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 |
|---|---|---|---|---|---|
| 301 | MGKVANGUARD WORLD FD | 201 | $82K | 0.01% | |
| 302 | MRSHMARSH & MCLENNAN COS INC | 439 | $81K | 0.01% | |
| 303 | CITCINTAS CORP | 432 | $81K | 0.01% | |
| 304 | EEMISHARES TR | 1,464 | $80K | 0.01% | |
| 305 | MCOMOODYS CORP | 158 | $80K | 0.01% | |
| 306 | DFEMDIMENSIONAL ETF TRUST | 2,427 | $80K | 0.01% | |
| 307 | KNFKNIFE RIVER CORP | 1,125 | $79K | 0.01% | |
| 308 | EMREMERSON ELEC CO | 600 | $79K | 0.01% | |
| 309 | ADIANALOG DEVICES INC | 290 | $78K | 0.01% | |
| 310 | MMINNEW YORK LIFE INVTS ACTIVE E | 3,247 | $77K | 0.01% | |
| 311 | SOSOUTHERN CO | 881 | $76K | 0.01% | |
| 312 | CRMSALESFORCE INC | 287 | $76K | 0.01% | |
| 313 | VSGXVANGUARD WORLD FD | 1,049 | $75K | 0.01% | |
| 314 | PYPLPAYPAL HLDGS INC | 1,291 | $75K | 0.01% | |
| 315 | HONHONEYWELL INTL INC | 379 | $73K | 0.01% | |
| 316 | PACSPACS GROUP INC | 1,925 | $73K | 0.01% | |
| 317 | GSKGSK PLC | 1,495 | $73K | 0.01% | |
| 318 | ALVAUTOLIV INC | 607 | $72K | 0.01% | |
| 319 | ELVELEVANCE HEALTH INC FORMERLY | 206 | $72K | 0.01% | |
| 320 | CPRTCOPART INC | 1,855 | $72K | 0.01% | |
| 321 | SPLVINVESCO EXCH TRADED FD TR II | 1,020 | $72K | 0.01% | |
| 322 | TFCTRUIST FINL CORP | 1,473 | $72K | 0.01% | |
| 323 | SHELSHELL PLC | 976 | $71K | 0.01% | |
| 324 | CDNSCADENCE DESIGN SYSTEM INC | 229 | $71K | 0.01% | |
| 325 | BNDXVANGUARD CHARLOTTE FDS | 1,475 | $71K | 0.01% | |
| 326 | FDXFEDEX CORP | 248 | $71K | 0.01% | |
| 327 | MTGMGIC INVT CORP WIS | 2,428 | $70K | 0.01% | |
| 328 | ECLECOLAB INC | 267 | $70K | 0.01% | |
| 329 | NBIXNEUROCRINE BIOSCIENCES INC | 487 | $69K | 0.01% | |
| 330 | AMGNAMGEN INC | 208 | $68K | 0.01% | |
| 331 | DHID R HORTON INC | 475 | $68K | 0.01% | |
| 332 | NUNU HLDGS LTD | 4,032 | $67K | 0.01% | |
| 333 | NEENEXTERA ENERGY INC | 841 | $67K | 0.01% | |
| 334 | VTEBVANGUARD MUN BD FDS | 1,349 | $67K | 0.01% | |
| 335 | APPAPPLOVIN CORP | 99 | $66K | 0.01% | |
| 336 | SCCOSOUTHERN COPPER CORP | 464 | $66K | 0.01% | |
| 337 | IGMISHARES TR | 506 | $65K | 0.01% | |
| 338 | ALBALBEMARLE CORP | 462 | $65K | 0.01% | |
| 339 | ZTSZOETIS INC | 524 | $65K | 0.01% | |
| 340 | VYMVANGUARD WHITEHALL FDS | 450 | $64K | 0.01% | |
| 341 | TRVTRAVELERS COMPANIES INC | 221 | $64K | 0.01% | |
| 342 | RCLROYAL CARIBBEAN GROUP | 229 | $63K | 0.01% | |
| 343 | VRSNVERISIGN INC | 262 | $63K | 0.01% | |
| 344 | SQMSOCIEDAD QUIMICA Y MINERA DE | 930 | $63K | 0.01% | |
| 345 | ADBEADOBE INC | 176 | $61K | 0.01% | |
| 346 | SMMVISHARES TR | 1,411 | $61K | 0.01% | |
| 347 | ICEINTERCONTINENTAL EXCHANGE IN | 371 | $60K | 0.01% | |
| 348 | HPEHEWLETT PACKARD ENTERPRISE C | 2,505 | $60K | 0.01% | |
| 349 | XLESELECT SECTOR SPDR TR | 1,346 | $60K | 0.01% | |
