Physician Wealth Advisors, Inc. Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$636.8M
Holdings
1,800
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,800 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 134,713 | $83.6M | 13.14% | |
| 2 | QUALISHARES TR | 153,841 | $28.1M | 4.42% | |
| 3 | SPYMSPDR SERIES TRUST | 382,317 | $27.8M | 4.36% | |
| 4 | DFAIDIMENSIONAL ETF TRUST | 744,985 | $25.8M | 4.04% | |
| 5 | EFVISHARES TR | 384,065 | $24.4M | 3.83% | |
| 6 | DYNFBLACKROCK ETF TRUST | 400,505 | $21.8M | 3.43% | |
| 7 | IVWISHARES TR | 191,498 | $21.1M | 3.31% | |
| 8 | ITOTISHARES TR | 137,416 | $18.6M | 2.91% | |
| 9 | IVEISHARES TR | 91,745 | $17.9M | 2.82% | |
| 10 | DFAUDIMENSIONAL ETF TRUST | 407,023 | $17.2M | 2.71% | |
| 11 | IEMGISHARES INC | 286,567 | $17.2M | 2.70% | |
| 12 | AAPLAPPLE INC | 76,639 | $15.7M | 2.47% | |
| 13 | DFAEDIMENSIONAL ETF TRUST | 452,375 | $13.1M | 2.06% | |
| 14 | FBNDFIDELITY MERRIMACK STR TR | 282,967 | $12.9M | 2.03% | |
| 15 | AQLTISHARES TR | 144,985 | $12.1M | 1.90% | |
| 16 | EFGISHARES TR | 97,866 | $11.0M | 1.72% | |
| 17 | DFAWDIMENSIONAL ETF TRUST | 147,043 | $9.9M | 1.55% | |
| 18 | XLGINVESCO EXCHANGE TRADED FD T | 185,500 | $9.7M | 1.52% | |
| 19 | THROBLACKROCK ETF TRUST | 268,198 | $9.5M | 1.50% | |
| 20 | MGCVANGUARD WORLD FD | 39,603 | $8.9M | 1.40% | |
| 21 | IJHISHARES TR | 141,835 | $8.8M | 1.38% | |
| 22 | MSFTMICROSOFT CORP | 16,427 | $8.2M | 1.28% | |
| 23 | DGROISHARES TR | 120,388 | $7.7M | 1.21% | |
| 24 | IXUSISHARES TR | 98,093 | $7.6M | 1.19% | |
| 25 | NVDANVIDIA CORPORATION | 47,684 | $7.5M | 1.18% | |
| 26 | IYWISHARES TR | 42,388 | $7.3M | 1.15% | |
| 27 | KLMNINVESCO EXCH TRADED FD TR II | 62,266 | $7.0M | 1.10% | |
| 28 | HQYHEALTHEQUITY INC | 53,563 | $5.6M | 0.88% | |
| 29 | DFACDIMENSIONAL ETF TRUST | 152,227 | $5.5M | 0.86% | |
| 30 | FRELFIDELITY COVINGTON TRUST | 175,488 | $4.7M | 0.75% | |
| 31 | ESGUISHARES TR | 32,300 | $4.4M | 0.69% | |
| 32 | VCRMVANGUARD MUN BD FDS | 57,951 | $4.3M | 0.67% | |
| 33 | STIPISHARES TR | 39,977 | $4.1M | 0.65% | |
| 34 | DFASDIMENSIONAL ETF TRUST | 64,106 | $4.1M | 0.64% | |
| 35 | BAIBLACKROCK ETF TRUST | 135,633 | $3.9M | 0.61% | |
| 36 | GLDMWORLD GOLD TR | 59,304 | $3.9M | 0.61% | |
| 37 | IJRISHARES TR | 29,903 | $3.3M | 0.51% | |
| 38 | VNQVANGUARD INDEX FDS | 36,218 | $3.2M | 0.51% | |
| 39 | AMZNAMAZON COM INC | 14,098 | $3.1M | 0.49% | |
| 40 | EFAVISHARES TR | 36,731 | $3.1M | 0.48% | |
| 41 | VGTVANGUARD WORLD FD | 4,497 | $3.0M | 0.47% | |
| 42 | VOOVANGUARD INDEX FDS | 4,848 | $2.8M | 0.43% | |
| 43 | SCHDSCHWAB STRATEGIC TR | 98,986 | $2.6M | 0.41% | |
| 44 | NDQINVESCO QQQ TR | 4,737 | $2.6M | 0.41% | |
| 45 | LRGFISHARES TR | 39,249 | $2.5M | 0.40% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,950 | $2.4M | 0.38% | |
| 47 | DFAXDIMENSIONAL ETF TRUST | 81,210 | $2.4M | 0.37% | |
