# EDGAR Filing Document

**Accession Number:** 0001842362
**File Stem:** 0001842362-23-000001
**Filing Date:** 2023-2
**Character Count:** 14003
**Document Hash:** 65b40077b226700157945ca4d77fd466
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001842362-23-000001.hdr.sgml**: 20230206

**ACCESSION NUMBER**: 0001842362-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230206

**DATE AS OF CHANGE**: 20230206

**EFFECTIVENESS DATE**: 20230206

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Phoenix Wealth Advisors
- **CENTRAL INDEX KEY:** 0001842362
- **IRS NUMBER:** 562130203
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20586
- **FILM NUMBER:** 23590496

**BUSINESS ADDRESS:**
- **STREET 1:** 100 EUROPA DRIVE
- **STREET 2:** SUITE 390
- **CITY:** CHAPEL HILL
- **STATE:** NC
- **ZIP:** 27517
- **BUSINESS PHONE:** 919-929-4448

**MAIL ADDRESS:**
- **STREET 1:** 100 EUROPA DRIVE
- **STREET 2:** SUITE 390
- **CITY:** CHAPEL HILL
- **STATE:** NC
- **ZIP:** 27517

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Phoenix Wealth Advisors<br>**Address:** 100 EUROPA DRIVE<br>SUITE 390<br>CHAPEL HILL, NC 27517

**Form 13F File Number:** 028-20586

**CRD Number (if applicable):** 000118412

**SEC File Number (if applicable):** 801-60973

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michele Nettesheim<br>**Title:** Chief Compliance Officer<br>**Phone:** 9199294448

**Signature, Place, and Date of Signing:**

Michele Nettesheim  Chapel Hill, NC  02-06-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 108

