Physician Wealth Advisors, Inc.

CIK

1795173

Location

MIDVALE, UT

Portfolio Value

Small $131,104,797

Diversification

Diversified

Filing Date

Global Rank

#2,286 / 4,286 ▲ 2870

Top Industry

Consumer Electronics 15.0%

3Y Alpha vs SPY

-0.5%

Period ended 37 days ago

Filed Jul 20, 2026 · 17d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+76.6%

SPY

+78.8%

Annualised alpha

-0.5%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

1,948 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.0%

+0.2 pts

Top 5

32.1%

−1.5 pts

Top 10

43.3%

−1.7 pts

HHI

347

Diversified−9

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.5%	$51,754,824	317
Financial Services	12.7%	$16,615,044	336
Healthcare	9.5%	$12,400,233	250
Consumer Cyclical	7.3%	$9,610,577	200
Unclassified	6.8%	$8,954,951	21
Industrials	6.6%	$8,662,080	255
Communication Services	4.5%	$5,920,611	83
Consumer Defensive	4.2%	$5,509,529	87
Energy	2.9%	$3,821,508	115
Real Estate	2.6%	$3,434,294	109
Utilities	1.8%	$2,330,502	66
Basic Materials	1.6%	$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
GLDM	World Gold Trust	+8,686	40,244	$3,196,178
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
WIT	Wipro Ltd	+1,960	4,854	$10,921
IAU	Ishares Gold Trust	+1,725	3,582	$270,476
LPL	LG Display Co., Ltd.	+1,166	2,732	$10,627
BKNG	Booking Holdings Inc.	+968	1,046	$186,439
RNW	ReNew Energy Global plc	+906	1,113	$6,956
IBIT	iShares Bitcoin Trust ETF	+866	6,080	$202,403
CAG	Conagra Brands Inc.	+734	810	$10,902
AAPL	Apple Inc.	+696	63,341	$18,328,351
FBTC	Fidelity Wise Origin Bitcoin Fund	+692	1,364	$69,632
XOM	ExxonMobil Holdings Corp	+526	3,669	$501,625
NBIS	Nebius Group N.V.	+498	593	$163,768
KLAC	Kla Corp	+472	522	$157,492
BTE	Baytex Energy Corp.	+469	2,212	$8,848
ASAN	Asana, Inc.	+466	534	$3,738
TSCO	Tractor Supply Co /De/	+451	715	$22,601
PPLT	abrdn Platinum ETF Trust	+450	500	$7,065
KHC	Kraft Heinz Co	+438	479	$11,313
MFG	Mizuho Financial Group Inc	+429	1,184	$11,342
GLD	Spdr Gold Trust	+397	1,759	$647,980
CSCO	Cisco Systems, Inc.	+390	7,378	$866,619
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−4,696	8,757	$3,129,489
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
WY	Weyerhaeuser Co	−1,388	866	$20,732
CMCSA	Comcast Corp	−1,263	2,291	$56,244
PYPL	PayPal Holdings, Inc.	−1,098	591	$25,519
CUE	Cue Biopharma, Inc.	−973	33	$1,041
BSY	Bentley Systems Inc	−774	17	$508
UL	Unilever PLC	−654	896	$53,867
MSFT	Microsoft Corp	−584	15,262	$5,693,031
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
AMD	Advanced Micro Devices Inc	−476	2,820	$1,638,166
LULU	lululemon athletica inc.	−474	154	$17,583
ROL	Rollins Inc	−445	132	$5,509
PFE	Pfizer Inc	−417	10,105	$243,328
ZION	Zions Bancorporation, National Association /Ut/	−413	22,051	$1,525,708
COO	Cooper Companies, Inc.	−409	175	$12,549
SNY	Sanofi	−395	194	$8,276
CVX	Chevron Corp	−388	2,872	$476,062
ADSK	Autodesk, Inc.	−375	512	$99,543
ZTS	Zoetis Inc.	−338	277	$19,905
NFLX	Netflix Inc	−311	3,049	$217,698
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	641	$109,521
BXSL	Blackstone Secured Lending Fund	3,000	$71,130
HONA	Honeywell Aerospace Inc.	273	$60,278
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
CARE	Carter Bankshares, Inc.	87	$2,958
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
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
UHT	Universal Health Realty Income Trust	33	$1,335
INVA	Innoviva, Inc.	56	$1,304
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,948 tracked positions · $131,104,797 total · 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 1,948 positions by value · page 1 of 39

