Physician Wealth Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Midvale, UT
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
1,899
Total value ($000)
$702,571
Net value change ($000)
+65,787 (10.3%)
New positions
289
Sold out positions
191
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLG 13,439 139.0%
DYNF 8,047 36.9%
BAI 7,708 197.0%
IVV 7,026 8.4%
SHLD 5,376 NEW
DFAE 5,320 40.6%
AAPL 4,458 28.4%
SPYM 3,833 13.8%
NVDA 3,519 46.7%
GLDM 3,484 89.7%
Top Reduces (Value $000, Stocks/ETFs)
EFG -8,296 -75.7%
IYW -7,084 -96.5%
EFV -5,057 -20.7%
QUAL -2,198 -7.8%
VNQ -1,941 -60.2%
IGSB -1,762 -99.4%
IEMG -1,012 -5.9%
ZSEP -540 -100.0%
HQY -535 -9.5%
IEFA -395 -3.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type