# EDGAR Filing Document

**Accession Number:** 0001842362
**File Stem:** 0001842362-26-000003
**Filing Date:** 2026-4
**Character Count:** 15990
**Document Hash:** 2674ccce61941deb9d389b11e575036d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001842362-26-000003.hdr.sgml**: 20260422

**ACCESSION NUMBER**: 0001842362-26-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260422

**DATE AS OF CHANGE**: 20260422

**EFFECTIVENESS DATE**: 20260422

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Phoenix Wealth Advisors
- **CENTRAL INDEX KEY:** 0001842362

**ORGANIZATION NAME:**
- **EIN:** 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:** 26882067

**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:** 03-31-2026

**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:** Malcolm Migel<br>**Title:** Chief Compliance Officer<br>**Phone:** 919-929-4448

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

Malcolm Migel  Chapel Hill, NC  04-14-2026<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:** 126

**Form 13F Information Table Value Total:** $253173621

      (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 |  | 4244523 | 11867 | SH |  | SOLE |  | 0 | 0 | 11867 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 |  | 2394788 | 18288 | SH |  | SOLE |  | 0 | 0 | 18288 |
| CHUBB LTD SWITZ | COM | H1467J104 |  | 2589123 | 7944 | SH |  | SOLE |  | 0 | 0 | 7944 |
| GARMIN LTD | SHS | H2906T109 |  | 671205 | 2893 | SH |  | SOLE |  | 0 | 0 | 2893 |
| ALPS ETF TR | MED BREAKTHGH | 00162Q593 |  | 441331 | 8432 | SH |  | SOLE |  | 0 | 0 | 8432 |
| ARK ETF TR | NEXT GNRTN INTER | 00214Q401 |  | 1288115 | 10680 | SH |  | SOLE |  | 0 | 0 | 10680 |
| ABBVIE INC | COM | 00287Y109 |  | 2835775 | 13039 | SH |  | SOLE |  | 0 | 0 | 13039 |
| ADOBE INC | COM | 00724F101 |  | 210021 | 864 | SH |  | SOLE |  | 0 | 0 | 864 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 2019889 | 6953 | SH |  | SOLE |  | 0 | 0 | 6953 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 |  | 265304 | 2310 | SH |  | SOLE |  | 0 | 0 | 2310 |
| ALLOGENE THERAPEUTICS INC | COM | 019770106 |  | 51240 | 21000 | SH |  | SOLE |  | 0 | 0 | 21000 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 504874 | 1760 | SH |  | SOLE |  | 0 | 0 | 1760 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 885936 | 3081 | SH |  | SOLE |  | 0 | 0 | 3081 |
| AMAZON COM INC | COM | 023135106 |  | 596485 | 2864 | SH |  | SOLE |  | 0 | 0 | 2864 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 326089 | 2488 | SH |  | SOLE |  | 0 | 0 | 2488 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 744596 | 2462 | SH |  | SOLE |  | 0 | 0 | 2462 |
| CENCORA INC | COM | 03073E105 |  | 584615 | 1861 | SH |  | SOLE |  | 0 | 0 | 1861 |
| AMGEN INC | COM | 031162100 |  | 973217 | 2766 | SH |  | SOLE |  | 0 | 0 | 2766 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 |  | 7545753 | 168244 | SH |  | SOLE |  | 0 | 0 | 168244 |
| AMPLIFY ETF TR | VIDEO GAME LEADE | 032108615 |  | 1152928 | 15356 | SH |  | SOLE |  | 0 | 0 | 15356 |
| ANALOG DEVICES INC | COM | 032654105 |  | 2994867 | 9414 | SH |  | SOLE |  | 0 | 0 | 9414 |
| APPLE INC | COM | 037833100 |  | 7776276 | 30641 | SH |  | SOLE |  | 0 | 0 | 30641 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 431997 | 5943 | SH |  | SOLE |  | 0 | 0 | 5943 |
