Physician Wealth Advisors, Inc.
Physician Wealth Advisors, Inc. reported 2,334 positions worth $837.4M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: IVV (12.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $103.0M | 12.30% | 137,564 | — | — | |
| ▸ 2 | SPYM | SH | $94.0M | 11.23% | 1,069,899 | — | — | |
| ▸ 3 | ACWX | SH | $44.0M | 5.26% | 578,518 | — | — | |
| ▸ 4 | DFAI | SH | $31.9M | 3.81% | 772,680 | — | — | |
| ▸ 5 | IVW | SH | $31.7M | 3.79% | 230,758 | — | — | |
| ▸ 6 | DYNF | SH | $30.9M | 3.69% | 454,810 | — | — | |
| ▸ 7 | IVE | SH | $27.1M | 3.24% | 119,410 | — | — | |
| ▸ 8 | DFAE | SH | $25.8M | 3.08% | 640,767 | — | — | |
| ▸ 9 | ITOT | SH | $21.0M | 2.51% | 127,829 | — | — | |
| ▸ 10 | DFAU | SH | $19.6M | 2.34% | 379,438 | — | — |
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Frequently Asked Questions
What stocks does Physician Wealth Advisors, Inc. hold as of Q2 2026?
Physician Wealth Advisors, Inc. reported 2334 positions worth $837.4M in its Q2 2026 13F filing. Largest positions: IVV (12.3%), SPYM (11.2%), ACWX (5.3%), DFAI (3.8%) and IVW (3.8%).
What did Physician Wealth Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Physician Wealth Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.