UMA Financial Services
Latest statistics and disclosures from Physician Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPLG, DYNF, DFAI, QUAL, and represent 29.27% of Physician Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: XLG (+$12M), BAI (+$7.0M), DYNF (+$6.1M), SHLD (+$5.4M), DFAE, GLDM, NVDA, SPLG, IVE, MSFT.
- Started 291 new stock positions in HEI, CHWY, MORN, NEU, AHH, CR, CBT, ASB, Netskope, PHM.
- Reduced shares in these 10 stocks: EFG (-$8.5M), IYW (-$8.0M), EFV (-$6.7M), QUAL, IEMG, VNQ, IGSB, DFAU, IEFA, ITOT.
- Sold out of its positions in ADMA, ALE, TKNO, PINE, AMED, AMWL, ANSS, ASTH, APGE, ARIS.
- Physician Wealth Advisors was a net buyer of stock by $19M.
- Physician Wealth Advisors has $703M in assets under management (AUM), dropping by 10.33%.
- Central Index Key (CIK): 0001795173
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Portfolio Holdings for Physician Wealth Advisors
Physician Wealth Advisors holds 1899 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Physician Wealth Advisors has 1899 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Physician Wealth Advisors Sept. 30, 2025 positions
- Download the Physician Wealth Advisors September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 12.9 | $91M | 136k | 669.30 |
|
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 4.5 | $32M | +5% | 404k | 78.34 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 4.2 | $30M | +25% | 504k | 59.20 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 3.9 | $28M | 758k | 36.35 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.7 | $26M | -13% | 133k | 194.50 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 3.3 | $23M | +116% | 402k | 57.52 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.3 | $23M | 190k | 120.72 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.9 | $20M | +7% | 99k | 206.51 |
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| Apple (AAPL) | 2.9 | $20M | +3% | 79k | 254.63 |
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| Ishares Tr Eafe Value Etf (EFV) | 2.8 | $19M | -25% | 285k | 67.83 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.7 | $19M | -4% | 131k | 145.65 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.6 | $18M | +29% | 584k | 31.53 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 2.5 | $18M | -5% | 383k | 45.76 |
|
| Ishares Core Msci Emkt (IEMG) | 2.3 | $16M | -14% | 246k | 65.92 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.9 | $14M | +4% | 295k | 46.24 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.7 | $12M | -7% | 134k | 87.31 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.7 | $12M | +150% | 340k | 34.16 |
|
| Dimensional Etf Trust World Equity Etf (DFAW) | 1.6 | $11M | +5% | 156k | 71.86 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $11M | +24% | 59k | 186.58 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 1.5 | $11M | +5% | 282k | 37.86 |
|
| Vanguard World Mega Cap Index (MGC) | 1.5 | $10M | +6% | 42k | 244.09 |
|
| Microsoft Corporation (MSFT) | 1.3 | $9.3M | +8% | 18k | 517.94 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $9.2M | 141k | 65.26 |
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|
| Ishares Tr Core Div Grwth (DGRO) | 1.1 | $7.9M | -3% | 117k | 68.08 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.1 | $7.5M | 62k | 121.06 |
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| Ishares Tr Core Msci Total (IXUS) | 1.1 | $7.4M | -8% | 90k | 82.58 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 1.0 | $7.4M | +62% | 96k | 76.45 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.8 | $5.6M | -4% | 145k | 38.57 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.8 | $5.4M | NEW | 77k | 70.24 |
|
| Healthequity (HQY) | 0.7 | $5.1M | 54k | 94.77 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.7 | $5.1M | +15% | 74k | 68.46 |
|
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.7 | $5.0M | +14% | 66k | 75.25 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.7 | $4.8M | +2% | 33k | 145.60 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.7 | $4.7M | -3% | 169k | 27.81 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $4.3M | +4% | 42k | 103.36 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.5 | $3.7M | +11% | 5.0k | 746.65 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $3.5M | 30k | 118.83 |
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| Amazon (AMZN) | 0.5 | $3.5M | +11% | 16k | 219.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.2M | +27% | 6.3k | 502.75 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.4 | $3.2M | +16% | 46k | 69.08 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.4 | $3.0M | -2% | 36k | 84.83 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $3.0M | 4.9k | 612.36 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.9M | 4.8k | 600.42 |
