CIK 1795173
Physician Wealth Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
2,027
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 2,027
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 136K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 416K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 521K | $1M+ | SH |
| IVE | ISHARES TR | 142K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 759K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 412K | $1M+ | SH |
| IVW | ISHARES TR | 198K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 743K | $1M+ | SH |
| EFV | ISHARES TR | 269K | $1M+ | SH |
| ITOT | ISHARES TR | 127K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 380K | $1M+ | SH |
| AAPL | APPLE INC | 62K | $1M+ | SH |
| IEMG | ISHARES INC | 250K | $1M+ | SH |
| QUAL | ISHARES TR | 75K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 285K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 369K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 99K | $1M+ | SH |
| IEFA | ISHARES TR | 131K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 295K | $1M+ | SH |
| DFAW | DIMENSIONAL ETF TRUST | 151K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 44K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 53K | $1M+ | SH |
| IJH | ISHARES TR | 147K | $1M+ | SH |
| DGRO | ISHARES TR | 114K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 91K | $1M+ | SH |
| IXUS | ISHARES TR | 90K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 14K | $1M+ | SH |
| VCRM | VANGUARD MUN BD FDS | 81K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 140K | $1M+ | SH |
| SHLD | GLOBAL X FDS | 83K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 75K | $1M+ | SH |
| ESGU | ISHARES TR | 34K | $1M+ | SH |
| STIP | ISHARES TR | 43K | $1M+ | SH |
| HQY | HEALTHEQUITY INC | 47K | $1M+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 160K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 5K | $1M+ | SH |
| IJR | ISHARES TR | 30K | $1M+ | SH |
| AMZN | AMAZON COM INC | 15K | $1M+ | SH |
| LRGF | ISHARES TR | 48K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| EFAV | ISHARES TR | 34K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 5K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| GOOGL | ALPHABET INC | 8K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 34K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 74K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 83K | $1M+ | SH |
| MTUM | ISHARES TR | 8K | $1M+ | SH |
| TNA | DIREXION SHS ETF TR | 43K | $1M+ | SH |