§ 13F · FUND PROFILE
Physician Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $703M (13F)Positions · 1899Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 138K | $90M | 12.6% | +1% |
| 2 | SPYM | SPDR SERIES TRUST | 675K | $52M | 7.2% | +62% |
| 3 | ACWX | ISHARES TR | 492K | $34M | 4.7% | NEW |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 763K | $30M | 4.1% | +1% |
| 5 | IVE | ISHARES TR | 135K | $29M | 4.0% | −5% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 779K | $26M | 3.7% | +5% |
| 7 | DYNF | BLACKROCK ETF TRUST | 436K | $25M | 3.5% | −16% |
| 8 | IVW | ISHARES TR | 211K | $24M | 3.3% | +7% |
| 9 | ITOT | ISHARES TR | 128K | $18M | 2.5% | +1% |
| 10 | DFAU | DIMENSIONAL ETF TRUST | 382K | $17M | 2.4% | ±0% |
§ 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 $703 million in assets. The fund runs a massive portfolio of 1,899 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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