Funds › Physician Wealth Advisors, Inc.
Physician Wealth Advisors, Inc.
13F for Q3 2026, filed Oct 20, 2026. 2,437 positions worth $869.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 20, 2026
Reported value
$869.4M
+$32.0M (3.8%) vs Q2 2026
Positions
2,437
2,333 in Q2 2026
Top 10 share
53.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Core S&P500 Etf | 143,182 | $109.7M | 12.6% | +4.1% | 13F ↗ |
| 2 | Spdr Series Trust St Str P500ETF | 1.14M | $102.1M | 11.7% | +6.3% | 13F ↗ |
| 3 | iShares Tr Msci Acwi Ex Us | 899,823 | $68.0M | 7.8% | +55.5% | 13F ↗ |
| 4 | Dimensional ETF Trust Intl Core Eqt Mk | 846,898 | $35.1M | 4.0% | +9.6% | 13F ↗ |
| 5 | iShares Tr S&P 500 Grwt Etf | 234,393 | $33.3M | 3.8% | +1.6% | 13F ↗ |
| 6 | BlackRock ETF Trust Ishares Us Equit | 454,394 | $31.5M | 3.6% | -0.1% | 13F ↗ |
| 7 | iShares Tr S&P 500 Val Etf | 122,587 | $28.0M | 3.2% | +2.7% | 13F ↗ |
| 8 | AAPL Apple Inc. | 64,072 | $21.3M | 2.5% | +1.2% | 13F ↗ |
| 9 | iShares Tr Core S&P Ttl Stk | 120,154 | $20.0M | 2.3% | -6.0% | 13F ↗ |
| 10 | Dimensional ETF Trust Us Core Eqt Mkt | 376,658 | $19.7M | 2.3% | -0.7% | 13F ↗ |
| 11 | Dimensional ETF Trust Emgr Cre Eqt Mng | 427,400 | $16.8M | 1.9% | -33.3% | 13F ↗ |
| 12 | Fidelity Merrimack Str Tr Total Bd Etf | 325,961 | $14.1M | 1.6% | -8.7% | 13F ↗ |
| 13 | BlackRock ETF Trust Isha I In Te Etf | 280,414 | $13.2M | 1.5% | -8.3% | 13F ↗ |
| 14 | NVDA NVIDIA Corporation | 54,054 | $12.3M | 1.4% | +4.1% | 13F ↗ |
| 15 | iShares Tr Core Msci Eafe | 125,130 | $12.1M | 1.4% | +0.2% | 13F ↗ |
| 16 | iShares Tr Core S&P Mcp Etf | 144,750 | $10.4M | 1.2% | -2.5% | 13F ↗ |
| 17 | Dimensional ETF Trust World Equity Etf | 125,930 | $10.4M | 1.2% | -4.3% | 13F ↗ |
| 18 | Vanguard Malvern Fds CORE-PLUS Bd Etf | 136,507 | $10.1M | 1.2% | New | 13F ↗ |
| 19 | BlackRock ETF Trust Isha Us Them Etf | 206,710 | $9.1M | 1.0% | +2.6% | 13F ↗ |
| 20 | BlackRock ETF Trust Isha Syst Al Etf | 301,869 | $9.0M | 1.0% | +1.9% | 13F ↗ |
| 21 | Global X Fds Defense Tech Etf | 144,478 | $8.7M | 1.0% | -14.6% | 13F ↗ |
| 22 | MSFT Microsoft Corporation | 16,356 | $8.4M | 1.0% | +7.2% | 13F ↗ |
| 23 | Vanguard Mun Bd Fds Core Tax Exempt | 114,821 | $8.2M | 0.9% | +29.5% | 13F ↗ |
| 24 | iShares Tr Core Msci Total | 84,798 | $8.1M | 0.9% | -6.0% | 13F ↗ |
