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CIK: 0001795173
Total reported value
$837.4M
$837.4M
2057 檔
27.9%
In Q1 2026, Physician Wealth Advisors, Inc.'s U.S. equity holdings reached a combined market value of $837.4M, distributed across 2057 disclosed stock positions.
In Q1 2026, Physician Wealth Advisors, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 113 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2057 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.56% | -0.26% | +1.34% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.19% | +4.04% | +62.40% | |
| 3 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 4.69% | +0.57% | — | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 4.14% | -0.33% | +0.56% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.97% | -0.73% | -5.02% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.67% | -0.59% | +4.86% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.53% | +0.16% | -16.35% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.33% | +0.46% | +6.91% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.54% | -0.03% | +1.14% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.40% | -0.06% | +0.48% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.21% | -0.02% | +0.55% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.05% | -1.68% | +1.65% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.01% | -0.07% | +11.35% | |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.77% | +0.16% | +4.67% | |
| 15 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.63% | -0.08% | +5.67% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.59% | -0.15% | -3.75% | |
| 17 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.59% | -0.55% | +6.84% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.58% | -1.50% | -43.32% | |
| 19 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.52% | -0.22% | -2.31% | |
| 20 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.47% | -0.01% | +2.38% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.40% | -0.03% | +1.35% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | -0.07% | +1.06% | |
| 23 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.23% | -0.02% | +49.51% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.10% | -0.13% | -1.38% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.09% | -0.06% | +0.16% | |
| 26 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.91% | -0.10% | +7.05% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.14% | +11.08% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.75% | — | +1.07% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.75% | -0.03% | -0.62% | |
| 30 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.70% | +0.04% | +5.74% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.62% | -0.10% | -1.43% | |
| 32 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.60% | +0.20% | +321.19% | |
| 33 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.60% | -0.04% | -0.18% | |
| 34 | HQY | Healthequity Inc | Stock-Healthcare | 0.55% | -0.04% | +0.01% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.54% | +0.12% | +6.49% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | -0.01% | -1.99% | |
| 37 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.45% | — | +3.34% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | -0.02% | +1.98% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.10% | +1.70% | |
| 40 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.42% | -0.08% | -2.99% | |
| 41 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.41% | -0.03% | -65.50% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | +0.03% | +2.09% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.36% | -0.04% | +3.25% | |
| 44 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.35% | -0.03% | +0.04% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.02% | +2.35% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.34% | -0.04% | -86.07% | |
| 47 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.34% | -0.01% | +0.14% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.02% | -2.70% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | +0.01% | -4.11% | |
| 50 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.27% | — | +367325.00% |
According to official SEC Form 13F filings, Physician Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $837.4M across 2057 disclosed positions in Q1 2026.
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, ACWX) accounted for 27.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
ACWX
市值: $33.7M
Top Position Liquidated / Trimmed
BXSL
前期市值: $255.4K
During Q1 2026, Physician Wealth Advisors, Inc.'s top holdings by market value included IVV (12.6%)、SPYM (7.2%)、ACWX (4.7%). The largest single position, IVV, represented 12.6% of total portfolio value.
In Q1 2026, Physician Wealth Advisors, Inc. made 194 total portfolio adjustments, initiating 15 new buys, adding to 113 positions, trimming 61 holdings, and fully liquidating 5 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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