Q2 2026 13F · SEC CIK 1795173

Physician Wealth Advisors, Inc.

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $837.4M
Reported positions: 2,334
Top holdings a year, 3 yrs: +19.3%
Assets under management: $2.0B

Physician Wealth Advisors, Inc. is a wealth manager that reported 2,334 positions worth $837.4M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 12.3%), Spdr Series Trust (SPLG, 11.2%), Ishares Tr (ACWX, 5.3%). A portfolio copying its top holdings returned 19.3% a year over the last 3 years, against 20.4% for the S&P 500.

Physician Wealth Advisors, Inc. holdings largest 50 of 2,334 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Physician Wealth Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	12.3%	12.6%	137,564	-0.5%	$103.0M
SPLGSpdr Series Trust	11.2%	7.2%	1,069,899	+58.5%	$94.0M
ACWXIshares Tr	5.3%	4.7%	578,518	+17.6%	$44.0M
DFAIDimensional International Core Equity Ma	3.8%	4.1%	772,680	+1.2%	$31.9M
IVWIshares	3.8%	3.3%	230,758	+9.2%	$31.7M
DYNFIshares U.s. Equity Factor Rotation Acti	3.7%	3.5%	454,810	+4.4%	$30.9M
IVEIshares S&p 500 Value ETF	3.2%	4.0%	119,410	-11.7%	$27.1M
DFAEDimensional ETF Trust	3.1%	3.7%	640,767	-17.8%	$25.8M
ITOTIshares Total US Stock Market ETF	2.5%	2.5%	127,829	-0.2%	$21.0M
DFAUDimensional US Core Equity Market ETF	2.3%	2.4%	379,438	-0.6%	$19.6M
AAPLApple Inc	2.2%	2.2%	63,341	+1.1%	$18.3M
FBNDFidelity Merrimack Str Tr	1.9%	2.0%	357,130	+12.7%	$16.2M
BAIIshares A.i. Innovation and Tech Active	1.9%	1.8%	305,913	-20.8%	$16.1M
SPMOInvesco Exch Traded Fd Tr II	1.6%	1.6%	80,324	-23.3%	$13.0M
MGCVanguard Mega Cap ETF Total	1.5%	1.5%	44,771	+0.1%	$12.3M
IEFAIshares Core Msci Eafe ETF	1.4%	1.6%	124,846	-1.1%	$12.1M
IJHIshares Tr	1.4%	1.4%	148,503	-0.1%	$11.5M
DFAWDimensional ETF Trust	1.3%	1.5%	131,656	-11.0%	$10.9M
NVDANvidia Corporation Com	1.2%	1.3%	51,940	-3.9%	$10.4M
SHLDGlobal X Fds	1.2%	1.2%	169,122	+35.9%	$10.1M
BTHMBlackrock ETF Trust	1.0%	1.6%	201,376	-36.1%	$8.7M
IXUSIshares Core Msci Total International St	1.0%	1.1%	90,195	+0.1%	$8.6M
IALTBlackrock ETF Trust	1.0%	—	296,245	—	$8.3M
DGROIshares Core Dividend Growth ETF	1.0%	1.1%	107,581	-4.3%	$8.2M
VCRMVanguard Mun Bd Fds	0.8%	0.9%	88,686	+1.7%	$6.8M
DFCFDimensional ETF Trust	0.8%	0.6%	159,564	+55.3%	$6.7M
DFASDimensional ETF Trust	0.7%	0.8%	75,964	-0.0%	$6.3M
ESGUIshares Msci Usa Esg	0.7%	0.7%	37,743	+6.1%	$6.2M
DFACDimensional U.s. Core Equity 2	0.7%	0.8%	136,142	-1.9%	$6.0M
MSFTMicrosoft Corp	0.7%	0.8%	15,262	-3.7%	$5.7M
VGTVanguard Info Tech	0.7%	0.5%	45,963	+734.0%	$5.5M
FRELFidelity Covington Trust	0.6%	0.6%	159,503	-0.3%	$4.7M
VOOVanguard S&p 500 ETF	0.5%	0.4%	6,412	+23.1%	$4.4M
STIPIshares Tr	0.5%	0.6%	42,714	-0.2%	$4.4M
HQYHealthequity Inc	0.5%	0.5%	47,045	-0.0%	$4.2M
IJRIshares Core S&p Small Cap ETF	0.5%	0.5%	27,773	-4.1%	$4.1M
LRGFIshares Tr	0.5%	0.5%	50,029	+1.4%	$3.8M
AMZNAmazon Com Inc Com	0.4%	0.4%	14,604	-3.3%	$3.5M
QQQInvesco Qqq Tr	0.4%	0.4%	4,631	-2.3%	$3.4M
TNADirexion Shares ETF Trust	0.4%	—	42,581	—	$3.2M
GLDMWorld Gold Tr	0.4%	0.4%	40,244	+27.5%	$3.2M
GOOGLAlphabet Inc	0.4%	0.3%	8,757	+1.5%	$3.1M
QUALIshares Msci USA Quality Factor ETF	0.4%	2.0%	14,018	-81.7%	$3.1M
EFAVIshares Tr	0.3%	0.4%	32,819	-1.6%	$2.9M
DFUSDimensional ETF Trust	0.3%	0.3%	34,165	+0.0%	$2.8M
DFAXDimensional World Ex U.s. Core	0.3%	0.4%	73,584	-1.0%	$2.7M
SCHDSchwab Strategic Tr	0.3%	0.4%	85,399	+0.0%	$2.7M
MTUMIshares Msci USA Momentum Factor ETF	0.3%	—	7,786	—	$2.7M
IEMGIshares	0.3%	0.3%	30,650	-12.1%	$2.5M
TSLATesla Inc Com	0.3%	0.3%	5,908	+3.8%	$2.5M

