Physician Wealth Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Midvale, UT
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
2,057
Total value ($000)
$718,525
Net value change ($000)
-127 (-0.0%)
New positions
239
Sold out positions
210
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ACWX 33,679 NEW
SPYM 18,327 55.0%
SHLD 3,423 63.5%
DFCF 3,301 318.0%
DFAE 2,181 9.0%
GBCI 1,969 196900.0%
FBND 1,355 10.3%
DFAI 811 2.8%
ZION 488 60.5%
BAI 439 3.6%
Top Reduces (Value $000, Stocks/ETFs)
XLG -24,159 -98.9%
IEMG -14,398 -85.5%
EFV -7,884 -41.0%
DYNF -6,323 -20.0%
GLDM -4,884 -62.5%
IVV -3,138 -3.4%
IVE -1,641 -5.4%
AAPL -1,039 -6.1%
MSFT -1,033 -15.0%
ITOT -588 -3.1%
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