Physician Wealth Advisors, Inc. Portfolio Stock Holdings
Physician Wealth Advisors, Inc. disclosed 2057 stock positions valued at approximately $718.5 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, SPDR SERIES TRUST, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 2057
- Portfolio Value
- $718.5M
Holdings by Sector
Physician Wealth Advisors, Inc. Portfolio Holdings in Q1 2026
1934 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 12.56% | 138,197 | +1,822 | +1.34% | $90,271,373 |
| SPDR SERIES TRUST | SPLG | Other | 7.19% | 675,168 | +259,431 | +62.40% | $51,677,349 |
| ISHARES TR | ACWX | Other | 4.69% | 491,882 | +491,882 | +100.00% | $33,679,161 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 4.14% | 763,480 | +4,255 | +0.56% | $29,745,194 |
| ISHARES TR | IVE | Other | 3.97% | 135,184 | -7,151 | -5.02% | $28,544,169 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 3.67% | 779,259 | +36,105 | +4.86% | $26,385,714 |
| BLACKROCK ETF TRUST | DYNF | Other | 3.53% | 435,609 | -85,143 | -16.35% | $25,343,739 |
| ISHARES TR | IVW | Other | 3.33% | 211,406 | +13,669 | +6.91% | $23,912,101 |
| ISHARES TR | ITOT | Other | 2.54% | 128,127 | +1,439 | +1.14% | $18,249,097 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 2.40% | 381,858 | +1,808 | +0.48% | $17,229,426 |
| APPLE INC | AAPL | Technology | 2.21% | 62,645 | +340 | +0.55% | $15,898,627 |
| ISHARES TR | QUAL | Other | 2.05% | 76,659 | +1,246 | +1.65% | $14,703,880 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 2.01% | 316,985 | +32,322 | +11.35% | $14,460,842 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.63% | 104,690 | +5,616 | +5.67% | $11,736,845 |
| ISHARES TR | IEFA | Other | 1.59% | 126,253 | -4,921 | -3.75% | $11,429,640 |
| ISHARES TR | EFV | Other | 1.58% | 152,689 | -116,685 | -43.32% | $11,352,405 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 1.52% | 147,895 | -3,503 | -2.31% | $10,911,673 |
| VANGUARD WORLD FD | MGC | Other | 1.47% | 44,727 | +1,038 | +2.38% | $10,571,148 |
| ISHARES TR | IJH | Other | 1.40% | 148,714 | +1,980 | +1.35% | $10,042,688 |
| NVIDIA CORPORATION | NVDA | Technology | 1.31% | 54,053 | +567 | +1.06% | $9,426,812 |
| GLOBAL X FDS | SHLD | Other | 1.23% | 124,454 | +41,210 | +49.51% | $8,816,302 |
| ISHARES TR | DGRO | Other | 1.10% | 112,398 | -1,573 | -1.38% | $7,888,061 |
| ISHARES TR | IXUS | Other | 1.09% | 90,142 | +144 | +0.16% | $7,809,944 |
| MICROSOFT CORP | MSFT | Technology | 0.82% | 15,846 | +1,580 | +11.08% | $5,865,891 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.75% | 75,992 | +801 | +1.07% | $5,405,304 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.75% | 138,826 | -872 | -0.62% | $5,394,779 |
| ISHARES TR | ESGU | Other | 0.70% | 35,584 | +1,931 | +5.74% | $5,032,253 |
| ISHARES TR | STIP | Other | 0.62% | 42,785 | -619 | -1.43% | $4,425,256 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 0.60% | 102,761 | +78,363 | +321.19% | $4,338,566 |
| FIDELITY COVINGTON TRUST | FREL | Other | 0.60% | 159,940 | -296 | -0.18% | $4,303,977 |
| HEALTHEQUITY INC | HQY | Healthcare | 0.55% | 47,049 | +5 | +0.01% | $3,931,901 |
| VANGUARD WORLD FD | VGT | Other | 0.54% | 5,511 | +336 | +6.49% | $3,845,441 |
| ISHARES TR | IJR | Other | 0.50% | 28,965 | -589 | -1.99% | $3,600,605 |
| ISHARES TR | LRGF | Other | 0.45% | 49,322 | +1,592 | +3.34% | $3,255,246 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.44% | 15,110 | +293 | +1.98% | $3,146,942 |
| VANGUARD INDEX FDS | VOO | Other | 0.43% | 5,210 | +87 | +1.70% | $3,113,383 |
| ISHARES TR | EFAV | Other | 0.42% | 33,362 | -1,029 | -2.99% | $3,048,307 |
| WORLD GOLD TR | GLDM | Other | 0.41% | 31,558 | -59,918 | -65.50% | $2,925,154 |
| INVESCO QQQ TR | QQQ | Other | 0.38% | 4,742 | +97 | +2.09% | $2,737,049 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.36% | 85,371 | +2,689 | +3.25% | $2,619,188 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.35% | 74,338 | +26 | +0.03% | $2,525,266 |
| ALPHABET INC | GOOGL | Communication Services | 0.35% | 8,630 | +198 | +2.35% | $2,481,504 |
| ISHARES INC | IEMG | Other | 0.34% | 34,885 | -215,497 | -86.07% | $2,433,252 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.34% | 34,152 | +47 | +0.14% | $2,421,684 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.30% | 4,474 | -124 | -2.70% | $2,143,855 |
| TESLA INC | TSLA | Consumer Cyclical | 0.29% | 5,689 | -244 | -4.11% | $2,115,014 |
