Physician Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Physician Wealth Advisors, Inc. disclosed 2222 stock positions valued at approximately $837.38M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, SPDR SERIES TRUST, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 2222
- Portfolio Value
- $837.38M
Holdings by Sector
Physician Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 12.30% | 137,564 | -633 | -0.46% | $103,020,545 |
| SPDR SERIES TRUST | SPLG | Other | 11.23% | 1,069,899 | +394,731 | +58.46% | $94,022,695 |
| ISHARES TR | ACWX | Other | 5.26% | 578,518 | +86,636 | +17.61% | $44,031,039 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 3.81% | 772,680 | +9,200 | +1.21% | $31,873,049 |
| ISHARES TR | IVW | Other | 3.79% | 230,758 | +19,352 | +9.15% | $31,736,172 |
| BLACKROCK ETF TRUST | DYNF | Other | 3.69% | 454,810 | +19,201 | +4.41% | $30,931,658 |
| ISHARES TR | IVE | Other | 3.24% | 119,410 | -15,774 | -11.67% | $27,113,168 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 3.08% | 640,767 | -138,492 | -17.77% | $25,765,242 |
| ISHARES TR | ITOT | Other | 2.51% | 127,829 | -298 | -0.23% | $20,998,505 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 2.34% | 379,438 | -2,420 | -0.63% | $19,613,167 |
| APPLE INC | AAPL | Technology | 2.19% | 63,341 | +696 | +1.11% | $18,328,333 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.94% | 357,130 | +40,145 | +12.66% | $16,245,840 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.55% | 80,324 | -24,366 | -23.27% | $12,975,595 |
| VANGUARD WORLD FD | MGC | Other | 1.46% | 44,771 | +44 | +0.10% | $12,250,677 |
| ISHARES TR | IEFA | Other | 1.44% | 124,846 | -1,407 | -1.11% | $12,057,673 |
| ISHARES TR | IJH | Other | 1.37% | 148,503 | -211 | -0.14% | $11,451,093 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 1.30% | 131,656 | -16,239 | -10.98% | $10,899,800 |
| NVIDIA CORPORATION | NVDA | Technology | 1.24% | 51,940 | -2,113 | -3.91% | $10,392,642 |
| GLOBAL X FDS | SHLD | Other | 1.21% | 169,122 | +44,668 | +35.89% | $10,098,258 |
| ISHARES TR | IXUS | Other | 1.03% | 90,195 | +53 | +0.06% | $8,608,174 |
| ISHARES TR | DGRO | Other | 0.97% | 107,581 | -4,817 | -4.29% | $8,153,534 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.80% | 159,564 | +56,803 | +55.28% | $6,735,195 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.75% | 75,964 | -28 | -0.04% | $6,254,899 |
| ISHARES TR | ESGU | Other | 0.74% | 37,743 | +2,159 | +6.07% | $6,177,366 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.72% | 136,142 | -2,684 | -1.93% | $6,039,269 |
| MICROSOFT CORP | MSFT | Technology | 0.68% | 15,262 | -584 | -3.69% | $5,692,861 |
| VANGUARD WORLD FD | VGT | Other | 0.66% | 45,963 | +40,452 | +734.02% | $5,493,538 |
| FIDELITY COVINGTON TRUST | FREL | Other | 0.56% | 159,503 | -437 | -0.27% | $4,673,432 |
| VANGUARD INDEX FDS | VOO | Other | 0.53% | 6,412 | +1,202 | +23.07% | $4,403,616 |
| ISHARES TR | STIP | Other | 0.52% | 42,714 | -71 | -0.17% | $4,363,635 |
Showing 30 of 2,222 holdings in the latest reporting period.