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UMA Financial Services

Latest statistics and disclosures from Physician Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPYM, DYNF, IVE, DFAI, and represent 30.27% of Physician Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IVE (+$9.2M), DFAE (+$5.2M), SPMO, VCRM, DYNF, IVW, SPYM, BAI, DFCF, NOW.
Started 289 new stock positions in CEF, WSR, SOLS, HIVE, NWBI, CZR, MOFG, RGP, CLF, CHDN.
Reduced shares in these 10 stocks: QUAL (-$12M), AAPL, MSFT, UNP, EFV, NVDA, EFG, BRK.B, PEP, ITOT.
Sold out of its positions in Abpro Holdings, ADT, ANGI, ABCL, ACHC, AKR, ADVM, AGL, AKBA, AKRO.
Physician Wealth Advisors was a net buyer of stock by $2.7M.
Physician Wealth Advisors has $719M in assets under management (AUM), dropping by 2.29%.
Central Index Key (CIK): 0001795173

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Portfolio Holdings for Physician Wealth Advisors

Physician Wealth Advisors holds 2027 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Physician Wealth Advisors has 2027 total positions. Only the first 250 positions are shown.

Sign up to view all of the Physician Wealth Advisors Dec. 31, 2025 positions
Download the Physician Wealth Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.0	$93M		136k	684.94	View chart
Spdr Series Trust State Street Spd (SPYM)	4.6	$33M	+2%	416k	80.22	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	4.4	$32M	+3%	521k	60.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.2	$30M	+44%	142k	212.07	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.0	$29M		759k	38.11	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	3.4	$24M	+2%	412k	59.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.4	$24M	+4%	198k	123.26	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.4	$24M	+27%	743k	32.57	View chart
Ishares Tr Eafe Value Etf (EFV)	2.7	$19M	-5%	269k	71.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.6	$19M	-3%	127k	148.69	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.5	$18M		380k	46.80	View chart
Apple (AAPL)	2.4	$17M	-21%	62k	271.86	View chart
Ishares Core Msci Emkt (IEMG)	2.3	$17M		250k	67.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.1	$15M	-43%	75k	198.62	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.8	$13M	-3%	285k	46.04	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.7	$12M	+8%	369k	33.30	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.6	$12M	+60%	99k	119.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$12M	-2%	131k	89.46	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.6	$11M	+4%	295k	38.56	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.6	$11M	-2%	151k	73.98	View chart
Vanguard World Mega Cap Index (MGC)	1.5	$11M	+3%	44k	251.17	View chart
NVIDIA Corporation (NVDA)	1.4	$10M	-9%	54k	186.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$9.7M	+4%	147k	66.00	View chart
Ishares Tr Core Div Grwth (DGRO)	1.1	$7.9M	-2%	114k	69.42	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.1	$7.8M	-5%	92k	85.37	View chart
Ishares Tr Core Msci Total (IXUS)	1.1	$7.6M		90k	84.64	View chart
Microsoft Corporation (MSFT)	1.0	$6.9M	-20%	14k	483.62	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.9	$6.2M	+22%	82k	75.57	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$5.5M	-3%	140k	39.59	View chart
Global X Fds Defense Tech Etf (SHLD)	0.8	$5.4M	+8%	83k	64.79	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$5.2M		75k	69.67	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.7	$5.0M		34k	148.98	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.6	$4.4M	+4%	43k	102.39	View chart
Healthequity (HQY)	0.6	$4.3M	-12%	47k	91.61	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.6	$4.3M	-5%	160k	26.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$3.9M	+3%	5.2k	753.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$3.6M		30k	120.18	View chart
Amazon (AMZN)	0.5	$3.4M	-5%	15k	230.82	View chart
Ishares Tr U S Equity Factr (LRGF)	0.5	$3.3M	+4%	48k	69.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$3.2M	+3%	5.1k	627.17	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$3.0M	-4%	34k	86.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$2.9M	-3%	4.6k	614.32	View chart
Tesla Motors (TSLA)	0.4	$2.7M	-3%	5.9k	449.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.6M	+6%	8.4k	312.99	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$2.5M		34k	74.17	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$2.4M	-4%	74k	32.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.3M	-27%	4.6k	502.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$2.3M		83k	27.43	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$2.0M		7.8k	250.33	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.3	$1.9M		43k	45.54	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$1.7M		15k	113.72	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.6M	-39%	14k	113.92	View chart
Costco Wholesale Corporation (COST)	0.2	$1.6M	-5%	1.8k	862.54	View chart
Wal-Mart Stores (WMT)	0.2	$1.6M		14k	111.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.6M		4.9k	314.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.5M		4.8k	313.83	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$1.5M	-3%	24k	64.04	View chart
Extra Space Storage (EXR)	0.2	$1.4M		11k	130.22	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$1.3M	-4%	31k	43.43	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$1.2M	-6%	7.9k	157.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.2M		13k	94.16	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$1.2M	+2%	9.0k	136.74	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.2M		14k	88.49	View chart
Broadcom (AVGO)	0.2	$1.2M	-7%	3.4k	346.06	View chart
Meta Platforms Cl A (META)	0.2	$1.1M	-9%	1.7k	660.16	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.1M	+3%	11k	107.11	View chart
Global X Fds Global X Silver (SIL)	0.2	$1.1M	+59%	13k	83.52	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.0M	-3%	13k	77.53	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$1.0M	+576%	24k	42.56	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$986k	+5%	22k	44.17	View chart
