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
1899 檔
24.6%
As reported in its official Q3 2025 Form 13F filing, Physician Wealth Advisors, Inc.'s tracked investment portfolio stood at $837.4M with 1899 total positions.
In Q3 2025, Physician Wealth Advisors, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1899 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.91% | -0.26% | +0.56% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.50% | +4.04% | +5.59% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.25% | +0.16% | +25.93% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 3.92% | -0.33% | +1.69% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.69% | -1.68% | -13.35% | |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 3.29% | -0.04% | +116.53% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.26% | +0.46% | -0.90% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.90% | -0.73% | +7.65% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.87% | -0.02% | +3.42% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.75% | -1.50% | -25.83% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.72% | -0.03% | -4.46% | |
| 12 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.62% | -0.59% | +29.12% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.50% | -0.06% | -5.82% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.30% | -0.04% | -14.29% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.94% | -0.07% | +4.14% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.67% | -0.15% | -7.51% | |
| 17 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.65% | +0.16% | +150.83% | |
| 18 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.59% | -0.22% | +5.85% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | -0.07% | +24.23% | |
| 20 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.52% | -0.55% | +5.07% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.47% | -0.01% | +6.55% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.14% | +8.74% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.31% | -0.03% | -0.75% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.13% | -0.13% | -3.03% | |
| 25 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.06% | -0.08% | -0.87% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.06% | -0.06% | -8.13% | |
| 27 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.05% | -0.03% | +62.56% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.80% | -0.03% | -4.86% | |
| 29 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.77% | -0.02% | — | |
| 30 | HQY | Healthequity Inc | Stock-Healthcare | 0.72% | -0.04% | -0.01% | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.72% | — | +15.24% | |
| 32 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.71% | -0.10% | +14.41% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.69% | +0.04% | +2.88% | |
| 34 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.67% | -0.04% | -3.52% | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.61% | -0.10% | +4.37% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.53% | +0.12% | +11.12% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | -0.01% | -1.19% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | -0.02% | +11.47% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.02% | +27.80% | |
| 40 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.45% | — | +16.46% | |
| 41 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.43% | -0.08% | -2.20% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.10% | +1.96% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.03% | +1.25% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | +0.01% | -0.46% | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.38% | — | -76.09% | |
| 46 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.35% | -0.01% | +2.00% | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.35% | -0.03% | -4.19% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.33% | -0.04% | -14.98% | |
| 49 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.29% | +0.06% | +0.06% | |
| 50 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.27% | +0.12% | — |
According to official SEC Form 13F filings, Physician Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $837.4M across 1899 disclosed positions in Q3 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, SPYM, DYNF) accounted for 24.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
THRO
市值: $10.7M
Top Position Liquidated / Trimmed
SPYM
前期市值: $43.7M
During Q3 2025, Physician Wealth Advisors, Inc.'s top holdings by market value included IVV (12.9%)、SPYM (4.5%)、DYNF (4.3%). The largest single position, IVV, represented 12.9% of total portfolio value.
In Q3 2025, Physician Wealth Advisors, Inc. made 49 total portfolio adjustments, initiating 3 new buys, adding to 32 positions, trimming 14 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.