Physician Wealth Advisors, Inc.
All 13F Filings
- Location
- Midvale, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 837,381
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 2,334 | 837,381 | 13F-HR | Physician Wealth Advisors, Inc. |
| Q1 2026 | 4/24/2026 | 2,057 | 718,525 | 13F-HR | Physician Wealth Advisors, Inc. |
| Q4 2025 | 1/29/2026 | 2,027 | 718,652 | 13F-HR | Physician Wealth Advisors, Inc. |
| Q3 2025 | 11/4/2025 | 1,899 | 702,571 | 13F-HR | Physician Wealth Advisors, Inc. |
| Q2 2025 | 7/14/2025 | 1,800 | 636,784 | 13F-HR | Physician Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 128.2 K | 15.3% | 15.8 K | 0 | 15.8 K |
| ETFs | 704.4 K | 84.1% | 100.4 K | 0 | 100.4 K |
| Debt | 4.775 K | 0.6% | 2.645 K | 0 | 2.645 K |
| Other | 8 | 0.0% | 3 | 0 | 3 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
837,381
Holdings
2334
QoQ value change ($000)
118,856
(16.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.