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| Tesla Motors (TSLA) | 0.4 | $2.7M | 6.1k | 444.75 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $2.7M | -76% | 23k | 113.88 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.4 | $2.5M | 34k | 72.44 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $2.4M | -4% | 78k | 31.38 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $2.3M | -14% | 84k | 27.30 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $2.0M | 7.8k | 256.45 |
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| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.3 | $1.9M | 43k | 45.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.9M | +23% | 7.9k | 243.11 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.8M | 2.0k | 925.83 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $1.7M | -2% | 15k | 110.59 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.6M | 6.8k | 236.37 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $1.5M | -9% | 24k | 63.83 |
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| Extra Space Storage (EXR) | 0.2 | $1.5M | 11k | 140.94 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.5M | +27% | 4.9k | 307.88 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.5M | +8% | 14k | 103.06 |
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| Meta Platforms Cl A (META) | 0.2 | $1.4M | +24% | 1.9k | 734.35 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.2 | $1.4M | -3% | 32k | 42.47 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.3M | -61% | 14k | 91.42 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.3M | 13k | 95.14 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.2 | $1.3M | -5% | 8.5k | 149.09 |
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| Broadcom (AVGO) | 0.2 | $1.2M | +26% | 3.7k | 329.92 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.2M | +8% | 4.8k | 243.54 |
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| Servicenow (NOW) | 0.2 | $1.1M | +6% | 1.2k | 920.28 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $1.1M | +5% | 8.8k | 125.05 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.1M | +5% | 10k | 106.49 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.1M | -6% | 14k | 76.72 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $1.0M | 1.8k | 586.17 |
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| Pepsi (PEP) | 0.1 | $1.0M | +3% | 7.3k | 140.43 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $974k | 9.1k | 106.78 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $918k | +6% | 21k | 43.42 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $824k | +6% | 1.4k | 568.62 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $804k | -2% | 7.8k | 103.40 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $790k | -8% | 7.9k | 100.25 |
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| Zions Bancorporation (ZION) | 0.1 | $784k | 14k | 56.58 |
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| Cigna Corp (CI) | 0.1 | $782k | 2.7k | 288.20 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $754k | +99% | 4.1k | 182.44 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $753k | -7% | 3.6k | 208.69 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $727k | +15% | 1.1k | 666.08 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $724k | +21% | 2.3k | 315.46 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.1 | $703k | +73% | 15k | 47.98 |
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| Johnson & Johnson (JNJ) | 0.1 | $691k | +22% | 3.7k | 185.40 |
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| Advanced Micro Devices (AMD) | 0.1 | $680k | +34% | 4.2k | 161.80 |
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| Eli Lilly & Co. (LLY) | 0.1 | $676k | -13% | 885.00 | 763.41 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $675k | 2.3k | 293.77 |
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| Procter & Gamble Company (PG) | 0.1 | $673k | 4.4k | 153.66 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $671k | 2.4k | 281.85 |
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| McDonald's Corporation (MCD) | 0.1 | $629k | +7% | 2.1k | 303.90 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $622k | -8% | 20k | 31.84 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $606k | -2% | 12k | 50.75 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $599k | +4% | 5.8k | 103.20 |
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| Innovator Etfs Trust Equity Dual Dirc | 0.1 | $596k | NEW | 29k | 20.89 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $596k | +5% | 2.1k | 279.23 |
