Institutions / Physician Wealth Advisors, Inc.
Physician Wealth Advisors, Inc.
CIK 1795173 · Institution · as of Dec 31, 2025
Portfolio value
$718.65M
Positions
2,027
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 2,027 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $93.41M | 13.0% |
| SPDR Series Trust | $33.35M | 4.6% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $31.67M | 4.4% |
| iShares Tr | $30.18M | 4.2% |
| Dimensional ETF Trust | $28.93M | 4.0% |
| Invesco Exchange Traded Fd T | $24.43M | 3.4% |
| iShares Tr | $24.37M | 3.4% |
| Dimensional ETF Trust | $24.20M | 3.4% |
| iShares Tr | $19.24M | 2.7% |
| iShares MSCI UAE ETF | $18.84M | 2.6% |
| Dimensional ETF Trust | $17.79M | 2.5% |
| Apple Inc. | $16.94M | 2.4% |
| iShares Inc | $16.83M | 2.3% |
| iShares MSCI UAE ETF | $14.98M | 2.1% |
| Fidelity Merrimack Str Tr | $13.11M | 1.8% |
| BlackRock ETF Trust | $12.29M | 1.7% |
| Invesco Exch Traded Fd Tr II | $11.82M | 1.6% |
| iShares Tr | $11.73M | 1.6% |
| BlackRock ETF Trust | $11.37M | 1.6% |
| Dimensional ETF Trust | $11.20M | 1.6% |
| Vanguard World Fd | $10.97M | 1.5% |
| NVIDIA Corp | $9.98M | 1.4% |
| iShares Tr | $9.68M | 1.3% |
| iShares Tr | $7.91M | 1.1% |
| World Gold Tr | $7.81M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.