Physician Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Physician Wealth Advisors, Inc. disclosed 2406 stock positions valued at approximately $869.37M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, SPDR SERIES TRUST, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 2406
- Portfolio Value
- $869.37M
Holdings by Sector
Physician Wealth Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 12.61% | 143,182 | +5,618 | +4.08% | $109,656,081 |
| SPDR SERIES TRUST | SPLG | Other | 11.74% | 1,136,927 | +67,028 | +6.26% | $102,050,582 |
| ISHARES TR | ACWX | Other | 7.83% | 899,823 | +321,305 | +55.54% | $68,044,597 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 4.04% | 846,898 | +74,218 | +9.61% | $35,086,969 |
| ISHARES TR | IVW | Other | 3.84% | 234,393 | +3,635 | +1.58% | $33,344,678 |
| BLACKROCK ETF TRUST | DYNF | Other | 3.62% | 454,394 | -416 | -0.09% | $31,471,346 |
| ISHARES TR | IVE | Other | 3.22% | 122,587 | +3,177 | +2.66% | $27,984,252 |
| APPLE INC | AAPL | Technology | 2.45% | 64,072 | +731 | +1.15% | $21,337,234 |
| ISHARES TR | ITOT | Other | 2.30% | 120,154 | -7,675 | -6.00% | $19,979,208 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 2.27% | 376,658 | -2,780 | -0.73% | $19,721,836 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.93% | 427,400 | -213,367 | -33.30% | $16,801,096 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.62% | 325,961 | -31,169 | -8.73% | $14,114,128 |
| BLACKROCK ETF TRUST | BAI | Other | 1.52% | 280,414 | -25,499 | -8.34% | $13,232,749 |
| NVIDIA CORPORATION | NVDA | Technology | 1.42% | 54,054 | +2,114 | +4.07% | $12,344,898 |
| ISHARES TR | IEFA | Other | 1.39% | 125,130 | +284 | +0.23% | $12,122,591 |
| ISHARES TR | IJH | Other | 1.20% | 144,750 | -3,753 | -2.53% | $10,414,734 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 1.19% | 125,930 | -5,726 | -4.35% | $10,365,260 |
| VANGUARD MALVERN FDS | VPLS | Other | 1.16% | 136,507 | +136,507 | +100.00% | $10,102,867 |
| BLACKROCK ETF TRUST | THRO | Other | 1.05% | 206,710 | +5,334 | +2.65% | $9,091,120 |
| BLACKROCK ETF TRUST | IALT | Other | 1.04% | 301,869 | +5,624 | +1.90% | $9,013,811 |
| GLOBAL X FDS | SHLD | Other | 1.00% | 144,478 | -24,644 | -14.57% | $8,680,248 |
| MICROSOFT CORP | MSFT | Technology | 0.96% | 16,356 | +1,094 | +7.17% | $8,388,923 |
| VANGUARD MUN BD FDS | VCRM | Other | 0.95% | 114,821 | +26,135 | +29.47% | $8,217,745 |
| ISHARES TR | IXUS | Other | 0.93% | 84,798 | -5,397 | -5.98% | $8,054,990 |
| ISHARES TR | DGRO | Other | 0.92% | 106,017 | -1,564 | -1.45% | $7,992,658 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.88% | 190,143 | +30,579 | +19.16% | $7,628,530 |
| VANGUARD INDEX FDS | VOO | Other | 0.84% | 10,379 | +3,967 | +61.87% | $7,274,335 |
| ISHARES TR | ESGU | Other | 0.73% | 38,004 | +261 | +0.69% | $6,339,084 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.68% | 76,287 | +323 | +0.43% | $5,906,132 |
| VANGUARD WORLD FD | VGT | Other | 0.67% | 46,107 | +144 | +0.31% | $5,794,207 |
Showing 30 of 2,406 holdings in the latest reporting period.