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| Global X Fds Global X Silver (SIL) | 0.1 | $589k | -5% | 8.2k | 71.63 |
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| Vanguard Wellington Us Multifactor (VFMF) | 0.1 | $559k | -3% | 3.9k | 144.26 |
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| Home Depot (HD) | 0.1 | $548k | +21% | 1.4k | 405.06 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $531k | 18k | 29.62 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $530k | 9.3k | 57.31 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $530k | 2.1k | 254.23 |
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| Visa Com Cl A (V) | 0.1 | $529k | 1.6k | 341.40 |
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| Applied Materials (AMAT) | 0.1 | $529k | +2% | 2.6k | 204.74 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $506k | 2.3k | 215.76 |
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| American Express Company (AXP) | 0.1 | $505k | +8% | 1.5k | 332.09 |
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| Trimble Navigation (TRMB) | 0.1 | $490k | 6.0k | 81.65 |
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| Security Natl Finl Corp Cl A New (SNFCA) | 0.1 | $487k | +4% | 56k | 8.67 |
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| Chevron Corporation (CVX) | 0.1 | $485k | +13% | 3.1k | 155.27 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $481k | 1.4k | 355.47 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.1 | $481k | +21506% | 47k | 10.17 |
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| Oracle Corporation (ORCL) | 0.1 | $478k | -7% | 1.7k | 281.27 |
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| Wells Fargo & Company (WFC) | 0.1 | $471k | -23% | 5.6k | 83.83 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $465k | 18k | 25.71 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $451k | -33% | 4.8k | 93.37 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $442k | -2% | 3.7k | 118.43 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $442k | +8% | 7.4k | 60.08 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $438k | +11% | 2.6k | 167.33 |
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| Qualcomm (QCOM) | 0.1 | $431k | +9% | 2.6k | 166.35 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $422k | 7.0k | 59.92 |
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| Bank of America Corporation (BAC) | 0.1 | $413k | +7% | 8.0k | 51.59 |
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| Caterpillar (CAT) | 0.1 | $394k | +12% | 826.00 | 477.02 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $391k | +8% | 875.00 | 447.23 |
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| Merck & Co (MRK) | 0.1 | $385k | 4.6k | 83.93 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $384k | 17k | 22.95 |
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| Howmet Aerospace (HWM) | 0.1 | $381k | +2% | 1.9k | 196.24 |
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| Booking Holdings (BKNG) | 0.1 | $380k | 70.00 | 5431.60 |
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| Dimensional Etf Trust International (DFSI) | 0.1 | $378k | 9.2k | 40.95 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $376k | 4.7k | 79.93 |
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| Blackrock (BLK) | 0.1 | $367k | +6% | 315.00 | 1166.31 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $367k | 15k | 25.19 |
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| Ameren Corporation (AEE) | 0.1 | $358k | +2% | 3.4k | 104.38 |
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| Stryker Corporation (SYK) | 0.0 | $345k | -7% | 934.00 | 369.67 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $328k | 3.5k | 92.98 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $319k | 4.6k | 68.66 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $316k | -2% | 6.2k | 50.73 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $313k | +42% | 2.8k | 112.74 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $311k | +17% | 642.00 | 485.02 |
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| Ge Aerospace Com New (GE) | 0.0 | $306k | +22% | 1.0k | 300.94 |
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| ConocoPhillips (COP) | 0.0 | $301k | +9% | 3.2k | 94.59 |
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| Netflix (NFLX) | 0.0 | $300k | +12% | 250.00 | 1198.92 |
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| Amphenol Corp Cl A (APH) | 0.0 | $299k | -2% | 2.4k | 123.75 |
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| Boeing Company (BA) | 0.0 | $291k | +10% | 1.3k | 215.89 |