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	63,341	+696	$18,328,351	+15.3%	13.98%
NVDA	Nvidia Corp Technology	Reduced	51,940	-2,113	$10,392,674	+10.2%	7.93%
MSFT	Microsoft Corp Technology	Reduced	15,262	-584	$5,693,031	−2.9%	4.34%
HQY	Healthequity, Inc. Healthcare	Reduced	47,045	-4	$4,249,104	+8.1%	3.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,604	-506	$3,480,717	+10.6%	2.65%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,631	-111	$3,410,268	+24.6%	2.60%
GLDM	World Gold Trust	Added	40,244	+8,686	$3,196,178	+9.3%	2.44%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,757	-4,696	$3,129,489	−19.0%	2.39%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,908	+219	$2,484,904	+17.5%	1.90%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,731	+257	$2,367,345	+10.4%	1.81%
GBCI	Glacier Bancorp, Inc. Financial Services	Reduced	44,079	-12	$2,273,594	+15.4%	1.73%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,890	-12	$1,768,038	−6.7%	1.35%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,634	-105	$1,657,446	−9.5%	1.26%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,820	-476	$1,638,166	+144.3%	1.25%
EXR	Extra Space Storage Inc. Real Estate	Added	10,927	+15	$1,587,693	+11.0%	1.21%
ZION	Zions Bancorporation, National Association /Ut/ Financial Services	Reduced	22,051	-413	$1,525,708	+17.9%	1.16%
AVGO	Broadcom Inc. Technology	Reduced	3,363	-221	$1,270,373	+14.5%	0.97%
LLY	ELI LILLY & Co Healthcare	Added	1,025	+71	$1,229,415	+40.1%	0.94%
TDY	Teledyne Technologies Inc Technology	Added	1,785	+2	$1,190,416	+10.4%	0.91%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,449	-14	$1,169,568	+40.5%	0.89%
AMAT	Applied Materials Inc /De Technology	Reduced	1,585	-34	$1,145,955	+107.1%	0.87%
INTC	Intel Corp Technology	Added	7,681	+333	$1,072,498	+230.7%	0.82%
CAT	Caterpillar Inc Industrials	Added	964	+55	$1,026,563	+59.4%	0.78%
META	Meta Platforms, Inc. Communication Services	Reduced	1,752	-189	$986,884	−11.1%	0.75%
V	Visa Inc. Financial Services	Reduced	2,667	-45	$915,021	+11.6%	0.70%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	10,941	-165	$904,164	+2.3%	0.69%
SPY	Spdr S&P 500 ETF Trust	Added	1,199	+1	$895,377	+14.9%	0.68%
CSCO	Cisco Systems, Inc. Technology	Added	7,378	+390	$866,619	+59.8%	0.66%
MU	Micron Technology Inc Technology	Added	750	+175	$865,717	+345.7%	0.66%
JNJ	Johnson & Johnson Healthcare	Added	3,392	+63	$861,466	+5.9%	0.66%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,573	+188	$842,220	+20.0%	0.64%
CI	Cigna Group Healthcare	Reduced	2,726	-11	$751,503	+2.9%	0.57%
MA	Mastercard Inc Financial Services	Reduced	1,336	-146	$686,169	−7.3%	0.52%
GLD	Spdr Gold Trust	Added	1,759	+397	$647,980	+10.6%	0.49%
MRK	Merck & Co., Inc. Healthcare	Added	4,682	+104	$601,637	+9.3%	0.46%
GEV	GE Vernova Inc. Industrials	Added	508	+20	$596,828	+40.1%	0.46%
GE	General Electric Co Industrials	Added	1,517	+37	$566,948	+35.0%	0.43%
NOW	ServiceNow, Inc. Technology	Reduced	5,634	-169	$559,343	−7.8%	0.43%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,887	-212	$510,074	−21.8%	0.39%
XOM	ExxonMobil Holdings Corp Energy	Added	3,669	+526	$501,625	−5.9%	0.38%
AXP	American Express Co Financial Services	Added	1,479	+1	$500,271	+11.9%	0.38%
QCOM	Qualcomm Inc/De Technology	Added	2,667	+269	$492,834	+59.6%	0.38%
SNFCA	Security National Financial Corp Financial Services	Held	52,376	0	$483,357	—	0.37%
TXN	Texas Instruments Inc Technology	Added	1,609	+31	$479,594	+56.5%	0.37%
BAC	Bank Of America Corp /De/ Financial Services	Added	8,364	+200	$476,580	+19.7%	0.36%
CVX	Chevron Corp Energy	Reduced	2,872	-388	$476,062	−29.4%	0.36%
HWM	Howmet Aerospace Inc. Industrials	Added	1,732	+2	$465,665	+16.8%	0.36%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,261	+124	$444,729	+18.9%	0.34%
LRCX	Lam Research Corp Technology	Added	1,013	+74	$438,963	+118.8%	0.33%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,890	-237	$423,789	−6.2%	0.32%

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.