Physician Wealth Advisors, Inc.

CIK

1795173

Location

MIDVALE, UT

Portfolio Value

Small $834,525,621

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,814 / 8,793 ▲ 903 · as of Jun 2026

Top Industry

Consumer Electronics 13.4%

Period ended 3 months ago

Filed Jul 20, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

2,027 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

38.6%

+12.2 pts

Top 5

74.0%

+15.4 pts

Top 10

82.3%

+11.6 pts

HHI

1,903

Moderately concentrated+828

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	83.5%	$697,081,400	90
Technology	6.3%	$52,254,247	318
Financial Services	3.6%	$29,634,499	338
Healthcare	1.5%	$12,390,597	250
Consumer Cyclical	1.2%	$9,630,377	201
Industrials	1.0%	$8,679,160	256
Communication Services	0.9%	$7,665,804	87
Consumer Defensive	0.7%	$5,511,527	88
Energy	0.5%	$3,827,493	115
Real Estate	0.4%	$3,429,371	109
Utilities	0.3%	$2,330,502	66
Basic Materials	0.3%	$2,090,644	109

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+394,698	1,073,436	$94,310,265
BAI	iShares A.I. Innovation and Tech Active ETF	+121,663	1,261,248	$64,272,154
FAAA	Fidelity AAA CLO ETF	+46,232	363,217	$16,558,745
AGNG	Global X Funds Global X Aging Population ETF	+44,588	184,387	$11,158,503
EDV	Vanguard World Funds Extended Duration ETF	+41,290	97,696	$18,775,501
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+10,119	85,165	$2,139,000
AAAA	Amplius Aggressive Asset Allocation ETF	+9,697	10,697	$400,145
VB	Vanguard Morningstar Small-Cap ETF	+9,429	29,778	$9,130,673
BNDW	Vanguard Total World Bond ETF	+9,353	13,978	$908,435
GLDM	World Gold Trust	+8,686	40,244	$3,196,178
BCLO	iShares BBB-B CLO Active ETF	+7,010	7,201	$376,900
ARCC	Ares Capital Corp	+4,000	4,190	$77,640
SMCI	Super Micro Computer, Inc.	+3,607	3,708	$108,755
SBS	Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp	+3,281	4,268	$24,669
CATY	Cathay General Bancorp	+3,092	4,253	$263,643
VEA	Vanguard FTSE Developed Markets ETF	+2,387	9,563	$681,363
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+2,357	14,087	$870,648
WIT	Wipro Ltd	+1,960	4,854	$10,921
VCRM	Vanguard Core Tax-Exempt Bond ETF	+1,920	93,114	$6,999,578
IAU	Ishares Gold Trust	+1,725	3,582	$270,476
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+1,702	2,759	$325,775
BIV	Vanguard Intermediate-Term Bond ETF	+1,372	2,394	$182,145
ACSG	American Century Small Cap Growth Insights ETF	+1,332	3,760	$377,246
LPL	LG Display Co., Ltd.	+1,166	2,732	$10,627
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+1,067	5,558	$302,921
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	−91,720	2,510,493	$117,304,991
IVZ	Invesco Ltd.	−24,336	80,811	$12,988,232
FNDA	Schwab Fundamental U.S. Small Company ETF	−17,659	119,074	$3,780,786
BILZ	PIMCO Ultra Short Government Active ETF	−7,549	277	$14,571
ABI	VictoryShares Pioneer Asset-Based Income ETF	−4,629	3,036	$178,014
NU	Nu Holdings Ltd.	−3,020	868	$11,596
PLTR	Palantir Technologies Inc.	−2,323	1,476	$172,204
NVDA	Nvidia Corp	−2,113	51,940	$10,392,674
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−2,095	6,858	$375,770
