Physician Wealth Advisors, Inc.: summary

Physician Wealth Advisors, Inc. reported 2,440 positions with a reported value of $869.37M in its 13F for Q3 2026. Compared with Q2 2026: 327 new positions, 221 exited.

Top positions

• ISHARES CORE S&P 500 ETF
• STATE STREET SPDR PORTFOLIO S&P 500 ETF
• ISHARES MSCI ACWI EX US INDEX
• DIMENSIONAL ETF TRUST
• ISHARES S&P 500 GROWTH ETF
• BLACKROCK ETF TRUST
• iShares Trust S&P 500 VAL ETF
• APPLE INC COM
• ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
• DIMENSIONAL ETF TRUST