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Phathom Pharmaceuticals shares owned by Strategic Wealth Advisors

Quarter-by-quarter ownership of Phathom Pharmaceuticals (PHAT) shares owned by Strategic Wealth Advisors from 13F filings

Historical chart of Strategic Wealth Advisors investment in Phathom Pharmaceuticals

Tip: Access up to 7 years of quarterly data

All positions including Phathom Pharmaceuticals held by Strategic Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phathom Pharmaceuticals by Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 1.0k 11.00

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Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Strategic Wealth Advisors

Top funds holding Phathom Pharmaceuticals

Frazier Life Sciences Management
Medicxi Ventures Management
Invesco
BlackRock
Millennium Management
Carlyle
Vanguard Group
Vanguard Capital Management
NEA Management Company
683 Capital Management
Ensign Peak Advisors
Catalys Pacific
Jennifer Ranahan
Daniel D. Thurber
Geode Capital Management

View all funds holding Phathom Pharmaceuticals