Phil A. Younker & Associates, Ltd.
RIA/Wealth
Phil A. Younker & Associates, Ltd. is a RIA/Wealth led by Jr. Phil Younker, reporting $138.5M in AUM as of Q3 2025 with 96% ETF concentration, 87% concentrated in top 10 holdings, and 22% allocation to SCHZ.
OwnerJr. Phil Younker
- Portfolio Value
- $130.6M
- Positions
- 33
- Top Holding
- SCHZ at 21.68%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Phil A. Younker & Associates, Ltd.'s portfolio (86.9% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $28.3M | 21.68% | +$8.3M Bought | — 1.2M shares | |
ETF ETF | $27.5M | 21.09% | +$3.8M Bought | — 1.1M shares | |
ETF ETF | $12.0M | 9.18% | +$5.6M Bought | — 119.0K shares | |
ETF ETF | $9.3M | 7.15% | +$1.6M Bought | — 382.8K shares | |
ETF ETF | $9.3M | 7.15% | -$158.7K Sold | — 190.1K shares | |
ETF ETF | $8.5M | 6.53% | +$948.1K Bought | — 132.4K shares | |
ETF ETF | $7.2M | 5.49% | +$2.3M Bought | — 262.7K shares | |
ETF ETF | $5.2M | 3.95% | +$192.4K Bought | — 221.6K shares | |
ETF ETF | $3.6M | 2.76% | +$7.9K Bought | — 136.8K shares | |
ETF ETF | $2.4M | 1.86% | +$1.3M Bought | — 87.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Phil A. Younker & Associates, Ltd.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-40.88% | |
-21.06% | |
-12.12% | |
-10.81% |
Analytics
Portfolio insights and performance metrics for Phil A. Younker & Associates, Ltd.
GthenA