Physician Wealth Advisors, Inc.

Position in RKT — Rocket Companies, Inc.

CIK 1795173 MIDVALE, UT

Position in RKT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,969

+$2,245 QoQ

Shares Held

252

+108.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#710

of 787 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Physician Wealth Advisors, Inc. holds $7,949 across 4 Mortgage Finance names. RKT ranks #1 (49.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	252	$3,969
2	VEL	Velocity Financial, Inc.	126	$2,325
3	UWMC	UWM Holdings Corp	419	$959
4	PFSI	PennyMac Financial Services, Inc.	8	$696

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,969	252	+108.3%	Shares	Sole	2026-07-20
2026-03-31	$1,724	121	-61.5%	Shares	Sole	2026-04-24
2025-12-31	$6,079	314	+188.1%	Shares	Sole	2026-01-29
2025-09-30	$2,112	109	+39.7%	Shares	Sole	2025-11-04
2025-06-30	$1,106	78	—	Shares	Sole	2025-07-14
No filing history on record for this holder in this stock.