Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Physician Wealth Advisors, Inc. (CIK 1795173) reported $718.5M across 2,030 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($90.3M, 12.56%), SPLG ($51.7M, 7.19%), ACWX ($33.7M, 4.69%), DFAI ($29.7M, 4.14%), IVE ($28.5M, 3.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $90.3M | 12.56% | 138,197 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $51.7M | 7.19% | 675,168 | Added |
| 3 | ACWX | ISHARES TR | $33.7M | 4.69% | 491,882 | New |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $29.7M | 4.14% | 763,480 | Added |
| 5 | IVE | ISHARES TR | $28.5M | 3.97% | 135,184 | Trimmed |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $26.4M | 3.67% | 779,259 | Added |
| 7 | DYNF | BLACKROCK ETF TRUST | $25.3M | 3.53% | 435,609 | Trimmed |
| 8 | IVW | ISHARES TR | $23.9M | 3.33% | 211,406 | Added |
| 9 | ITOT | ISHARES TR | $18.2M | 2.54% | 128,127 | Added |
| 10 | DFAU | DIMENSIONAL ETF TRUST | $17.2M | 2.40% | 381,858 | Added |
| 11 | AAPL | APPLE INC | $15.9M | 2.21% | 62,645 | Added |
| 12 | QUAL | ISHARES TR | $14.7M | 2.05% | 76,659 | Added |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $14.5M | 2.01% | 316,985 | Added |
| 14 | BAI | BLACKROCK ETF TRUST | $12.7M | 1.77% | 386,284 | Added |
| 15 | SPMO | INVESCO EXCH TRADED FD TR II | $11.7M | 1.63% | 104,690 | Added |
| 16 | IEFA | ISHARES TR | $11.4M | 1.59% | 126,253 | Trimmed |
| 17 | THRO | BLACKROCK ETF TRUST | $11.4M | 1.59% | 314,985 | Added |
| 18 | EFV | ISHARES TR | $11.4M | 1.58% | 152,689 | Trimmed |
| 19 | DFAW | DIMENSIONAL ETF TRUST | $10.9M | 1.52% | 147,895 | Trimmed |
| 20 | MGC | VANGUARD WORLD FD | $10.6M | 1.47% | 44,727 | Added |
| 21 | IJH | ISHARES TR | $10.0M | 1.40% | 148,714 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $9.4M | 1.31% | 54,053 | Added |
| 23 | SHLD | GLOBAL X FDS | $8.8M | 1.23% | 124,454 | Added |
| 24 | DGRO | ISHARES TR | $7.9M | 1.10% | 112,398 | Trimmed |
| 25 | IXUS | ISHARES TR | $7.8M | 1.09% | 90,142 | Added |
Source: SEC Form 13F filings · as of 2026-03-31