| 25 | iShares Tr Core Div Grwth | 106,017 | $8.0M | 0.9% | -1.5% | 13F ↗ |
| 26 | Dimensional ETF Trust Core Fixe In Etf | 190,143 | $7.6M | 0.9% | +19.2% | 13F ↗ |
| 27 | Vanguard Index Fds S&P 500 Etf Shs | 10,379 | $7.3M | 0.8% | +61.9% | 13F ↗ |
| 28 | iShares Tr Esg Awr Msci Usa | 38,004 | $6.3M | 0.7% | +0.7% | 13F ↗ |
| 29 | Dimensional ETF Trust Us Small Cap Etf | 76,287 | $5.9M | 0.7% | +0.4% | 13F ↗ |
| 30 | Vanguard World Fd Inf Tech Etf | 46,107 | $5.8M | 0.7% | +0.3% | 13F ↗ |
| 31 | Dimensional ETF Trust Us Cor Equ 2 Etf | 122,004 | $5.4M | 0.6% | -10.4% | 13F ↗ |
| 32 | iShares Tr 0-5 Yr Tips Etf | 44,489 | $4.4M | 0.5% | +4.2% | 13F ↗ |
| 33 | Fidelity Covington Trust Msci Rl Est Etf | 153,800 | $4.2M | 0.5% | -3.6% | 13F ↗ |
| 34 | Vanguard Wellington Fd Us Multifactor | 22,664 | $4.0M | 0.5% | +519% | 13F ↗ |
| 35 | AMZN Amazon.com, Inc. | 15,330 | $3.8M | 0.4% | +5.0% | 13F ↗ |
| 36 | iShares Tr Core S&P Scp Etf | 26,739 | $3.6M | 0.4% | -3.7% | 13F ↗ |
| 37 | GLDM SPDR Gold MiniShares Trust · Spdr Gld Minis | 43,578 | $3.6M | 0.4% | +8.3% | 13F ↗ |
| 38 | Invesco Qqq Tr | 4,788 | $3.5M | 0.4% | +3.4% | 13F ↗ |
| 39 | Vanguard Scottsdale Fds Short Term Treas | 56,868 | $3.3M | 0.4% | New | 13F ↗ |
| 40 | GOOGL Alphabet Inc. Class A | 9,504 | $3.3M | 0.4% | +8.5% | 13F ↗ |
| 41 | iShares Tr Msci Usa Qlt Fct | 13,500 | $3.0M | 0.3% | -3.7% | 13F ↗ |
| 42 | Dimensional ETF Trust Us Equi Mark Etf | 35,944 | $3.0M | 0.3% | +5.2% | 13F ↗ |
| 43 | iShares Tr Msci Eafe Min Vl | 31,815 | $2.9M | 0.3% | -3.1% | 13F ↗ |
| 44 | Schwab Strategic Tr Us Dividend Eq | 85,231 | $2.8M | 0.3% | -0.2% | 13F ↗ |
| 45 | iShares Inc Core Msci Emkt | 33,442 | $2.7M | 0.3% | +9.1% | 13F ↗ |
| 46 | Dimensional ETF Trust World Ex Us Core | 72,257 | $2.7M | 0.3% | -1.8% | 13F ↗ |
| 47 | HQY HealthEquity, Inc. | 28,862 | $2.6M | 0.3% | -38.7% | 13F ↗ |
| 48 | iShares Tr Msci Usa Mmentm | 7,778 | $2.5M | 0.3% | -0.1% | 13F ↗ |
| 49 | Direxion Shares ETF Trust Daily Small Cap | 42,581 | $2.5M | 0.3% | Unchanged | 13F ↗ |
| 50 | BRK-B Berkshire Hathaway Inc. Class B | 4,832 | $2.4M | 0.3% | +2.1% | 13F ↗ |
Showing the top 50 of 2,437 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
327 new, 1,010 added to, 438 trimmed, 223 exited, 663 unchanged. By estimated dollars.
