§ 13F · FUND PROFILE
Physician Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $702.6T (13F)Positions · 1899Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 136K | $93.4T | 13.0% | +1% |
| 2 | SPYM | SPDR SERIES TRUST | 416K | $33.4T | 4.6% | +3% |
| 3 | DYNF | BLACKROCK ETF TRUST | 521K | $31.7T | 4.4% | +3% |
| 4 | IVE | ISHARES TR | 142K | $30.2T | 4.2% | +44% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 759K | $28.9T | 4.0% | ±0% |
| 6 | XLG | INVESCO EXCHANGE TRADED FD T | 412K | $24.4T | 3.4% | +3% |
| 7 | IVW | ISHARES TR | 198K | $24.4T | 3.4% | +4% |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 743K | $24.2T | 3.4% | +27% |
| 9 | EFV | ISHARES TR | 269K | $19.2T | 2.7% | −5% |
| 10 | ITOT | ISHARES TR | 127K | $18.8T | 2.6% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PHYSICIAN SIGNAL
AC read
Physician Wealth Advisors, Inc. is a Other fund managing $702571.4 trillion in assets. The fund runs a massive portfolio of 1,899 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed