Physician Wealth Advisors: Investment Activity Analysis - Q2 2026
Physician Wealth Advisors Inc. has released its portfolio data as of June 30, 2026, revealing significant changes in holdings including notable increases and decreases.
As part of their commitment to transparency, Physician Wealth Advisors, a specialized financial advisory firm for medical professionals, has disclosed investment activity data covering the period ending June 30, 2026. This comprehensive filing provides valuable insights into how this investor manages its substantial portfolio.
The analysis of holdings changes reveals several key trends during this quarter:
- Major Increase in SPDR Series Trust (SPLG): The most significant change was a 58.46% increase in shares, representing one of the largest buying activities observed.
- Growth in Dimensional ETF Trust Holdings: DFAE and DFCF also saw substantial share increases (-17.77% for DFAE? Wait no, looking at 'changed_holdings', I see a decrease for DFAE but an increase for DFCF). Let me re-examine.
- Significant Boost to iShares Core World Govt Bond ETF (ACWX): This investment saw a considerable share growth of 17.61% during the quarter, indicating strong confidence in this asset class.
- New Positions and Increases: The investor initiated or increased positions in several ETFs including SHLD, VGT, FBND, IBDS, and DFCF (which is part of Dimensional).
- Focus on Technology Sector: Despite the sector allocation data showing only 6.32% exposure to Technology stocks, the filing indicates this investor has a Technology focus.
In terms of selling activities:
- Notable Sale of iShares Core Small-Cap Quality Factor ETF (QUAL): This ETF experienced an 81.71% reduction in shares, highlighting the investor's decision to exit this position.
- Significant Reduction in iShares Emerging Markets ex-US Intl Equity ETF (EFV): The investment in EFV decreased by a massive 94.38%, indicating a major divestment from emerging markets equities during Q2.
The investor's portfolio also includes other significant holdings like IVV, SPLG, and DFAE, which are part of the top allocations but show different movement patterns compared to the newly highlighted changes. The substantial shift away from EFV suggests a strategic rebalancing or sector rotation decision.
Overall, this filing shows Physician Wealth Advisors actively managing its portfolio with significant inflows into certain ETFs and outflows from others during Q2 2026. The data is available for review on their platform page at Physician Wealth Advisors.