Physician Wealth Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$718.5M
Q ending 2026-03-31
Prior quarter
$718.7M
Q ending 2025-12-31
Change
+0.0% QoQ · +23.7% YoY
Positions
2,057
reported holdings
Largest positions
Top 100 of 2,057 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $90.3M | 138K |
| Spdr Series Trust | SPYM | Shares | $51.7M | 675K |
| Ishares Tr | ACWX | Shares | $33.7M | 492K |
| Dimensional Etf Trust | DFAI | Shares | $29.7M | 763K |
| Ishares Tr | IVE | Shares | $28.5M | 135K |
| Dimensional Etf Trust | DFAE | Shares | $26.4M | 779K |
| Blackrock Etf Trust | DYNF | Shares | $25.3M | 436K |
| Ishares Tr | IVW | Shares | $23.9M | 211K |
| Ishares Tr | ITOT | Shares | $18.2M | 128K |
| Dimensional Etf Trust | DFAU | Shares | $17.2M | 382K |
| Apple Inc | AAPL | Shares | $15.9M | 63K |
| Ishares Tr | QUAL | Shares | $14.7M | 77K |
| Fidelity Merrimack Str Tr | FBND | Shares | $14.5M | 317K |
| Blackrock Etf Trust | BAI | Shares | $12.7M | 386K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $11.7M | 105K |
| Ishares Tr | IEFA | Shares | $11.4M | 126K |
| Blackrock Etf Trust | THRO | Shares | $11.4M | 315K |
| Ishares Tr | EFV | Shares | $11.4M | 153K |
| Dimensional Etf Trust | DFAW | Shares | $10.9M | 148K |
| Vanguard World Fd | MGC | Shares | $10.6M | 45K |
| Ishares Tr | IJH | Shares | $10.0M | 149K |
| Nvidia Corporation | NVDA | Shares | $9.4M | 54K |
| Global X Fds | SHLD | Shares | $8.8M | 124K |
| Ishares Tr | DGRO | Shares | $7.9M | 112K |
| Ishares Tr | IXUS | Shares | $7.8M | 90K |
| Vanguard Mun Bd Fds | VCRM | Shares | $6.6M | 87K |
| Microsoft Corp | MSFT | Shares | $5.9M | 16K |
| Dimensional Etf Trust | DFAS | Shares | $5.4M | 76K |
| Dimensional Etf Trust | DFAC | Shares | $5.4M | 139K |
| Ishares Tr | ESGU | Shares | $5.0M | 36K |
| Ishares Tr | STIP | Shares | $4.4M | 43K |
| Dimensional Etf Trust | DFCF | Shares | $4.3M | 103K |
| Fidelity Covington Trust | FREL | Shares | $4.3M | 160K |
| Healthequity Inc | HQY | Shares | $3.9M | 47K |
| Vanguard World Fd | VGT | Shares | $3.8M | 6K |
| Ishares Tr | IJR | Shares | $3.6M | 29K |
| Ishares Tr | LRGF | Shares | $3.3M | 49K |
| Amazon Com Inc | AMZN | Shares | $3.1M | 15K |
| Vanguard Index Fds | VOO | Shares | $3.1M | 5K |
| Ishares Tr | EFAV | Shares | $3.0M | 33K |
| World Gold Tr | GLDM | Shares | $2.9M | 32K |
| Invesco Qqq Tr | QQQ | Shares | $2.7M | 5K |
| Schwab Strategic Tr | SCHD | Shares | $2.6M | 85K |
| Dimensional Etf Trust | DFAX | Shares | $2.5M | 74K |
| Alphabet Inc | GOOGL | Shares | $2.5M | 9K |
| Ishares Inc | IEMG | Shares | $2.4M | 35K |
| Dimensional Etf Trust | DFUS | Shares | $2.4M | 34K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.1M | 4K |
| Tesla Inc | TSLA | Shares | $2.1M | 6K |
| Glacier Bancorp Inc New | GBCI | Shares | $2.0M | 44K |
| Costco Wholesale Corporation | COST | Shares | $1.9M | 2K |
| Direxion Shares Etf Trust | TNA | Shares | $1.9M | 43K |
| Ishares Tr | MTUM | Shares | $1.9M | 8K |
| Walmart Inc | WMT | Shares | $1.8M | 15K |
| Ishares Tr | IJS | Shares | $1.7M | 14K |
| Ishares Tr | EFG | Shares | $1.5M | 13K |
| Vanguard Index Fds | VV | Shares | $1.5M | 5K |
| Ishares Inc | EEMV | Shares | $1.5M | 23K |
| Extra Space Storage Inc | EXR | Shares | $1.4M | 11K |
| Alphabet Inc | GOOG | Shares | $1.4M | 5K |
| Ishares Tr | VLUE | Shares | $1.4M | 10K |
| Ishares Tr | MUB | Shares | $1.3M | 13K |
| Ishares Tr | USMV | Shares | $1.3M | 14K |
| Zions Bancorporation Natl As | ZION | Shares | $1.3M | 22K |
| Dimensional Etf Trust | DFSU | Shares | $1.3M | 31K |
| Ishares Tr | IWC | Shares | $1.2M | 8K |
| Vanguard Index Fds | VNQ | Shares | $1.2M | 14K |
| Global X Fds | SIL | Shares | $1.2M | 13K |
| Ishares Inc | ESGE | Shares | $1.1M | 25K |
| Meta Platforms Inc | META | Shares | $1.1M | 2K |
| Broadcom Inc | AVGO | Shares | $1.1M | 4K |
| Teledyne Technologies Inc | TDY | Shares | $1.1M | 2K |
| Ishares Tr | SCZ | Shares | $1.0M | 13K |
| Wells Fargo & Co | WFC | Shares | $884K | 11K |
| Eli Lilly & Co | LLY | Shares | $877K | 954 |
| Taiwan Semiconductor Manufac | TSM | Shares | $832K | 2K |
| Visa Inc | V | Shares | $820K | 3K |
| Johnson & Johnson | JNJ | Shares | $814K | 3K |
| Vanguard Index Fds | VBR | Shares | $780K | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $779K | 1K |
| Ishares Tr | AGG | Shares | $748K | 8K |
| Mastercard Incorporated | MA | Shares | $741K | 1K |
| Dimensional Etf Trust | DFNM | Shares | $733K | 15K |
| The Cigna Group | CI | Shares | $730K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $702K | 2K |
| Dimensional Etf Trust | DFSV | Shares | $693K | 20K |
| Chevron Corporation | CVX | Shares | $674K | 3K |
| Advanced Micro Devices Inc | AMD | Shares | $670K | 3K |
| Mcdonalds Corp | MCD | Shares | $652K | 2K |
| Caterpillar Inc | CAT | Shares | $644K | 909 |
| Select Sector Spdr Tr | XLK | Shares | $634K | 5K |
| Ishares Tr | IXN | Shares | $620K | 6K |
| Servicenow Inc | NOW | Shares | $607K | 6K |
| Innovator Etfs Trust | DDFS | Shares | $603K | 29K |
| Proshares Tr | TQQQ | Shares | $594K | 14K |
| Vanguard Wellington Fd | VFMF | Shares | $591K | 4K |
| Spdr Gold Tr | GLD | Shares | $586K | 1K |
| Vanguard Index Fds | VO | Shares | $583K | 2K |
| Ishares Tr | SUB | Shares | $571K | 5K |
| Palantir Technologies Inc | PLTR | Shares | $556K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.