What Physician Wealth Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.6% /yr; S&P 500 +20.1%
3 years: +19.3% /yr; S&P 500 +20.4%
5 years: +9.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$837.4M	2,334
Q1 2026	$718.5M	2,057
Q4 2025	$718.7M	2,027
Q3 2025	$702.6M	1,899
Q2 2025	$636.8M	1,800
Q1 2025	$580.8M	1,436
Q4 2024	$591.8M	1,148
Q3 2024	$554.2M	183
Q2 2024	$542.7M	182
Q1 2024	$475.6M	176
Q4 2023	$448.0M	167
Q3 2023	$388.7M	148

Questions about Physician Wealth Advisors, Inc.'s portfolio

What stocks does Physician Wealth Advisors, Inc. own?

Physician Wealth Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 2,334 positions worth $837.4M. The largest are Ishares Core S&p 500 ETF (IVV) at 12.3%, Spdr Series Trust (SPLG) at 11.2%, Ishares Tr (ACWX) at 5.3%, Dimensional International Core Equity Ma (DFAI) at 3.8% and Ishares (IVW) at 3.8%.

What did Physician Wealth Advisors, Inc. buy last quarter?

In Q2 2026, Physician Wealth Advisors, Inc. added Vanguard Info Tech (VGT) (+734.0% shares), Spdr Series Trust (SPLG) (+58.5% shares) and Dimensional ETF Trust (DFCF) (+55.3% shares), compared with its Q1 2026 filing.

What did Physician Wealth Advisors, Inc. sell last quarter?

In Q2 2026, Physician Wealth Advisors, Inc. cut from its top 50 Ishares Tr (EFV), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Glacier Bancorp Inc New (GBCI), Ishares Msci USA Quality Factor ETF (QUAL) (-81.7% shares), Blackrock ETF Trust (BTHM) (-36.1% shares) and Invesco Exch Traded Fd Tr II (SPMO) (-23.3% shares), compared with its Q1 2026 filing.

How has Physician Wealth Advisors, Inc.'s portfolio performed?

A portfolio copying Physician Wealth Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.6% against +20.1%. Over 5 years: +9.9% a year against +11.6%.

When is Physician Wealth Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Physician Wealth Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Physician Wealth Advisors, Inc. manage?

Physician Wealth Advisors, Inc. reported $2.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $837.4M.