Position in DNLI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,954
+$495 QoQ
Shares Held
76
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 290 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DNLI Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $662,813 across 91 Biotechnology names. DNLI ranks #41 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
634 | $314,926 | |
| 2 | MRNA |
Moderna, Inc.
|
818 | $57,284 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
64 | $39,906 | |
| 4 | KOD |
Kodiak Sciences Inc.
|
610 | $23,765 | |
| 5 | ERAS |
Erasca, Inc.
|
1,265 | $23,174 | |
| 6 | ARGX |
Argenx SE
|
17 | $15,772 | |
| 7 | RVMD |
Revolution Medicines, Inc.
|
37 | $6,929 | |
| 8 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
23 | $6,923 |
All Filings in DNLI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,954 | 76 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,459 | 76 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,254 | 76 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,103 | 76 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,958 | 140 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||