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 201–250 of 2,027
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OKE | ONEOK INC NEW | 3K | $100K–$500K | SH |
| DFSE | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 974 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 603 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 672 | $100K–$500K | SH |
| SSO | PROSHARES TR | 3K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 991 | $100K–$500K | SH |
| UDEC | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| DMXF | ISHARES TR | 2K | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 286 | $100K–$500K | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 10K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 1K | $100K–$500K | SH |
| IFRA | ISHARES TR | 3K | $100K–$500K | SH |
| SKYW | SKYWEST INC | 2K | $100K–$500K | SH |
| IBDR | ISHARES TR | 7K | $100K–$500K | SH |
| EUSB | ISHARES TR | 4K | $100K–$500K | SH |
| IBMS | ISHARES TR | 7K | $100K–$500K | SH |
| DVY | ISHARES TR | 1K | $100K–$500K | SH |
| PCM | PCM FD INC | 27K | $100K–$500K | SH |
| LULU | LULULEMON ATHLETICA INC | 803 | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 1K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 80 | $100K–$500K | SH |
| IBTK | ISHARES TR | 8K | $100K–$500K | SH |
| IBTJ | ISHARES TR | 7K | $100K–$500K | SH |
| IBTH | ISHARES TR | 7K | $100K–$500K | SH |
| IJJ | ISHARES TR | 1K | $100K–$500K | SH |
| IWM | ISHARES TR | 622 | $100K–$500K | SH |
| WELL | WELLTOWER INC | 818 | $100K–$500K | SH |
| HSIC | HENRY SCHEIN INC | 2K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 45 | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 2K | $100K–$500K | SH |
| EQR | EQUITY RESIDENTIAL | 2K | $100K–$500K | SH |
| TRI | THOMSON REUTERS CORP | 1K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 1K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 769 | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 126 | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 764 | $100K–$500K | SH |
| IQLT | ISHARES TR | 3K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 398 | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 496 | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC | 274 | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 259 | $100K–$500K | SH |
| DDTO | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 729 | $100K–$500K | SH |
| F | FORD MTR CO | 9K | $100K–$500K | SH |
| PEJ | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 4K | $100K–$500K | SH |
| DLR | DIGITAL RLTY TR INC | 778 | $100K–$500K | SH |