§ 13F · FUND PROFILE
Physician Wealth Advisors, Inc..
AUM · $837M (13F)Positions · 2334Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 138K | $103M | 12.3% | ±0% |
| 2 | SPYM | SPDR SERIES TRUST | 1.07M | $94M | 11.2% | +58% |
| 3 | ACWX | ISHARES TR | 579K | $44M | 5.3% | +18% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 773K | $32M | 3.8% | +1% |
| 5 | IVW | ISHARES TR | 231K | $32M | 3.8% | +9% |
| 6 | DYNF | BLACKROCK ETF TRUST | 455K | $31M | 3.7% | +4% |
| 7 | IVE | ISHARES TR | 119K | $27M | 3.2% | −12% |
| 8 | DFAE | DIMENSIONAL ETF TRUST | 641K | $26M | 3.1% | −18% |
| 9 | ITOT | ISHARES TR | 128K | $21M | 2.5% | ±0% |
| 10 | DFAU | DIMENSIONAL ETF TRUST | 379K | $20M | 2.3% | −1% |
§ 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 $837 million in assets. The fund runs a massive portfolio of 2,334 positions.
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