SEC 13F Intelligence

Phillips Wealth Planners LLC / GOOGL

Phillips Wealth Planners LLC’s Alphabet Inc Position

Does Phillips Wealth Planners LLC own Alphabet Inc (GOOGL)? Yes4.5K shares worth $2M (+1.32% of its 13F portfolio) as of Q1 2026, down from 5.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
4.5K
% of Portfolio
+1.32%
Quarters Held
13
currently held

Position History GOOGL

Reported value by quarter
Q1 ’23: $343,040Q1 ’23Q2 ’23: $365,684Q3 ’23: $393,827Q3 ’23Q4 ’23: $381,800Q1 ’24: $496,705Q1 ’24Q2 ’24: $948,635Q3 ’24: $818,863Q3 ’24Q4 ’24: $893,562Q1 ’25: $762,600Q1 ’25Q2 ’25: $882,087Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.5K$2M+1.32%
Q4 20255.9K$2M+1.55%
Q3 20255.7K$1M+1.18%
Q2 20255.1K$882,087+0.80%
Q1 20254.9K$762,600+0.81%
Q4 20244.7K$893,562+0.89%
Q3 20245.0K$818,863+0.78%
Q2 20245.0K$948,635+1.00%
Q1 20243.2K$496,705+0.57%
Q4 20232.7K$381,800+0.46%
Q3 20232.9K$393,827+0.53%
Q2 20233.1K$365,684+0.48%
Q1 20233.2K$343,040+0.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phillips Wealth Planners LLC’s full portfolio or all institutional holders of GOOGL.