WY	Weyerhaeuser Co	−1,388	866	$20,732
CMCSA	Comcast Corp	−1,263	2,291	$56,244
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−1,235	2,331,014	$322,475,332
PYPL	PayPal Holdings, Inc.	−1,098	591	$25,519
BLDG	Cambria Global Real Estate ETF	−1,073	3,721	$294,282
ANEW	ProShares MSCI Transformational Changes ETF	−1,022	19,508	$1,657,015
CUE	Cue Biopharma, Inc.	−973	33	$1,041
BSY	Bentley Systems Inc	−774	17	$508
UL	Unilever PLC	−654	896	$53,867
VIG	Vanguard Dividend Appreciation ETF	−616	15,550	$1,799,632
MSFT	Microsoft Corp	−584	15,262	$5,693,031
BKF	iShares MSCI BIC ETF	−553	25,055	$2,012,474
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−523	8,027	$397,371
WFG	West Fraser Timber Co., Ltd	−509	70	$4,738
AMZN	Amazon Com Inc	−506	14,604	$3,480,717
NWE	NorthWestern Energy Group, Inc.	−500	4,325	$309,756
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VBCA	Vanguard Target Maturity 2027 Corporate Bond ETF	2,785	$210,740
SPCX	Space Exploration Technologies Corp	641	$109,521
BXSL	Blackstone Secured Lending Fund	3,000	$71,130
HONA	Honeywell Aerospace Inc.	273	$60,354
FDXF	FedEx Freight Holding Company, Inc.	231	$34,881
MKL	Markel Group Inc.	7	$13,671
FICO	Fair Isaac Corp	11	$13,142
ACP	abrdn Income Credit Strategies Fund	1,893	$9,843
CUZ	Cousins Properties Inc	284	$8,514
OGC	OceanaGold Corp	320	$8,025
DTCX	Datacentrex, Inc.	3,668	$6,529
CNQ	CANADIAN NATURAL RESOURCES Ltd	125	$4,937
TME	Tencent Music Entertainment Group	516	$4,308
G	Genpact LTD	156	$4,290
ALGT	Allegiant Travel CO	36	$4,233
PFGC	Performance Food Group Co	37	$4,136
ASB	Associated Banc-Corp	131	$4,030
HLNE	Hamilton Lane INC	51	$4,020
VET	Vermilion Energy Inc.	396	$3,710
GHC	Graham Holdings Co	3	$3,424
RVTY	Revvity, Inc.	30	$3,337
IMO	Imperial Oil Ltd	29	$3,248
TTAN	ServiceTitan, Inc.	45	$3,181
RHI	Robert Half Inc.	100	$3,070
IMCR	Immunocore Holdings plc	96	$3,048
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	2,232	$51,737
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	1,257	$31,261
TRU	TransUnion	449	$31,066
JOBY	Joby Aviation, Inc.	848	$7,004
NSSC	Napco Security Technologies, Inc	177	$6,972
DLB	Dolby Laboratories, Inc.	95	$5,705
UHS	Universal Health Services Inc	30	$5,369
PB	Prosperity Bancshares Inc	44	$2,955
QTWO	Q2 Holdings, Inc.	59	$2,790
EXLS	ExlService Holdings, Inc.	80	$2,436
FULC	Fulcrum Therapeutics, Inc.	283	$2,170
APAM	Artisan Partners Asset Management Inc.	57	$2,074
LAZ	Lazard, Inc.	47	$1,996
PIPR	Piper Sandler Companies	24	$1,837
VKTX	Viking Therapeutics, Inc.	55	$1,789
BILL	BILL Holdings, Inc.	46	$1,761
SAFT	Safety Insurance Group Inc	24	$1,743
ATHM	Autohome Inc.	100	$1,737
PJT	PJT Partners Inc.	11	$1,536
CXM	Sprinklr, Inc.	252	$1,512
YELP	Yelp Inc	59	$1,459
FCN	Fti Consulting, Inc	8	$1,414
CVRX	CVRx, Inc.	149	$1,409
AVAL	Grupo Aval Acciones Y Valores S.A.	318	$1,399
DOCS	Doximity, Inc.	60	$1,398
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,027 tracked positions · $834,525,621 total · filing declares 12,601 positions · $837,381,268 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 2,027 positions by value · page 1 of 41

