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Physician Wealth Advisors, Inc. — 13F Holdings & Portfolio

CIK 1795173 · latest 13F-HR filed 2026-07-20

Backtest portfolio

Physician Wealth Advisors, Inc. manages $837.4M in 13F-reported U.S. long-equity assets across 2,334 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (12.30%), SPYM (11.23%), ACWX (5.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 426 new positions, exited 149, added to 1,206, and trimmed 460.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
6820 SOUTH 900 EAST, SUITE 200
MIDVALE, UT 84047
Phone
(801) 747-9903
Filing Manager
Physician Wealth Advisors, Inc.
MIDVALE, UT
Signatory
Melissa Saez
Compliance Analyst
Loading holdings…
AUM

$837.4M

Long-equity book

Holdings

2,334

Distinct positions

Period

2026-06-30

Filed 2026-07-20

Q/Q Activity

+426 / −149 / ↑1206 / ↓460

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$42.3M +81.9%
  • ISHARES TR$12.7M +14.1%
  • ISHARES TR$10.4M +30.7%
  • ISHARES TR$7.8M +32.7%
  • BLACKROCK ETF TRUST$5.6M +22.0%
Show all 1206 →

Top Trims

  • ISHARES TR-$11.6M -79.1%
  • ISHARES TR-$10.7M -94.2%
  • BLACKROCK ETF TRUST-$2.7M -23.9%
  • ISHARES TR-$1.4M -5.0%
  • SCHWAB STRATEGIC TR-$431.2K -96.4%
Show all 460 →

New Positions

  • BLACKROCK ETF TRUST$8.3M
  • VANGUARD SCOTTSDALE FDS$335.8K
  • FIDELITY MERRIMACK STR TR$312.9K
  • EA SERIES TRUST$283.1K
  • VANGUARD WELLESLEY INCOME FD$210.7K
Show all 426 →

Exited Positions

  • HONEYWELL INTL INC$129.5K
  • THOMSON REUTERS CORP$99.8K
  • SEABRIDGE GOLD INC$85.0K
  • PROSHARES TR$66.2K
  • INVESCO EXCH TRD SLF IDX FD$51.7K
Show all 149 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $103.0M 12.30% 137,564 SH
2 SPDR SERIES TRUST SPYM 78464A854 $94.0M 11.23% 1,069,899 SH
3 ISHARES TR ACWX 464288240 $44.0M 5.26% 578,518 SH
4 DIMENSIONAL ETF TRUST DFAI 25434V203 $31.9M 3.81% 772,680 SH
5 ISHARES TR IVW 464287309 $31.7M 3.79% 230,758 SH
6 BLACKROCK ETF TRUST DYNF 09290C103 $30.9M 3.69% 454,810 SH
7 ISHARES TR IVE 464287408 $27.1M 3.24% 119,410 SH
8 DIMENSIONAL ETF TRUST DFAE 25434V302 $25.8M 3.08% 640,767 SH
9 ISHARES TR ITOT 464287150 $21.0M 2.51% 127,829 SH
10 DIMENSIONAL ETF TRUST DFAU 25434V104 $19.6M 2.34% 379,438 SH
11 APPLE INC AAPL 037833100 $18.3M 2.19% 63,341 SH
12 FIDELITY MERRIMACK STR TR FBND 316188309 $16.2M 1.94% 357,130 SH
13 BLACKROCK ETF TRUST BAI 09290C780 $16.1M 1.93% 305,913 SH
14 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $13.0M 1.55% 80,324 SH
15 VANGUARD WORLD FD MGC 921910873 $12.3M 1.46% 44,771 SH
16 ISHARES TR IEFA 46432F842 $12.1M 1.44% 124,846 SH
17 ISHARES TR IJH 464287507 $11.5M 1.37% 148,503 SH
18 DIMENSIONAL ETF TRUST DFAW 25434V617 $10.9M 1.30% 131,656 SH
19 NVIDIA CORPORATION NVDA 67066G104 $10.4M 1.24% 51,940 SH
20 GLOBAL X FDS SHLD 37960A529 $10.1M 1.21% 169,122 SH
21 BLACKROCK ETF TRUST THRO 09290C806 $8.7M 1.04% 201,376 SH
22 ISHARES TR IXUS 46432F834 $8.6M 1.03% 90,195 SH
23 BLACKROCK ETF TRUST IALT 09290C665 $8.3M 0.99% 296,245 SH
24 ISHARES TR DGRO 46434V621 $8.2M 0.97% 107,581 SH
25 VANGUARD MUN BD FDS VCRM 922907712 $6.8M 0.81% 88,686 SH
26 DIMENSIONAL ETF TRUST DFCF 25434V872 $6.7M 0.80% 159,564 SH
27 DIMENSIONAL ETF TRUST DFAS 25434V500 $6.3M 0.75% 75,964 SH
28 ISHARES TR ESGU 46435G425 $6.2M 0.74% 37,743 SH
29 DIMENSIONAL ETF TRUST DFAC 25434V708 $6.0M 0.72% 136,142 SH
30 MICROSOFT CORP MSFT 594918104 $5.7M 0.68% 15,262 SH
31 VANGUARD WORLD FD VGT 92204A702 $5.5M 0.66% 45,963 SH
32 FIDELITY COVINGTON TRUST FREL 316092857 $4.7M 0.56% 159,503 SH
33 VANGUARD INDEX FDS VOO 922908363 $4.4M 0.53% 6,412 SH
34 ISHARES TR STIP 46429B747 $4.4M 0.52% 42,714 SH
35 HEALTHEQUITY INC HQY 42226A107 $4.2M 0.51% 47,045 SH
36 ISHARES TR IJR 464287804 $4.1M 0.49% 27,773 SH
37 ISHARES TR LRGF 46434V282 $3.8M 0.45% 50,029 SH
38 AMAZON COM INC AMZN 023135106 $3.5M 0.42% 14,604 SH
39 INVESCO QQQ TR QQQ 46090E103 $3.4M 0.41% 4,631 SH
40 DIREXION SHARES ETF TRUST TNA 25459W847 $3.2M 0.38% 42,581 SH
41 WORLD GOLD TR GLDM 98149E303 $3.2M 0.38% 40,244 SH
42 ALPHABET INC GOOGL 02079K305 $3.1M 0.37% 8,757 SH
43 ISHARES TR QUAL 46432F339 $3.1M 0.37% 14,018 SH
44 ISHARES TR EFAV 46429B689 $2.9M 0.34% 32,819 SH
45 DIMENSIONAL ETF TRUST DFUS 25434V401 $2.8M 0.33% 34,165 SH
46 DIMENSIONAL ETF TRUST DFAX 25434V880 $2.7M 0.32% 73,584 SH
47 SCHWAB STRATEGIC TR SCHD 808524797 $2.7M 0.32% 85,399 SH
48 ISHARES TR MTUM 46432F396 $2.7M 0.32% 7,786 SH
49 ISHARES INC IEMG 46434G103 $2.5M 0.30% 30,650 SH
50 TESLA INC TSLA 88160R101 $2.5M 0.30% 5,908 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $837.4M 2,334 0001795173-26-000004
2026-03-31 2026-04-24 $718.5M 2,057 0001795173-26-000003
2025-12-31 2026-01-29 $718.7M 2,027 0001795173-26-000001