Physician Wealth Advisors, Inc. Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$718.7M
Holdings
2,027
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (2,027 positions)
| Stock | Value |
|---|---|
ICSHISHARES TR | $520K |
VIGVANGUARD SPECIALIZED FUNDS | $518K |
CATCATERPILLAR INC | $490K |
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 |
EFAISHARES TR | $452K |
VEAVANGUARD TAX-MANAGED FDS | $448K |
GSBDGOLDMAN SACHS BDC INC | $440K |
QCOMQUALCOMM INC | $439K |
PGPROCTER AND GAMBLE CO | $428K |
HDHOME DEPOT INC | $396K |
DFSIDIMENSIONAL ETF TRUST | $395K |
BKNGBOOKING HOLDINGS INC | $382K |
IBTGISHARES TR | $382K |
XOMEXXON MOBIL CORP | $368K |
VTIVANGUARD INDEX FDS | $366K |
PEPPEPSICO INC | $358K |
VCSHVANGUARD SCOTTSDALE FDS | $354K |
SYKSTRYKER CORPORATION | $350K |
HWMHOWMET AEROSPACE INC | $346K |
AEEAMEREN CORP | $345K |
VCRBVANGUARD MALVERN FDS | $343K |
ESGDISHARES TR | $335K |
APHAMPHENOL CORP NEW | $334K |
TMOTHERMO FISHER SCIENTIFIC INC | $333K |
SYLDCAMBRIA ETF TR | $332K |
BLKBLACKROCK INC | $327K |
VRTXVERTEX PHARMACEUTICALS INC | $322K |
GEGE AEROSPACE | $316K |
NWENORTHWESTERN ENERGY GROUP IN | $311K |
IYWISHARES TR | $307K |
VOOGVANGUARD ADMIRAL FDS INC | $305K |
EPDENTERPRISE PRODS PARTNERS L | $297K |
SCHXSCHWAB STRATEGIC TR | $296K |
SCHASCHWAB STRATEGIC TR | $292K |
XSOEWISDOMTREE TR | $289K |
USEPINNOVATOR ETFS TRUST | $289K |
DALDELTA AIR LINES INC DEL | $285K |
ABBVABBVIE INC | $282K |
DISDISNEY WALT CO | $282K |
DFARDIMENSIONAL ETF TRUST | $282K |
COPCONOCOPHILLIPS | $279K |
PLDPROLOGIS INC. | $279K |
VTIPVANGUARD MALVERN FDS | $273K |
TJXTJX COS INC NEW | $267K |
SBUXSTARBUCKS CORP | $263K |
AVGEAMERICAN CENTY ETF TR | $261K |
UNPUNION PAC CORP | $260K |
JEPIJ P MORGAN EXCHANGE TRADED F | $260K |
NFLXNETFLIX INC | $259K |
CSCOCISCO SYS INC | $258K |
SPGIS&P GLOBAL INC | $257K |
BXSLBLACKSTONE SECD LENDING FD | $255K |
IBITISHARES BITCOIN TRUST ETF | $253K |
ADSKAUTODESK INC | $252K |
SOXXISHARES TR | $251K |
MARMARRIOTT INTL INC NEW | $248K |
TAT&T INC | $248K |
MMM3M CO | $247K |
ORCLORACLE CORP | $245K |
BDXBECTON DICKINSON & CO | $244K |
HUNHUNTSMAN CORP | $244K |
BABOEING CO | $242K |
SLVISHARES SILVER TR | $242K |
JPCNUVEEN PFD & INCOME OPPORTUN | $238K |
PFEPFIZER INC | $237K |
DUKDUKE ENERGY CORP NEW | $237K |
WPCWP CAREY INC | $237K |
FTECFIDELITY COVINGTON TRUST | $236K |
IBTIISHARES TR | $234K |
GEVGE VERNOVA INC | $234K |
TXNTEXAS INSTRS INC | $233K |
JPSTJ P MORGAN EXCHANGE TRADED F | $232K |
VHTVANGUARD WORLD FD | $231K |
WPMWHEATON PRECIOUS METALS CORP | $231K |
PSFCOHEN & STEERS SELECT PFD & | $225K |
IBDTISHARES TR | $222K |
INTUINTUIT | $222K |
TRPTC ENERGY CORP | $222K |
BOXXEA SERIES TRUST | $219K |
RGLDROYAL GOLD INC | $216K |
NVSNNOVARTIS AG | $215K |
DDOMINION ENERGY INC | $215K |
VGKVANGUARD INTL EQUITY INDEX F | $215K |
KMIKINDER MORGAN INC DEL | $213K |
LOWLOWES COS INC | $209K |
INTCINTEL CORP | $208K |
ICFISHARES TR | $208K |
MDTMEDTRONIC PLC | $207K |
UFEBINNOVATOR ETFS TRUST | $205K |
DFIVDIMENSIONAL ETF TRUST | $202K |
PYLDPIMCO ETF TR | $201K |
GSGOLDMAN SACHS GROUP INC | $201K |