UMA Financial Services
Latest statistics and disclosures from Physician Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPYM, ACWX, DFAI, IVE, and represent 32.56% of Physician Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: ACWX (+$34M), SPYM (+$20M), DFCF, SHLD, GBCI, IVW, FBND, DFAE, IVV, THRO.
- Started 240 new stock positions in AGZ, SENEA, RELY, PD, ANGI, SITC, PNFP, BURL, SLP, DFH.
- Reduced shares in these 10 stocks: XLG (-$22M), IEMG (-$15M), EFV (-$8.7M), GLDM (-$5.6M), DYNF, IVE, IEFA, GSBD, AMAT, DFAW.
- Sold out of its positions in ADMA, ASGN, ADUS, Air Lease Corp, ALB, AAT, AEO, AMWD, AMPH, IBUY.
- Physician Wealth Advisors was a net buyer of stock by $16M.
- Physician Wealth Advisors has $719M in assets under management (AUM), dropping by -0.02%.
- Central Index Key (CIK): 0001795173
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Portfolio Holdings for Physician Wealth Advisors
Physician Wealth Advisors holds 2057 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Physician Wealth Advisors has 2057 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Physician Wealth Advisors March 31, 2026 positions
- Download the Physician Wealth Advisors March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 12.6 | $90M | 138k | 653.21 |
|
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| Spdr Series Trust State Street Spd (SPYM) | 7.2 | $52M | +62% | 675k | 76.54 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 4.7 | $34M | NEW | 492k | 68.47 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 4.1 | $30M | 764k | 38.96 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 4.0 | $29M | -5% | 135k | 211.15 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 3.7 | $26M | +4% | 779k | 33.86 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.5 | $25M | -16% | 436k | 58.18 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.3 | $24M | +6% | 211k | 113.11 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.5 | $18M | 128k | 142.43 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 2.4 | $17M | 382k | 45.12 |
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| Apple (AAPL) | 2.2 | $16M | 63k | 253.79 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.0 | $15M | 77k | 191.81 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.0 | $15M | +11% | 317k | 45.62 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 1.8 | $13M | +4% | 386k | 32.95 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.6 | $12M | +5% | 105k | 112.11 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $11M | -3% | 126k | 90.53 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 1.6 | $11M | +6% | 315k | 36.22 |
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| Ishares Tr Eafe Value Etf (EFV) | 1.6 | $11M | -43% | 153k | 74.35 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 1.5 | $11M | -2% | 148k | 73.78 |
|
| Vanguard World Mega Cap Index (MGC) | 1.5 | $11M | +2% | 45k | 236.35 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $10M | 149k | 67.53 |
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| NVIDIA Corporation (NVDA) | 1.3 | $9.4M | 54k | 174.40 |
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| Global X Fds Defense Tech Etf (SHLD) | 1.2 | $8.8M | +49% | 125k | 70.84 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.1 | $7.9M | 112k | 70.18 |
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| Ishares Tr Core Msci Total (IXUS) | 1.1 | $7.8M | 90k | 86.64 |
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| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.9 | $6.6M | +7% | 87k | 75.15 |
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| Microsoft Corporation (MSFT) | 0.8 | $5.9M | +11% | 16k | 370.18 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.8 | $5.4M | 76k | 71.13 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.8 | $5.4M | 139k | 38.86 |
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|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.7 | $5.0M | +5% | 36k | 141.42 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $4.4M | 43k | 103.43 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.6 | $4.3M | +321% | 103k | 42.22 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.6 | $4.3M | 160k | 26.91 |
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| Healthequity (HQY) | 0.5 | $3.9M | 47k | 83.57 |
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| Vanguard World Inf Tech Etf (VGT) | 0.5 | $3.8M | +6% | 5.5k | 697.78 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $3.6M | 29k | 124.31 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.5 | $3.3M | +3% | 49k | 66.00 |
