Physician Wealth Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Midvale, UT
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
2,027
Total value ($000)
$718,652
Net value change ($000)
+16,081 (2.3%)
New positions
288
Sold out positions
159
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IVE 9,790 48.0%
DFAE 5,789 31.4%
SPMO 4,349 58.2%
IVV 2,740 3.0%
DYNF 1,809 6.1%
SPYM 1,726 5.5%
IVW 1,464 6.4%
DFAI 1,397 5.1%
XLG 1,321 5.7%
VCRM 1,169 23.4%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -10,948 -42.2%
AAPL -3,244 -16.1%
MSFT -2,353 -25.4%
UNP -1,344 -83.8%
NVDA -1,078 -9.8%
EFG -1,050 -39.4%
BRK-B -869 -27.3%
HQY -766 -15.1%
PEP -664 -64.9%
PHYS -522 -98.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type