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| Enterprise Products Partners (EPD) | 0.0 | $290k | 9.3k | 31.27 |
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| Walt Disney Company (DIS) | 0.0 | $289k | -3% | 2.5k | 114.51 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $289k | -51% | 11k | 26.34 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $285k | 12k | 23.85 |
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| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.0 | $284k | 7.4k | 38.67 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $284k | -24% | 10k | 27.90 |
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| Northwestern Energy Group In Com New (NWE) | 0.0 | $283k | 4.8k | 58.61 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $280k | 5.5k | 50.63 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $280k | +2% | 7.4k | 37.94 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $273k | +29% | 698.00 | 391.64 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $268k | +38% | 4.1k | 65.00 |
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| Autodesk (ADSK) | 0.0 | $265k | +2% | 833.00 | 317.67 |
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| UnitedHealth (UNH) | 0.0 | $265k | +62% | 766.00 | 345.30 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $260k | -96% | 1.3k | 195.85 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $255k | +2398% | 9.8k | 26.07 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $252k | -16% | 3.0k | 83.41 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $250k | +41% | 2.0k | 123.75 |
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| Wp Carey (WPC) | 0.0 | $250k | 3.7k | 67.58 |
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| Prologis (PLD) | 0.0 | $249k | +13% | 2.2k | 114.52 |
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| Starbucks Corporation (SBUX) | 0.0 | $244k | 2.9k | 84.59 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $241k | NEW | 29k | 8.20 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.0 | $236k | +21% | 3.0k | 78.41 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $236k | 1.1k | 222.12 |
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| Becton, Dickinson and (BDX) | 0.0 | $235k | +4% | 1.3k | 187.17 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $234k | +4% | 4.1k | 56.75 |
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| 3M Company (MMM) | 0.0 | $234k | +4% | 1.5k | 155.18 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.0 | $234k | 10k | 22.39 |
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| Dominion Resources (D) | 0.0 | $233k | -5% | 3.8k | 61.17 |
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| Pfizer (PFE) | 0.0 | $232k | 9.1k | 25.48 |
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| Cohen & Steers Slt Pfd Incm (PSF) | 0.0 | $232k | -24% | 11k | 20.78 |
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| TJX Companies (TJX) | 0.0 | $231k | +17% | 1.6k | 144.54 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $230k | 9.8k | 23.36 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $226k | 1.2k | 183.73 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $226k | 834.00 | 270.99 |
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| Kinder Morgan (KMI) | 0.0 | $226k | +4% | 8.0k | 28.31 |
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| S&p Global (SPGI) | 0.0 | $223k | 458.00 | 486.72 |
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| Abbvie (ABBV) | 0.0 | $222k | +66% | 960.00 | 231.54 |
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| Tc Energy Corp (TRP) | 0.0 | $220k | 4.0k | 54.41 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $220k | 8.6k | 25.52 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $219k | 2.0k | 111.84 |
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| Huntsman Corporation (HUN) | 0.0 | $218k | 24k | 8.98 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $218k | 1.9k | 113.86 |
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| Medtronic SHS (MDT) | 0.0 | $218k | +24% | 2.3k | 95.24 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $217k | 837.00 | 259.52 |
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| At&t (T) | 0.0 | $212k | 7.5k | 28.24 |
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| Electronic Arts (EA) | 0.0 | $212k | +5% | 1.1k | 201.61 |
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| Ishares Tr Select Us Reit (ICF) | 0.0 | $212k | +3% | 3.4k | 61.62 |
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| Intel Corporation (INTC) | 0.0 | $210k | +30% | 6.3k | 33.55 |
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| Intuit (INTU) | 0.0 | $208k | 305.00 | 682.91 |
