Physician Wealth Advisors, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Physician Wealth Advisors, Inc. 13F Holdings
CIK 0001795173 · MIDVALE, UT
As of Sep 30, 2025, Physician Wealth Advisors, Inc. reported
1,899 positions worth $673.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 135,468 | $90.7M | 13.47% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 403,677 | $31.6M | 4.70% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 504,353 | $29.9M | 4.43% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 757,557 | $27.5M | 4.09% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 133,302 | $25.9M | 3.85% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 401,671 | $23.1M | 3.43% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 189,768 | $22.9M | 3.40% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 98,761 | $20.4M | 3.03% |
| APPLE INC | AAPL | Technology | 79,259 | $20.2M | 3.00% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 284,874 |
|
9.3M2.87% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 131,283 |
9.1M | 2.84% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 584,093 |
8.4M | 2.74% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 383,323 |
7.5M | 2.61% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 245,621 |
6.2M | 2.40% |
| FIDELITY TOTAL BOND ETF | FBND | — | 294,673 |
3.6M | 2.02% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 134,094 |
1.7M | 1.74% |
| ISHARES AI INNOVATION AND TECH ACTIVE ETF | BAI | — | 340,204 |
1.6M | 1.73% |
| DIMENSIONAL WORLD EQUITY ETF | DFAW | — | 155,645 |
1.2M | 1.66% |
| NVIDIA CORP | NVDA | Technology | 59,237 |
1.1M | 1.64% |
| ISHARES US THEMATIC ROTATION ACTIVE ETF | THRO | — | 281,790 |
0.7M | 1.58% |
| VANGUARD MEGA CAP INDEX FUND | MGC | — | 42,197 |
0.3M | 1.53% |
| MICROSOFT CORP | MSFT | Technology | 17,863 | $9.3M | 1.37% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 140,772 | $9.2M | 1.36% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 116,736 | $7.9M | 1.18% |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 61,722 | $7.5M | 1.11% |