1y return+22.0%S&P 500 +20.9%
3y return+60.1%S&P 500 +68.5%
5y return+54.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2019: $210 against $252 in the S&P 500.2
Physician Wealth Advisors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $103.0M | 12.3% | |
| SPYMSpdr Series Trust | $94.0M | 11.2% | +58.5% |
| ACWXIshares Tr | $44.0M | 5.3% | +17.6% |
| DFAIDimensional Etf Trust | $31.9M | 3.8% | +1.2% |
| IVWIshares Tr | $31.7M | 3.8% | +9.2% |
| DYNFBlackrock Etf Trust | $30.9M | 3.7% | +4.4% |
| IVEIshares Tr | $27.1M | 3.2% | −11.7% |
| DFAEDimensional Etf Trust | $25.8M | 3.1% | −17.8% |
| ITOTIshares Tr | $21.0M | 2.5% | |
| DFAUDimensional Etf Trust | $19.6M | 2.3% | |
| AAPLApple Inc | $18.3M | 2.2% | +1.1% |
| FBNDFidelity Merrimack Str Tr | $16.2M | 1.9% | +12.7% |
| BAIBlackrock Etf Trust | $16.1M | 1.9% | −20.8% |
| SPMOInvesco Exch Traded Fd Tr II | $13.0M | 1.5% | −23.3% |
| MGCVanguard World Fd | $12.3M | 1.5% | |
| IEFAIshares Tr | $12.1M | 1.4% | −1.1% |
| IJHIshares Tr | $11.5M | 1.4% | |
| DFAWDimensional Etf Trust | $10.9M | 1.3% | −11.0% |
| NVDANvidia Corporation | $10.4M | 1.2% | −3.9% |
| SHLDGlobal X Fds | $10.1M | 1.2% | +35.9% |
| THROBlackrock Etf Trust | $8.7M | 1.0% | −36.1% |
| IXUSIshares Tr | $8.6M | 1.0% | |
| IALTBlackrock Etf Trust | $8.3M | 1.0% | New |
| DGROIshares Tr | $8.2M | 1.0% | −4.3% |
| VCRMVanguard Mun Bd Fds | $6.8M | 0.8% | +1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $10.4M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $5.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $18.3M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $3.4M |
| TNADirexion Shares Etf Trust | September 30, 2023 | +161.3% | $3.2M |
| MGCVanguard World Fd | June 30, 2020 | +150.0% | $12.3M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $4.4M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $103.0M |
| ITOTIshares Tr | June 30, 2020 | +136.6% | $21.0M |
| ESGUIshares Tr | June 30, 2020 | +133.8% | $6.2M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $129K
- Thomson Reuters CorpCUSIP 884903808 was $100K
- Seabridge Gold IncCUSIP 811916105 was $85K
- QLDProshares Tr was $66K
- BSJQInvesco Exch Trd Slf Idx Fd was $52K
- RMOPTidal Trust III was $31K
- USFRWisdomtree Tr was $31K
- TRUTransunion was $31K
- MQQQInvestment Managers Ser Tr I was $31K
- MAXJIshares Tr was $13K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.7% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +9.4% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +2.8% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +10.5% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +5.9% | +8.3% |
| March 31, 2023 | +6.5% | +7.0% |
| December 31, 2022 | +7.5% | +7.1% |
| September 30, 2022 | −6.8% | −5.3% |
| June 30, 2022 | −15.2% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +6.7% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Physician Wealth Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1795173&type=13F-HR&dateb=&owner=include&count=40CIK 1795173
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1795173/000179517326000004/Filed July 20, 2026 · accession 0001795173-26-000004