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 |
|---|---|---|---|---|---|
| 101 | ICSHISHARES TR | 10,297 | $520K | 0.07% | |
| 102 | VIGVANGUARD SPECIALIZED FUNDS | 2,359 | $518K | 0.07% | |
| 103 | CATCATERPILLAR INC | 857 | $490K | 0.07% | |
| 104 | USXFISHARES TR | 8,456 | $486K | 0.07% | |
| 105 | VBVANGUARD INDEX FDS | 1,869 | $482K | 0.07% | |
| 106 | IHIISHARES TR | 7,668 | $476K | 0.07% | |
| 107 | SCHBSCHWAB STRATEGIC TR | 18,103 | $474K | 0.07% | |
| 108 | TRMBTRIMBLE INC | 6,025 | $472K | 0.07% | |
| 109 | SNFCASECURITY NATL FINL CORP | 52,376 | $471K | 0.07% | |
| 110 | CVXCHEVRON CORP NEW | 3,063 | $466K | 0.06% | |
| 111 | MRKMERCK & CO INC | 4,383 | $461K | 0.06% | |
| 112 | BACBANK AMERICA CORP | 8,255 | $454K | 0.06% | |
| 113 | EFAISHARES TR | 4,713 | $452K | 0.06% | |
| 114 | VEAVANGUARD TAX-MANAGED FDS | 7,172 | $448K | 0.06% | |
| 115 | GSBDGOLDMAN SACHS BDC INC | 47,429 | $440K | 0.06% | |
| 116 | QCOMQUALCOMM INC | 2,570 | $439K | 0.06% | |
| 117 | PGPROCTER AND GAMBLE CO | 2,990 | $428K | 0.06% | |
| 118 | HDHOME DEPOT INC | 1,152 | $396K | 0.06% | |
| 119 | DFSIDIMENSIONAL ETF TRUST | 9,239 | $395K | 0.05% | |
| 120 | IBTGISHARES TR | 16,715 | $382K | 0.05% | |
| 121 | BKNGBOOKING HOLDINGS INC | 71 | $382K | 0.05% | |
| 122 | XOMEXXON MOBIL CORP | 3,062 | $368K | 0.05% | |
| 123 | VTIVANGUARD INDEX FDS | 1,092 | $366K | 0.05% | |
| 124 | PEPPEPSICO INC | 2,499 | $358K | 0.05% | |
| 125 | VCSHVANGUARD SCOTTSDALE FDS | 4,452 | $354K | 0.05% | |
| 126 | SYKSTRYKER CORPORATION | 996 | $350K | 0.05% | |
| 127 | HWMHOWMET AEROSPACE INC | 1,688 | $346K | 0.05% | |
| 128 | AEEAMEREN CORP | 3,455 | $345K | 0.05% | |
| 129 | VCRBVANGUARD MALVERN FDS | 4,410 | $343K | 0.05% | |
| 130 | ESGDISHARES TR | 3,525 | $335K | 0.05% | |
| 131 | APHAMPHENOL CORP NEW | 2,477 | $334K | 0.05% | |
| 132 | TMOTHERMO FISHER SCIENTIFIC INC | 575 | $333K | 0.05% | |
| 133 | SYLDCAMBRIA ETF TR | 4,788 | $332K | 0.05% | |
| 134 | BLKBLACKROCK INC | 306 | $327K | 0.05% | |
| 135 | VRTXVERTEX PHARMACEUTICALS INC | 712 | $322K | 0.04% | |
| 136 | GEGE AEROSPACE | 1,027 | $316K | 0.04% | |
| 137 | NWENORTHWESTERN ENERGY GROUP IN | 4,825 | $311K | 0.04% | |
| 138 | IYWISHARES TR | 1,541 | $307K | 0.04% | |
| 139 | VOOGVANGUARD ADMIRAL FDS INC | 687 | $305K | 0.04% | |
| 140 | EPDENTERPRISE PRODS PARTNERS L | 9,268 | $297K | 0.04% | |
| 141 | SCHXSCHWAB STRATEGIC TR | 11,012 | $296K | 0.04% | |
| 142 | SCHASCHWAB STRATEGIC TR | 10,281 | $292K | 0.04% | |
| 143 | USEPINNOVATOR ETFS TRUST | 7,350 | $289K | 0.04% | |
| 144 | XSOEWISDOMTREE TR | 7,416 | $289K | 0.04% | |
| 145 | DALDELTA AIR LINES INC DEL | 4,107 | $285K | 0.04% | |
| 146 | DFARDIMENSIONAL ETF TRUST | 12,341 | $282K | 0.04% | |
| 147 | DISDISNEY WALT CO | 2,480 | $282K | 0.04% | |
| 148 | ABBVABBVIE INC | 1,236 | $282K | 0.04% | |
| 149 | COPCONOCOPHILLIPS | 2,980 | $279K | 0.04% | |
