Physician Wealth Advisors, Inc.
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 SPYHypothetical 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, 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. | ||||
271 positions ·
$42,580,332 total
· Technology 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 271 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 62,645 | $15,898,674 | 37.34% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 54,053 | $9,426,843 | 22.14% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 15,846 | $5,865,713 | 13.78% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,584 | $1,109,283 | 2.61% | |
| TDY |
Teledyne Technologies Inc
Technology
|
Added | 1,783 | $1,078,732 | 2.53% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,463 | $832,370 | 1.95% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 3,296 | $670,505 | 1.57% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 5,803 | $606,703 | 1.42% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 3,799 | $555,717 | 1.31% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,619 | $553,358 | 1.30% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 6,988 | $542,198 | 1.27% | |
| TRMB |
Trimble Inc.
Technology
|
Added | 6,037 | $393,793 | 0.92% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 2,578 | $325,730 | 0.76% | |
| INTC |
Intel Corp
Technology
|
Added | 7,348 | $324,267 | 0.76% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 2,398 | $308,814 | 0.73% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 1,578 | $306,352 | 0.72% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,942 | $285,687 | 0.67% | |
| ADSK |
Autodesk, Inc.
Technology
|
Added | 887 | $212,347 | 0.50% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 939 | $200,626 | 0.47% | |
| MU |
Micron Technology Inc
Technology
|
Added | 575 | $194,258 | 0.46% | |
| ASML |
Asml Holding NV
Technology
|
Added | 135 | $178,312 | 0.42% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 654 | $158,523 | 0.37% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 291 | $125,822 | 0.30% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 1,009 | $119,687 | 0.28% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 299 | $95,123 | 0.22% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 430 | $80,268 | 0.19% | |
| KLAC |
Kla Corp
Technology
|
Added | 50 | $73,620 | 0.17% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 111 | $70,522 | 0.17% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 179 | $70,125 | 0.16% | |
| VRSN |
Verisign Inc/Ca
Technology
|
Added | 266 | $66,063 | 0.16% | |
| WDC |
Western Digital Corp
Technology
|
Added | 240 | $64,917 | 0.15% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Added | 2,671 | $63,596 | 0.15% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Reduced | 222 | $61,687 | 0.14% | |
| TEL |
TE Connectivity plc
Technology
|
Added | 289 | $60,406 | 0.14% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 128 | $49,972 | 0.12% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 400 | $49,112 | 0.12% | |
| ACN |
Accenture plc
Technology
|
Reduced | 239 | $47,391 | 0.11% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 284 | $45,530 | 0.11% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 547 | $39,345 | 0.09% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 235 | $38,570 | 0.09% | |
| APLD |
Applied Digital Corp.
Technology
|
Reduced | 1,436 | $34,090 | 0.08% | |
| SONY |
Sony Group Corp
Technology
|
Added | 1,606 | $33,244 | 0.08% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 242 | $32,904 | 0.08% | |
| GDDY |
GoDaddy Inc.
Technology
|
Reduced | 388 | $32,075 | 0.08% | |
| SAP |
Sap SE
Technology
|
Added | 187 | $32,016 | 0.08% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 319 | $31,596 | 0.07% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 121 | $29,412 | 0.07% | |
| GRMN |
Garmin Ltd
Technology
|
Added | 126 | $29,233 | 0.07% | |
| BSY |
Bentley Systems Inc
Technology
|
Added | 791 | $27,779 | 0.07% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 64 | $27,774 | 0.07% |