SEC 13F Intelligence

Philip James Wealth Mangement, LLC / RKT

Philip James Wealth Mangement, LLC’s Rocket Cos Inc Position

Does Philip James Wealth Mangement, LLC own Rocket Cos Inc (RKT)? Yes — 744.4K shares worth $11M (+1.22% of its 13F portfolio) as of Q1 2026, down from 755.6K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
744.4K
% of Portfolio
+1.22%
Quarters Held
7
currently held

Position History RKT

Reported value by quarter
Q3 ’24: $7MQ3 ’24Q4 ’24: $3MQ4 ’24Q1 ’25: $9MQ1 ’25Q2 ’25: $11MQ2 ’25Q3 ’25: $15MQ3 ’25Q4 ’25: $15MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026744.4K$11M+1.22%
Q4 2025755.6K$15M+1.69%
Q3 2025752.1K$15M+1.70%
Q2 2025763.7K$11M+1.38%
Q1 2025766.2K$9M+1.13%
Q4 2024304.7K$3M+0.44%
Q3 2024354.9K$7M+0.84%

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