Physician Wealth Advisors, Inc. Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$719K

Holdings

2,027

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,027 positions)

StockValue
SPYMSPDR SERIES TRUST
$33.4M
DYNFBLACKROCK ETF TRUST
$31.7M
IVEISHARES TR
$30.2M
DFAIDIMENSIONAL ETF TRUST
$28.9M
XLGINVESCO EXCHANGE TRADED FD T
$24.4M
IVWISHARES TR
$24.4M
DFAEDIMENSIONAL ETF TRUST
$24.2M
EFVISHARES TR
$19.2M
ITOTISHARES TR
$18.8M
DFAUDIMENSIONAL ETF TRUST
$17.8M
AAPLAPPLE INC
$16.9M
IEMGISHARES INC
$16.8M
QUALISHARES TR
$15.0M
FBNDFIDELITY MERRIMACK STR TR
$13.1M
BAIBLACKROCK ETF TRUST
$12.3M
KLMNINVESCO EXCH TRADED FD TR II
$11.8M
AQLTISHARES TR
$11.7M
THROBLACKROCK ETF TRUST
$11.4M
DFAWDIMENSIONAL ETF TRUST
$11.2M
MGCVANGUARD WORLD FD
$11.0M
NVDANVIDIA CORPORATION
$10.0M
IJHISHARES TR
$9.7M
DGROISHARES TR
$7.9M
GLDMWORLD GOLD TR
$7.8M
IXUSISHARES TR
$7.6M
MSFTMICROSOFT CORP
$6.9M
VCRMVANGUARD MUN BD FDS
$6.2M
DFACDIMENSIONAL ETF TRUST
$5.5M
SHLDGLOBAL X FDS
$5.4M
DFASDIMENSIONAL ETF TRUST
$5.2M
ESGUISHARES TR
$5.0M
STIPISHARES TR
$4.4M
HQYHEALTHEQUITY INC
$4.3M
FRELFIDELITY COVINGTON TRUST
$4.3M
IJRISHARES TR
$3.6M
AMZNAMAZON COM INC
$3.4M
LRGFISHARES TR
$3.3M
EFAVISHARES TR
$3.0M
TSLATESLA INC
$2.7M
GOOGLALPHABET INC
$2.6M
DFUSDIMENSIONAL ETF TRUST
$2.5M
DFAXDIMENSIONAL ETF TRUST
$2.4M
SCHDSCHWAB STRATEGIC TR
$2.3M
MTUMISHARES TR
$2.0M
TNADIREXION SHS ETF TR
$1.9M
IJSISHARES TR
$1.7M
EFGISHARES TR
$1.6M
WMTWALMART INC
$1.6M
VVVANGUARD INDEX FDS
$1.6M
GOOGALPHABET INC
$1.5M
EEMVISHARES INC
$1.5M
EXREXTRA SPACE STORAGE INC
$1.4M
DFSUDIMENSIONAL ETF TRUST
$1.3M
IWCISHARES TR
$1.2M
USMVISHARES TR
$1.2M
VLUEISHARES TR
$1.2M
VNQVANGUARD INDEX FDS
$1.2M
AVGOBROADCOM INC
$1.2M
MUBISHARES TR
$1.1M
SILGLOBAL X FDS
$1.1M
SCZISHARES TR
$1.0M
DFCFDIMENSIONAL ETF TRUST
$1.0M
ESGEISHARES INC
$985K
AMDADVANCED MICRO DEVICES INC
$920K
NOWSERVICENOW INC
$847K
ZIONZIONS BANCORPORATION N A
$805K
AGGISHARES TR
$782K
TQQQPROSHARES TR
$772K
JPMJPMORGAN CHASE & CO.
$763K
VBRVANGUARD INDEX FDS
$759K
CITHE CIGNA GROUP
$734K
DFNMDIMENSIONAL ETF TRUST
$733K
AMATAPPLIED MATLS INC
$719K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$717K
PLTRPALANTIR TECHNOLOGIES INC
$704K
XLKSELECT SECTOR SPDR TR
$685K
JNJJOHNSON & JOHNSON
$651K
DFSVDIMENSIONAL ETF TRUST
$646K
MCDMCDONALDS CORP
$642K
IXNISHARES TR
$618K
DDFSINNOVATOR ETFS TRUST
$604K
SUBISHARES TR
$596K
VOVANGUARD INDEX FDS
$585K
VFMFVANGUARD WELLINGTON FD
$574K
AXPAMERICAN EXPRESS CO
$574K
ESGVVANGUARD WORLD FD
$563K
VVISA INC
$562K
GQ9SPDR GOLD TR
$535K
WFCWELLS FARGO CO NEW
$522K
ICSHISHARES TR
$520K
VIGVANGUARD SPECIALIZED FUNDS
$518K
USXFISHARES TR
$486K
VBVANGUARD INDEX FDS
$482K
IHIISHARES TR
$476K
SCHBSCHWAB STRATEGIC TR
$474K
TRMBTRIMBLE INC
$472K
SNFCASECURITY NATL FINL CORP
$471K
CVXCHEVRON CORP NEW
$466K
MRKMERCK & CO INC
$461K
BACBANK AMERICA CORP
$454K
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