**Form 13F Information Table Value Total:** $166289373

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| EATON CORP PLC | SHS | G29183103 |  | 3467653 | 22094 | SH |  | SOLE |  | 0 | 0 | 22094 |
| CHUBB LIMITED | COM | H1467J104 |  | 3144874 | 14256 | SH |  | SOLE |  | 0 | 0 | 14256 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 |  | 258697 | 6364 | SH |  | SOLE |  | 0 | 0 | 6364 |
| GARMIN LTD | SHS | H2906T109 |  | 323476 | 3505 | SH |  | SOLE |  | 0 | 0 | 3505 |
| ABBOTT LABS | COM | 002824100 |  | 201574 | 1836 | SH |  | SOLE |  | 0 | 0 | 1836 |
| ABBVIE INC | COM | 00287Y109 |  | 390288 | 2415 | SH |  | SOLE |  | 0 | 0 | 2415 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 454989 | 1352 | SH |  | SOLE |  | 0 | 0 | 1352 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 394328 | 2635 | SH |  | SOLE |  | 0 | 0 | 2635 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 1032671 | 3350 | SH |  | SOLE |  | 0 | 0 | 3350 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 |  | 217241 | 2577 | SH |  | SOLE |  | 0 | 0 | 2577 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 222340 | 2520 | SH |  | SOLE |  | 0 | 0 | 2520 |
| AMAZON COM INC | COM | 023135106 |  | 260400 | 3100 | SH |  | SOLE |  | 0 | 0 | 3100 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 443989 | 3005 | SH |  | SOLE |  | 0 | 0 | 3005 |
| AMERISOURCEBERGEN CORP | COM | 03073E105 |  | 306895 | 1852 | SH |  | SOLE |  | 0 | 0 | 1852 |
| AMGEN INC | COM | 031162100 |  | 736180 | 2803 | SH |  | SOLE |  | 0 | 0 | 2803 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 368365 | 4838 | SH |  | SOLE |  | 0 | 0 | 4838 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 |  | 6527309 | 182022 | SH |  | SOLE |  | 0 | 0 | 182022 |
| APPLE INC | COM | 037833100 |  | 2301840 | 17716 | SH |  | SOLE |  | 0 | 0 | 17716 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 622559 | 6705 | SH |  | SOLE |  | 0 | 0 | 6705 |
| ARISTA NETWORKS INC | COM | 040413106 |  | 371088 | 3058 | SH |  | SOLE |  | 0 | 0 | 3058 |
| BARRICK GOLD CORP | COM | 067901108 |  | 348513 | 20286 | SH |  | SOLE |  | 0 | 0 | 20286 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2872770 | 9300 | SH |  | SOLE |  | 0 | 0 | 9300 |
| BLACKROCK INC | COM | 09247X101 |  | 323135 | 456 | SH |  | SOLE |  | 0 | 0 | 456 |
| BROADCOM INC | COM | 11135F101 |  | 3122741 | 5585 | SH |  | SOLE |  | 0 | 0 | 5585 |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 |  | 221941 | 2424 | SH |  | SOLE |  | 0 | 0 | 2424 |
| CME GROUP INC | COM | 12572Q105 |  | 765296 | 4551 | SH |  | SOLE |  | 0 | 0 | 4551 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 |  | 275290 | 2646 | SH |  | SOLE |  | 0 | 0 | 2646 |
| CHEVRON CORP NEW | COM | 166764100 |  | 296697 | 1653 | SH |  | SOLE |  | 0 | 0 | 1653 |
| CISCO SYS INC | COM | 17275R102 |  | 3091550 | 64894 | SH |  | SOLE |  | 0 | 0 | 64894 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 217932 | 6158 | SH |  | SOLE |  | 0 | 0 | 6158 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 760423 | 21745 | SH |  | SOLE |  | 0 | 0 | 21745 |
| CONAGRA BRANDS INC | COM | 205887102 |  | 309407 | 7995 | SH |  | SOLE |  | 0 | 0 | 7995 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 538214 | 1179 | SH |  | SOLE |  | 0 | 0 | 1179 |
| CYTOKINETICS INC | COM NEW | 23282W605 |  | 241655 | 5274 | SH |  | SOLE |  | 0 | 0 | 5274 |
| DANAHER CORPORATION | COM | 235851102 |  | 1206334 | 4545 | SH |  | SOLE |  | 0 | 0 | 4545 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 3114362 | 22514 | SH |  | SOLE |  | 0 | 0 | 22514 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 1236597 | 20104 | SH |  | SOLE |  | 0 | 0 | 20104 |
| ECOLAB INC | COM | 278865100 |  | 258806 | 1778 | SH |  | SOLE |  | 0 | 0 | 1778 |
| ENGINE NO 1 ETF TRUST | TRANSFRM 500 ETF | 29287L106 |  | 1365514 | 30880 | SH |  | SOLE |  | 0 | 0 | 30880 |
| ENPHASE ENERGY INC | COM | 29355A107 |  | 316627 | 1195 | SH |  | SOLE |  | 0 | 0 | 1195 |
| EXACT SCIENCES CORP | COM | 30063P105 |  | 317557 | 6414 | SH |  | SOLE |  | 0 | 0 | 6414 |
| EXELON CORP | COM | 30161N101 |  | 233226 | 5395 | SH |  | SOLE |  | 0 | 0 | 5395 |
| FASTENAL CO | COM | 311900104 |  | 2161814 | 45685 | SH |  | SOLE |  | 0 | 0 | 45685 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 1508112 | 45965 | SH |  | SOLE |  | 0 | 0 | 45965 |
| FORTIVE CORP | COM | 34959J108 |  | 225325 | 3507 | SH |  | SOLE |  | 0 | 0 | 3507 |
| GENERAL MLS INC | COM | 370334104 |  | 385375 | 4596 | SH |  | SOLE |  | 0 | 0 | 4596 |
| GENTEX CORP | COM | 371901109 |  | 278099 | 10198 | SH |  | SOLE |  | 0 | 0 | 10198 |
| HOME DEPOT INC | COM | 437076102 |  | 3325058 | 10527 | SH |  | SOLE |  | 0 | 0 | 10527 |
| HONEYWELL INTL INC | COM | 438516106 |  | 941634 | 4394 | SH |  | SOLE |  | 0 | 0 | 4394 |
| INNOVATOR ETFS TR | US EQT ULTRA BF | 45782C292 |  | 387193 | 14815 | SH |  | SOLE |  | 0 | 0 | 14815 |
| INTEL CORP | COM | 458140100 |  | 344409 | 13031 | SH |  | SOLE |  | 0 | 0 | 13031 |
