Physician Wealth Advisors, Inc. Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$636.8M
Holdings
1,800
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,800 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $84K |
QUALISHARES TR | $28K |
SPYMSPDR SERIES TRUST | $28K |
DFAIDIMENSIONAL ETF TRUST | $26K |
EFVISHARES TR | $24K |
DYNFBLACKROCK ETF TRUST | $22K |
IVWISHARES TR | $21K |
ITOTISHARES TR | $19K |
IVEISHARES TR | $18K |
DFAUDIMENSIONAL ETF TRUST | $17K |
IEMGISHARES INC | $17K |
AAPLAPPLE INC | $16K |
DFAEDIMENSIONAL ETF TRUST | $13K |
FBNDFIDELITY MERRIMACK STR TR | $13K |
AQLTISHARES TR | $12K |
EFGISHARES TR | $11K |
DFAWDIMENSIONAL ETF TRUST | $10K |
XLGINVESCO EXCHANGE TRADED FD T | $10K |
THROBLACKROCK ETF TRUST | $10K |
MGCVANGUARD WORLD FD | $9K |
IJHISHARES TR | $9K |
MSFTMICROSOFT CORP | $8K |
DGROISHARES TR | $8K |
IXUSISHARES TR | $8K |
NVDANVIDIA CORPORATION | $8K |
IYWISHARES TR | $7K |
KLMNINVESCO EXCH TRADED FD TR II | $7K |
HQYHEALTHEQUITY INC | $6K |
DFACDIMENSIONAL ETF TRUST | $5K |
FRELFIDELITY COVINGTON TRUST | $5K |
ESGUISHARES TR | $4K |
VCRMVANGUARD MUN BD FDS | $4K |
STIPISHARES TR | $4K |
DFASDIMENSIONAL ETF TRUST | $4K |
BAIBLACKROCK ETF TRUST | $4K |
GLDMWORLD GOLD TR | $4K |
IJRISHARES TR | $3K |
VNQVANGUARD INDEX FDS | $3K |
AMZNAMAZON COM INC | $3K |
EFAVISHARES TR | $3K |
VGTVANGUARD WORLD FD | $3K |
VOOVANGUARD INDEX FDS | $3K |
SCHDSCHWAB STRATEGIC TR | $3K |
NDQINVESCO QQQ TR | $3K |
LRGFISHARES TR | $3K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2K |
DFAXDIMENSIONAL ETF TRUST | $2K |
DFUSDIMENSIONAL ETF TRUST | $2K |
TSLATESLA INC | $2K |
COSTCOSTCO WHSL CORP NEW | $2K |
MTUMISHARES TR | $2K |
IGSBISHARES TR | $2K |
EEMVISHARES INC | $2K |
EXREXTRA SPACE STORAGE INC | $2K |
UNPUNION PAC CORP | $2K |
IJSISHARES TR | $2K |
TNADIREXION SHS ETF TR | $1K |
DFSUDIMENSIONAL ETF TRUST | $1K |
WMTWALMART INC | $1K |
USMVISHARES TR | $1K |
NOWSERVICENOW INC | $1K |
IWCISHARES TR | $1K |
METAMETA PLATFORMS INC | $1K |
GOOGLALPHABET INC | $1K |
VVVANGUARD INDEX FDS | $1K |
SCZISHARES TR | $1K |
MUBISHARES TR | $1K |
SUBISHARES TR | $968 |
VLUEISHARES TR | $945 |
PEPPEPSICO INC | $928 |
TDYTELEDYNE TECHNOLOGIES INC | $912 |
CITHE CIGNA GROUP | $883 |
AGGISHARES TR | $855 |
AVGOBROADCOM INC | $804 |
LLYELI LILLY & CO | $798 |
GOOGALPHABET INC | $782 |
ESGEISHARES INC | $778 |
MAMASTERCARD INCORPORATED | $762 |
VBRVANGUARD INDEX FDS | $762 |
ZIONZIONS BANCORPORATION N A | $719 |
PGPROCTER AND GAMBLE CO | $702 |
TQQQPROSHARES TR | $662 |
VOVANGUARD INDEX FDS | $651 |
EFAISHARES TR | $650 |
DFSVDIMENSIONAL ETF TRUST | $627 |
ICSHISHARES TR | $619 |
XLKSELECT SECTOR SPDR TR | $602 |
WFCWELLS FARGO CO NEW | $585 |
SPYSPDR S&P 500 ETF TR | $584 |
MCDMCDONALDS CORP | $561 |
VVISA INC | $551 |
SCHXSCHWAB STRATEGIC TR | $549 |
JPMJPMORGAN CHASE & CO. | $546 |
VFMFVANGUARD WELLINGTON FD | $542 |
ZSEPINNOVATOR ETFS TRUST | $539 |
SNFCASECURITY NATL FINL CORP | $526 |
IXNISHARES TR | $510 |
VBVANGUARD INDEX FDS | $499 |
USXFISHARES TR | $498 |
VIGVANGUARD SPECIALIZED FUNDS | $483 |
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