| AUTODESK INC | COM | 052769106 |  | 220009 | 919 | SH |  | SOLE |  | 0 | 0 | 919 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 561107 | 13756 | SH |  | SOLE |  | 0 | 0 | 13756 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 4335322 | 9047 | SH |  | SOLE |  | 0 | 0 | 9047 |
| BLACKROCK INC | COM | 09290D101 |  | 387569 | 403 | SH |  | SOLE |  | 0 | 0 | 403 |
| BROADCOM INC | COM | 11135F101 |  | 4128599 | 13339 | SH |  | SOLE |  | 0 | 0 | 13339 |
| C H ROBINSON WORLDWIDE IN | COM NEW | 12541W209 |  | 377477 | 2273 | SH |  | SOLE |  | 0 | 0 | 2273 |
| CME GROUP INC | COM | 12572Q105 |  | 2786134 | 9433 | SH |  | SOLE |  | 0 | 0 | 9433 |
| CATERPILLAR INC | COM | 149123101 |  | 459082 | 648 | SH |  | SOLE |  | 0 | 0 | 648 |
| CHEVRON CORPORATION | COM | 166764100 |  | 499092 | 2412 | SH |  | SOLE |  | 0 | 0 | 2412 |
| CISCO SYS INC | COM | 17275R102 |  | 837213 | 10790 | SH |  | SOLE |  | 0 | 0 | 10790 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1558505 | 54284 | SH |  | SOLE |  | 0 | 0 | 54284 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 1298348 | 1303 | SH |  | SOLE |  | 0 | 0 | 1303 |
| CUMMINS INC | COM | 231021106 |  | 2081264 | 3868 | SH |  | SOLE |  | 0 | 0 | 3868 |
| DANAHER CORP DEL | COM | 235851102 |  | 745318 | 3931 | SH |  | SOLE |  | 0 | 0 | 3931 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 2293820 | 11701 | SH |  | SOLE |  | 0 | 0 | 11701 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 517510 | 8371 | SH |  | SOLE |  | 0 | 0 | 8371 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 263711 | 2014 | SH |  | SOLE |  | 0 | 0 | 2014 |
| ETFIS SER TR I | VIRTUS REAVES UT | 26923G806 |  | 588543 | 7366 | SH |  | SOLE |  | 0 | 0 | 7366 |
| EBAY INC. | COM | 278642103 |  | 290718 | 3194 | SH |  | SOLE |  | 0 | 0 | 3194 |
| ECOLAB INC | COM | 278865100 |  | 464737 | 1747 | SH |  | SOLE |  | 0 | 0 | 1747 |
| TCW ETF TRUST | TRANSFRM 500 ETF | 29287L106 |  | 1245263 | 16321 | SH |  | SOLE |  | 0 | 0 | 16321 |
| ENTERGY CORP NEW | COM | 29364G103 |  | 1813787 | 16143 | SH |  | SOLE |  | 0 | 0 | 16143 |
| EVERGY INC | COM | 30034W106 |  | 245760 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| EXELON CORP | COM | 30161N101 |  | 273875 | 5587 | SH |  | SOLE |  | 0 | 0 | 5587 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 271034 | 1598 | SH |  | SOLE |  | 0 | 0 | 1598 |
| FASTENAL CO | COM | 311900104 |  | 1725291 | 37183 | SH |  | SOLE |  | 0 | 0 | 37183 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 1183552 | 25230 | SH |  | SOLE |  | 0 | 0 | 25230 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 35473P868 |  | 297480 | 12000 | SH |  | SOLE |  | 0 | 0 | 12000 |
| GLOBAL X FDS | DATA CTR  DIGIT | 37954Y236 |  | 1267724 | 52910 | SH |  | SOLE |  | 0 | 0 | 52910 |
| GLOBAL X FDS | CYBRSCURTY ETF | 37954Y384 |  | 757619 | 30172 | SH |  | SOLE |  | 0 | 0 | 30172 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 |  | 891392 | 26833 | SH |  | SOLE |  | 0 | 0 | 26833 |
| GLOBAL X FDS | FINTECH ETF | 37954Y814 |  | 789281 | 34168 | SH |  | SOLE |  | 0 | 0 | 34168 |
| HARBOR ETF TRUST | LONG TERM GROWER | 41151J406 |  | 504095 | 18180 | SH |  | SOLE |  | 0 | 0 | 18180 |
| HOME DEPOT INC | COM | 437076102 |  | 2186602 | 6648 | SH |  | SOLE |  | 0 | 0 | 6648 |
| HONEYWELL INTL INC | COM | 438516106 |  | 953311 | 4218 | SH |  | SOLE |  | 0 | 0 | 4218 |
