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)

#StockSharesValue% PortfolioType
201
OKEONEOK INC NEW
2,734$200K0.03%
202
EAELECTRONIC ARTS INC
974$199K0.03%
203
UNHUNITEDHEALTH GROUP INC
603$199K0.03%
204
DFSEDIMENSIONAL ETF TRUST
4,814$199K0.03%
205
IBMINTERNATIONAL BUSINESS MACHS
672$198K0.03%
206
SSOPROSHARES TR
3,285$190K0.03%
207
VWOVANGUARD INTL EQUITY INDEX F
3,443$185K0.03%
208
KOCOCA COLA CO
2,608$182K0.03%
209
RTXRTX CORPORATION
991$181K0.03%
210
UDECINNOVATOR ETFS TRUST
4,550$180K0.03%
211
DMXFISHARES TR
2,355$176K0.02%
212
PAAPLAINS ALL AMERN PIPELINE L
9,700$174K0.02%
213
EMEEMCOR GROUP INC
286$174K0.02%
214
BXBLACKSTONE INC
1,128$173K0.02%
215
IBDRISHARES TR
7,060$171K0.02%
216
SKYWSKYWEST INC
1,710$171K0.02%
217
IFRAISHARES TR
3,267$171K0.02%
218
EUSBISHARES TR
3,881$170K0.02%
219
IBMSISHARES TR
6,500$169K0.02%
220
AQLTISHARES TR
1,198$169K0.02%
221
PCMPCM FD INC
27,330$167K0.02%
222
LULULULULEMON ATHLETICA INC
803$166K0.02%
223
SHOPSHOPIFY INC
1,013$163K0.02%
224
MLB1MERCADOLIBRE INC
80$161K0.02%
225
IBMSISHARES TR
7,164$157K0.02%
226
IBTKISHARES TR
7,935$157K0.02%
227
IJJISHARES TR
1,171$154K0.02%
228
IBTHISHARES TR
6,892$154K0.02%
229
IWMISHARES TR
622$153K0.02%
230
IAU*ISHARES GOLD TR
1,863$151K0.02%
231
HSICHENRY SCHEIN INC
2,007$151K0.02%
232
AZOAUTOZONE INC
45$151K0.02%
233
WELLWELLTOWER INC
818$151K0.02%
234
EQREQUITY RESIDENTIAL
2,296$144K0.02%
235
TRITHOMSON REUTERS CORP
1,081$142K0.02%
236
AZNASTRAZENECA PLC
1,499$137K0.02%
237
VOEVANGUARD INDEX FDS
769$136K0.02%
238
ASMLASML HOLDING N V
126$134K0.02%
239
IQLTISHARES TR
2,869$130K0.02%
240
LRCXLAM RESEARCH CORP
764$130K0.02%
241
PSAPUBLIC STORAGE OPER CO
496$128K0.02%
242
SHWSHERWIN WILLIAMS CO
398$128K0.02%
243
HCAHCA HEALTHCARE INC
274$127K0.02%
244
VUGVANGUARD INDEX FDS
259$126K0.02%
245
DDTOINNOVATOR ETFS TRUST
5,723$123K0.02%
246
FXLFIRST TR EXCHANGE TRADED FD
729$122K0.02%
247
FFORD MTR CO
9,265$121K0.02%
248
CMCSACOMCAST CORP NEW
4,026$120K0.02%
249
PEJINVESCO EXCHANGE TRADED FD T
1,966$120K0.02%
250
FQIDIGITAL RLTY TR INC
778$120K0.02%
251
EDCONSOLIDATED EDISON INC
1,197$118K0.02%
252
SLYVSPDR SERIES TRUST
1,296$117K0.02%
253
URIUNITED RENTALS INC
145$117K0.02%
254
PHPARKER-HANNIFIN CORP
134$117K0.02%
255
CBCHUBB LIMITED
374$116K0.02%
256
IYRISHARES TR
1,243$116K0.02%
257
SYFSYNCHRONY FINANCIAL
1,373$114K0.02%
258
UPROPROSHARES TR
945$109K0.02%
259
ABTABBOTT LABS
866$108K0.02%
260
BTZBLACKROCK CR ALLOCATION INCO
10,000$108K0.02%
261
DWDMORGAN STANLEY
607$107K0.01%
262
MUMICRON TECHNOLOGY INC
373$106K0.01%
263
TRVCCITIGROUP INC
914$106K0.01%
264
ORLYOREILLY AUTOMOTIVE INC
1,154$105K0.01%
265
UPSUNITED PARCEL SERVICE INC
1,065$105K0.01%
266
ULUNILEVER PLC
1,582$103K0.01%
267
IBTLISHARES TR
5,020$103K0.01%
268
IBMSISHARES TR
4,470$103K0.01%
269
IBTPISHARES TR
4,000$103K0.01%
270
IBTOISHARES TR
4,173$102K0.01%
271
BSXBOSTON SCIENTIFIC CORP
1,079$102K0.01%
272
LHXL3HARRIS TECHNOLOGIES INC
348$102K0.01%
273
XLVSELECT SECTOR SPDR TR
653$101K0.01%
274
IBTQISHARES TR
4,000$101K0.01%
275
KMBKIMBERLY-CLARK CORP
1,000$100K0.01%
276
ISRGINTUITIVE SURGICAL INC
178$100K0.01%
277
FNVFRANCO NEV CORP
480$99K0.01%
278
EMXCISHARES INC
1,370$99K0.01%
279
ETNEATON CORP PLC
307$97K0.01%
280
YUMYUM BRANDS INC
647$97K0.01%
281
WMWASTE MGMT INC DEL
440$96K0.01%
282
BACVERIZON COMMUNICATIONS INC
2,360$96K0.01%
283
ECGEVERUS CONSTR GROUP
1,125$96K0.01%
284
AEMAGNICO EAGLE MINES LTD
562$95K0.01%
285
WMBWILLIAMS COS INC
1,573$94K0.01%
286
PGRPROGRESSIVE CORP
413$94K0.01%
287
COFCAPITAL ONE FINL CORP
388$94K0.01%
288
MDUMDU RES GROUP INC
4,726$92K0.01%
289
ACNACCENTURE PLC IRELAND
339$91K0.01%
290
SLBSLB LIMITED
2,353$90K0.01%
291
SCHFSCHWAB STRATEGIC TR
3,769$90K0.01%
292
DHRDANAHER CORPORATION
390$89K0.01%
293
OEFISHARES TR
259$88K0.01%
294
SEASEABRIDGE GOLD INC
3,000$88K0.01%
295
DDFLINNOVATOR ETFS TRUST
4,294$88K0.01%
296
ROBOEXCHANGE TRADED CONCEPTS TRU
1,250$86K0.01%
297
DFSDDIMENSIONAL ETF TRUST
1,774$85K0.01%
298
SRSPIRE INC
1,025$84K0.01%
299
VTVVANGUARD INDEX FDS
445$84K0.01%
300
XLUSELECT SECTOR SPDR TR
1,931$82K0.01%
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