Eli Lilly & Co. (LLY)	0.1	$983k	+3%	915.00	1074.18	View chart
Advanced Micro Devices (AMD)	0.1	$921k	+2%	4.3k	214.18	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$910k		1.8k	510.84	View chart
Mastercard Incorporated Cl A (MA)	0.1	$856k	+3%	1.5k	570.99	View chart
Servicenow (NOW)	0.1	$847k	+352%	5.5k	153.19	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$817k	+9%	1.2k	681.86	View chart
Zions Bancorporation (ZION)	0.1	$806k		14k	58.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$783k		7.8k	99.88	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$772k	+88%	15k	52.72	View chart
JPMorgan Chase & Co. (JPM)	0.1	$763k	+3%	2.4k	322.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$760k		3.6k	211.80	View chart
Cigna Corp (CI)	0.1	$734k		2.7k	275.23	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$734k	+4%	15k	48.17	View chart
Applied Materials (AMAT)	0.1	$719k	+8%	2.8k	256.99	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$718k	+10%	2.4k	303.83	View chart
Palantir Technologies Cl A (PLTR)	0.1	$704k	-4%	4.0k	177.76	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$686k	+100%	4.8k	143.96	View chart
Johnson & Johnson (JNJ)	0.1	$651k	-15%	3.1k	206.93	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$646k		20k	32.89	View chart
McDonald's Corporation (MCD)	0.1	$642k		2.1k	305.58	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$618k		5.9k	105.00	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.1	$605k		29k	21.19	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$596k	-38%	5.6k	106.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$586k	-12%	2.0k	290.20	View chart
American Express Company (AXP)	0.1	$575k	+2%	1.6k	369.94	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$574k		3.8k	150.74	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$563k	+24%	4.7k	120.96	View chart
Visa Com Cl A (V)	0.1	$562k	+3%	1.6k	350.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$536k		1.4k	396.31	View chart
Wells Fargo & Company (WFC)	0.1	$522k		5.6k	93.20	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$521k	-13%	10k	50.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$519k		2.4k	219.79	View chart
Caterpillar (CAT)	0.1	$491k	+3%	857.00	572.61	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$487k	-8%	8.5k	57.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$482k	-10%	1.9k	257.98	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$477k	+4%	7.7k	62.15	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$475k		18k	26.23	View chart
Trimble Navigation (TRMB)	0.1	$472k		6.0k	78.35	View chart
Security Natl Finl Corp Cl A New (SNFCA)	0.1	$472k	-6%	52k	9.01	View chart
Chevron Corporation (CVX)	0.1	$467k		3.1k	152.41	View chart
Merck & Co (MRK)	0.1	$461k	-4%	4.4k	105.26	View chart
Bank of America Corporation (BAC)	0.1	$454k	+3%	8.3k	55.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$453k	-2%	4.7k	96.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$448k		7.2k	62.47	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$440k		47k	9.28	View chart
Qualcomm (QCOM)	0.1	$440k		2.6k	171.08	View chart
Procter & Gamble Company (PG)	0.1	$428k	-31%	3.0k	143.29	View chart
Home Depot (HD)	0.1	$396k	-14%	1.2k	344.14	View chart
Dimensional Etf Trust International (DFSI)	0.1	$396k		9.2k	42.84	View chart
Booking Holdings (BKNG)	0.1	$383k		71.00	5391.01	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$382k		17k	22.88	View chart
Exxon Mobil Corporation (XOM)	0.1	$369k	+10%	3.1k	120.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$366k	+385%	1.1k	335.31	View chart
Pepsi (PEP)	0.0	$359k	-65%	2.5k	143.49	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$355k	-5%	4.5k	79.73	View chart
Stryker Corporation (SYK)	0.0	$350k	+6%	996.00	351.47	View chart
Howmet Aerospace (HWM)	0.0	$346k	-13%	1.7k	205.02	View chart
Ameren Corporation (AEE)	0.0	$345k		3.5k	99.86	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.0	$344k	+46%	4.4k	77.89	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$335k		3.5k	95.09	View chart
Amphenol Corp Cl A (APH)	0.0	$335k	+2%	2.5k	135.13	View chart
Thermo Fisher Scientific (TMO)	0.0	$333k	-10%	575.00	579.45	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$333k	+3%	4.8k	69.52	View chart
Blackrock (BLK)	0.0	$327k	-2%	306.00	1069.18	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$323k	+2%	712.00	453.36	View chart
Ge Aerospace Com New (GE)	0.0	$317k		1.0k	308.15	View chart
Northwestern Energy Group In Com New (NWE)	0.0	$311k		4.8k	64.54	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$308k	+16%	1.5k	199.69	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$305k	NEW	687.00	444.43	View chart
Enterprise Products Partners (EPD)	0.0	$297k		9.3k	32.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$296k		11k	26.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$293k		10k	28.48	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$289k		7.4k	39.02	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.0	$289k		7.4k	39.33	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$285k		4.1k	69.40	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$283k	+3%	12k	22.90	View chart
Abbvie (ABBV)	0.0	$282k	+28%	1.2k	228.49	View chart
Walt Disney Company (DIS)	0.0	$282k		2.5k	113.77	View chart
Prologis (PLD)	0.0	$279k		2.2k	127.66	View chart
ConocoPhillips (COP)	0.0	$279k	-6%	3.0k	93.62	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$274k		5.5k	49.46	View chart
TJX Companies (TJX)	0.0	$268k	+8%	1.7k	153.61	View chart
Starbucks Corporation (SBUX)	0.0	$263k	+8%	3.1k	84.20	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$261k		3.0k	85.90	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$261k	+72%	4.6k	57.24	View chart
Union Pacific Corporation (UNP)	0.0	$260k	-83%	1.1k	231.32	View chart
Netflix (NFLX)	0.0	$259k	+1006%	2.8k	93.76	View chart
Cisco Systems (CSCO)	0.0	$259k	+30%	3.4k	77.03	View chart
