StockDriftsStockDriftsTop 50 Physician Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.56% | 138.2K | $90.3M | +1.34%(+1.82K) | $253.30(+194.42%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 7.19% | 675.2K | $51.7M | +62.40%(+259.43K) | $61.57(+41.91%) | 2026-03-31 | |
| ACWX | ISHARES TR | 4.69% | 491.9K | $33.7M | new | $67.80(+11.28%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.14% | 763.5K | $29.7M | +0.56%(+4.25K) | $27.32(+52.42%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.97% | 135.2K | $28.5M | -5.02%(-7.15K) | $192.74(+16.55%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.67% | 779.3K | $26.4M | +4.86%(+36.10K) | $26.94(+47.53%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.53% | 435.6K | $25.3M | -16.35%(-85.14K) | $46.48(+42.95%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.33% | 211.4K | $23.9M | +6.91%(+13.67K) | $85.78(+60.00%) | 2026-03-31 | |
| ITOT | ISHARES TR | 2.54% | 128.1K | $18.2M | +1.14%(+1.44K) | $72.66(+122.96%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.4% | 381.9K | $17.2M | +0.48%(+1.81K) | $29.55(+72.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.33% | +49.43% |
| Top 20 Holdings Unweighted | +12.31% | +41.67% |
Sign up free to track Physician Wealth Advisors, Inc., compare funds side by side, and get alerts the moment positions change.