Position in LITE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$21,451
+$8,099 QoQ
Shares Held
25
+31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,179
of 1,305 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $1,124,066 across 22 Communication Equipment names. LITE ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
7,378 | $866,619 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
2,761 | $124,548 | |
| 3 | ASTS |
AST SpaceMobile, Inc.
|
301 | $26,746 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
64 | $26,578 | |
| 5 | LITE |
Lumentum Holdings Inc.
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|
25 | $21,451 | |
| 6 | CIEN |
Ciena Corp
|
43 | $21,094 | |
| 7 | NOK |
Nokia Corp
|
653 | $8,671 | |
| 8 | AAOI |
Applied Optoelectronics, Inc.
|
47 | $6,963 |
All Filings in LITE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,451 | 25 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,352 | 19 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,423 | 12 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,301 | 8 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,309 | 21 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||