Position in V
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$915,021
+$95,347 QoQ
Shares Held
2,667
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#3,037
of 4,501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $2,336,156 across 24 Credit Services names. V ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
2,667 | $915,021 | |
| 2 | MA |
Mastercard Inc
|
1,336 | $686,169 | |
| 3 | AXP |
American Express Co
|
1,479 | $500,271 | |
| 4 | SYF |
Synchrony Financial
|
1,505 | $114,455 | |
| 5 | COF |
Capital One Financial Corp
|
182 | $36,512 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
591 | $25,519 | |
| 7 | ENVA |
Enova International, Inc.
|
88 | $21,184 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
95 | $7,747 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,021 | 2,667 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $819,674 | 2,712 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $562,188 | 1,603 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $529,139 | 1,550 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $551,037 | 1,552 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $576,857 | 1,646 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $590,994 | 1,870 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $524,054 | 1,906 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $550,137 | 2,096 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $624,581 | 2,238 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $561,574 | 2,157 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $485,551 | 2,111 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $512,719 | 2,159 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $486,768 | 2,159 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $452,501 | 2,178 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $414,102 | 2,331 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $502,069 | 2,550 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $581,259 | 2,621 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $535,490 | 2,471 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $564,448 | 2,534 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $594,136 | 2,541 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $540,334 | 2,552 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $557,980 | 2,551 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $516,922 | 2,585 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $541,455 | 2,803 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $445,174 | 2,763 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||