Physician Wealth Advisors, Inc.
Filing Date
Global Rank
#5,374
/ 8,578
▲ 121
Top Industry
Consumer Electronics
14.8%
3Y Alpha vs SPY
-3.3%
Period ended 3 months ago
Filed Apr 24, 2026 · 53d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+64.1%
SPY
+78.1%
Annualised alpha
-3.3%
Max drawdown
−20.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1,687 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.8%
−0.4 pts
Top 5
33.2%
−5.2 pts
Top 10
44.0%
−6.0 pts
HHI
352
Diversified−53
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.9% | $42,580,332 |
| Financial Services | 12.7% | $14,666,314 |
| Healthcare | 9.9% | $11,398,856 |
| Consumer Cyclical | 8.0% | $9,251,730 |
| Unclassified | 6.7% | $7,736,076 |
| Industrials | 5.8% | $6,650,920 |
| Consumer Defensive | 4.9% | $5,653,702 |
| Communication Services | 4.7% | $5,417,440 |
| Energy | 3.6% | $4,196,358 |
| Real Estate | 2.7% | $3,103,689 |
| Utilities | 2.0% | $2,304,571 |
| Basic Materials | 2.0% | $2,290,565 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GBCI | Glacier Bancorp, Inc. | +44,079 | 44,091 | $1,969,544 | |
| ZION | Zions Bancorporation, National Association /Ut/ | +8,697 | 22,464 | $1,294,375 | |
| WFC | Wells Fargo & Company/Mn | +5,505 | 11,106 | $884,148 | |
| CSCO | Cisco Systems, Inc. | +3,626 | 6,988 | $542,198 | |
| GPK | Graphic Packaging Holding Co | +3,087 | 3,220 | $32,006 | |
| FAF | First American Financial Corp | +1,744 | 2,081 | $125,463 | |
| INTC | Intel Corp | +1,711 | 7,348 | $324,267 | |
| WY | Weyerhaeuser Co | +1,692 | 2,254 | $55,065 | |
| DIS | Walt Disney Co | +1,690 | 4,170 | $401,904 | |
| MDT | Medtronic plc | +1,640 | 3,798 | $329,096 | |
| MSFT | Microsoft Corp | +1,580 | 15,846 | $5,865,713 | |
| V | Visa Inc. | +1,109 | 2,712 | $819,674 | |
| PFE | Pfizer Inc | +997 | 10,522 | $295,457 | |
| LPL | LG Display Co., Ltd. | +866 | 1,566 | $6,076 | |
| BE | Bloom Energy Corp | +743 | 779 | $105,546 | |
| ORCL | Oracle Corp | +682 | 1,942 | $285,687 | |
| NFLX | Netflix Inc | +594 | 3,360 | $323,064 | |
| NVDA | Nvidia Corp | +567 | 54,053 | $9,426,843 | |
| T | At&T Inc. | +522 | 10,516 | $304,858 | |
| WMT | Walmart Inc. | +492 | 14,739 | $1,831,762 | |
| VICI | Vici Properties Inc. | +483 | 1,369 | $37,401 | |
| GE | General Electric Co | +453 | 1,480 | $419,979 | |
| FBIN | Fortune Brands Innovations, Inc. | +451 | 477 | $18,588 | |
| MBC | MasterBrand, Inc. | +450 | 475 | $3,947 | |
| PYPL | PayPal Holdings, Inc. | +398 | 1,689 | $76,393 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | −59,918 | 31,558 | $2,925,111 | |
| GSBD | Goldman Sachs BDC, Inc. | −47,100 | 329 | $2,921 | |
| SBUX | Starbucks Corp | −2,366 | 761 | $68,177 | |
| EQR | Equity Residential | −2,196 | 100 | $5,915 | |
| AMAT | Applied Materials Inc /De | −1,179 | 1,619 | $553,358 | |
| AMD | Advanced Micro Devices Inc | −1,003 | 3,296 | $670,505 | |
| SLV | iShares Silver Trust | −924 | 2,847 | $193,994 | |
| SQM | Chemical & Mining Co Of Chile Inc | −910 | 20 | $1,618 | |
| CWAN | Clearwater Analytics Holdings, Inc. | −878 | 68 | $1,608 | |
| SYK | Stryker Corp | −676 | 320 | $105,148 | |
| OWL | Blue Owl Capital Inc. | −638 | 1,077 | $9,833 | |
| ASAN | Asana, Inc. | −566 | 68 | $435 | |
| VISN | Vistance Networks, Inc. | −534 | 230 | $4,186 | |
| GSK | GSK plc | −503 | 992 | $54,748 | |
| RNW | ReNew Energy Global plc | −481 | 207 | $948 | |
| CMCSA | Comcast Corp | −472 | 3,554 | $102,035 | |
