Physician Wealth Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Midvale, UT
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
2,334
Total value ($000)
$837,381
Net value change ($000)
+118,856 (16.5%)
New positions
426
Sold out positions
149
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYM 42,346 81.9%
IVV 12,750 14.1%
ACWX 10,352 30.7%
IALT 8,310 NEW
IVW 7,824 32.7%
DYNF 5,588 22.0%
BAI 3,400 26.7%
ITOT 2,750 15.1%
AAPL 2,429 15.3%
DFCF 2,396 55.2%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -11,628 -79.1%
EFV -10,695 -94.2%
THRO -2,728 -23.9%
IVE -1,431 -5.0%
DFAE -621 -2.4%
SCHB -431 -96.4%
PLTR -384 -69.1%
XLG -251 -94.4%
PYLD -198 -100.0%
CVX -198 -29.4%
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