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| Amazon (AMZN) | 0.4 | $3.1M | 15k | 208.27 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $3.1M | 5.2k | 597.58 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.4 | $3.0M | -2% | 33k | 91.37 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $2.9M | -65% | 32k | 92.69 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.7M | +2% | 4.7k | 577.19 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $2.6M | +3% | 85k | 30.68 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.4 | $2.5M | 74k | 33.97 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.5M | +2% | 8.6k | 287.54 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $2.4M | -86% | 35k | 69.75 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $2.4M | 34k | 70.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.1M | -2% | 4.5k | 479.18 |
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| Tesla Motors (TSLA) | 0.3 | $2.1M | -4% | 5.7k | 371.77 |
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| Glacier Ban (GBCI) | 0.3 | $2.0M | +367325% | 44k | 44.67 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.9M | +3% | 1.9k | 996.22 |
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| Direxion Shares Etf Trust Daily Small Cap (TNA) | 0.3 | $1.9M | 43k | 44.13 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $1.9M | 7.8k | 239.98 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.8M | +3% | 15k | 124.28 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $1.7M | -3% | 14k | 118.45 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.5M | -5% | 13k | 111.37 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.5M | 5.0k | 298.85 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $1.5M | -2% | 23k | 64.73 |
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| Extra Space Storage (EXR) | 0.2 | $1.4M | 11k | 131.13 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.4M | 4.8k | 286.85 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $1.4M | +6% | 9.6k | 142.20 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.3M | +21% | 13k | 106.15 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.3M | +8% | 14k | 92.74 |
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| Zions Bancorporation (ZION) | 0.2 | $1.3M | +63% | 23k | 57.62 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.2 | $1.3M | +2% | 31k | 41.09 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.2 | $1.2M | -2% | 7.7k | 159.61 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.2M | 14k | 88.70 |
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| Global X Fds Global X Silver (SIL) | 0.2 | $1.2M | 13k | 90.08 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.2 | $1.1M | +12% | 25k | 45.47 |
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| Meta Platforms Cl A (META) | 0.2 | $1.1M | +11% | 1.9k | 571.99 |
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| Broadcom (AVGO) | 0.2 | $1.1M | +4% | 3.6k | 309.47 |
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| Teledyne Technologies Incorporated (TDY) | 0.2 | $1.1M | 1.8k | 605.14 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $1.0M | -2% | 13k | 78.41 |
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| Wells Fargo & Company (WFC) | 0.1 | $884k | +98% | 11k | 79.61 |
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| Eli Lilly & Co. (LLY) | 0.1 | $877k | +4% | 954.00 | 919.46 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $832k | +4% | 2.5k | 337.94 |
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| Visa Com Cl A (V) | 0.1 | $820k | +69% | 2.7k | 302.21 |
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| Johnson & Johnson (JNJ) | 0.1 | $814k | +5% | 3.3k | 244.45 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $780k | 3.6k | 217.23 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $779k | 1.2k | 650.53 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $748k | -3% | 7.5k | 99.27 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $741k | 1.5k | 499.73 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.1 | $733k | 15k | 47.93 |
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| Cigna Corp (CI) | 0.1 | $730k | +2% | 2.7k | 266.71 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $702k | 2.4k | 294.19 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $693k | 20k | 35.04 |
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| Chevron Corporation (CVX) | 0.1 | $674k | +6% | 3.3k | 206.87 |
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| Advanced Micro Devices (AMD) | 0.1 | $670k | -23% | 3.3k | 203.41 |
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| McDonald's Corporation (MCD) | 0.1 | $652k | 2.1k | 310.83 |
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| Caterpillar (CAT) | 0.1 | $644k | +6% | 909.00 | 708.63 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $634k | 4.8k | 132.91 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $620k | +5% | 6.2k | 99.97 |