| INNOVATOR ETFS TRUST | INNOVATOR INTL D | 45783Y285 |  | 322582 | 10964 | SH |  | SOLE |  | 0 | 0 | 10964 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N809 |  | 200187 | 7540 | SH |  | SOLE |  | 0 | 0 | 7540 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 539644 | 2226 | SH |  | SOLE |  | 0 | 0 | 2226 |
| INVESCO MUNI INCOME OPP TRST | COM | 46132X101 |  | 119890 | 19526 | SH |  | SOLE |  | 0 | 0 | 19526 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 5627928 | 29324 | SH |  | SOLE |  | 0 | 0 | 29324 |
| INVESCO EXCHANGE TRADED FD T | FOOD  BEVERAGE | 46137V753 |  | 276134 | 5640 | SH |  | SOLE |  | 0 | 0 | 5640 |
| INVESCO EXCH TRADED FD TR II | S GBL WATER | 46138E263 |  | 941069 | 14718 | SH |  | SOLE |  | 0 | 0 | 14718 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 911310 | 10337 | SH |  | SOLE |  | 0 | 0 | 10337 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 391642 | 4028 | SH |  | SOLE |  | 0 | 0 | 4028 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 7219475 | 46544 | SH |  | SOLE |  | 0 | 0 | 46544 |
| ISHARES TR | MRGSTR SM CP GR | 464288604 |  | 1091167 | 19912 | SH |  | SOLE |  | 0 | 0 | 19912 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 10069502 | 439524 | SH |  | SOLE |  | 0 | 0 | 439524 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 449369 | 3311 | SH |  | SOLE |  | 0 | 0 | 3311 |
| ISHARES TR | INTERNATIONAL SL | 46434V266 |  | 10956544 | 262181 | SH |  | SOLE |  | 0 | 0 | 262181 |
| ISHARES TR | FUTURE AI  TECH | 46435U556 |  | 1059860 | 22778 | SH |  | SOLE |  | 0 | 0 | 22778 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 4065134 | 13819 | SH |  | SOLE |  | 0 | 0 | 13819 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 |  | 454061 | 5995 | SH |  | SOLE |  | 0 | 0 | 5995 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 10449146 | 204966 | SH |  | SOLE |  | 0 | 0 | 204966 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 32736800 | 646844 | SH |  | SOLE |  | 0 | 0 | 646844 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 4094799 | 16752 | SH |  | SOLE |  | 0 | 0 | 16752 |
| KYVERNA THERAPEUTICS INC | COM | 501976104 |  | 170874 | 19800 | SH |  | SOLE |  | 0 | 0 | 19800 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 491148 | 1423 | SH |  | SOLE |  | 0 | 0 | 1423 |
| ELI LILLY  CO | COM | 532457108 |  | 515991 | 561 | SH |  | SOLE |  | 0 | 0 | 561 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 693569 | 1148 | SH |  | SOLE |  | 0 | 0 | 1148 |
| LOWES COS INC | COM | 548661107 |  | 256040 | 1084 | SH |  | SOLE |  | 0 | 0 | 1084 |
| MARATHON PETE CORP | COM | 56585A102 |  | 3625338 | 14847 | SH |  | SOLE |  | 0 | 0 | 14847 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 263380 | 527 | SH |  | SOLE |  | 0 | 0 | 527 |
| MCDONALDS CORP | COM | 580135101 |  | 359584 | 1157 | SH |  | SOLE |  | 0 | 0 | 1157 |
| MERCK  CO INC | COM | 58933Y105 |  | 677594 | 5633 | SH |  | SOLE |  | 0 | 0 | 5633 |
| MICROSOFT CORP | COM | 594918104 |  | 7325612 | 19790 | SH |  | SOLE |  | 0 | 0 | 19790 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 488854 | 1447 | SH |  | SOLE |  | 0 | 0 | 1447 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 2654435 | 6117 | SH |  | SOLE |  | 0 | 0 | 6117 |
| NATIONAL FUEL GAS CO | COM | 636180101 |  | 782123 | 8324 | SH |  | SOLE |  | 0 | 0 | 8324 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2090692 | 22510 | SH |  | SOLE |  | 0 | 0 | 22510 |
