Physician Wealth Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Midvale, UT
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
2,440
Total value ($000)
$869,371
Net value change ($000)
+31,990 (3.8%)
New positions
326
Sold out positions
220
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ACWX 24,014 54.5%
VPLS 10,103 NEW
SPYM 8,028 8.5%
IVV 6,635 6.4%
VFMF 3,398 524.4%
VGSH 3,273 NEW
DFAI 3,214 10.1%
AAPL 3,009 16.4%
VOO 2,870 65.2%
MSFT 2,696 47.4%
Top Reduces (Value $000, Stocks/ETFs)
SPMO -12,785 -98.5%
MGC -11,239 -91.7%
DFAE -8,964 -34.8%
LRGF -3,386 -89.5%
BAI -2,895 -18.0%
FBND -2,132 -13.1%
HQY -1,696 -39.9%
SHLD -1,418 -14.0%
IJH -1,036 -9.0%
ITOT -1,020 -4.9%
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