Holders — by stockHoldings — by fund
Physician Wealth Advisors, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1795173
$837.4M
disclosed book value
2,334
positions
12.3%
largest position share
Positions, as of 2026-06-30
top 100 of 2,334 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 137,564 | $103.0M | 12.3% |
| 2 | SPYMSPDR SERIES TRUST | 1.1M | $94.0M | 11.2% |
| 3 | ACWXISHARES TR | 578,518 | $44.0M | 5.3% |
| 4 | DFAIDIMENSIONAL ETF TRUST | 772,680 | $31.9M | 3.8% |
| 5 | IVWISHARES TR | 230,758 | $31.7M | 3.8% |
| 6 | DYNFBLACKROCK ETF TRUST | 454,810 | $30.9M | 3.7% |
| 7 | IVEISHARES TR | 119,410 | $27.1M | 3.2% |
| 8 | DFAEDIMENSIONAL ETF TRUST | 640,767 | $25.8M | 3.1% |
| 9 | ITOTISHARES TR | 127,829 | $21.0M | 2.5% |
| 10 | DFAUDIMENSIONAL ETF TRUST | 379,438 | $19.6M | 2.3% |
| 11 | AAPLAPPLE INC | 63,341 | $18.3M | 2.2% |
| 12 | FBNDFIDELITY MERRIMACK STR TR | 357,130 | $16.2M | 1.9% |
| 13 | BAIBLACKROCK ETF TRUST | 305,913 | $16.1M | 1.9% |
| 14 | SPMOINVESCO EXCH TRADED FD TR II | 80,324 | $13.0M | 1.5% |
| 15 | MGCVANGUARD WORLD FD | 44,771 | $12.3M | 1.5% |
| 16 | IEFAISHARES TR | 124,846 | $12.1M | 1.4% |
| 17 | IJHISHARES TR | 148,503 | $11.5M | 1.4% |
| 18 | DFAWDIMENSIONAL ETF TRUST | 131,656 | $10.9M | 1.3% |
| 19 | NVDANVIDIA CORPORATION | 51,940 | $10.4M | 1.2% |
| 20 | SHLDGLOBAL X FDS | 169,122 | $10.1M | 1.2% |
| 21 | THROBLACKROCK ETF TRUST | 201,376 | $8.7M | 1% |
| 22 | IXUSISHARES TR | 90,195 | $8.6M | 1% |
| 23 | BLACKROCK ETF TRUST | 296,245 | $8.3M | 1% |
| 24 | DGROISHARES TR | 107,581 | $8.2M | 1% |
| 25 | VANGUARD MUN BD FDS | 88,686 | $6.8M | 0.8% |
| 26 | DFCFDIMENSIONAL ETF TRUST | 159,564 | $6.7M | 0.8% |
| 27 | DFASDIMENSIONAL ETF TRUST | 75,964 | $6.3M | 0.7% |
| 28 | ESGUISHARES TR | 37,743 | $6.2M | 0.7% |
| 29 | DFACDIMENSIONAL ETF TRUST | 136,142 | $6.0M | 0.7% |
| 30 | MSFTMICROSOFT CORP | 15,262 | $5.7M | 0.7% |
| 31 | VGTVANGUARD WORLD FD | 45,963 | $5.5M | 0.7% |
| 32 | FRELFIDELITY COVINGTON TRUST | 159,503 | $4.7M | 0.6% |
| 33 | VOOVANGUARD INDEX FDS | 6,412 | $4.4M | 0.5% |
| 34 | STIPISHARES TR | 42,714 | $4.4M | 0.5% |
| 35 | HQYHEALTHEQUITY INC | 47,045 | $4.2M | 0.5% |
| 36 | IJRISHARES TR | 27,773 | $4.1M | 0.5% |
| 37 | LRGFISHARES TR | 50,029 | $3.8M | 0.5% |
| 38 | AMZNAMAZON COM INC | 14,604 | $3.5M | 0.4% |
| 39 | QQQINVESCO QQQ TR | 4,631 | $3.4M | 0.4% |
| 40 | TNADIREXION SHARES ETF TRUST | 42,581 | $3.2M | 0.4% |
| 41 | GLDMWORLD GOLD TR | 40,244 | $3.2M | 0.4% |
| 42 | GOOGLALPHABET INC | 8,757 | $3.1M | 0.4% |
| 43 | QUALISHARES TR | 14,018 | $3.1M | 0.4% |
| 44 | EFAVISHARES TR | 32,819 | $2.9M | 0.3% |
| 45 | DFUSDIMENSIONAL ETF TRUST | 34,165 | $2.8M | 0.3% |
| 46 | DFAXDIMENSIONAL ETF TRUST | 73,584 | $2.7M | 0.3% |
| 47 | SCHDSCHWAB STRATEGIC TR | 85,399 | $2.7M | 0.3% |
| 48 | MTUMISHARES TR | 7,786 | $2.7M | 0.3% |
