Physician Wealth Advisors, Inc.
Q2 2026 13F filing
Updated 52 days ago2,334 disclosed positions worth $837.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $103M | 137.6K | 12.30% | Trimmed(-0.5%) |
| 2 | S STT-PG SPDR SERIES TRUST | $94M | 1.07M | 11.23% | Added(+58.5%) |
| 3 | E ETHA ISHARES TR | $44M | 578.5K | 5.26% | Added(+17.6%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $31.9M | 772.7K | 3.81% | Added(+1.2%) |
| 5 | E ETHA ISHARES TR | $31.7M | 230.8K | 3.79% | Added(+9.2%) |
| 6 | E ETHA BLACKROCK ETF TRUST | $30.9M | 454.8K | 3.69% | Added(+4.4%) |
| 7 | E ETHA ISHARES TR | $27.1M | 119.4K | 3.24% | Trimmed(-11.7%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $25.8M | 640.8K | 3.08% | Trimmed(-17.8%) |
| 9 | E ETHA ISHARES TR | $21M | 127.8K | 2.51% | Trimmed(-0.2%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $19.6M | 379.4K | 2.34% | Trimmed(-0.6%) |
| 11 | A AAPL APPLE INC | $18.3M | 63.3K | 2.19% | Added(+1.1%) |
| 12 | ? N/A FIDELITY MERRIMACK STR TR | $16.2M | 357.1K | 1.94% | Added(+12.7%) |
| 13 | ? N/A BLACKROCK ETF TRUST | $16.1M | 305.9K | 1.93% | Trimmed(-20.8%) |
| 14 | ? N/A INVESCO EXCH TRADED FD TR II | $13M | 80.3K | 1.55% | Trimmed(-23.3%) |
| 15 | ? N/A VANGUARD WORLD FD | $12.3M | 44.8K | 1.46% | Added(+0.1%) |
| 16 | E ETHA ISHARES TR | $12.1M | 124.8K | 1.44% | Trimmed(-1.1%) |
| 17 | E ETHA ISHARES TR | $11.5M | 148.5K | 1.37% | Trimmed(-0.1%) |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $10.9M | 131.7K | 1.30% | Trimmed(-11.0%) |
| 19 | N NVDA NVIDIA CORPORATION | $10.4M | 51.9K | 1.24% | Trimmed(-3.9%) |
| 20 | ? N/A GLOBAL X FDS | $10.1M | 169.1K | 1.21% | Added(+35.9%) |
| 21 | ? N/A BLACKROCK ETF TRUST | $8.7M | 201.4K | 1.04% | Trimmed(-36.1%) |
| 22 | E ETHA ISHARES TR | $8.6M | 90.2K | 1.03% | Added(+0.1%) |
| 23 | ? N/A BLACKROCK ETF TRUST | $8.3M | 296.2K | 0.99% | — |
| 24 | E ETHA ISHARES TR | $8.2M | 107.6K | 0.97% | Trimmed(-4.3%) |
| 25 | ? N/A VANGUARD MUN BD FDS | $6.8M | 88.7K | 0.81% | Added(+1.7%) |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $6.7M | 159.6K | 0.80% | Added(+55.3%) |
| 27 | ? N/A DIMENSIONAL ETF TRUST | $6.3M | 76.0K | 0.75% | Trimmed(-0.0%) |
| 28 | ? N/A ISHARES TR | $6.2M | 37.7K | 0.74% | Added(+6.1%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $6M | 136.1K | 0.72% | Trimmed(-1.9%) |
| 30 | M MSFT MICROSOFT CORP | $5.7M | 15.3K | 0.68% | Trimmed(-3.7%) |
| 31 | V VGES VANGUARD WORLD FD | $5.5M | 46.0K | 0.66% | Added(+734.0%) |
| 32 | ? N/A FIDELITY COVINGTON TRUST | $4.7M | 159.5K | 0.56% | Trimmed(-0.3%) |
| 33 | V VGES VANGUARD INDEX FDS | $4.4M | 6.4K | 0.53% | Added(+23.1%) |
| 34 | E ETHA ISHARES TR | $4.4M | 42.7K | 0.52% | Trimmed(-0.2%) |
| 35 | ? N/A HEALTHEQUITY INC | $4.2M | 47.0K | 0.51% | Trimmed(-0.0%) |
| 36 | E ETHA ISHARES TR | $4.1M | 27.8K | 0.49% | Trimmed(-4.1%) |
| 37 | ? N/A ISHARES TR | $3.8M | 50.0K | 0.45% | Added(+1.4%) |
| 38 | A AMZN AMAZON COM INC | $3.5M | 14.6K | 0.42% | Trimmed(-3.4%) |
| 39 | Q QQQ INVESCO QQQ TR | $3.4M | 4.6K | 0.41% | Trimmed(-2.3%) |
| 40 | ? N/A DIREXION SHARES ETF TRUST | $3.2M | 42.6K | 0.38% | Unchanged |
| 41 | ? N/A WORLD GOLD TR | $3.2M | 40.2K | 0.38% | Added(+27.5%) |
| 42 | G GOOGN ALPHABET INC | $3.1M | 8.8K | 0.37% | Added(+1.5%) |
| 43 | E ETHA ISHARES TR | $3.1M | 14.0K | 0.37% | Trimmed(-81.7%) |
| 44 | ? N/A ISHARES TR | $2.9M | 32.8K | 0.34% | Trimmed(-1.6%) |
| 45 | ? N/A DIMENSIONAL ETF TRUST | $2.8M | 34.2K | 0.33% | Added(+0.0%) |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $2.7M | 73.6K | 0.32% | Trimmed(-1.0%) |
| 47 | S SCHW-PJ SCHWAB STRATEGIC TR | $2.7M | 85.4K | 0.32% | Added(+0.0%) |
| 48 | ? N/A ISHARES TR | $2.7M | 7.8K | 0.32% | Unchanged |
| 49 | E ETHA ISHARES INC | $2.5M | 30.6K | 0.30% | Trimmed(-12.1%) |
| 50 | T TSLA TESLA INC | $2.5M | 5.9K | 0.30% | Added(+3.9%) |