Physician Wealth Advisors, Inc.

Est. AUM

$705.0M

13F long equity, this entity only

Positions

2,043

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$90.3M	138197	12.80%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$51.7M	675168	7.33%	SOLE
3	ISHARES TR	MSCI ACWI EX US	$33.7M	491882	4.78%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$29.7M	763480	4.22%	SOLE
5	ISHARES TR	S&P 500 VAL ETF	$28.5M	135184	4.05%	SOLE
6	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$26.4M	779259	3.74%	SOLE
7	BLACKROCK ETF TRUST	ISHARES US EQUIT	$25.3M	435609	3.59%	SOLE
8	ISHARES TR	S&P 500 GRWT ETF	$23.9M	211406	3.39%	SOLE
9	ISHARES TR	CORE S&P TTL STK	$18.2M	128127	2.59%	SOLE
10	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$17.2M	381858	2.44%	SOLE
11	APPLE INC	COM	$15.9M	62645	2.26%	SOLE
12	ISHARES TR	MSCI USA QLT FCT	$14.7M	76659	2.09%	SOLE
13	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$14.5M	316985	2.05%	SOLE
14	BLACKROCK ETF TRUST	ISHARES A I INNO	$12.7M	386284	1.81%	SOLE
15	ISHARES TR	CORE MSCI EAFE	$11.4M	126253	1.62%	SOLE
16	BLACKROCK ETF TRUST	ISHARES US THEMA	$11.4M	314985	1.62%	SOLE
17	ISHARES TR	EAFE VALUE ETF	$11.4M	152689	1.61%	SOLE
18	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$10.9M	147895	1.55%	SOLE
19	VANGUARD WORLD FD	MEGA CAP INDEX	$10.6M	44727	1.50%	SOLE
20	ISHARES TR	CORE S&P MCP ETF	$10.0M	148714	1.42%	SOLE
21	NVIDIA CORPORATION	COM	$9.4M	54053	1.34%	SOLE
22	GLOBAL X FDS	DEFENSE TECH ETF	$8.8M	124454	1.25%	SOLE
23	ISHARES TR	CORE DIV GRWTH	$7.9M	112398	1.12%	SOLE
24	ISHARES TR	CORE MSCI TOTAL	$7.8M	90142	1.11%	SOLE
25	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$6.6M	87225	0.93%	SOLE
26	MICROSOFT CORP	COM	$5.9M	15846	0.83%	SOLE
27	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$5.4M	75992	0.77%	SOLE
28	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$5.4M	138826	0.77%	SOLE
29	ISHARES TR	ESG AWR MSCI USA	$5.0M	35584	0.71%	SOLE
30	ISHARES TR	0-5 YR TIPS ETF	$4.4M	42785	0.63%	SOLE
31	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$4.3M	102761	0.62%	SOLE
32	FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$4.3M	159940	0.61%	SOLE
33	HEALTHEQUITY INC	COM	$3.9M	47049	0.56%	SOLE
34	VANGUARD WORLD FD	INF TECH ETF	$3.8M	5511	0.55%	SOLE
35	ISHARES TR	CORE S&P SCP ETF	$3.6M	28965	0.51%	SOLE
36	ISHARES TR	U S EQUITY FACTR	$3.3M	49322	0.46%	SOLE
37	AMAZON COM INC	COM	$3.1M	15110	0.45%	SOLE
38	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.1M	5210	0.44%	SOLE
39	ISHARES TR	MSCI EAFE MIN VL	$3.0M	33362	0.43%	SOLE
40	WORLD GOLD TR	SPDR GLD MINIS	$2.9M	31558	0.41%	SOLE
41	INVESCO QQQ TR	UNIT SER 1	$2.7M	4742	0.39%	SOLE
42	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.6M	85371	0.37%	SOLE
43	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.5M	74338	0.36%	SOLE
44	ALPHABET INC	CAP STK CL A	$2.5M	8630	0.35%	SOLE
45	ISHARES INC	CORE MSCI EMKT	$2.4M	34885	0.35%	SOLE
46	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.4M	34152	0.34%	SOLE
47	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	4474	0.30%	SOLE
48	TESLA INC	COM	$2.1M	5689	0.30%	SOLE
49	GLACIER BANCORP INC NEW	COM	$2.0M	44091	0.28%	SOLE
50	COSTCO WHOLESALE CORPORATION	COM	$1.9M	1902	0.27%	SOLE

1–50 of 2,043

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.