| CAG | Conagra Brands Inc. | −381 | 76 | $1,194 | |
| GRAB | Grab Holdings Ltd | −360 | 150 | $549 | |
| ICL | ICL Group Ltd. | −356 | 1,122 | $5,811 | |
| CTRA | Coterra Energy Inc. | −349 | 29 | $1,019 | |
| INFY | Infosys Ltd | −341 | 547 | $7,389 | |
| GEN | Gen Digital Inc. | −280 | 106 | $1,995 | |
| HBAN | Huntington Bancshares Inc /Md/ | −278 | 690 | $10,798 | |
| WIT | Wipro Ltd | −265 | 2,894 | $6,135 | |
| KDP | Keurig Dr Pepper Inc. | −260 | 268 | $7,056 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 484 | $95,454 | |
| AMCR | Amcor plc | 308 | $12,243 | |
| NBIS | Nebius Group N.V. | 95 | $9,857 | |
| CHRD | Chord Energy Corp | 41 | $5,829 | |
| FXF | Invesco CurrencyShares Swiss Franc Trust | 45 | $4,968 | |
| BNTX | BioNTech SE | 53 | $4,710 | |
| VSNT | Versant Media Group, Inc. | 112 | $4,146 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 57 | $3,710 | |
| PRVA | Privia Health Group, Inc. | 163 | $3,352 | |
| GEF | Greif, Inc | 49 | $3,286 | |
| VG | Venture Global, Inc. | 206 | $3,246 | |
| CNH | CNH Industrial N.V. | 295 | $3,245 | |
| EXP | Eagle Materials Inc | 17 | $3,220 | |
| R | Ryder System Inc | 14 | $2,865 | |
| QTWO | Q2 Holdings, Inc. | 59 | $2,790 | |
| ACHC | Acadia Healthcare Company, Inc. | 119 | $2,783 | |
| SLG | Sl Green Realty Corp | 74 | $2,733 | |
| VC | Visteon Corp | 30 | $2,733 | |
| QFIN | Qfin Holdings, Inc. | 205 | $2,646 | |
| VOYA | Voya Financial, Inc. | 37 | $2,527 | |
| EXLS | ExlService Holdings, Inc. | 80 | $2,436 | |
| INTA | Intapp, Inc. | 94 | $2,414 | |
| UPST | Upstart Holdings, Inc. | 93 | $2,385 | |
| APAM | Artisan Partners Asset Management Inc. | 57 | $2,074 | |
| LAZ | Lazard, Inc. | 47 | $1,996 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BXSL | Blackstone Secured Lending Fund | 9,700 | $255,401 | |
| ALB | Albemarle Corp | 462 | $65,345 | |
| FICO | Fair Isaac Corp | 16 | $27,049 | |
| MKL | Markel Group Inc. | 8 | $17,197 | |
| PERI | Perion Network Ltd. | 984 | $9,426 | |
| CSGP | Costar Group, Inc. | 140 | $9,413 | |
| CSW | Csw Industrials, Inc. | 30 | $8,805 | |
| FSLR | First Solar, Inc. | 26 | $6,791 | |
| FNF | Fidelity National Financial, Inc. | 122 | $6,659 | |
| ENB | Enbridge Inc | 100 | $4,783 | |
| VRTS | Virtus Investment Partners, Inc. | 28 | $4,568 | |
| RHI | Robert Half Inc. | 160 | $4,345 | |
| U | Unity Software Inc. | 91 | $4,019 | |
| CUZ | Cousins Properties Inc | 145 | $3,738 | |
| NTGR | Netgear, Inc. | 132 | $3,237 | |
| MC | Moelis & Co | 43 | $2,955 | |
| REYN | Reynolds Consumer Products Inc. | 123 | $2,819 | |
| KFRC | Kforce Inc | 86 | $2,659 | |
| REFI | Chicago Atlantic Real Estate Finance, Inc. | 185 | $2,268 | |
| PFSI | PennyMac Financial Services, Inc. | 17 | $2,241 | |
| CCU | United Breweries Co Inc | 172 | $2,194 | |
| WMG | Warner Music Group Corp. | 71 | $2,177 | |
| KRC | Kilroy Realty Corp | 57 | $2,130 | |
| DX | Dynex Capital Inc | 137 | $1,919 | |
| MDLN | Medline Inc. | 45 | $1,890 | |
| No positions match the current search. | ||||
1,687 positions ·
$115,250,553 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,687 positions by value
· page 1 of 34
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 62,645 | $15,898,674 | 13.79% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 54,053 | $9,426,843 | 8.18% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 15,846 | $5,865,713 | 5.09% | |
| HQY |
Healthequity, Inc.