| 350 | GDGENERAL DYNAMICS CORP | 180 | $60K | 0.01% | |
| 351 | SCHWSCHWAB CHARLES CORP | 605 | $60K | 0.01% | |
| 352 | 4I1PHILIP MORRIS INTL INC | 377 | $60K | 0.01% | |
| 353 | MCKMCKESSON CORP | 72 | $59K | 0.01% | |
| 354 | CBRECBRE GROUP INC | 361 | $58K | 0.01% | |
| 355 | SYYSYSCO CORP | 791 | $58K | 0.01% | |
| 356 | ISCGISHARES TR | 1,063 | $58K | 0.01% | |
| 357 | PSXPHILLIPS 66 | 455 | $58K | 0.01% | |
| 358 | TELTE CONNECTIVITY PLC | 251 | $57K | 0.01% | |
| 359 | MMCANEW YORK LIFE INVTS ACTIVE E | 2,644 | $57K | 0.01% | |
| 360 | CVSCVS HEALTH CORP | 728 | $57K | 0.01% | |
| 361 | CATYCATHAY GEN BANCORP | 1,161 | $56K | 0.01% | |
| 362 | PNCPNC FINL SVCS GROUP INC | 272 | $56K | 0.01% | |
| 363 | CLHCLEAN HARBORS INC | 241 | $56K | 0.01% | |
| 364 | CSXCSX CORP | 1,569 | $56K | 0.01% | |
| 365 | GDXVANECK ETF TRUST | 645 | $55K | 0.01% | |
| 366 | DFEVDIMENSIONAL ETF TRUST | 1,631 | $55K | 0.01% | |
| 367 | DDFNINNOVATOR ETFS TRUST | 2,875 | $55K | 0.01% | |
| 368 | SCHPSCHWAB STRATEGIC TR | 2,090 | $55K | 0.01% | |
| 369 | KLACKLA CORP | 45 | $54K | 0.01% | |
| 370 | ALSALLSTATE CORP | 263 | $54K | 0.01% | |
| 371 | LINLINDE PLC | 129 | $54K | 0.01% | |
| 372 | GDDYGODADDY INC | 436 | $54K | 0.01% | |
| 373 | IBDVISHARES TR | 2,470 | $54K | 0.01% | |
| 374 | ZMARINNOVATOR ETFS TRUST | 2,000 | $54K | 0.01% | |
| 375 | CEGCONSTELLATION ENERGY CORP | 154 | $54K | 0.01% | |
| 376 | GILDGILEAD SCIENCES INC | 439 | $53K | 0.01% | |
| 377 | RSGREPUBLIC SVCS INC | 251 | $53K | 0.01% | |
| 378 | ACWIISHARES TR | 378 | $53K | 0.01% | |
| 379 | STXSEAGATE TECHNOLOGY HLDNGS PL | 193 | $53K | 0.01% | |
| 380 | IBDUISHARES TR | 2,300 | $53K | 0.01% | |
| 381 | DFGPDIMENSIONAL ETF TRUST | 970 | $52K | 0.01% | |
| 382 | ALCALCON AG | 670 | $52K | 0.01% | |
| 383 | IBDSISHARES TR | 2,170 | $52K | 0.01% | |
| 384 | DYHTARGET CORP | 535 | $52K | 0.01% | |
| 385 | MFCMANULIFE FINL CORP | 1,446 | $52K | 0.01% | |
| 386 | KIMKIMCO RLTY CORP | 2,571 | $52K | 0.01% | |
| 387 | PG4PRINCIPAL FINANCIAL GROUP IN | 590 | $52K | 0.01% | |
| 388 | PRUPRUDENTIAL FINL INC | 464 | $52K | 0.01% | |
| 389 | BSEPINNOVATOR ETFS TRUST | 1,055 | $51K | 0.01% | |
| 390 | VRTVERTIV HOLDINGS CO | 313 | $50K | 0.01% | |
| 391 | IGVISHARES TR | 473 | $50K | 0.01% | |
| 392 | VNQIVANGUARD INTL EQUITY INDEX F | 1,105 | $50K | 0.01% | |
| 393 | MAGXROUNDHILL ETF TRUST | 863 | $49K | 0.01% | |
| 394 | CMSCMS ENERGY CORP | 703 | $49K | 0.01% | |
| 395 | REGNREGENERON PHARMACEUTICALS | 64 | $49K | 0.01% | |
| 396 | IRMIRON MTN INC DEL | 597 | $49K | 0.01% | |
| 397 | FBTCFIDELITY WISE ORIGIN BITCOIN | 646 | $49K | 0.01% | |
| 398 | ARTYISHARES TR | 1,010 | $48K | 0.01% | |
| 399 | IYGISHARES TR | 530 | $48K | 0.01% | |
| 400 | WBDWARNER BROS DISCOVERY INC | 1,696 | $48K | 0.01% |