Physician Wealth Advisors, Inc.
CIK 1795173
13F filing for Q2 2026・No. 2,876
- Holdings
- US$837.38M
- Quarter change
- +US$118.86M
- Entries
- 12,601
- Net bought (estimate)
- +US$19.17M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 426
- Sold out 150
- Cut 457
- Added 894
- Corporate actions 6
- Unchanged 556
Largest holdings
2,333 stocks worth US$837.38M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 137,564 | US$103.02M | 12.30% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 1,069,899 | US$94.02M | 11.23% |
| ISHARES TRMSCI ACWI EX US | Added | 578,518 | US$44.03M | 5.26% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 772,680 | US$31.87M | 3.81% |
| ISHARES TRS&P 500 GRWT ETF | Added | 230,758 | US$31.74M | 3.79% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 454,810 | US$30.93M | 3.69% |
| ISHARES TRS&P 500 VAL ETF | Cut | 119,410 | US$27.11M | 3.24% |
| DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | Cut | 640,767 | US$25.77M | 3.08% |
| ISHARES TRCORE S&P TTL STK | Cut | 127,829 | US$21M | 2.51% |
| DIMENSIONAL ETF TRUSTUS CORE EQT MKT | Cut | 379,438 | US$19.61M | 2.34% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.