Physician Wealth Advisors, Inc.

CIK

1795173

Location

MIDVALE, UT

Portfolio Value

Small $115,250,553

Diversification

Diversified

Filing Date

Global Rank

#5,382 / 8,586 ▲ 113

Top Industry

Consumer Electronics 14.8%

3Y Alpha vs SPY

-3.2%

Period ended 3 months ago

Filed Apr 24, 2026 · 53d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.2%

SPY

+78.1%

Annualised alpha

-3.2%

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, 2025

Top 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	Positions
Technology	36.9%	$42,580,332	271
Financial Services	12.7%	$14,666,314	296
Healthcare	9.9%	$11,398,856	219
Consumer Cyclical	8.0%	$9,251,730	168
Unclassified	6.7%	$7,736,076	21
Industrials	5.8%	$6,650,920	222
Consumer Defensive	4.9%	$5,653,702	76
Communication Services	4.7%	$5,417,440	71
Energy	3.6%	$4,196,358	96
Real Estate	2.7%	$3,103,689	98
Utilities	2.0%	$2,304,571	62
Basic Materials	2.0%	$2,290,565	87

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TAOP	Taoping Inc. Technology	Held	1	0	$1	0.0%	0.00%
AIXC	AIxCrypto Holdings, Inc. Technology	Held	2	0	$2	−50.0%	0.00%
ONL	Orion Properties Inc. Real Estate	Held	2	0	$4	0.0%	0.00%
PTON	Peloton Interactive, Inc. Consumer Cyclical	Held	1	0	$4	−33.3%	0.00%
CVM	Cel Sci Corp Healthcare	Held	3	0	$9	−40.0%	0.00%
ASG	Liberty All Star Growth Fund Inc. Financial Services	Held	3	0	$14	−6.7%	0.00%
TENX	Tenax Therapeutics, Inc. Healthcare	Held	1	0	$15	+25.0%	0.00%
EMBC	Embecta Corp. Healthcare	Reduced	3	-84	$26	−97.5%	0.00%
WOLF	Wolfspeed, Inc. Technology	NEW	2	NEW	$32	NEW	0.00%
NVAX	Novavax Inc Healthcare	Held	4	0	$32	+23.1%	0.00%
BYND	Beyond Meat, Inc. Consumer Defensive	Held	50	0	$35	−14.6%	0.00%
GDC	GD Culture Group Ltd Communication Services	Held	17	0	$46	−36.1%	0.00%
SUPV	Grupo Supervielle S.A. Financial Services	Held	5	0	$47	−20.3%	0.00%
KD	Kyndryl Holdings, Inc. Technology	Reduced	4	-19	$52	−91.5%	0.00%
DGXX	Digi Power X Inc. Utilities	Held	28	0	$56	−21.1%	0.00%
NTRP	NextTrip, Inc. Consumer Cyclical	Held	20	0	$65	+1.6%	0.00%
WSC	WillScot Holdings Corp Industrials	Reduced	4	-27	$69	−88.2%	0.00%
PAM	Pampa Energy Inc. Industrials	Held	1	0	$88	0.0%	0.00%
XPEL	XPEL, Inc. Consumer Cyclical	Held	2	0	$88	−11.1%	0.00%
YPF	Ypf Sociedad Anonima Energy	Held	2	0	$92	+27.8%	0.00%
OWLT	Owlet, Inc. Healthcare	Held	19	0	$97	−68.4%	0.00%
CMTL	Comtech Telecommunications Corp /De/ Technology	Held	31	0	$102	−37.4%	0.00%
GTX	Garrett Motion Inc. Consumer Cyclical	NEW	6	NEW	$109	NEW	0.00%
NLY	Annaly Capital Management Inc Real Estate	Held	7	0	$148	−5.1%	0.00%
VYX	NCR Voyix Corp Technology	Held	26	0	$164	−38.1%	0.00%
KN	Knowles Corp Technology	Held	7	0	$179	+19.3%	0.00%
AMTM	Amentum Holdings, Inc. Industrials	Held	7	0	$182	−10.3%	0.00%
OGN	Organon & Co. Healthcare	Held	32	0	$191	−16.6%	0.00%
BRR	ProCap Financial, Inc. Financial Services	Held	100	0	$211	−40.2%	0.00%
HOG	Harley-Davidson, Inc. Consumer Cyclical	Reduced	11	-43	$222	−79.9%	0.00%
BDC	Belden Inc. Technology	Reduced	2	-1	$229	−34.4%	0.00%
ADUR	Aduro Clean Technologies Inc. Industrials	NEW	22	NEW	$230	NEW	0.00%
CUE	Cue Biopharma, Inc. Healthcare	Held	1,006	0	$231	−24.5%	0.00%
STNE	StoneCo Ltd. Technology	Reduced	17	-27	$240	−63.1%	0.00%
BETA	BETA Technologies, Inc. Industrials	Reduced	18	-35	$264	−82.3%	0.00%
RAMP	LiveRamp Holdings, Inc. Technology	NEW	10	NEW	$265	NEW	0.00%
MRX	Marex Group plc Financial Services	NEW	6	NEW	$267	NEW	0.00%
GO	Grocery Outlet Holding Corp. Consumer Defensive	Held	38	0	$267	−30.3%	0.00%
LGIH	LGI Homes, Inc. Consumer Cyclical	NEW	7	NEW	$276	NEW	0.00%
JACK	Jack In The Box Inc Consumer Cyclical	Held	29	0	$280	−49.0%	0.00%
ADNT	Adient plc Consumer Cyclical	Reduced	14	-64	$282	−81.1%	0.00%
XPEV	Xpeng Inc. Consumer Cyclical	NEW	17	NEW	$290	NEW	0.00%
MNSO	MINISO Group Holding Ltd Consumer Cyclical	NEW	18	NEW	$291	NEW	0.00%
KVYO	Klaviyo, Inc. Technology	NEW	15	NEW	$291	NEW	0.00%
KAI	Kadant Inc Industrials	Held	1	0	$292	+2.5%	0.00%
BL	Blackline, Inc. Technology	NEW	8	NEW	$296	NEW	0.00%
GKOS	GLAUKOS Corp Healthcare	Reduced	3	-4	$322	−59.2%	0.00%
CMDB	Costamare Bulkers Holdings Ltd Industrials	Held	21	0	$324	+0.3%	0.00%
PCTY	Paylocity Holding Corp Technology	Reduced	3	-15	$324	−88.2%	0.00%
MAN	ManpowerGroup Inc. Industrials	Reduced	11	-7	$324	−39.4%	0.00%