| INTELLIA THERAPEUTICS INC | COM | 45826J105 |  | 211503 | 6062 | SH |  | SOLE |  | 0 | 0 | 6062 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 295165 | 2095 | SH |  | SOLE |  | 0 | 0 | 2095 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 393773 | 11384 | SH |  | SOLE |  | 0 | 0 | 11384 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 35942651 | 370581 | SH |  | SOLE |  | 0 | 0 | 370581 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 333630 | 2200 | SH |  | SOLE |  | 0 | 0 | 2200 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 3696324 | 45343 | SH |  | SOLE |  | 0 | 0 | 45343 |
| ISHARES TR | MRGSTR SM CP GR | 464288604 |  | 363572 | 10088 | SH |  | SOLE |  | 0 | 0 | 10088 |
| ISHARES TR | MSCI LW CRB TG | 46434V464 |  | 1451073 | 10504 | SH |  | SOLE |  | 0 | 0 | 10504 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 3035756 | 22638 | SH |  | SOLE |  | 0 | 0 | 22638 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 318827 | 6360 | SH |  | SOLE |  | 0 | 0 | 6360 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 3532117 | 19995 | SH |  | SOLE |  | 0 | 0 | 19995 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 292134 | 2152 | SH |  | SOLE |  | 0 | 0 | 2152 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 310649 | 1492 | SH |  | SOLE |  | 0 | 0 | 1492 |
| LAUDER ESTEE COS INC | CL A | 518439104 |  | 239426 | 965 | SH |  | SOLE |  | 0 | 0 | 965 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 2336125 | 4802 | SH |  | SOLE |  | 0 | 0 | 4802 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 382534 | 1194 | SH |  | SOLE |  | 0 | 0 | 1194 |
| MARATHON PETE CORP | COM | 56585A102 |  | 1548569 | 13305 | SH |  | SOLE |  | 0 | 0 | 13305 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 243411 | 700 | SH |  | SOLE |  | 0 | 0 | 700 |
| MCDONALDS CORP | COM | 580135101 |  | 299107 | 1135 | SH |  | SOLE |  | 0 | 0 | 1135 |
| MERCK  CO INC | COM | 58933Y105 |  | 1871061 | 16864 | SH |  | SOLE |  | 0 | 0 | 16864 |
| MICROSOFT CORP | COM | 594918104 |  | 4315321 | 17994 | SH |  | SOLE |  | 0 | 0 | 17994 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 957393 | 3715 | SH |  | SOLE |  | 0 | 0 | 3715 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2534000 | 30311 | SH |  | SOLE |  | 0 | 0 | 30311 |
| NUCOR CORP | COM | 670346105 |  | 249780 | 1895 | SH |  | SOLE |  | 0 | 0 | 1895 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 240546 | 1646 | SH |  | SOLE |  | 0 | 0 | 1646 |
| NUSHARES ETF TR | NUVEEN ESG MIDVL | 67092P508 |  | 2952628 | 99248 | SH |  | SOLE |  | 0 | 0 | 99248 |
| ORACLE CORP | COM | 68389X105 |  | 487906 | 5969 | SH |  | SOLE |  | 0 | 0 | 5969 |
| PACKAGING CORP AMER | COM | 695156109 |  | 1693400 | 13239 | SH |  | SOLE |  | 0 | 0 | 13239 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 387642 | 2778 | SH |  | SOLE |  | 0 | 0 | 2778 |
| PAYCHEX INC | COM | 704326107 |  | 2428493 | 21015 | SH |  | SOLE |  | 0 | 0 | 21015 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 349761 | 4911 | SH |  | SOLE |  | 0 | 0 | 4911 |
| PEPSICO INC | COM | 713448108 |  | 2991199 | 16557 | SH |  | SOLE |  | 0 | 0 | 16557 |
| PFIZER INC | COM | 717081103 |  | 515679 | 10064 | SH |  | SOLE |  | 0 | 0 | 10064 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 669242 | 6784 | SH |  | SOLE |  | 0 | 0 | 6784 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 243313 | 2231 | SH |  | SOLE |  | 0 | 0 | 2231 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2917985 | 19253 | SH |  | SOLE |  | 0 | 0 | 19253 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 304056 | 9225 | SH |  | SOLE |  | 0 | 0 | 9225 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 851613 | 21898 | SH |  | SOLE |  | 0 | 0 | 21898 |
| SHOCKWAVE MED INC | COM | 82489T104 |  | 204376 | 994 | SH |  | SOLE |  | 0 | 0 | 994 |
| SHOPIFY INC | CL A | 82509L107 |  | 212425 | 6120 | SH |  | SOLE |  | 0 | 0 | 6120 |
| SNAP ON INC | COM | 833034101 |  | 289497 | 1267 | SH |  | SOLE |  | 0 | 0 | 1267 |
| STRYKER CORPORATION | COM | 863667101 |  | 328350 | 1343 | SH |  | SOLE |  | 0 | 0 | 1343 |
| SUN CMNTYS INC | COM | 866674104 |  | 1772771 | 12397 | SH |  | SOLE |  | 0 | 0 | 12397 |
| SYSCO CORP | COM | 871829107 |  | 263753 | 3450 | SH |  | SOLE |  | 0 | 0 | 3450 |
| TARGET CORP | COM | 87612E106 |  | 342047 | 2295 | SH |  | SOLE |  | 0 | 0 | 2295 |
| TESLA INC | COM | 88160R101 |  | 318174 | 2583 | SH |  | SOLE |  | 0 | 0 | 2583 |
| TEXAS INSTRS INC | COM | 882508104 |  | 2168678 | 13126 | SH |  | SOLE |  | 0 | 0 | 13126 |
| UIPATH INC | CL A | 90364P105 |  | 209346 | 16471 | SH |  | SOLE |  | 0 | 0 | 16471 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 520668 | 1110 | SH |  | SOLE |  | 0 | 0 | 1110 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1699286 | 9775 | SH |  | SOLE |  | 0 | 0 | 9775 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 407347 | 3211 | SH |  | SOLE |  | 0 | 0 | 3211 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 18705539 | 445688 | SH |  | SOLE |  | 0 | 0 | 445688 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | 92206C649 |  | 1308874 | 10749 | SH |  | SOLE |  | 0 | 0 | 10749 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 431122 | 2023 | SH |  | SOLE |  | 0 | 0 | 2023 |
| WALMART INC | COM | 931142103 |  | 1367565 | 9645 | SH |  | SOLE |  | 0 | 0 | 9645 |
| ZOETIS INC | CL A | 98978V103 |  | 279178 | 1905 | SH |  | SOLE |  | 0 | 0 | 1905 |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 |  | 234651 | 3464 | SH |  | SOLE |  | 0 | 0 | 3464 |

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