New positions (327)
| Vanguard Malvern Fds CORE-PLUS Bd Etf | 136,507 | New | $10.1M |
| Vanguard Scottsdale Fds Short Term Treas | 56,868 | New | $3.3M |
| Dfa Invt Dimensions Group In U.S. Sml Cp Val | 19,800 | New | $741.9K |
| XOM ExxonMobil Holdings Corporation | 4,019 | New | $654.0K |
| iShares Tr Ibonds Dec 2031 | 14,500 | New | $357.6K |
| iShares U S ETF Tr Shor Mat Mun Etf | 6,385 | New | $316.9K |
| Dfa Invt Dimensions Group In Real Estate Secu | 10,537 | New | $254.6K |
| OKE ONEOK, Inc. | 2,760 | New | $235.3K |
| iShares Tr Ibonds Dec 2035 | 9,150 | New | $213.1K |
| iShares Tr Ibonds Dec 28 | 6,500 | New | $163.4K |
Added to (1,010)
| iShares Tr Msci Acwi Ex Us | 899,823 | +55.5% | $24.3M |
| Spdr Series Trust St Str P500ETF | 1.14M | +6.3% | $6.0M |
| iShares Tr Core S&P500 Etf | 143,182 | +4.1% | $4.3M |
| Vanguard Wellington Fd Us Multifactor | 22,664 | +519% | $3.4M |
| Dimensional ETF Trust Intl Core Eqt Mk | 846,898 | +9.6% | $3.1M |
| Vanguard Index Fds S&P 500 Etf Shs | 10,379 | +61.9% | $2.8M |
| Vanguard Mun Bd Fds Core Tax Exempt | 114,821 | +29.5% | $1.9M |
| Dimensional ETF Trust Core Fixe In Etf | 190,143 | +19.2% | $1.2M |
| Fidelity Merrimack Str Tr Mun Bd Opportun | 29,671 | +387% | $1.1M |
| Vanguard Malvern Fds Core Bd Etf | 17,327 | +188% | $832.3K |
Trimmed (438)
| Invesco Exch Traded Fd Tr II S&P 500 Momntm | 1,257 | -98.4% | -$12.0M |
| Vanguard World Fd Mrngstr Cap Etf | 3,586 | -92.0% | -$11.6M |
| Dimensional ETF Trust Emgr Cre Eqt Mng | 427,400 | -33.3% | -$8.4M |
| iShares Tr U S Equity Factr | 5,116 | -89.8% | -$3.5M |
| HQY HealthEquity, Inc. | 28,862 | -38.7% | -$1.6M |
| Global X Fds Defense Tech Etf | 144,478 | -14.6% | -$1.5M |
| Fidelity Merrimack Str Tr Total Bd Etf | 325,961 | -8.7% | -$1.3M |
| iShares Tr Core S&P Ttl Stk | 120,154 | -6.0% | -$1.3M |
| BlackRock ETF Trust Isha I In Te Etf | 280,414 | -8.3% | -$1.2M |
| Dimensional ETF Trust Us Cor Equ 2 Etf | 122,004 | -10.4% | -$628.4K |
Exited (223)
| Dimensional ETF Trust Us Small Cap Etf | 19,870 | Exited | -$770.8K |
| Exxon Mobil Corp | 3,669 | Exited | -$501.7K |
| BlackRock ETF Trust II Isha Flex In Etf | 7,201 | -100% | -$376.9K |
| Dimensional ETF Trust Us Real Esta Etf | 10,479 | Exited | -$274.1K |
| Oneok Inc | 2,745 | Exited | -$238.7K |
| Electronic Arts Inc | 983 | Exited | -$201.5K |
| Ea Series Trust Alpha Arch 1-3 | 1,000 | Exited | -$117.1K |
| BTZ BlackRock Credit Allocation Income Trust | 10,000 | Exited | -$102.2K |
| iShares Tr Ibonds Dec 2035 | 4,000 | Exited | -$100.3K |
| iShares Tr | 162 | -100% | -$41.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 20, 2026 | 13F-HR | 2,440 | $869.4M | Current | SEC ↗ |
| Q2 2026 | Jul 20, 2026 | 13F-HR | 2,334 | $837.4M | Current | SEC ↗ |
| Q1 2026 | Apr 24, 2026 | 13F-HR | 2,057 | $718.5M | Current | SEC ↗ |
| Q4 2025 | Jan 29, 2026 | 13F-HR | 2,027 | $718.7M | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 1,899 | $702.6M | Current | SEC ↗ |
| Q2 2025 | Jul 14, 2025 | 13F-HR | 1,800 | $636.8M | Current | SEC ↗ |
| Q1 2025 | Apr 28, 2025 | 13F-HR | 1,436 | $580.8M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer