Q3 2026 13F · SEC CIK 1795173

Physician Wealth Advisors, Inc.

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $869.4M
Reported positions: 2,440
Top holdings a year, 3 yrs: +19.3%
Assets under management: $2.0B

Physician Wealth Advisors, Inc. is a wealth manager that reported 2,440 positions worth $869.4M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Ishares Tr (IVV, 12.6%), Spdr Series Trust (SPLG, 11.7%), Ishares Tr (ACWX, 7.8%). A portfolio copying its top holdings returned 19.3% a year over the last 3 years, against 20.4% for the S&P 500.

Physician Wealth Advisors, Inc. holdings largest 50 of 2,440 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Physician Wealth Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	12.6%	12.3%	143,182	+4.1%	$109.7M
SPLGSpdr Series Trust	11.7%	11.2%	1,136,927	+6.3%	$102.1M
ACWXIshares Tr	7.8%	5.3%	899,823	+55.5%	$68.0M
DFAIDimensional ETF Trust	4.0%	3.8%	846,898	+9.6%	$35.1M
IVWIshares Tr	3.8%	3.8%	234,393	+1.6%	$33.3M
DYNFBlackrock ETF Trust	3.6%	3.7%	454,394	-0.1%	$31.5M
IVEIshares Tr	3.2%	3.2%	122,587	+2.7%	$28.0M
AAPLApple Inc	2.5%	2.2%	64,072	+1.2%	$21.3M
ITOTIshares Tr	2.3%	2.5%	120,154	-6.0%	$20.0M
DFAUDimensional ETF Trust	2.3%	2.3%	376,658	-0.7%	$19.7M
DFAEDimensional ETF Trust	1.9%	3.1%	427,400	-33.3%	$16.8M
FBNDFidelity Merrimack Str Tr	1.6%	1.9%	325,961	-8.7%	$14.1M
BAIBlackrock ETF Trust	1.5%	1.9%	280,414	-8.3%	$13.2M
NVDANvidia Corporation	1.4%	1.2%	54,054	+4.1%	$12.3M
IEFAIshares Tr	1.4%	1.4%	125,130	+0.2%	$12.1M
IJHIshares Tr	1.2%	1.4%	144,750	-2.5%	$10.4M
DFAWDimensional ETF Trust	1.2%	1.3%	125,930	-4.3%	$10.4M
VPLSVanguard Malvern Fds	1.2%	—	136,507	—	$10.1M
BTHMBlackrock ETF Trust	1.0%	1.0%	206,710	+2.6%	$9.1M
IALTBlackrock ETF Trust	1.0%	1.0%	301,869	+1.9%	$9.0M
SHLDGlobal X Defense Tech ETF	1.0%	1.2%	144,478	-14.6%	$8.7M
MSFTMicrosoft Corp	1.0%	0.7%	16,356	+7.2%	$8.4M
VCRMVanguard Mun Bd Fds	0.9%	0.8%	114,821	+29.5%	$8.2M
IXUSIshares Tr	0.9%	1.0%	84,798	-6.0%	$8.1M
DGROIshares Tr	0.9%	1.0%	106,017	-1.5%	$8.0M
DFCFDimensional ETF Trust	0.9%	0.8%	190,143	+19.2%	$7.6M
VOOVanguard Index Fds	0.8%	0.5%	10,379	+61.9%	$7.3M
ESGUIshares Tr	0.7%	0.7%	38,004	+0.7%	$6.3M
DFASDimensional ETF Trust	0.7%	0.7%	76,287	+0.4%	$5.9M
VGTVanguard World Fd	0.7%	0.7%	46,107	+0.3%	$5.8M
DFACDimensional ETF Trust	0.6%	0.7%	122,004	-10.4%	$5.4M
STIPIshares Tr	0.5%	0.5%	44,489	+4.2%	$4.4M
FRELFidelity Covington Trust	0.5%	0.6%	153,800	-3.6%	$4.2M
VFMFVanguard Wellington Fd	0.5%	—	22,664	—	$4.0M
AMZNAmazon Com Inc	0.4%	0.4%	15,330	+5.0%	$3.8M
IJRIshares Tr	0.4%	0.5%	26,739	-3.7%	$3.6M
GLDMWorld Gold Tr	0.4%	0.4%	43,578	+8.3%	$3.6M
QQQInvesco Qqq Tr	0.4%	0.4%	4,788	+3.4%	$3.5M
VGSHVanguard Scottsdale Fds	0.4%	—	56,868	—	$3.3M
GOOGLAlphabet Inc	0.4%	0.4%	9,504	+8.5%	$3.3M
QUALIshares Tr	0.3%	0.4%	13,500	-3.7%	$3.0M
DFUSDimensional ETF Trust	0.3%	0.3%	35,944	+5.2%	$3.0M
EFAVIshares Tr	0.3%	0.3%	31,815	-3.1%	$2.9M
SCHDSchwab Strategic Tr	0.3%	0.3%	85,231	-0.2%	$2.8M
IEMGIshares Inc	0.3%	0.3%	33,442	+9.1%	$2.7M
DFAXDimensional ETF Trust	0.3%	0.3%	72,257	-1.8%	$2.7M
HQYHealthequity Inc	0.3%	0.5%	28,862	-38.7%	$2.6M
MTUMIshares Tr	0.3%	0.3%	7,778	-0.1%	$2.5M
TNADirexion Shares ETF Trust	0.3%	0.4%	42,581	+0.0%	$2.5M
BRK-BBerkshire Hathaway Inc Del	0.3%	—	4,832	—	$2.4M