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	2,331,014	-1,235	$322,475,332	—	38.64%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	2,510,493	-91,720	$117,304,991	+8.2%	14.06%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	1,073,436	+394,698	$94,310,265	+81.7%	11.30%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	1,261,248	+121,663	$64,272,154	+29.4%	7.70%
EDV	Vanguard World Funds Extended Duration ETF	Added	97,696	+41,290	$18,775,501	+57.8%	2.25%
AAPL	Apple Inc. Technology	Added	63,341	+696	$18,328,351	+15.3%	2.20%
FAAA	Fidelity AAA CLO ETF	Added	363,217	+46,232	$16,558,745	+14.5%	1.98%
IVZ	Invesco Ltd. Financial Services	Reduced	80,811	-24,336	$12,988,232	+10.5%	1.56%
AGNG	Global X Funds Global X Aging Population ETF	Added	184,387	+44,588	$11,158,503	+11.1%	1.34%
NVDA	Nvidia Corp Technology	Reduced	51,940	-2,113	$10,392,674	+10.2%	1.25%
VB	Vanguard Morningstar Small-Cap ETF	Added	29,778	+9,429	$9,130,673	+37.5%	1.09%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	93,114	+1,920	$6,999,578	+3.7%	0.84%
MSFT	Microsoft Corp Technology	Reduced	15,262	-584	$5,693,031	−2.9%	0.68%
FBCG	Fidelity Blue Chip Growth ETF	Reduced	161,767	-417	$5,022,741	+9.8%	0.60%
GOOGL	Alphabet Inc. Communication Services	Added	13,681	+228	$4,869,285	+26.0%	0.58%
HQY	Healthequity, Inc. Healthcare	Reduced	47,045	-4	$4,249,104	+8.1%	0.51%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	119,074	-17,659	$3,780,786	−5.5%	0.45%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,604	-506	$3,480,717	+10.6%	0.42%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,631	-111	$3,410,268	+24.6%	0.41%
GLDM	World Gold Trust	Added	40,244	+8,686	$3,196,178	+9.3%	0.38%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,908	+219	$2,484,904	+17.5%	0.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,731	+257	$2,367,345	+10.4%	0.28%
GBCI	Glacier Bancorp, Inc. Financial Services	Reduced	44,079	-12	$2,273,594	+15.4%	0.27%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	85,165	+10,119	$2,139,000	+19.9%	0.26%
BKF	iShares MSCI BIC ETF	Reduced	25,055	-553	$2,012,474	+14.9%	0.24%
VIG	Vanguard Dividend Appreciation ETF	Reduced	15,550	-616	$1,799,632	+4.0%	0.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,890	-12	$1,768,038	−6.7%	0.21%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,634	-105	$1,657,446	−9.5%	0.20%
ANEW	ProShares MSCI Transformational Changes ETF	Reduced	19,508	-1,022	$1,657,015	—	0.20%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,820	-476	$1,638,166	+144.3%	0.20%
EXR	Extra Space Storage Inc. Real Estate	Added	10,927	+15	$1,587,693	+11.0%	0.19%
ZION	Zions Bancorporation, National Association /Ut/ Financial Services	Reduced	22,051	-413	$1,525,708	+17.9%	0.18%
AVGO	Broadcom Inc. Technology	Reduced	3,363	-221	$1,270,373	+14.5%	0.15%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	9,126	+102	$1,238,699	+29.8%	0.15%
LLY	ELI LILLY & Co Healthcare	Added	1,025	+71	$1,229,415	+40.1%	0.15%
TDY	Teledyne Technologies Inc Technology	Added	1,785	+2	$1,190,416	+10.4%	0.14%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,449	-14	$1,169,568	+40.5%	0.14%
AMAT	Applied Materials Inc /De Technology	Reduced	1,585	-34	$1,145,955	+107.1%	0.14%
INTC	Intel Corp Technology	Added	7,681	+333	$1,072,498	+230.7%	0.13%
CAT	Caterpillar Inc Industrials	Added	964	+55	$1,026,563	+59.4%	0.12%
META	Meta Platforms, Inc. Communication Services	Reduced	1,752	-189	$986,884	−11.1%	0.12%
V	Visa Inc. Financial Services	Reduced	2,667	-45	$915,021	+11.6%	0.11%
BNDW	Vanguard Total World Bond ETF	Added	13,978	+9,353	$908,435	+145.9%	0.11%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	10,941	-165	$904,164	+2.3%	0.11%
SPY	Spdr S&P 500 ETF Trust	Added	1,199	+1	$895,377	+14.9%	0.11%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	14,087	+2,357	$870,648	+19.6%	0.10%
CSCO	Cisco Systems, Inc. Technology	Added	7,378	+390	$866,619	+59.8%	0.10%
MU	Micron Technology Inc Technology	Added	750	+175	$865,717	+345.7%	0.10%
JNJ	Johnson & Johnson Healthcare	Added	3,392	+63	$861,466	+5.9%	0.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,573	+188	$842,220	+20.0%	0.10%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.