Physician Wealth Advisors, Inc. Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$718.7M
Holdings
2,027
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (2,027 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 136,375 | $93.4M | 13.00% | |
| 2 | SPYMSPDR SERIES TRUST | 415,737 | $33.4M | 4.64% | |
| 3 | DYNFBLACKROCK ETF TRUST | 520,752 | $31.7M | 4.41% | |
| 4 | IVEISHARES TR | 142,335 | $30.2M | 4.20% | |
| 5 | DFAIDIMENSIONAL ETF TRUST | 759,225 | $28.9M | 4.03% | |
| 6 | XLGINVESCO EXCHANGE TRADED FD T | 412,035 | $24.4M | 3.40% | |
| 7 | IVWISHARES TR | 197,737 | $24.4M | 3.39% | |
| 8 | DFAEDIMENSIONAL ETF TRUST | 743,154 | $24.2M | 3.37% | |
| 9 | EFVISHARES TR | 269,374 | $19.2M | 2.68% | |
| 10 | ITOTISHARES TR | 126,688 | $18.8M | 2.62% | |
| 11 | DFAUDIMENSIONAL ETF TRUST | 380,050 | $17.8M | 2.47% | |
| 12 | AAPLAPPLE INC | 62,305 | $16.9M | 2.36% | |
| 13 | IEMGISHARES INC | 250,382 | $16.8M | 2.34% | |
| 14 | QUALISHARES TR | 75,413 | $15.0M | 2.08% | |
| 15 | FBNDFIDELITY MERRIMACK STR TR | 284,663 | $13.1M | 1.82% | |
| 16 | BAIBLACKROCK ETF TRUST | 369,035 | $12.3M | 1.71% | |
| 17 | KLMNINVESCO EXCH TRADED FD TR II | 99,074 | $11.8M | 1.64% | |
| 18 | AQLTISHARES TR | 131,174 | $11.7M | 1.63% | |
| 19 | THROBLACKROCK ETF TRUST | 294,828 | $11.4M | 1.58% | |
| 20 | DFAWDIMENSIONAL ETF TRUST | 151,398 | $11.2M | 1.56% | |
| 21 | MGCVANGUARD WORLD FD | 43,689 | $11.0M | 1.53% | |
| 22 | NVDANVIDIA CORPORATION | 53,486 | $10.0M | 1.39% | |
| 23 | IJHISHARES TR | 146,734 | $9.7M | 1.35% | |
| 24 | DGROISHARES TR | 113,971 | $7.9M | 1.10% | |
| 25 | GLDMWORLD GOLD TR | 91,476 | $7.8M | 1.09% | |
| 26 | IXUSISHARES TR | 89,998 | $7.6M | 1.06% | |
| 27 | MSFTMICROSOFT CORP | 14,266 | $6.9M | 0.96% | |
| 28 | VCRMVANGUARD MUN BD FDS | 81,481 | $6.2M | 0.86% | |
| 29 | DFACDIMENSIONAL ETF TRUST | 139,698 | $5.5M | 0.77% | |
| 30 | SHLDGLOBAL X FDS | 83,244 | $5.4M | 0.75% | |
| 31 | DFASDIMENSIONAL ETF TRUST | 75,191 | $5.2M | 0.73% | |
| 32 | ESGUISHARES TR | 33,653 | $5.0M | 0.70% | |
| 33 | STIPISHARES TR | 43,404 | $4.4M | 0.62% | |
| 34 | HQYHEALTHEQUITY INC | 47,044 | $4.3M | 0.60% | |
| 35 | FRELFIDELITY COVINGTON TRUST | 160,236 | $4.3M | 0.60% | |
| 36 | VGTVANGUARD WORLD FD | 5,175 | $3.9M | 0.54% | |
| 37 | IJRISHARES TR | 29,554 | $3.6M | 0.49% | |
| 38 | AMZNAMAZON COM INC | 14,817 | $3.4M | 0.48% | |
| 39 | LRGFISHARES TR | 47,730 | $3.3M | 0.46% | |
| 40 | VOOVANGUARD INDEX FDS | 5,123 | $3.2M | 0.45% | |
| 41 | EFAVISHARES TR | 34,391 | $3.0M | 0.41% | |
| 42 | NDQINVESCO QQQ TR | 4,645 | $2.9M | 0.40% | |
| 43 | TSLATESLA INC | 5,933 | $2.7M | 0.37% | |
| 44 | GOOGLALPHABET INC | 8,432 | $2.6M | 0.37% | |
| 45 | DFUSDIMENSIONAL ETF TRUST | 34,105 | $2.5M | 0.35% | |
| 46 | DFAXDIMENSIONAL ETF TRUST | 74,312 | $2.4M | 0.34% | |
| 47 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,598 | $2.3M | 0.32% | |
| 48 | SCHDSCHWAB STRATEGIC TR | 82,682 | $2.3M | 0.32% | |