S&p Global (SPGI)	0.0	$257k	+7%	492.00	522.60	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$255k		9.7k	26.33	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$254k	+23%	5.1k	49.65	View chart
Autodesk (ADSK)	0.0	$253k	+2%	853.00	296.01	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$252k		836.00	301.05	View chart
Marriott Intl Cl A (MAR)	0.0	$249k	+3%	802.00	310.11	View chart
At&t (T)	0.0	$248k	+32%	10k	24.84	View chart
3M Company (MMM)	0.0	$247k	+2%	1.5k	160.10	View chart
Oracle Corporation (ORCL)	0.0	$246k	-25%	1.3k	194.94	View chart
Becton, Dickinson and (BDX)	0.0	$244k		1.3k	194.07	View chart
Huntsman Corporation (HUN)	0.0	$244k		24k	10.00	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$243k	+9%	3.8k	64.42	View chart
Boeing Company (BA)	0.0	$243k	-17%	1.1k	217.19	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$238k		29k	8.11	View chart
Wp Carey (WPC)	0.0	$238k		3.7k	64.37	View chart
Duke Energy Corp Com New (DUK)	0.0	$238k		2.0k	117.21	View chart
Pfizer (PFE)	0.0	$237k	+4%	9.5k	24.90	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$237k		1.1k	224.67	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$234k		11k	22.36	View chart
Ge Vernova (GEV)	0.0	$234k	+7%	358.00	654.04	View chart
Texas Instruments Incorporated (TXN)	0.0	$233k	+9%	1.3k	173.49	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$232k	-26%	4.6k	50.59	View chart
Vanguard World Health Car Etf (VHT)	0.0	$232k	-3%	806.00	287.76	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$232k		2.0k	117.52	View chart
Cohen & Steers Slt Pfd Incm (PSF)	0.0	$226k		11k	20.28	View chart
Tc Energy Corp (TRP)	0.0	$223k		4.0k	55.01	View chart
Intuit (INTU)	0.0	$223k	+10%	336.00	662.42	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$222k		8.7k	25.45	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$220k		1.9k	115.10	View chart
Royal Gold (RGLD)	0.0	$216k		972.00	222.29	View chart
Novartis Sponsored Adr (NVS)	0.0	$216k		1.6k	137.87	View chart
Dominion Resources (D)	0.0	$216k	-3%	3.7k	58.59	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$216k	+74%	2.6k	83.61	View chart
Kinder Morgan (KMI)	0.0	$214k	-2%	7.8k	27.49	View chart
Lowe's Companies (LOW)	0.0	$210k	+7%	869.00	241.25	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$208k		3.5k	59.67	View chart
Intel Corporation (INTC)	0.0	$208k	-9%	5.6k	36.90	View chart
Medtronic SHS (MDT)	0.0	$207k	-5%	2.2k	96.07	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$205k		5.6k	36.79	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$202k	-5%	4.1k	49.90	View chart
Goldman Sachs (GS)	0.0	$202k	+4%	229.00	880.63	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$201k	NEW	7.6k	26.68	View chart
Oneok (OKE)	0.0	$201k	+12%	2.7k	73.50	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$200k		4.8k	41.48	View chart
Electronic Arts (EA)	0.0	$199k	-7%	974.00	204.39	View chart
UnitedHealth (UNH)	0.0	$199k	-21%	603.00	330.11	View chart
International Business Machines (IBM)	0.0	$199k	+4%	672.00	296.06	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$190k	+129%	3.3k	57.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$185k		3.4k	53.76	View chart
Coca-Cola Company (KO)	0.0	$182k	+11%	2.6k	69.90	View chart
Raytheon Technologies Corp (RTX)	0.0	$182k	-62%	991.00	183.40	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.0	$180k		4.6k	39.64	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$177k	-9%	2.4k	75.15	View chart
Emcor (EME)	0.0	$175k		286.00	611.79	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$174k		9.7k	17.96	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$174k	+2%	1.1k	154.11	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$172k	+76%	3.3k	52.61	View chart
SkyWest (SKYW)	0.0	$172k		1.7k	100.41	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$171k		7.1k	24.23	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.0	$170k	-12%	3.9k	43.91	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.0	$169k		6.5k	26.06	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$169k		1.2k	141.14	View chart
PCM Fund (PCM)	0.0	$168k		27k	6.14	View chart
Lululemon Athletica (LULU)	0.0	$167k	+2%	803.00	207.81	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$163k		1.0k	160.97	View chart
MercadoLibre (MELI)	0.0	$161k	+29%	80.00	2014.26	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$158k		7.9k	19.85	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$157k		7.2k	21.95	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$155k		6.9k	22.47	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$154k		1.2k	131.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$153k		622.00	246.16	View chart
Welltower Inc Com reit (WELL)	0.0	$152k	+2%	818.00	185.67	View chart
Henry Schein (HSIC)	0.0	$152k		2.0k	75.58	View chart
AutoZone (AZO)	0.0	$151k	-2%	45.00	3361.36	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$151k	+29%	1.9k	81.17	View chart
Equity Residential Sh Ben Int (EQR)	0.0	$145k	+7%	2.3k	63.04	View chart
Thomson Reuters Corp. (TRI)	0.0	$143k		1.1k	131.89	View chart
Astrazeneca Sponsored Adr	0.0	$138k		1.5k	91.90	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$136k		769.00	177.37	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$135k	+40%	126.00	1069.93	View chart
Lam Research Corp Com New (LRCX)	0.0	$131k	+48%	764.00	171.18	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$130k		2.9k	45.44	View chart
Sherwin-Williams Company (SHW)	0.0	$129k	-2%	398.00	324.03	View chart
Public Storage (PSA)	0.0	$129k	+7%	496.00	259.50	View chart
Hca Holdings (HCA)	0.0	$128k		274.00	466.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$126k		259.00	488.15	View chart
Innovator Etfs Trust Equity Dual Dire (DDTO)	0.0	$124k	NEW	5.7k	21.65	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$123k		729.00	168.28	View chart
Ford Motor Company (F)	0.0	$122k		9.3k	13.12	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.0	$121k		2.0k	61.32	View chart
Comcast Corp Cl A (CMCSA)	0.0	$120k		4.0k	29.89	View chart
Digital Realty Trust (DLR)	0.0	$120k	+20%	778.00	154.61	View chart