Healthcare
|
Added | 47,049 | $3,931,884 | 3.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 15,110 | $3,146,959 | 2.73% | |
| GLDM |
World Gold Trust
|
Reduced | 31,558 | $2,925,111 | 2.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 4,742 | $2,736,987 | 2.37% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 8,630 | $2,481,642 | 2.15% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,474 | $2,143,940 | 1.86% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 5,689 | $2,114,885 | 1.84% | |
| GBCI |
Glacier Bancorp, Inc.
Financial Services
|
Added | 44,091 | $1,969,544 | 1.71% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,902 | $1,895,209 | 1.64% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 14,739 | $1,831,762 | 1.59% | |
| EXR |
Extra Space Storage Inc.
Real Estate
|
Added | 10,912 | $1,430,890 | 1.24% | |
| ZION |
Zions Bancorporation, National Association /Ut/
Financial Services
|
Added | 22,464 | $1,294,375 | 1.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,941 | $1,110,504 | 0.96% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,584 | $1,109,283 | 0.96% | |
| TDY |
Teledyne Technologies Inc
Technology
|
Added | 1,783 | $1,078,732 | 0.94% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 11,106 | $884,148 | 0.77% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 954 | $877,460 | 0.76% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,463 | $832,370 | 0.72% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,712 | $819,674 | 0.71% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,329 | $813,740 | 0.71% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,198 | $779,107 | 0.68% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,482 | $740,496 | 0.64% | |
| CI |
Cigna Group
Healthcare
|
Added | 2,737 | $730,094 | 0.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,385 | $701,571 | 0.61% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,260 | $674,494 | 0.59% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 3,296 | $670,505 | 0.58% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 2,099 | $652,348 | 0.57% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 909 | $643,990 | 0.56% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 5,803 | $606,703 | 0.53% | |
| GLD |
Spdr Gold Trust
|
Added | 1,362 | $586,054 | 0.51% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 3,799 | $555,717 | 0.48% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,619 | $553,358 | 0.48% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 4,578 | $550,687 | 0.48% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 6,988 | $542,198 | 0.47% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 3,143 | $533,241 | 0.46% | |
| SNFCA |
Security National Financial Corp
Financial Services
|
Held | 52,376 | $496,524 | 0.43% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,127 | $451,663 | 0.39% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 1,478 | $447,065 | 0.39% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 488 | $425,975 | 0.37% | |
| GE |
General Electric Co
Industrials
|
Added | 1,480 | $419,979 | 0.36% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 2,666 | $414,003 | 0.36% | |
| COP |
Conocophillips
Energy
|
Added | 3,107 | $410,124 | 0.36% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 4,170 | $401,904 | 0.35% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Added | 1,730 | $398,695 | 0.35% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 8,164 | $397,995 | 0.35% | |
| TRMB |
Trimble Inc.
Technology
|
Added | 6,037 | $393,793 | 0.34% | |
| AEE |
Ameren Corp
Utilities
|
Added | 3,460 | $380,323 | 0.33% |