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Physician Wealth Advisors, Inc.
hedge fundUpdated 16 days agoManaged by Physician Wealth Advisors, Inc. • Latest filing Q3 2026
Portfolio value
$869.4M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
23.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $702.6M |
| Q4 2025 | $718.7M |
| Q1 2026 | $718.5M |
| Q2 2026 | $837.4M |
| Q3 2026 | $869.4M |
Top holdings
2,440 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $109.7M | 143.2K | 12.61% | Added(+4.1%) | |
| 2 | $102.1M | 1.14M | 11.74% | Added(+6.3%) | |
| 3 | $68M | 899.8K | 7.83% | Added(+55.5%) | |
| 4 | $35.1M | 846.9K | 4.04% | Added(+9.6%) | |
| 5 | $33.3M | 234.4K | 3.84% | Added(+1.6%) | |
| 6 | $31.5M | 454.4K | 3.62% | Trimmed(-0.1%) | |
| 7 | $28M | 122.6K | 3.22% | Added(+2.7%) | |
| 8 | $21.3M | 64.1K | 2.45% | Added(+1.1%) | |
| 9 | $20M | 120.2K | 2.30% | Trimmed(-6.0%) | |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $19.7M | 376.7K | 2.27% | Trimmed(-0.7%) |
| 11 | $16.8M | 427.4K | 1.93% | Trimmed(-33.3%) | |
| 12 | $14.1M | 326.0K | 1.62% | Trimmed(-8.7%) | |
| 13 | $13.2M | 280.4K | 1.52% | Trimmed(-8.3%) | |
| 14 | $12.3M | 54.1K | 1.42% | Added(+4.1%) | |
| 15 | $12.1M | 125.1K | 1.39% | Added(+0.2%) | |
| 16 | $10.4M | 144.8K | 1.20% | Trimmed(-2.5%) | |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $10.4M | 125.9K | 1.19% | Trimmed(-4.3%) |
| 18 | $10.1M | 136.5K | 1.16% | — | |
| 19 | $9.1M | 206.7K | 1.05% | Added(+2.6%) | |
| 20 | $9M | 301.9K | 1.04% | Added(+1.9%) |