Position in TW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,587
+$1,117 QoQ
Shares Held
36
+71.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#511
of 560 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $618,003 across 28 Capital Markets names. TW ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
277 | $280,149 | |
| 2 | MS |
Morgan Stanley
|
698 | $145,909 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
132 | $37,181 | |
| 4 | SCHW |
Schwab Charles Corp
|
323 | $29,803 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
296 | $29,682 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
200 | $26,826 | |
| 7 | WULF |
Terawulf Inc.
|
510 | $12,597 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
443 | $12,129 |
All Filings in TW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,587 | 36 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,470 | 21 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,022 | 56 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,546 | 68 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $439 | 3 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||