Q1 2022
13F-HR91$6.4M2022-05-02SEC ↗
Q4 2021
13F-HR121$14.1M2022-02-11SEC ↗
Q3 2021
13F-HR376$13.9M2021-11-15SEC ↗
Q2 2021
13F-HR374$5.8M2021-07-23SEC ↗
Q1 2021
13F-HR359$7.9M2021-04-12SEC ↗
Q4 2020
13F-HR343$12.1M2021-02-05SEC ↗