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 51–100 of 2,027
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJS | ISHARES TR | 15K | $1M+ | SH |
| EFG | ISHARES TR | 14K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| WMT | WALMART INC | 14K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |
| EEMV | ISHARES INC | 24K | $1M+ | SH |
| EXR | EXTRA SPACE STORAGE INC | 11K | $1M+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 31K | $1M+ | SH |
| IWC | ISHARES TR | 8K | $1M+ | SH |
| USMV | ISHARES TR | 13K | $1M+ | SH |
| VLUE | ISHARES TR | 9K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| MUB | ISHARES TR | 10K | $1M+ | SH |
| SIL | GLOBAL X FDS | 13K | $1M+ | SH |
| SCZ | ISHARES TR | 13K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 24K | $1M+ | SH |
| ESGE | ISHARES INC | 22K | $500K+ | SH |
| LLY | ELI LILLY & CO | 915 | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 2K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| NOW | SERVICENOW INC | 6K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| ZION | ZIONS BANCORPORATION N A | 14K | $500K+ | SH |
| AGG | ISHARES TR | 8K | $500K+ | SH |
| TQQQ | PROSHARES TR | 15K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| CI | THE CIGNA GROUP | 3K | $500K+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 20K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| IXN | ISHARES TR | 6K | $500K+ | SH |
| DDFS | INNOVATOR ETFS TRUST | 29K | $500K+ | SH |
| SUB | ISHARES TR | 6K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| VFMF | VANGUARD WELLINGTON FD | 4K | $500K+ | SH |
| ESGV | VANGUARD WORLD FD | 5K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 6K | $500K+ | SH |