Physician Wealth Advisors, Inc.

CIK

1795173

Location

MIDVALE, UT

Portfolio Value

Micro $2,290,565

Diversification

Diversified

Filing Date

Global Rank

#5,382 / 8,588 ▲ 113

Top Industry

Consumer Electronics 14.8%

3Y Alpha vs SPY

-3.3%

Period ended 3 months ago

Filed Apr 24, 2026 · 54d

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

+64.1%

SPY

+76.8%

Annualised alpha

-3.0%

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

87 positions · $2,290,565 total · Basic Materials only · 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 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HUN	Huntsman CORP Basic Materials	Added	24,475	+69	$325,762	+33.5%	14.22%
WPM	Wheaton Precious Metals Corp. Basic Materials	Held	1,972	0	$258,351	+11.5%	11.28%
RGLD	Royal Gold Inc Basic Materials	Reduced	929	-43	$236,421	+9.4%	10.32%
SHW	Sherwin Williams Co Basic Materials	Added	432	+34	$138,477	+7.4%	6.05%
LIN	Linde PLC Basic Materials	Added	250	+121	$123,940	+125.3%	5.41%
FNV	FRANCO NEVADA Corp Basic Materials	Held	480	0	$118,584	+19.2%	5.18%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	562	0	$114,074	+19.7%	4.98%
KNF	Knife River Corp Basic Materials	Held	1,125	0	$91,856	+16.1%	4.01%
SA	Seabridge Gold Inc Basic Materials	Held	3,000	0	$85,020	−4.2%	3.71%
SCCO	Southern Copper Corp/ Basic Materials	Added	466	+2	$80,179	+21.4%	3.50%
ECL	Ecolab Inc. Basic Materials	Added	277	+10	$73,687	+5.1%	3.22%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	198	+9	$57,517	+23.2%	2.51%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	946	+22	$55,605	+18.5%	2.43%
CTVA	Corteva, Inc. Basic Materials	Added	524	+35	$43,864	+33.8%	1.91%
AA	Alcoa Corp Basic Materials	Added	598	+9	$39,665	+26.7%	1.73%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	357	+23	$38,645	+15.9%	1.69%
WFG	West Fraser Timber Co., Ltd Basic Materials	Added	579	+370	$37,802	+196.0%	1.65%
CRH	Crh Public Ltd Co Basic Materials	Reduced	346	-15	$36,371	−19.3%	1.59%
KGC	Kinross Gold Corp Basic Materials	Held	675	0	$20,601	+8.4%	0.90%
DOW	Dow Inc. Basic Materials	Reduced	458	-95	$19,075	+47.5%	0.83%
BHP	BHP Group Ltd Basic Materials	Added	259	+17	$18,839	+29.0%	0.82%
PPG	Ppg Industries Inc Basic Materials	Added	154	+62	$16,459	+74.6%	0.72%
WDFC	Wd 40 Co Basic Materials	Added	70	+9	$14,275	+18.9%	0.62%
NUE	Nucor Corp Basic Materials	Added	83	+6	$14,035	+11.8%	0.61%
HYMC	Hycroft Mining Holding Corp Basic Materials	Reduced	393	-13	$13,833	+43.3%	0.60%
VMC	Vulcan Materials CO Basic Materials	Reduced	37	-13	$10,075	−29.4%	0.44%
ASH	Ashland Inc. Basic Materials	Held	181	0	$10,065	−5.2%	0.44%
DD	DuPont de Nemours, Inc. Basic Materials	Added	218	+29	$9,984	+31.4%	0.44%
PKX	Posco Holdings Inc. Basic Materials	Added	166	+48	$9,709	+54.7%	0.42%
VALE	Vale S.A. Basic Materials	Held	589	0	$9,370	+22.1%	0.41%
EXK	Endeavour Silver Corp Basic Materials	Held	1,000	0	$9,310	−1.0%	0.41%
CENX	Century Aluminum Co Basic Materials	Held	151	0	$8,862	+49.8%	0.39%
EMN	Eastman Chemical Co Basic Materials	Held	115	0	$8,776	+19.6%	0.38%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Added	113	+27	$8,606	+106.0%	0.38%
TECK	Teck Resources Ltd Basic Materials	Held	162	0	$8,383	+8.1%	0.37%
PPTA	Perpetua Resources Corp. Basic Materials	Held	270	0	$7,592	+16.2%	0.33%
IFF	International Flavors & Fragrances Inc Basic Materials	Reduced	96	-86	$6,964	−43.2%	0.30%
RIO	Rio Tinto PLC Basic Materials	Held	73	0	$6,810	+16.6%	0.30%
BVN	Buenaventura Mining Co Inc Basic Materials	Held	182	0	$6,559	+29.5%	0.29%
LYB	LyondellBasell Industries N.V. Basic Materials	Reduced	76	-128	$6,122	−30.7%	0.27%
AREC	American Resources Corp Basic Materials	Held	2,529	0	$6,120	−2.4%	0.27%
ICL	ICL Group Ltd. Basic Materials	Reduced	1,122	-356	$5,811	−31.1%	0.25%
HL	Hecla Mining Co/De/ Basic Materials	Reduced	253	-39	$4,713	−15.9%	0.21%
GPRE	Green Plains Inc. Basic Materials	Held	279	0	$4,589	+67.8%	0.20%
SSL	Sasol Ltd Basic Materials	Held	321	0	$4,160	+99.1%	0.18%
CDE	Coeur Mining, Inc. Basic Materials	Added	214	+29	$4,016	+21.8%	0.18%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	6	-13	$3,532	−70.1%	0.15%
CC	Chemours Co Basic Materials	Held	151	0	$3,326	+86.9%	0.15%
EXP	Eagle Materials Inc Basic Materials	NEW	17	NEW	$3,220	NEW	0.14%
UFPI	Ufp Industries Inc Basic Materials	Added	31	+20	$2,855	+185.2%	0.12%