Physician Wealth Advisors, Inc.

Position in UWMC — UWM Holdings Corp

CIK 1795173 MIDVALE, UT

Position in UWMC

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

Position Value

$959

New position

Shares Held

419

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#264

of 289 holders

Holding Since

Jun 2026

1 quarter 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. UWMC ranks #3 (12.1% of the industry book) .

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

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$959	419	—	Shares	Sole	2026-07-20
No filing history on record for this holder in this stock.