13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001795173
Total reported value
$837.4M
$837.4M
1800 檔
22.7%
At the close of Q2 2025, Physician Wealth Advisors, Inc. disclosed equity holdings valued at approximately $837.4M, spread across 1800 reported holdings.
In Q2 2025, Physician Wealth Advisors, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1800 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.14% | -0.26% | +0.91% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.42% | -1.68% | +5.56% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.36% | +4.04% | -42.48% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 4.04% | -0.33% | -0.39% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.83% | -1.50% | +55.52% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.43% | +0.16% | +3.57% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.31% | +0.46% | -15.09% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.91% | -0.03% | -4.96% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.82% | -0.73% | +7.71% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.71% | -0.06% | +1.58% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.70% | -0.04% | +85.83% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.47% | -0.02% | +0.35% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.06% | -0.59% | -1.02% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.03% | -0.07% | +15.73% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.90% | -0.15% | -2.48% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.72% | — | -4.08% | |
| 17 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.55% | -0.22% | +0.56% | |
| 18 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.52% | -0.04% | +53.30% | |
| 19 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.50% | -0.55% | — | |
| 20 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.40% | -0.01% | +4.55% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.38% | -0.03% | +2.47% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.14% | +1.10% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.21% | -0.13% | -2.08% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.19% | -0.06% | -6.58% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | -0.07% | +3.85% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.15% | — | -13.60% | |
| 27 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.10% | -0.08% | +0.29% | |
| 28 | HQY | Healthequity Inc | Stock-Healthcare | 0.88% | -0.04% | +0.01% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.86% | -0.03% | +0.18% | |
| 30 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.75% | -0.04% | -4.70% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.69% | +0.04% | -0.58% | |
| 32 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.67% | -0.10% | +3.41% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.65% | -0.10% | +22.68% | |
| 34 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.64% | — | +2.44% | |
| 35 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.61% | +0.16% | +25017.22% | |
| 36 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.61% | -0.03% | -28.69% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | -0.01% | -1.42% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.51% | -0.02% | -1.90% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | -0.02% | -3.13% | |
| 40 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.48% | -0.08% | -5.42% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.47% | +0.12% | +11.01% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.10% | -0.12% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | -0.04% | -2.90% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.03% | +0.98% | |
| 45 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.40% | — | +2.41% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.02% | +3.90% | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.37% | -0.03% | +0.04% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.35% | -0.01% | +1.13% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | +0.01% | +11.76% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.05% | +6.96% |
According to official SEC Form 13F filings, Physician Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $837.4M across 1800 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QUAL, SPYM) accounted for 22.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
THRO
市值: $9.5M
Top Position Liquidated / Trimmed
SPYM
前期市值: $43.7M
During Q2 2025, Physician Wealth Advisors, Inc.'s top holdings by market value included IVV (13.1%)、QUAL (4.4%)、SPYM (4.4%). The largest single position, IVV, represented 13.1% of total portfolio value.
In Q2 2025, Physician Wealth Advisors, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 31 positions, trimming 18 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.