Past Filings by Physician Wealth Advisors

SEC 13F filings are viewable for Physician Wealth Advisors going back to 2019

Physician Wealth Advisors 2025 Q4 filed Jan. 29, 2026
Physician Wealth Advisors 2025 Q3 filed Nov. 4, 2025
Physician Wealth Advisors 2025 Q2 filed July 14, 2025
Physician Wealth Advisors 2025 Q1 filed April 28, 2025
Physician Wealth Advisors 2024 Q4 filed Feb. 12, 2025
Physician Wealth Advisors 2024 Q3 filed Oct. 16, 2024
Physician Wealth Advisors 2024 Q2 filed July 17, 2024
Physician Wealth Advisors 2024 Q1 filed April 17, 2024
Physician Wealth Advisors 2023 Q4 filed Jan. 23, 2024
Physician Wealth Advisors 2023 Q3 filed Oct. 10, 2023
Physician Wealth Advisors 2023 Q2 filed July 5, 2023
Physician Wealth Advisors 2023 Q1 filed April 20, 2023
UMA Financial Services 2022 Q4 filed Jan. 25, 2023
UMA Financial Services 2022 Q3 filed Oct. 6, 2022
UMA Financial Services 2022 Q2 filed Aug. 2, 2022
UMA Financial Services 2022 Q1 filed May 5, 2022

View all past filings

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