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CIK: 0001795173
Total reported value
$869.4M
$869.4M
2334 檔
35.0%
During the Q2 2026 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 $869.4M across 2334 reported positions.
In Q2 2026, Physician Wealth Advisors, Inc. displayed an active expansion posture, initiating 20 new positions and adding to 107 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPYM, ACWX) accounted for 35.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
IALT
市值: $8.3M
Top Position Liquidated / Trimmed
PYLD
前期市值: $197.8K
Showing top 200 holdings (of 2334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.30% | +0.31% | -0.46% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.23% | +0.51% | +58.46% | |
| 3 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 5.26% | +2.57% | +17.61% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 3.81% | +0.23% | +1.21% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.79% | +0.05% | +9.15% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.69% | -0.07% | +4.41% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.24% | -0.02% | -11.67% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.08% | -1.15% | -17.77% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.51% | -0.21% | -0.23% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.34% | -0.07% | -0.63% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.19% | +0.26% | +1.11% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.94% | -0.32% | +12.66% | |
| 13 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.93% | -0.41% | -20.81% | |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.55% | -1.53% | -23.27% | |
| 15 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.46% | -1.34% | +0.10% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.44% | -0.05% | -1.11% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.37% | -0.17% | -0.14% | |
| 18 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.30% | -0.11% | -10.98% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.18% | -3.91% | |
| 20 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.21% | -0.21% | +35.89% | |
| 21 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.04% | +0.01% | -36.07% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.03% | -0.10% | +0.06% | |
| 23 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 0.99% | +0.05% | — | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.97% | -0.05% | -4.29% | |
| 25 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.81% | +0.14% | +1.68% | |
| 26 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.80% | +0.08% | +55.28% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.75% | -0.07% | -0.04% | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.74% | -0.01% | +6.07% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.72% | -0.10% | -1.93% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | +0.28% | -3.69% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.66% | +0.01% | +734.02% | |
| 32 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.56% | -0.08% | -0.27% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.31% | +23.07% | |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.52% | -0.01% | -0.17% | |
| 35 | HQY | Healthequity Inc | Stock-Healthcare | 0.51% | -0.22% | -0.01% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.49% | -0.07% | -4.12% | |
| 37 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.45% | -0.40% | +1.43% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.02% | -3.35% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | — | -2.34% | |
| 40 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.38% | -0.10% | — | |
| 41 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.38% | +0.03% | +27.52% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.01% | +1.47% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.37% | -0.02% | -81.71% | |
| 44 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.34% | -0.01% | -1.63% | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.33% | +0.01% | +0.04% | |
| 46 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.32% | -0.01% | -1.01% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.32% | — | +0.03% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.32% | -0.04% | — | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.30% | +0.01% | -12.14% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.05% | +3.85% |
According to official SEC Form 13F filings, Physician Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $869.4M across 2334 disclosed positions in Q2 2026.
During Q2 2026, Physician Wealth Advisors, Inc.'s top holdings by market value included IVV (12.3%)、SPYM (11.2%)、ACWX (5.3%). The largest single position, IVV, represented 12.3% of total portfolio value.
In Q2 2026, Physician Wealth Advisors, Inc. made 197 total portfolio adjustments, initiating 20 new buys, adding to 107 positions, trimming 65 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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