What Physician Wealth Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

HQY Healthequity Inc-38.7% shares
DFAE Dimensional ETF Trust-33.3% shares
SHLD Global X Defense Tech ETF-14.6% shares
DFAC Dimensional ETF Trust-10.4% shares
FBND Fidelity Merrimack Str Tr-8.7% shares
BAI Blackrock ETF Trust-8.3% shares
ITOT Ishares Tr-6.0% shares
IXUS Ishares Tr-6.0% shares

Left the top 50

SPMO Invesco Exch Traded Fd Tr IIwas 1.6%
MGC Vanguard World Fdwas 1.5%
LRGF Ishares Trwas 0.5%
TSLA Tesla Incwas 0.3%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.6% /yr; S&P 500 +20.1%
3 years: +19.3% /yr; S&P 500 +20.4%
5 years: +9.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$869.4M	2,440
Q2 2026	$837.4M	2,334
Q1 2026	$718.5M	2,057
Q4 2025	$718.7M	2,027
Q3 2025	$702.6M	1,899
Q2 2025	$636.8M	1,800
Q1 2025	$580.8M	1,436
Q4 2024	$591.8M	1,148
Q3 2024	$554.2M	183
Q2 2024	$542.7M	182
Q1 2024	$475.6M	176
Q4 2023	$448.0M	167

Questions about Physician Wealth Advisors, Inc.'s portfolio

What stocks does Physician Wealth Advisors, Inc. own?

Physician Wealth Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 2,440 positions worth $869.4M. The largest are Ishares Tr (IVV) at 12.6%, Spdr Series Trust (SPLG) at 11.7%, Ishares Tr (ACWX) at 7.8%, Dimensional ETF Trust (DFAI) at 4.0% and Ishares Tr (IVW) at 3.8%.

What did Physician Wealth Advisors, Inc. buy last quarter?

In Q3 2026, Physician Wealth Advisors, Inc. added Vanguard Index Fds (VOO) (+61.9% shares), Ishares Tr (ACWX) (+55.5% shares) and Vanguard Mun Bd Fds (VCRM) (+29.5% shares), compared with its Q2 2026 filing.

What did Physician Wealth Advisors, Inc. sell last quarter?

In Q3 2026, Physician Wealth Advisors, Inc. cut from its top 50 Invesco Exch Traded Fd Tr II (SPMO), cut from its top 50 Vanguard World Fd (MGC), cut from its top 50 Ishares Tr (LRGF), cut from its top 50 Tesla Inc (TSLA), Healthequity Inc (HQY) (-38.7% shares), Dimensional ETF Trust (DFAE) (-33.3% shares) and Global X Defense Tech ETF (SHLD) (-14.6% shares), compared with its Q2 2026 filing.

How has Physician Wealth Advisors, Inc.'s portfolio performed?

A portfolio copying Physician Wealth Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.6% against +20.1%. Over 5 years: +9.9% a year against +11.6%.

When is Physician Wealth Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Physician Wealth Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Physician Wealth Advisors, Inc. manage?

Physician Wealth Advisors, Inc. reported $2.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $869.4M.