Physician Wealth Advisors, Inc.
CIK: 0001795173Latest portfolio: $718.7M · Q4 2025
Holdings
2,027
Total Value
$718.7M
New Positions
2,013
Closed Positions
0
Top Holdings
View All 2,027 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 136,375 | $93.4M | 13.00% | NEW | |
| 2 | SPYMSPDR SERIES TRUST | 415,737 | $33.4M | 4.64% | NEW | |
| 3 | DYNFBLACKROCK ETF TRUST | 520,752 | $31.7M | 4.41% | NEW | |
| 4 | IVEISHARES TR | 142,335 | $30.2M | 4.20% | NEW | |
| 5 | DFAIDIMENSIONAL ETF TRUST | 759,225 | $28.9M | 4.03% | NEW | |
| 6 | XLGINVESCO EXCHANGE TRADED FD T | 412,035 | $24.4M | 3.40% | NEW | |
| 7 | IVWISHARES TR | 197,737 | $24.4M | 3.39% | NEW | |
| 8 | DFAEDIMENSIONAL ETF TRUST | 743,154 | $24.2M | 3.37% | NEW | |
| 9 | EFVISHARES TR | 269,374 | $19.2M | 2.68% | NEW | |
| 10 | ITOTISHARES TR | 126,688 | $18.8M | 2.62% | NEW | |
| 11 | DFAUDIMENSIONAL ETF TRUST | 380,050 | $17.8M | 2.47% | NEW | |
| 12 | AAPLAPPLE INC | 62,305 | $16.9M | 2.36% | NEW | |
| 13 | IEMGISHARES INC | 250,382 | $16.8M | 2.34% | NEW | |
| 14 | QUALISHARES TR | 75,413 | $15.0M | 2.08% | NEW | |
| 15 | FBNDFIDELITY MERRIMACK STR TR | 284,663 | $13.1M | 1.82% | NEW | |
| 16 | BAIBLACKROCK ETF TRUST | 369,035 | $12.3M | 1.71% | NEW | |
| 17 | KLMNINVESCO EXCH TRADED FD TR II | 99,074 | $11.8M | 1.64% | NEW | |
| 18 | AQLTISHARES TR | 131,174 | $11.7M | 1.63% | NEW | |
| 19 | THROBLACKROCK ETF TRUST | 294,828 | $11.4M | 1.58% | NEW | |
| 20 | DFAWDIMENSIONAL ETF TRUST | 151,398 | $11.2M | 1.56% | NEW | |
| 21 | MGCVANGUARD WORLD FD | 43,689 | $11.0M | 1.53% | NEW | |
| 22 | NVDANVIDIA CORPORATION | 53,486 | $10.0M | 1.39% | NEW | |
| 23 | IJHISHARES TR | 146,734 | $9.7M | 1.35% | NEW | |
| 24 | DGROISHARES TR | 113,971 | $7.9M | 1.10% | NEW | |
| 25 | GLDMWORLD GOLD TR | 91,476 | $7.8M | 1.09% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
TechnologyNaN% ($InfinityT)
Industrials0.0% ($InfinityT)
Healthcare0.0% ($4.3099827346514613e+257T)
Unknown0.0% ($1.1821117346157284e+206T)
Consumer Cyclical0.0% ($3.4202668642396382e+202T)
Energy0.0% ($4.663682972792222e+121T)
Real Estate0.0% ($1.4172792371511443e+109T)
Basic Materials0.0% ($2.442312161289996e+95T)
Consumer Defensive0.0% ($1.5871587428358183e+88T)
Communication Services0.0% ($2.6391512114828226e+85T)
Utilities0.0% ($3.4531123723421516e+77T)
Filing History
Fund Information
Physician Wealth Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $718.7M across 2,027 holdings. The largest position is ISHARES TR (IVV), representing 13.0% of the portfolio. Compared to the previous quarter, the fund opened 2,027 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.