| 150 | PLDPROLOGIS INC. | 2,189 | $279K | 0.04% | |
| 151 | VTIPVANGUARD MALVERN FDS | 5,534 | $273K | 0.04% | |
| 152 | TJXTJX COS INC NEW | 1,742 | $267K | 0.04% | |
| 153 | SBUXSTARBUCKS CORP | 3,127 | $263K | 0.04% | |
| 154 | AVGEAMERICAN CENTY ETF TR | 3,041 | $261K | 0.04% | |
| 155 | UNPUNION PAC CORP | 1,124 | $260K | 0.04% | |
| 156 | JEPIJ P MORGAN EXCHANGE TRADED F | 4,558 | $260K | 0.04% | |
| 157 | NFLXNETFLIX INC | 2,766 | $259K | 0.04% | |
| 158 | CSCOCISCO SYS INC | 3,362 | $258K | 0.04% | |
| 159 | SPGIS&P GLOBAL INC | 492 | $257K | 0.04% | |
| 160 | BXSLBLACKSTONE SECD LENDING FD | 9,700 | $255K | 0.04% | |
| 161 | IBITISHARES BITCOIN TRUST ETF | 5,107 | $253K | 0.04% | |
| 162 | ADSKAUTODESK INC | 853 | $252K | 0.04% | |
| 163 | SOXXISHARES TR | 836 | $251K | 0.03% | |
| 164 | TAT&T INC | 9,994 | $248K | 0.03% | |
| 165 | MARMARRIOTT INTL INC NEW | 802 | $248K | 0.03% | |
| 166 | MMM3M CO | 1,545 | $247K | 0.03% | |
| 167 | ORCLORACLE CORP | 1,260 | $245K | 0.03% | |
| 168 | HUNHUNTSMAN CORP | 24,406 | $244K | 0.03% | |
| 169 | BDXBECTON DICKINSON & CO | 1,259 | $244K | 0.03% | |
| 170 | BABOEING CO | 1,118 | $242K | 0.03% | |
| 171 | SLVISHARES SILVER TR | 3,771 | $242K | 0.03% | |
| 172 | JPCNUVEEN PFD & INCOME OPPORTUN | 29,367 | $238K | 0.03% | |
| 173 | DUKDUKE ENERGY CORP NEW | 2,026 | $237K | 0.03% | |
| 174 | PFEPFIZER INC | 9,525 | $237K | 0.03% | |
| 175 | WPCWP CAREY INC | 3,692 | $237K | 0.03% | |
| 176 | FTECFIDELITY COVINGTON TRUST | 1,053 | $236K | 0.03% | |
| 177 | GEVGE VERNOVA INC | 358 | $234K | 0.03% | |
| 178 | IBTIISHARES TR | 10,473 | $234K | 0.03% | |
| 179 | TXNTEXAS INSTRS INC | 1,345 | $233K | 0.03% | |
| 180 | JPSTJ P MORGAN EXCHANGE TRADED F | 4,593 | $232K | 0.03% | |
| 181 | VHTVANGUARD WORLD FD | 806 | $231K | 0.03% | |
| 182 | WPMWHEATON PRECIOUS METALS CORP | 1,972 | $231K | 0.03% | |
| 183 | PSFCOHEN & STEERS SELECT PFD & | 11,140 | $225K | 0.03% | |
| 184 | INTUINTUIT | 336 | $222K | 0.03% | |
| 185 | TRPTC ENERGY CORP | 4,048 | $222K | 0.03% | |
| 186 | IBDTISHARES TR | 8,731 | $222K | 0.03% | |
| 187 | BOXXEA SERIES TRUST | 1,910 | $219K | 0.03% | |
| 188 | RGLDROYAL GOLD INC | 972 | $216K | 0.03% | |
| 189 | NVSNNOVARTIS AG | 1,566 | $215K | 0.03% | |
| 190 | DDOMINION ENERGY INC | 3,684 | $215K | 0.03% | |
| 191 | VGKVANGUARD INTL EQUITY INDEX F | 2,581 | $215K | 0.03% | |
| 192 | KMIKINDER MORGAN INC DEL | 7,776 | $213K | 0.03% | |
| 193 | LOWLOWES COS INC | 869 | $209K | 0.03% | |
| 194 | INTCINTEL CORP | 5,637 | $208K | 0.03% | |
| 195 | ICFISHARES TR | 3,486 | $208K | 0.03% | |
| 196 | MDTMEDTRONIC PLC | 2,158 | $207K | 0.03% | |
| 197 | UFEBINNOVATOR ETFS TRUST | 5,575 | $205K | 0.03% | |
| 198 | DFIVDIMENSIONAL ETF TRUST | 4,050 | $202K | 0.03% | |
| 199 | PYLDPIMCO ETF TR | 7,550 | $201K | 0.03% | |
| 200 | GSGOLDMAN SACHS GROUP INC | 229 | $201K | 0.03% |