| 49 | MTUMISHARES TR | 7,828 | $2.0M | 0.27% | |
| 50 | TNADIREXION SHS ETF TR | 42,581 | $1.9M | 0.27% | |
| 51 | IJSISHARES TR | 14,800 | $1.7M | 0.23% | |
| 52 | EFGISHARES TR | 14,175 | $1.6M | 0.22% | |
| 53 | WMTWALMART INC | 14,247 | $1.6M | 0.22% | |
| 54 | COSTCOSTCO WHSL CORP NEW | 1,841 | $1.6M | 0.22% | |
| 55 | VVVANGUARD INDEX FDS | 4,933 | $1.6M | 0.22% | |
| 56 | GOOGALPHABET INC | 4,821 | $1.5M | 0.21% | |
| 57 | EEMVISHARES INC | 23,506 | $1.5M | 0.21% | |
| 58 | EXREXTRA SPACE STORAGE INC | 10,884 | $1.4M | 0.20% | |
| 59 | DFSUDIMENSIONAL ETF TRUST | 30,618 | $1.3M | 0.18% | |
| 60 | IWCISHARES TR | 7,920 | $1.2M | 0.17% | |
| 61 | USMVISHARES TR | 13,188 | $1.2M | 0.17% | |
| 62 | VLUEISHARES TR | 8,996 | $1.2M | 0.17% | |
| 63 | VNQVANGUARD INDEX FDS | 13,773 | $1.2M | 0.17% | |
| 64 | AVGOBROADCOM INC | 3,431 | $1.2M | 0.17% | |
| 65 | METAMETA PLATFORMS INC | 1,739 | $1.1M | 0.16% | |
| 66 | MUBISHARES TR | 10,479 | $1.1M | 0.16% | |
| 67 | SILGLOBAL X FDS | 13,145 | $1.1M | 0.15% | |
| 68 | SCZISHARES TR | 13,412 | $1.0M | 0.14% | |
| 69 | DFCFDIMENSIONAL ETF TRUST | 24,398 | $1.0M | 0.14% | |
| 70 | ESGEISHARES INC | 22,321 | $985K | 0.14% | |
| 71 | LLYELI LILLY & CO | 915 | $982K | 0.14% | |
| 72 | AMDADVANCED MICRO DEVICES INC | 4,299 | $920K | 0.13% | |
| 73 | TDYTELEDYNE TECHNOLOGIES INC | 1,782 | $910K | 0.13% | |
| 74 | MAMASTERCARD INCORPORATED | 1,499 | $855K | 0.12% | |
| 75 | NOWSERVICENOW INC | 5,531 | $847K | 0.12% | |
| 76 | SPYSPDR S&P 500 ETF TR | 1,198 | $816K | 0.11% | |
| 77 | ZIONZIONS BANCORPORATION N A | 13,767 | $805K | 0.11% | |
| 78 | AGGISHARES TR | 7,835 | $782K | 0.11% | |
| 79 | TQQQPROSHARES TR | 14,647 | $772K | 0.11% | |
| 80 | JPMJPMORGAN CHASE & CO. | 2,369 | $763K | 0.11% | |
| 81 | VBRVANGUARD INDEX FDS | 3,587 | $759K | 0.11% | |
| 82 | CITHE CIGNA GROUP | 2,667 | $734K | 0.10% | |
| 83 | DFNMDIMENSIONAL ETF TRUST | 15,235 | $733K | 0.10% | |
| 84 | AMATAPPLIED MATLS INC | 2,798 | $719K | 0.10% | |
| 85 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,362 | $717K | 0.10% | |
| 86 | PLTRPALANTIR TECHNOLOGIES INC | 3,963 | $704K | 0.10% | |
| 87 | XLKSELECT SECTOR SPDR TR | 4,765 | $685K | 0.10% | |
| 88 | JNJJOHNSON & JOHNSON | 3,148 | $651K | 0.09% | |
| 89 | DFSVDIMENSIONAL ETF TRUST | 19,645 | $646K | 0.09% | |
| 90 | MCDMCDONALDS CORP | 2,102 | $642K | 0.09% | |
| 91 | IXNISHARES TR | 5,889 | $618K | 0.09% | |
| 92 | DDFSINNOVATOR ETFS TRUST | 28,530 | $604K | 0.08% | |
| 93 | SUBISHARES TR | 5,587 | $596K | 0.08% | |
| 94 | VOVANGUARD INDEX FDS | 2,018 | $585K | 0.08% | |
| 95 | AXPAMERICAN EXPRESS CO | 1,554 | $574K | 0.08% | |
| 96 | VFMFVANGUARD WELLINGTON FD | 3,808 | $574K | 0.08% | |
| 97 | ESGVVANGUARD WORLD FD | 4,655 | $563K | 0.08% | |
| 98 | VVISA INC | 1,603 | $562K | 0.08% | |
| 99 | GQ9SPDR GOLD TR | 1,352 | $535K | 0.07% | |
| 100 | WFCWELLS FARGO CO NEW | 5,601 | $522K | 0.07% |
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