Position in KOD
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$22,833
+$6,085 QoQ
Shares Held
599
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KOD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $564,491 across 75 Biotechnology names. KOD ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
644 | $287,571 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
68 | $52,539 | |
| 3 | MRNA |
Moderna, Inc.
|
822 | $41,757 | |
| 4 | KOD |
Kodiak Sciences Inc.
This page
|
599 | $22,833 | |
| 5 | ERAS |
Erasca, Inc.
|
1,192 | $19,286 | |
| 6 | ARGX |
Argenx SE
|
11 | $8,032 | |
| 7 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
24 | $7,940 | |
| 8 | OLMA |
Olema Pharmaceuticals, Inc.
|
391 | $5,829 |
All Filings in KOD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,833 | 599 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $16,748 | 599 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,805 | 599 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,234 | 599 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $857 | 305 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||