Physician Wealth Advisors, Inc.
Q3 2026 13F filing
Updated 16 days ago2,440 disclosed positions worth $869.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $109.7M | 143.2K | 12.61% | Added(+4.1%) |
| 2 | S SPDR SERIES TRUST | $102.1M | 1.14M | 11.74% | Added(+6.3%) |
| 3 | E ISHARES TR | $68M | 899.8K | 7.83% | Added(+55.5%) |
| 4 | C DIMENSIONAL ETF TRUST | $35.1M | 846.9K | 4.04% | Added(+9.6%) |
| 5 | E ISHARES TR | $33.3M | 234.4K | 3.84% | Added(+1.6%) |
| 6 | E BLACKROCK ETF TRUST | $31.5M | 454.4K | 3.62% | Trimmed(-0.1%) |
| 7 | E ISHARES TR | $28M | 122.6K | 3.22% | Added(+2.7%) |
| 8 | A APPLE INC | $21.3M | 64.1K | 2.45% | Added(+1.1%) |
| 9 | E ISHARES TR | $20M | 120.2K | 2.30% | Trimmed(-6.0%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $19.7M | 376.7K | 2.27% | Trimmed(-0.7%) |
| 11 | N DIMENSIONAL ETF TRUST | $16.8M | 427.4K | 1.93% | Trimmed(-33.3%) |
| 12 | F FIDELITY MERRIMACK STR TR | $14.1M | 326.0K | 1.62% | Trimmed(-8.7%) |
| 13 | E BLACKROCK ETF TRUST | $13.2M | 280.4K | 1.52% | Trimmed(-8.3%) |
| 14 | N NVIDIA CORPORATION | $12.3M | 54.1K | 1.42% | Added(+4.1%) |
| 15 | E ISHARES TR | $12.1M | 125.1K | 1.39% | Added(+0.2%) |
| 16 | E ISHARES TR | $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 | V VANGUARD MALVERN FDS | $10.1M | 136.5K | 1.16% | — |
| 19 | E BLACKROCK ETF TRUST | $9.1M | 206.7K | 1.05% | Added(+2.6%) |
| 20 | E BLACKROCK ETF TRUST | $9M | 301.9K | 1.04% | Added(+1.9%) |
| 21 | G GLOBAL X FDS | $8.7M | 144.5K | 1.00% | Trimmed(-14.6%) |
| 22 | M MICROSOFT CORP | $8.4M | 16.4K | 0.96% | Added(+7.2%) |
| 23 | V VANGUARD MUN BD FDS | $8.2M | 114.8K | 0.95% | Added(+29.5%) |
| 24 | E ISHARES TR | $8.1M | 84.8K | 0.93% | Trimmed(-6.0%) |
| 25 | E ISHARES TR | $8M | 106.0K | 0.92% | Trimmed(-1.4%) |
| 26 | H DIMENSIONAL ETF TRUST | $7.6M | 190.1K | 0.88% | Added(+19.2%) |
| 27 | V VANGUARD INDEX FDS | $7.3M | 10.4K | 0.84% | Added(+61.9%) |
| 28 | E ISHARES TR | $6.3M | 38.0K | 0.73% | Added(+0.7%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $5.9M | 76.3K | 0.68% | Added(+0.4%) |
| 30 | V VANGUARD WORLD FD | $5.8M | 46.1K | 0.67% | Added(+0.3%) |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $5.4M | 122.0K | 0.62% | Trimmed(-10.4%) |
| 32 | E ISHARES TR | $4.4M | 44.5K | 0.51% | Added(+4.2%) |
| 33 | ? N/A FIDELITY COVINGTON TRUST | $4.2M | 153.8K | 0.48% | Trimmed(-3.6%) |
| 34 | V VANGUARD WELLINGTON FD | $4M | 22.7K | 0.47% | Added(+519.4%) |
| 35 | A AMAZON COM INC | $3.8M | 15.3K | 0.44% | Added(+5.0%) |
| 36 | E ISHARES TR | $3.6M | 26.7K | 0.42% | Trimmed(-3.7%) |
| 37 | G WORLD GOLD TR | $3.6M | 43.6K | 0.41% | Added(+8.3%) |
| 38 | Q INVESCO QQQ TR | $3.5M | 4.8K | 0.41% | Added(+3.4%) |
| 39 | V VANGUARD SCOTTSDALE FDS | $3.3M | 56.9K | 0.38% | — |
| 40 | G ALPHABET INC | $3.3M | 9.5K | 0.38% | Added(+8.5%) |
| 41 | E ISHARES TR | $3M | 13.5K | 0.35% | Trimmed(-3.7%) |
| 42 | ? N/A DIMENSIONAL ETF TRUST | $3M | 35.9K | 0.34% | Added(+5.2%) |
| 43 | E ISHARES TR | $2.9M | 31.8K | 0.33% | Trimmed(-3.1%) |
| 44 | S SCHWAB STRATEGIC TR | $2.8M | 85.2K | 0.32% | Trimmed(-0.2%) |
| 45 | E ISHARES INC | $2.7M | 33.4K | 0.31% | Added(+9.1%) |
| 46 | D DIMENSIONAL ETF TRUST | $2.7M | 72.3K | 0.31% | Trimmed(-1.8%) |
| 47 | H HEALTHEQUITY INC | $2.6M | 28.9K | 0.29% | Trimmed(-38.6%) |
| 48 | E ISHARES TR | $2.5M | 7.8K | 0.28% | Trimmed(-0.1%) |
| 49 | ? N/A DIREXION SHARES ETF TRUST | $2.5M | 42.6K | 0.28% | Unchanged |
| 50 | B BERKSHIRE HATHAWAY INC DEL | $2.4M | 4.8K | 0.28% | Added(+2.1%) |