| 48 | DFUSDIMENSIONAL ETF TRUST | 33,476 | $2.2M | 0.35% | |
| 49 | TSLATESLA INC | 6,147 | $2.0M | 0.31% | |
| 50 | COSTCOSTCO WHSL CORP NEW | 1,953 | $1.9M | 0.30% | |
| 51 | MTUMISHARES TR | 7,823 | $1.9M | 0.30% | |
| 52 | IGSBISHARES TR | 33,614 | $1.8M | 0.28% | |
| 53 | EEMVISHARES INC | 26,940 | $1.7M | 0.27% | |
| 54 | EXREXTRA SPACE STORAGE INC | 11,073 | $1.6M | 0.26% | |
| 55 | UNPUNION PAC CORP | 6,718 | $1.5M | 0.24% | |
| 56 | IJSISHARES TR | 15,303 | $1.5M | 0.24% | |
| 57 | TNADIREXION SHS ETF TR | 42,581 | $1.4M | 0.22% | |
| 58 | DFSUDIMENSIONAL ETF TRUST | 33,157 | $1.3M | 0.20% | |
| 59 | WMTWALMART INC | 13,205 | $1.3M | 0.20% | |
| 60 | USMVISHARES TR | 13,193 | $1.2M | 0.19% | |
| 61 | NOWSERVICENOW INC | 1,149 | $1.2M | 0.19% | |
| 62 | IWCISHARES TR | 8,970 | $1.1M | 0.18% | |
| 63 | METAMETA PLATFORMS INC | 1,544 | $1.1M | 0.18% | |
| 64 | GOOGLALPHABET INC | 6,379 | $1.1M | 0.18% | |
| 65 | VVVANGUARD INDEX FDS | 3,868 | $1.1M | 0.17% | |
| 66 | SCZISHARES TR | 14,846 | $1.1M | 0.17% | |
| 67 | MUBISHARES TR | 9,580 | $1.0M | 0.16% | |
| 68 | SUBISHARES TR | 9,112 | $968K | 0.15% | |
| 69 | VLUEISHARES TR | 8,352 | $945K | 0.15% | |
| 70 | PEPPEPSICO INC | 7,029 | $928K | 0.15% | |
| 71 | TDYTELEDYNE TECHNOLOGIES INC | 1,780 | $912K | 0.14% | |
| 72 | CITHE CIGNA GROUP | 2,671 | $883K | 0.14% | |
| 73 | AGGISHARES TR | 8,629 | $855K | 0.13% | |
| 74 | AVGOBROADCOM INC | 2,919 | $804K | 0.13% | |
| 75 | LLYELI LILLY & CO | 1,024 | $798K | 0.13% | |
| 76 | GOOGALPHABET INC | 4,409 | $782K | 0.12% | |
| 77 | ESGEISHARES INC | 19,884 | $778K | 0.12% | |
| 78 | VBRVANGUARD INDEX FDS | 3,911 | $762K | 0.12% | |
| 79 | MAMASTERCARD INCORPORATED | 1,358 | $762K | 0.12% | |
| 80 | ZIONZIONS BANCORPORATION N A | 13,849 | $719K | 0.11% | |
| 81 | PGPROCTER AND GAMBLE CO | 4,412 | $702K | 0.11% | |
| 82 | TQQQPROSHARES TR | 7,984 | $662K | 0.10% | |
| 83 | VOVANGUARD INDEX FDS | 2,328 | $651K | 0.10% | |
| 84 | EFAISHARES TR | 7,278 | $650K | 0.10% | |
| 85 | DFSVDIMENSIONAL ETF TRUST | 21,309 | $627K | 0.10% | |
| 86 | ICSHISHARES TR | 12,219 | $619K | 0.10% | |
| 87 | XLKSELECT SECTOR SPDR TR | 2,378 | $602K | 0.09% | |
| 88 | WFCWELLS FARGO CO NEW | 7,303 | $585K | 0.09% | |
| 89 | SPYSPDR S&P 500 ETF TR | 947 | $584K | 0.09% | |
| 90 | MCDMCDONALDS CORP | 1,923 | $561K | 0.09% | |
| 91 | VVISA INC | 1,552 | $551K | 0.09% | |
| 92 | SCHXSCHWAB STRATEGIC TR | 22,482 | $549K | 0.09% | |
| 93 | JPMJPMORGAN CHASE & CO. | 1,885 | $546K | 0.09% | |
| 94 | VFMFVANGUARD WELLINGTON FD | 4,033 | $542K | 0.09% | |
| 95 | ZSEPINNOVATOR ETFS TRUST | 20,850 | $539K | 0.08% | |
| 96 | SNFCASECURITY NATL FINL CORP | 53,483 | $526K | 0.08% | |
| 97 | IXNISHARES TR | 5,531 | $510K | 0.08% | |
| 98 | VBVANGUARD INDEX FDS | 2,109 | $499K | 0.08% | |
| 99 | USXFISHARES TR | 9,251 | $498K | 0.08% | |
| 100 | VIGVANGUARD SPECIALIZED FUNDS | 2,361 | $483K | 0.08% |
Page 1 of 18Next