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| Ge Vernova (GEV) | 0.0 | $204k | +37% | 332.00 | 614.98 |
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| Lowe's Companies (LOW) | 0.0 | $203k | -7% | 806.00 | 251.25 |
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| Marriott Intl Cl A (MAR) | 0.0 | $202k | +8% | 776.00 | 260.56 |
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| Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) | 0.0 | $200k | 5.6k | 35.79 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $198k | -21% | 4.3k | 46.12 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $198k | 2.6k | 75.73 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $198k | 1.5k | 128.24 |
|
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $198k | 4.8k | 41.09 |
|
|
| AutoZone (AZO) | 0.0 | $196k | +9% | 46.00 | 4252.93 |
|
| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.0 | $196k | 4.5k | 43.92 |
|
|
| Royal Gold (RGLD) | 0.0 | $195k | -5% | 973.00 | 200.58 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $189k | -3% | 3.5k | 54.18 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $188k | +20% | 1.1k | 170.82 |
|
| Emcor (EME) | 0.0 | $184k | 283.00 | 649.54 |
|
|
| PCM Fund (PCM) | 0.0 | $183k | -15% | 27k | 6.71 |
|
| International Business Machines (IBM) | 0.0 | $181k | +42% | 643.00 | 282.01 |
|
| Oneok (OKE) | 0.0 | $177k | 2.4k | 72.97 |
|
|
| Cisco Systems (CSCO) | 0.0 | $177k | -19% | 2.6k | 68.42 |
|
| Goldman Sachs (GS) | 0.0 | $175k | +41% | 220.00 | 796.17 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UDEC) | 0.0 | $175k | 4.6k | 38.37 |
|
|
| SkyWest (SKYW) | 0.0 | $173k | 1.7k | 100.62 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $172k | 7.1k | 24.30 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $170k | 1.2k | 142.10 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.0 | $170k | 6.5k | 26.08 |
|
|
| Honeywell International (HON) | 0.0 | $168k | +18% | 799.00 | 210.47 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $168k | 1.1k | 155.33 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $166k | 9.7k | 17.06 |
|
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $161k | 1.4k | 112.13 |
|
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.0 | $158k | 7.9k | 19.88 |
|
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.0 | $157k | 7.2k | 21.96 |
|
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $155k | 6.9k | 22.52 |
|
|
| Coca-Cola Company (KO) | 0.0 | $155k | -12% | 2.3k | 66.33 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $154k | 3.6k | 42.76 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $152k | 1.2k | 129.75 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $152k | +71% | 1.1k | 133.96 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $151k | +1430% | 2.6k | 57.10 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $150k | 620.00 | 241.92 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $149k | -7% | 1.0k | 148.61 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $147k | 2.0k | 73.48 |
|
|
| L3harris Technologies (LHX) | 0.0 | $146k | +6% | 479.00 | 305.29 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $145k | 3.4k | 42.37 |
|
|
| MercadoLibre (MELI) | 0.0 | $145k | 62.00 | 2336.95 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $143k | +26% | 801.00 | 178.12 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $142k | 409.00 | 346.26 |
|
|
| United Rentals (URI) | 0.0 | $142k | +10% | 148.00 | 956.66 |
|
| Eaton Corp SHS (ETN) | 0.0 | $141k | +35% | 377.00 | 374.25 |
|
| Lululemon Athletica (LULU) | 0.0 | $140k | +3% | 784.00 | 177.93 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $139k | 2.1k | 64.73 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $138k | -33% | 2.6k | 53.39 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $134k | 769.00 | 174.58 |
|
|
| Henry Schein (HSIC) | 0.0 | $134k | 2.0k | 66.37 |
|
|
| Public Storage (PSA) | 0.0 | $133k | +8% | 462.00 | 288.85 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $131k | 1.4k | 97.09 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $129k | +24% | 1.2k | 107.81 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $127k | 1.0k | 124.33 |
|
|
| Fiserv (FI) | 0.0 | $126k | -17% | 978.00 | 128.93 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $126k | 2.8k | 44.19 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $125k | +58% | 4.0k | 31.42 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $124k | 258.00 | 479.51 |
|
Past Filings by Physician Wealth Advisors
SEC 13F filings are viewable for Physician Wealth Advisors going back to 2019
- 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
- UMA Financial Services 2021 Q4 filed Jan. 11, 2022