| NUCOR CORP | COM | 670346105 |  | 320445 | 1895 | SH |  | SOLE |  | 0 | 0 | 1895 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1235639 | 7085 | SH |  | SOLE |  | 0 | 0 | 7085 |
| ORACLE CORP | COM | 68389X105 |  | 624050 | 4242 | SH |  | SOLE |  | 0 | 0 | 4242 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 5168679 | 104418 | SH |  | SOLE |  | 0 | 0 | 104418 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 351101 | 2190 | SH |  | SOLE |  | 0 | 0 | 2190 |
| PAYCHEX INC | COM | 704326107 |  | 302614 | 3285 | SH |  | SOLE |  | 0 | 0 | 3285 |
| PEPSICO INC | COM | 713448108 |  | 982548 | 6327 | SH |  | SOLE |  | 0 | 0 | 6327 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 443023 | 2679 | SH |  | SOLE |  | 0 | 0 | 2679 |
| PIMCO ETF TR | ENHANCD SHORT | 72201R643 |  | 1361604 | 13764 | SH |  | SOLE |  | 0 | 0 | 13764 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 1652868 | 16435 | SH |  | SOLE |  | 0 | 0 | 16435 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 830080 | 5747 | SH |  | SOLE |  | 0 | 0 | 5747 |
| ROYAL BK CDA | COM | 780087102 |  | 343056 | 2121 | SH |  | SOLE |  | 0 | 0 | 2121 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 |  | 5210530 | 111075 | SH |  | SOLE |  | 0 | 0 | 111075 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 5428565 | 95945 | SH |  | SOLE |  | 0 | 0 | 95945 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R788 |  | 2697676 | 59264 | SH |  | SOLE |  | 0 | 0 | 59264 |
| SNAP ON INC | COM | 833034101 |  | 468191 | 1289 | SH |  | SOLE |  | 0 | 0 | 1289 |
| STRYKER CORPORATION | COM | 863667101 |  | 415009 | 1263 | SH |  | SOLE |  | 0 | 0 | 1263 |
| SYSCO CORP | COM | 871829107 |  | 219696 | 3080 | SH |  | SOLE |  | 0 | 0 | 3080 |
| TESLA INC | COM | 88160R101 |  | 466546 | 1255 | SH |  | SOLE |  | 0 | 0 | 1255 |
| TEXAS INSTRS INC | COM | 882508104 |  | 609711 | 3141 | SH |  | SOLE |  | 0 | 0 | 3141 |
| TORTOISE CAPITAL SERIES TRUS | GLOBAL WATER ETF | 890930407 |  | 892367 | 17698 | SH |  | SOLE |  | 0 | 0 | 17698 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 559822 | 1071 | SH |  | SOLE |  | 0 | 0 | 1071 |
| UNION PAC CORP | COM | 907818108 |  | 2213922 | 9125 | SH |  | SOLE |  | 0 | 0 | 9125 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 678976 | 2748 | SH |  | SOLE |  | 0 | 0 | 2748 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 212264 | 987 | SH |  | SOLE |  | 0 | 0 | 987 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 13481015 | 210378 | SH |  | SOLE |  | 0 | 0 | 210378 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | 92206C649 |  | 2431549 | 14541 | SH |  | SOLE |  | 0 | 0 | 14541 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 265568 | 608 | SH |  | SOLE |  | 0 | 0 | 608 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 206010 | 1050 | SH |  | SOLE |  | 0 | 0 | 1050 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 2221436 | 44252 | SH |  | SOLE |  | 0 | 0 | 44252 |
| VISA INC | COM CL A | 92826C839 |  | 263633 | 872 | SH |  | SOLE |  | 0 | 0 | 872 |
| WALMART INC | COM | 931142103 |  | 4477462 | 36027 | SH |  | SOLE |  | 0 | 0 | 36027 |
| WELLS FARGO  CO | COM | 949746101 |  | 1734718 | 21790 | SH |  | SOLE |  | 0 | 0 | 21790 |
| ZOETIS INC | CL A | 98978V103 |  | 1402680 | 11866 | SH |  | SOLE |  | 0 | 0 | 11866 |

---