| 49 | IEMGISHARES INC | 30,650 | $2.5M | 0.3% |
| 50 | TSLATESLA INC | 5,908 | $2.5M | 0.3% |
| 51 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,731 | $2.4M | 0.3% |
| 52 | GBCIGLACIER BANCORP INC NEW | 44,079 | $2.3M | 0.3% |
| 53 | VLUEISHARES TR | 9,673 | $1.9M | 0.2% |
| 54 | IJSISHARES TR | 13,942 | $1.9M | 0.2% |
| 55 | COSTCOSTCO WHOLESALE CORPORATION | 1,890 | $1.8M | 0.2% |
| 56 | GOOGALPHABET INC | 4,924 | $1.7M | 0.2% |
| 57 | EFGISHARES TR | 13,869 | $1.7M | 0.2% |
| 58 | VVVANGUARD INDEX FDS | 5,017 | $1.7M | 0.2% |
| 59 | EEMVISHARES INC | 22,601 | $1.7M | 0.2% |
| 60 | WMTWALMART INC | 14,634 | $1.7M | 0.2% |
| 61 | AMDADVANCED MICRO DEVICES INC | 2,820 | $1.6M | 0.2% |
| 62 | EXREXTRA SPACE STORAGE INC | 10,927 | $1.6M | 0.2% |
| 63 | ZIONZIONS BANCORPORATION NATL AS | 22,051 | $1.5M | 0.2% |
| 64 | IWCISHARES TR | 7,623 | $1.5M | 0.2% |
| 65 | DFSUDIMENSIONAL ETF TRUST | 30,893 | $1.4M | 0.2% |
| 66 | ESGEISHARES INC | 25,699 | $1.4M | 0.2% |
| 67 | MUBISHARES TR | 12,943 | $1.4M | 0.2% |
| 68 | USMVISHARES TR | 14,279 | $1.4M | 0.2% |
| 69 | VNQVANGUARD INDEX FDS | 13,409 | $1.3M | 0.2% |
| 70 | AVGOBROADCOM INC | 3,363 | $1.3M | 0.2% |
| 71 | LLYELI LILLY & CO | 1,025 | $1.2M | 0.1% |
| 72 | TDYTELEDYNE TECHNOLOGIES INC | 1,785 | $1.2M | 0.1% |
| 73 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,449 | $1.2M | 0.1% |
| 74 | AMATAPPLIED MATLS INC | 1,585 | $1.1M | 0.1% |
| 75 | TQQQPROSHARES TR | 13,447 | $1.1M | 0.1% |
| 76 | INTCINTEL CORP | 7,681 | $1.1M | 0.1% |
| 77 | SCZISHARES TR | 12,900 | $1.1M | 0.1% |
| 78 | CATCATERPILLAR INC | 964 | $1.0M | 0.1% |
| 79 | SILGLOBAL X FDS | 13,115 | $1.0M | 0.1% |
| 80 | METAMETA PLATFORMS INC | 1,752 | $986,810 | 0.1% |
| 81 | IBDSISHARES TR | 38,330 | $928,365 | 0.1% |
| 82 | VVISA INC | 2,667 | $914,892 | 0.1% |
| 83 | IXNISHARES TR | 6,310 | $911,616 | 0.1% |
| 84 | XLKSELECT SECTOR SPDR TR | 4,772 | $909,204 | 0.1% |
| 85 | WFCWELLS FARGO & CO | 10,941 | $904,202 | 0.1% |
| 86 | SPYSTATE STR SPDR S&P 500 ETF T | 1,199 | $895,201 | 0.1% |
| 87 | VBRVANGUARD INDEX FDS | 3,590 | $872,309 | 0.1% |
| 88 | CSCOCISCO SYS INC | 7,378 | $866,668 | 0.1% |
| 89 | MUMICRON TECHNOLOGY INC | 750 | $865,189 | 0.1% |
| 90 | JNJJOHNSON & JOHNSON | 3,392 | $861,432 | 0.1% |
| 91 | JPMJPMORGAN CHASE & CO | 2,573 | $842,070 | 0.1% |
| 92 | DFSVDIMENSIONAL ETF TRUST | 19,870 | $770,772 | 0.1% |
| 93 | CITHE CIGNA GROUP | 2,726 | $751,522 | 0.1% |
| 94 | DFNMDIMENSIONAL ETF TRUST | 15,418 | $745,245 | 0.1% |
| 95 | AGGISHARES TR | 7,502 | $742,509 | 0.1% |
| 96 | VOVANGUARD INDEX FDS | 8,800 | $709,053 | 0.1% |
| 97 | MAMASTERCARD INCORPORATED | 1,336 | $686,287 | 0.1% |
| 98 | VEAVANGUARD TAX-MANAGED FDS | 9,563 | $681,356 | 0.1% |
| 99 | IBTHISHARES TR | 29,856 | $667,879 | 0.1% |
| 100 | EFVISHARES TR | 8,583 | $657,015 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.