Physician Wealth Advisors, Inc.
CIK 1795173 · Holdings on Sep 30, 2026 · First reported Oct 20, 2026
Top ten holdings
Q3 2026- IVV12.61%
- SPYM11.74%
- ACWX7.83%
- DFAI4.04%
- IVW3.84%
- DYNF3.62%
- IVE3.22%
- AAPL2.45%
- ITOT2.30%
- DFAU2.27%
Share classes counted separately53.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ACWXWeight increased · +2.57 pp5.26% → 7.83%Shares +321.31K (+55.54%)
- DFAEWeight decreased · -1.15 pp3.08% → 1.93%Shares -213.37K (-33.30%)
- SPYMWeight increased · +0.51 pp11.23% → 11.74%Shares +67.03K (+6.26%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $109.66M | 12.61% | 143.18K shares | 12.30% → 12.61%+0.31 pp +5.62K (+4.08%) | Added | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $102.05M | 11.74% | 1.14M shares | 11.23% → 11.74%+0.51 pp +67.03K (+6.26%) | Added | ↗▾ |
| 03 | ACWXISHARES MSCI ACWI EX US ETFMSCI ACWI EX US View history and evidence | $68.04M | 7.83% | 899.82K shares | 5.26% → 7.83%+2.57 pp +321.31K (+55.54%) | Added | ↗▾ |
| 04 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $35.09M | 4.04% | 846.90K shares | 3.81% → 4.04%+0.23 pp +74.22K (+9.61%) | Added | ↗▾ |
| 05 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $33.34M | 3.84% | 234.39K shares | 3.79% → 3.84%+0.05 pp +3.63K (+1.58%) | Added | ↗▾ |
| 06 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $31.47M | 3.62% | 454.39K shares | 3.69% → 3.62%-0.07 pp -416 (-0.09%) | Reduced | ↗▾ |
| 07 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $27.98M | 3.22% | 122.59K shares | 3.24% → 3.22%-0.02 pp +3.18K (+2.66%) | Added | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $21.34M | 2.45% | 64.07K shares | 2.19% → 2.45%+0.26 pp +731 (+1.15%) | Added | ↗▾ |
| 09 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $19.98M | 2.30% | 120.15K shares | 2.51% → 2.30%-0.21 pp -7.67K (-6.00%) | Reduced | ↗▾ |
| 10 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $19.72M | 2.27% | 376.66K shares | 2.34% → 2.27%-0.07 pp -2.78K (-0.73%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 216
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -3,669 | -$501.66K | SEC filing ↗ | SEC filing ↗ |
| EA ELECTRONIC ARTS INC | Non-derivative | -983 | -$201.52K | SEC filing ↗ | SEC filing ↗ |
| BOXX ALPHA ARCHITECT 1-3 MNTH BOX | Non-derivative | -1,000 | -$117.09K | SEC filing ↗ | SEC filing ↗ |
3 / 216 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1795173 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 20, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 869371053
}Research all 2,440 reported holdings.
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