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| Servicenow (NOW) | 0.1 | $607k | +4% | 5.8k | 104.55 |
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| Innovator Etfs Trust Equity Dual Dirc (DDFS) | 0.1 | $603k | 29k | 21.12 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $594k | -2% | 14k | 41.68 |
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| Vanguard Wellington Us Multifactor (VFMF) | 0.1 | $591k | 3.8k | 155.08 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $586k | 1.4k | 430.29 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $583k | 2.0k | 287.21 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $571k | -4% | 5.4k | 106.50 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $556k | -4% | 3.8k | 146.28 |
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| Applied Materials (AMAT) | 0.1 | $553k | -42% | 1.6k | 341.79 |
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| Merck & Co (MRK) | 0.1 | $551k | +4% | 4.6k | 120.29 |
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| Cisco Systems (CSCO) | 0.1 | $542k | +107% | 7.0k | 77.59 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $533k | +2% | 3.1k | 169.68 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $507k | -2% | 10k | 50.62 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $504k | 2.3k | 215.06 |
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| Security Natl Finl Corp Cl A New (SNFCA) | 0.1 | $497k | 52k | 9.48 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $490k | 1.9k | 261.95 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $469k | -10% | 4.2k | 112.28 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $460k | 7.2k | 64.08 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $458k | 4.7k | 97.12 |
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| Procter & Gamble Company (PG) | 0.1 | $452k | +4% | 3.1k | 144.42 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $447k | 18k | 25.10 |
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| American Express Company (AXP) | 0.1 | $447k | -4% | 1.5k | 302.53 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $441k | +7% | 8.3k | 53.35 |
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| Ge Vernova (GEV) | 0.1 | $426k | +36% | 488.00 | 872.75 |
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| Ge Aerospace Com New (GE) | 0.1 | $420k | +44% | 1.5k | 283.85 |
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| Pepsi (PEP) | 0.1 | $414k | +6% | 2.7k | 155.29 |
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| ConocoPhillips (COP) | 0.1 | $410k | +4% | 3.1k | 132.02 |
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| Walt Disney Company (DIS) | 0.1 | $402k | +68% | 4.2k | 96.39 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.1 | $399k | +16% | 5.2k | 77.38 |
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| Howmet Aerospace (HWM) | 0.1 | $399k | +2% | 1.7k | 230.41 |
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| Bank of America Corporation (BAC) | 0.1 | $398k | 8.2k | 48.75 |
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| Trimble Navigation (TRMB) | 0.1 | $394k | 6.0k | 65.23 |
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| Dimensional Etf Trust International (DFSI) | 0.1 | $385k | 9.1k | 42.40 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $383k | 17k | 22.91 |
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| Ameren Corporation (AEE) | 0.1 | $380k | 3.5k | 109.92 |
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| Home Depot (HD) | 0.1 | $374k | 1.1k | 328.91 |
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| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.1 | $362k | 4.8k | 75.41 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $354k | 1.1k | 320.71 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $353k | 4.5k | 79.27 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $351k | +4% | 3.7k | 95.62 |
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| Enterprise Products Partners (EPD) | 0.0 | $351k | 9.3k | 37.84 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $330k | -29% | 6.0k | 55.20 |
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| Medtronic SHS (MDT) | 0.0 | $329k | +75% | 3.8k | 86.66 |
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| Booking Holdings (BKNG) | 0.0 | $327k | +9% | 78.00 | 4186.09 |
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| Huntsman Corporation (HUN) | 0.0 | $326k | 25k | 13.31 |
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| Amphenol Corp Cl A (APH) | 0.0 | $326k | +4% | 2.6k | 126.34 |
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| Blackrock (BLK) | 0.0 | $325k | +10% | 337.00 | 962.81 |
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| Intel Corporation (INTC) | 0.0 | $324k | +30% | 7.3k | 44.13 |
