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 101–150 of 2,027
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ICSH | ISHARES TR | 10K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $500K+ | SH |
| CAT | CATERPILLAR INC | 857 | $100K–$500K | SH |
| USXF | ISHARES TR | 8K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| IHI | ISHARES TR | 8K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 18K | $100K–$500K | SH |
| TRMB | TRIMBLE INC | 6K | $100K–$500K | SH |
| SNFCA | SECURITY NATL FINL CORP | 52K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 8K | $100K–$500K | SH |
| EFA | ISHARES TR | 5K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 7K | $100K–$500K | SH |
| GSBD | GOLDMAN SACHS BDC INC | 47K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 3K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| DFSI | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 71 | $100K–$500K | SH |
| IBTG | ISHARES TR | 17K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 996 | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 2K | $100K–$500K | SH |
| AEE | AMEREN CORP | 3K | $100K–$500K | SH |
| VCRB | VANGUARD MALVERN FDS | 4K | $100K–$500K | SH |
| ESGD | ISHARES TR | 4K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 575 | $100K–$500K | SH |
| SYLD | CAMBRIA ETF TR | 5K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 306 | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 712 | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| NWE | NORTHWESTERN ENERGY GROUP IN | 5K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 687 | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 9K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| XSOE | WISDOMTREE TR | 7K | $100K–$500K | SH |
| USEP | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 4K | $100K–$500K | SH |
| DFAR | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 2K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |