Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001842362-25-000004
Filing Date
2025-08-08
Accepted
2025-08-08 13:29:43
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2061
2 2q25pwa13f.html INFORMATION TABLE  
2 2q25pwa13f.xml INFORMATION TABLE 67557
  Complete submission text file 0001842362-25-000004.txt   70838
Mailing Address 100 EUROPA DRIVE SUITE 390 CHAPEL HILL NC 27517
Business Address 100 EUROPA DRIVE SUITE 390 CHAPEL HILL NC 27517 919-929-4448
Phoenix Wealth Advisors (Filer) CIK: 0001842362 (see all company filings)

EIN.: 562130203 | State of Incorp.: NC | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20586 | Film No.: 251197427