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| Netflix (NFLX) | 0.0 | $323k | +21% | 3.4k | 96.15 |
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| Northwestern Energy Group In Com New (NWE) | 0.0 | $318k | 4.8k | 65.94 |
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| Qualcomm (QCOM) | 0.0 | $309k | -6% | 2.4k | 128.76 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $306k | +17% | 1.6k | 194.14 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $306k | +10% | 6.1k | 49.95 |
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| At&t (T) | 0.0 | $305k | +5% | 11k | 28.99 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $303k | 10k | 29.08 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $302k | 7.5k | 40.10 |
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| Prologis (PLD) | 0.0 | $297k | +2% | 2.3k | 132.19 |
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| Pfizer (PFE) | 0.0 | $296k | +10% | 11k | 28.08 |
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| TJX Companies (TJX) | 0.0 | $293k | +5% | 1.8k | 159.70 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $291k | 12k | 23.65 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $288k | -9% | 644.00 | 446.54 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $287k | +4% | 874.00 | 328.64 |
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| Oracle Corporation (ORCL) | 0.0 | $286k | +54% | 1.9k | 147.12 |
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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 Lrg Cap Etf (SCHX) | 0.0 | $283k | 11k | 25.64 |
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| Abbvie (ABBV) | 0.0 | $283k | +5% | 1.3k | 217.49 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $283k | 575.00 | 491.53 |
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| Delta Air Lines Com New (DAL) | 0.0 | $280k | +2% | 4.2k | 66.47 |
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| Kinder Morgan (KMI) | 0.0 | $267k | +2% | 8.0k | 33.53 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $266k | -98% | 4.9k | 54.55 |
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| Marriott Intl Cl A (MAR) | 0.0 | $263k | 805.00 | 327.06 |
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| Union Pacific Corporation (UNP) | 0.0 | $263k | -3% | 1.1k | 242.62 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $258k | 2.0k | 131.01 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $258k | 4.6k | 56.68 |
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| Tc Energy Corp (TRP) | 0.0 | $253k | 4.0k | 62.60 |
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| Boeing Company (BA) | 0.0 | $253k | +13% | 1.3k | 199.09 |
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| Wp Carey (WPC) | 0.0 | $251k | 3.7k | 67.97 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $251k | -5% | 1.9k | 130.94 |
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| Oneok (OKE) | 0.0 | $246k | 2.7k | 90.39 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $243k | 1.6k | 152.75 |
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| Royal Gold (RGLD) | 0.0 | $236k | -4% | 929.00 | 254.49 |
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| Dominion Resources (D) | 0.0 | $230k | 3.7k | 61.82 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $222k | 8.8k | 25.33 |
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| 3M Company (MMM) | 0.0 | $222k | 1.5k | 145.23 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $221k | 29k | 7.54 |
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| Goldman Sachs (GS) | 0.0 | $221k | +13% | 261.00 | 846.26 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $217k | 9.7k | 22.33 |
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| Coca-Cola Company (KO) | 0.0 | $216k | +9% | 2.8k | 76.04 |
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| Cohen & Steers Slt Pfd Incm (PSF) | 0.0 | $216k | 11k | 19.39 |
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| Emcor (EME) | 0.0 | $213k | 289.00 | 738.31 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $213k | -8% | 4.2k | 50.61 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $213k | 2.6k | 82.43 |
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| Autodesk (ADSK) | 0.0 | $212k | +3% | 887.00 | 239.40 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $209k | -2% | 4.0k | 52.78 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $207k | -5% | 760.00 | 272.22 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $207k | -22% | 2.3k | 88.03 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $207k | -5% | 993.00 | 208.01 |
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| Electronic Arts (EA) | 0.0 | $206k | +3% | 1.0k | 203.88 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $201k | +22% | 939.00 | 213.57 |
