Physician Wealth Advisors, Inc.
All 13F Filings
- Location
- Midvale, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 718,652
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 398.9 K | 55.5% | 0 | 761 | -761 |
| ETFs | 317.6 K | 44.2% | 17.57 K | 0 | 17.57 K |
| Debt | 2.128 K | 0.3% | 0 | 515 | -515 |
| Other | 6 | 0.0% | 0 | 192 | -192 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
718,652
Holdings
2027
QoQ value change ($000)
16,081
(2.3%)
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.