StockDriftsStockDriftsTop 50 Physician Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.3% | 137.6K | $103.0M | -0.46%(-633) | $253.30(+207.52%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 11.23% | 1.07M | $94.0M | +58.46%(+394.73K) | $68.77(+32.69%) | 2026-06-30 | |
| ACWX | ISHARES TR | 5.26% | 578.5K | $44.0M | +17.61%(+86.64K) | $61.16(+28.07%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.81% | 772.7K | $31.9M | +1.21%(+9.20K) | $27.46(+57.84%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.79% | 230.8K | $31.7M | +9.15%(+19.35K) | $88.91(+59.29%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.69% | 454.8K | $30.9M | +4.41%(+19.20K) | $47.14(+48.84%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.24% | 119.4K | $27.1M | -11.67%(-15.77K) | $192.74(+23.03%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.08% | 640.8K | $25.8M | -17.77%(-138.49K) | $26.94(+46.09%) | 2026-06-30 | |
| ITOT | ISHARES TR | 2.51% | 127.8K | $21.0M | -0.23%(-298) | $72.66(+133.75%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.34% | 379.4K | $19.6M | -0.63%(-2.42K) | $29.55(+81.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.89% | +63.85% | +9.56% | +57.89% |
| Top 20 Holdings Unweighted | +16.66% | +58.77% | +7.85% | +45.91% |
Physician Wealth Advisors, Inc. reports $837.38M in US-listed equity holdings across 2,334 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.3%), SPYM (11.2%) and ACWX (5.3%). The top 20 holdings account for 66.88% of reported assets. Its disclosed equity book has returned +63.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Physician Wealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1795173). View Physician Wealth Advisors, Inc.’s 13F filings on SEC