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CIK: 0001795173
Total reported value
$837.4M
$837.4M
176 檔
21.1%
During the Q1 2024 filing period, Physician Wealth Advisors, Inc. (CIK: 0001795173) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $837.4M across 176 reported positions.
During Q1 2024, Physician Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.22% | -0.26% | -1.24% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 10.66% | +4.04% | -18.00% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.95% | -0.03% | -6.92% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 3.78% | -0.33% | +3.21% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.54% | -1.68% | +4.38% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.03% | +0.16% | — | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.76% | -0.06% | +3.93% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.69% | -0.02% | +0.54% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.39% | -0.15% | -9.07% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.34% | +0.46% | +184.81% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.30% | -0.59% | +2.37% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.95% | — | +14.63% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.95% | -0.07% | +21.55% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.82% | -1.50% | -27.12% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.81% | -0.73% | +3481.73% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.79% | -0.03% | +409.66% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.61% | -0.06% | -1.27% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.48% | -0.13% | -0.34% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.14% | +3.07% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.36% | — | +14.23% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.22% | -0.03% | -0.05% | |
| 22 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.19% | -0.01% | +1.72% | |
| 23 | HQY | Healthequity Inc | Stock-Healthcare | 1.15% | -0.04% | -0.03% | |
| 24 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.11% | -0.04% | +0.72% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.98% | — | +2.46% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.96% | — | +146.64% | |
| 27 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.95% | -0.22% | +113.55% | |
| 28 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.87% | — | — | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.87% | -0.01% | -3.68% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.82% | -0.04% | -45.31% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.79% | +0.04% | -57.37% | |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.76% | -0.08% | -2.94% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | -0.07% | +14.12% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.61% | -0.04% | -0.36% | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.60% | -0.10% | +3.78% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.58% | -0.02% | +3.82% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | -0.02% | +4.42% | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.46% | -0.03% | -0.02% | |
| 39 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.43% | -0.01% | -5.70% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.03% | +3.42% | |
| 41 | IXC | Ishares Global Energy ETF | ETF-Other | 0.41% | — | +20.35% | |
| 42 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.40% | — | +2.89% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.40% | — | +5.87% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.36% | +0.12% | +4.27% | |
| 45 | IFRA | Ishares US Infrastructure | ETF-Other | 0.35% | — | +4.52% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.33% | — | +1.49% | |
| 47 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.33% | -0.01% | -2.27% | |
| 48 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.33% | +0.12% | -4.98% | |
| 49 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.31% | -0.01% | +0.38% | |
| 50 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.30% | +0.06% | +0.76% |
According to official SEC Form 13F filings, Physician Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $837.4M across 176 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SPYM, ITOT) accounted for 21.1% of total reported equity market value during Q1 2024.
During Q1 2024, Physician Wealth Advisors, Inc.'s top holdings by market value included IVV (15.2%)、SPYM (10.7%)、ITOT (4.0%). The largest single position, IVV, represented 15.2% of total portfolio value.
In Q1 2024, Physician Wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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