| GLACIER BANCORP INC NEW | GBCI | Financial Services | 0.27% | 44,091 | +44,079 | +367325.00% | $1,969,545 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.26% | 1,902 | +61 | +3.31% | $1,894,812 |
| DIREXION SHARES ETF TRUST | TNA | Other | 0.26% | 42,581 | - | - | $1,879,100 |
| ISHARES TR | MTUM | Other | 0.26% | 7,786 | -42 | -0.54% | $1,868,519 |
| WALMART INC | WMT | Consumer Defensive | 0.25% | 14,739 | +492 | +3.45% | $1,831,747 |
| ISHARES TR | IJS | Other | 0.24% | 14,335 | -465 | -3.14% | $1,697,929 |
| ISHARES TR | EFG | Other | 0.21% | 13,413 | -762 | -5.38% | $1,493,837 |
| VANGUARD INDEX FDS | VV | Other | 0.21% | 4,980 | +47 | +0.95% | $1,488,274 |
| ISHARES INC | EEMV | Other | 0.21% | 22,951 | -555 | -2.36% | $1,485,626 |
| EXTRA SPACE STORAGE INC | EXR | Real Estate | 0.20% | 10,912 | +28 | +0.26% | $1,430,841 |
| ALPHABET INC | GOOG | Communication Services | 0.19% | 4,823 | +2 | +0.04% | $1,383,490 |
| ISHARES TR | VLUE | Other | 0.19% | 9,584 | +588 | +6.54% | $1,362,812 |
| ISHARES TR | MUB | Other | 0.19% | 12,686 | +2,207 | +21.06% | $1,346,585 |
| ISHARES TR | USMV | Other | 0.18% | 14,244 | +1,056 | +8.01% | $1,320,981 |
| ZIONS BANCORPORATION NATL AS | ZION | Financial Services | 0.18% | 22,464 | +8,697 | +63.17% | $1,294,367 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.18% | 31,383 | +765 | +2.50% | $1,289,528 |
| ISHARES TR | IWC | Other | 0.17% | 7,743 | -177 | -2.23% | $1,235,851 |
| VANGUARD INDEX FDS | VNQ | Other | 0.17% | 13,824 | +51 | +0.37% | $1,226,165 |
| GLOBAL X FDS | SIL | Other | 0.17% | 13,195 | +50 | +0.38% | $1,188,650 |
| ISHARES INC | ESGE | Other | 0.16% | 25,160 | +2,839 | +12.72% | $1,144,041 |
| META PLATFORMS INC | META | Communication Services | 0.15% | 1,941 | +202 | +11.62% | $1,110,228 |
| BROADCOM INC | AVGO | Technology | 0.15% | 3,584 | +153 | +4.46% | $1,109,158 |
| TELEDYNE TECHNOLOGIES INC | TDY | Technology | 0.15% | 1,783 | +1 | +0.06% | $1,078,970 |
| ISHARES TR | SCZ | Other | 0.14% | 13,044 | -368 | -2.74% | $1,022,797 |
| WELLS FARGO & CO | WFC | Financial Services | 0.12% | 11,106 | +5,505 | +98.29% | $884,134 |
| ELI LILLY & CO | LLY | Healthcare | 0.12% | 954 | +39 | +4.26% | $877,163 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.12% | 2,463 | +101 | +4.28% | $832,349 |
| VISA INC | V | Financial Services | 0.11% | 2,712 | +1,109 | +69.18% | $819,583 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.11% | 3,329 | +181 | +5.75% | $813,767 |
| VANGUARD INDEX FDS | VBR | Other | 0.11% | 3,589 | +2 | +0.06% | $779,641 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.11% | 1,198 | - | - | $779,340 |
| ISHARES TR | AGG | Other | 0.10% | 7,531 | -304 | -3.88% | $747,591 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.10% | 1,482 | -17 | -1.13% | $740,599 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.10% | 15,288 | +53 | +0.35% | $732,769 |
| THE CIGNA GROUP | CI | Healthcare | 0.10% | 2,737 | +70 | +2.62% | $729,975 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.10% | 2,385 | +16 | +0.68% | $701,641 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.10% | 19,767 | +122 | +0.62% | $692,654 |
| CHEVRON CORPORATION | CVX | Energy | 0.09% | 3,260 | +197 | +6.43% | $674,400 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.09% | 3,296 | -1,003 | -23.33% | $670,432 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.09% | 2,099 | -3 | -0.14% | $652,426 |
| CATERPILLAR INC | CAT | Industrials | 0.09% | 909 | +52 | +6.07% | $644,146 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.09% | 4,768 | +3 | +0.06% | $633,718 |
| ISHARES TR | IXN | Other | 0.09% | 6,202 | +313 | +5.31% | $620,004 |
| SERVICENOW INC | NOW | Technology | 0.08% | 5,803 | +272 | +4.92% | $606,720 |
| PROSHARES TR | TQQQ | Other | 0.08% | 14,248 | -399 | -2.72% | $593,846 |
| VANGUARD WELLINGTON FD | VFMF | Other | 0.08% | 3,809 | +1 | +0.03% | $590,710 |
| SPDR GOLD TR | GLD | Other | 0.08% | 1,362 | +10 | +0.74% | $586,055 |
| VANGUARD INDEX FDS | VO | Other | 0.08% | 2,030 | +12 | +0.59% | $583,032 |
| ISHARES TR | SUB | Other | 0.08% | 5,361 | -226 | -4.05% | $570,967 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.08% | 3,799 | -164 | -4.14% | $555,736 |
| APPLIED MATLS INC | AMAT | Technology | 0.08% | 1,619 | -1,179 | -42.14% | $553,359 |
| MERCK & CO INC | MRK | Healthcare | 0.08% | 4,578 | +195 | +4.45% | $550,667 |
| CISCO SYS INC | CSCO | Technology | 0.08% | 6,988 | +3,626 | +107.85% | $542,165 |
| EXXON MOBIL CORP | XOM | Energy | 0.07% | 3,143 | +81 | +2.65% | $533,310 |