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| Lowe's Companies (LOW) | 0.0 | $201k | -2% | 849.00 | 236.21 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $200k | +2% | 5.2k | 38.42 |
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| Becton, Dickinson and (BDX) | 0.0 | $200k | 1.3k | 157.23 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $198k | +194% | 4.0k | 49.89 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $198k | 7.6k | 26.20 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $196k | +2% | 1.0k | 192.90 |
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| Micron Technology (MU) | 0.0 | $194k | +54% | 575.00 | 337.85 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $194k | -24% | 2.8k | 68.14 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $189k | 3.5k | 54.05 |
|
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $189k | +10% | 3.6k | 51.88 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $181k | 1.2k | 151.42 |
|
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $179k | -12% | 4.2k | 42.37 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $178k | +7% | 135.00 | 1321.00 |
|
| S&p Global (SPGI) | 0.0 | $178k | -15% | 418.00 | 425.35 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UDEC) | 0.0 | $177k | 4.6k | 38.84 |
|
|
| Ishares Tr Select Us Reit (ICF) | 0.0 | $176k | -18% | 2.8k | 61.90 |
|
| AutoZone (AZO) | 0.0 | $174k | +15% | 52.00 | 3351.81 |
|
| SkyWest (SKYW) | 0.0 | $174k | +10% | 1.9k | 91.83 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $173k | +12% | 699.00 | 248.04 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.0 | $170k | +483% | 3.4k | 50.05 |
|
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.0 | $168k | 6.5k | 25.83 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $166k | +2% | 839.00 | 197.62 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $165k | +214% | 6.8k | 24.24 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $164k | 1.9k | 88.16 |
|
|
| Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB) | 0.0 | $161k | -20% | 4.4k | 36.30 |
|
| Blackrock Etf Trust Ishares Us Carbo (LCTU) | 0.0 | $160k | +377% | 2.3k | 70.15 |
|
| International Business Machines (IBM) | 0.0 | $158k | -2% | 654.00 | 242.26 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $157k | -15% | 2.8k | 57.19 |
|
| UnitedHealth (UNH) | 0.0 | $157k | -3% | 581.00 | 270.59 |
|
| Eaton Corp SHS (ETN) | 0.0 | $157k | +42% | 438.00 | 357.67 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.0 | $157k | 7.2k | 21.84 |
|
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.0 | $157k | 7.9k | 19.72 |
|
|
| PCM Fund (PCM) | 0.0 | $156k | 27k | 5.71 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $156k | -44% | 859.00 | 181.40 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.0 | $156k | -33% | 7.0k | 22.28 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $155k | 1.2k | 132.53 |
|
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $155k | 6.9k | 22.43 |
|
|
| Henry Schein (HSIC) | 0.0 | $149k | 2.0k | 73.70 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $147k | +5% | 818.00 | 180.14 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $145k | NEW | 710.00 | 203.88 |
|
| Consolidated Edison (ED) | 0.0 | $142k | +5% | 1.3k | 113.15 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $142k | 769.00 | 184.28 |
|
|
| Public Storage (PSA) | 0.0 | $139k | +3% | 512.00 | 270.88 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $139k | +8% | 432.00 | 320.55 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $138k | -50% | 339.00 | 407.96 |
|
| Chubb (CB) | 0.0 | $135k | +10% | 414.00 | 325.93 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $134k | 2.9k | 46.22 |
|
|
| Everus Constr Group (ECG) | 0.0 | $133k | 1.1k | 118.06 |
|
|
| Verizon Communications (VZ) | 0.0 | $133k | +11% | 2.6k | 50.21 |
|
| Hca Holdings (HCA) | 0.0 | $132k | 278.00 | 473.24 |
|
|
| Honeywell International (HON) | 0.0 | $130k | +51% | 573.00 | 225.99 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $128k | -27% | 1.7k | 75.44 |
|
| Intuit (INTU) | 0.0 | $126k | -13% | 291.00 | 432.38 |
|
| First American Financial (FAF) | 0.0 | $126k | +517% | 2.1k | 60.29 |
|
| Linde SHS (LIN) | 0.0 | $124k | +93% | 250.00 | 495.98 |
|
| SLB Com Stk (SLB) | 0.0 | $124k | +2% | 2.4k | 51.39 |
|
| Williams Companies (WMB) | 0.0 | $124k | +7% | 1.7k | 72.78 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $123k | 1.3k | 94.59 |
|
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 0.0 | $123k | +392% | 2.9k | 42.51 |
|
Past Filings by Physician Wealth Advisors
SEC 13F filings are viewable for Physician Wealth Advisors going back to 2019
- Physician Wealth Advisors 2026 Q1 filed April 24, 2026
- 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