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CIK: 0001795173
Total reported value
$837.4M
$837.4M
2027 檔
26.0%
The Q4 2025 SEC filing reveals that Physician Wealth Advisors, Inc. held a total portfolio value of $837.4M, covering 2027 public equity positions.
Physician Wealth Advisors, Inc. executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 22 positions.
Showing top 200 holdings (of 2027 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.00% | -0.26% | +0.67% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.64% | +4.04% | +2.99% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.41% | +0.16% | +3.25% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.20% | -0.73% | +44.12% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 4.03% | -0.33% | +0.22% | |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 3.40% | -0.04% | +2.58% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.39% | +0.46% | +4.20% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.37% | -0.59% | +27.23% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.68% | -1.50% | -5.44% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.62% | -0.03% | -3.50% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.47% | -0.06% | -0.85% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.36% | -0.02% | -21.39% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.34% | -0.04% | +1.94% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.08% | -1.68% | -43.43% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.82% | -0.07% | -3.40% | |
| 16 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.71% | +0.16% | +8.47% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.64% | -0.08% | +60.52% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.63% | -0.15% | -2.18% | |
| 19 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.58% | -0.55% | +4.63% | |
| 20 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.56% | -0.22% | -2.73% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.53% | -0.01% | +3.54% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | -0.07% | -9.71% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.35% | -0.03% | +4.24% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.10% | -0.13% | -2.37% | |
| 25 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.09% | -0.03% | -5.11% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.06% | -0.06% | -0.14% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.14% | -20.14% | |
| 28 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.86% | -0.10% | +22.90% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.77% | -0.03% | -3.54% | |
| 30 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.75% | -0.02% | +8.76% | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.73% | — | +1.78% | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.70% | +0.04% | +1.27% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.62% | -0.10% | +4.03% | |
| 34 | HQY | Healthequity Inc | Stock-Healthcare | 0.60% | -0.04% | -12.16% | |
| 35 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.60% | -0.04% | -5.36% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.54% | +0.12% | +3.56% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | -0.01% | +0.03% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | -0.02% | -5.71% | |
| 39 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.46% | — | +4.42% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.10% | +3.64% | |
| 41 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.41% | -0.08% | -4.27% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.03% | -3.15% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | +0.01% | -3.04% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.02% | +6.96% | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.35% | -0.01% | -0.11% | |
| 46 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.34% | -0.03% | -4.49% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.02% | -27.32% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.32% | -0.04% | -1.75% | |
| 49 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.27% | +0.06% | — | |
| 50 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.27% | +0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | +1.3% | +44.12% | Add |
| 2 | DFAE | Dimensional Emerging Core Eq | +0.8% | +27.23% | Add |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | +0.6% | +60.52% | Add |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +3.25% | Add |
| 5 | VCRM | Vanguard Core Tax-ex Bond | +0.2% | +22.90% | Add |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +2.99% | Add |
| 7 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +4.20% | Add |
| 8 | DFCF | Dimensional Core Fixed Inc | +0.1% | +576.22% | Add |
| 9 | DFAI | Dimensional International Co | +0.1% | +0.22% | Add |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +2.58% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.96% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.67% | Add |
| 13 | SIL | Global X Silver Miners ETF | +0.1% | +59.82% | Add |
| 14 | THRO | Ishares U.s. Thematic Rotati | +0.1% | +4.63% | Add |
| 15 | MGC | Vanguard Mega Cap ETF | +0.1% | +3.54% | Add |
| 16 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +8.47% | Add |
| 17 | IEMG | Ishares Core Msci Emerging | 0% | +1.94% | Add |
| 18 | IJH | Ishares Core S&p Midcap ETF | 0% | +4.24% | Add |
| 19 | GLDM | Spdr Gold Minishares Trust | 0% | -5.11% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | 0% | +0.90% | Add |
| 21 | LLY | Eli Lilly & Co | 0% | +3.39% | Add |
| 22 | VTI | Vanguard Total Stock Mkt ETF | 0% | +385.33% | Add |
| 23 | AMD | Advanced Micro Devices | 0% | +2.36% | Add |
| 24 | AMAT | Applied Materials Inc | 0% | +8.32% | Add |
| 25 | DFAU | Dimensional US Core Equity M | 0% | -0.85% | Trim |
| 26 | RTX | Rtx CORP | 0% | -62.12% | Trim |
| 27 | NOW | Servicenow Inc | 0% | +352.99% | Add |
| 28 | META | Meta Platforms Inc-class A | 0% | -9.80% | Trim |
| 29 | PG | Procter & Gamble Co/the | 0% | -31.70% | Trim |
| 30 | ORCL | Oracle CORP | 0% | -25.80% | Trim |
| 31 | COST | Costco Wholesale CORP | 0% | -5.69% | Trim |
| 32 | ISRG | Intuitive Surgical Inc | -0.1% | -79.66% | Trim |
| 33 | SUB | Ishares Short-term National | -0.1% | -38.77% | Trim |
| 34 | FREL | Fidelity Msci Rl Est Indx | -0.1% | -5.36% | Trim |
| 35 | PHYS | Sprott Physical Gold Trust | -0.1% | -98.40% | Trim |
| 36 | PEP | Pepsico Inc | -0.1% | -65.69% | Trim |
| 37 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -3.50% | Trim |
| 38 | HQY | Healthequity Inc | -0.1% | -12.16% | Trim |
| 39 | FBND | Fidelity Total Bond ETF | -0.1% | -3.40% | Trim |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -27.32% | Trim |
| 41 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | -39.42% | Trim |
| 42 | NVDA | Nvidia CORP | -0.2% | -9.71% | Trim |
| 43 | UNP | Union Pacific CORP | -0.2% | -83.44% | Trim |
| 44 | MSFT | Microsoft CORP | -0.4% | -20.14% | Trim |
| 45 | AAPL | Apple Inc | -0.5% | -21.39% | Trim |
| 46 | QUAL | Ishares Msci USA Quality Fac | -1.6% | -43.43% | Trim |
| 47 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 48 | VOOG | Vanguard S&p 500 Growth ETF | — | NEW | New buy |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | Sold out |
| 50 | PYLD | Pimco Multisector Bond Actv | — | NEW | New buy |
According to official SEC Form 13F filings, Physician Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $837.4M across 2027 disclosed positions in Q4 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 26.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
VOOG
市值: $305.3K
Top Position Liquidated / Trimmed
IBDQ
前期市值: $366.6K
During Q4 2025, Physician Wealth Advisors, Inc.'s top holdings by market value included IVV (13.0%)、SPYM (4.6%)、DYNF (4.4%). The largest single position, IVV, represented 13.0% of total portfolio value.
In Q4 2025, Physician Wealth Advisors, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 24 positions, trimming 22 holdings, and fully liquidating 2 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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