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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, ACWX, DFAI, IVW, and represent 36.39% of Physician Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$35M), IALT (+$8.3M), ACWX (+$6.6M), VGT, SHLD, IVW, DFCF, FBND, DYNF, VOO.
Started 426 new stock positions in MGEE, TTAN, CCB, MIDD, AGI, SRBK, SLF, OR, RPM, REFI.
Reduced shares in these 10 stocks: QUAL (-$14M), EFV (-$11M), DFAE (-$5.6M), THRO, BAI, SPMO, IVE, DFAW, SCHB, IVV.
Sold out of its positions in ANF, ADUR, WMS, ALRM, ATEC, AIV, APAM, Ascendis Pharma A S, ATHM, AN.
Physician Wealth Advisors was a net buyer of stock by $25M.
Physician Wealth Advisors has $837M in assets under management (AUM), dropping by 16.54%.
Central Index Key (CIK): 0001795173

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Portfolio Holdings for Physician Wealth Advisors

Physician Wealth Advisors holds 2334 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Physician Wealth Advisors has 2334 total positions. Only the first 250 positions are shown.

Sign up to view all of the Physician Wealth Advisors June 30, 2026 positions
Download the Physician Wealth Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.3	$103M		138k	748.89	View chart
Spdr Series Trust St Str P500etf (SPYM)	11.2	$94M	+58%	1.1M	87.88	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	5.3	$44M	+17%	579k	76.11	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.8	$32M		773k	41.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.8	$32M	+9%	231k	137.53	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.7	$31M	+4%	455k	68.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.2	$27M	-11%	119k	227.06	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.1	$26M	-17%	641k	40.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.5	$21M		128k	164.27	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.3	$20M		379k	51.69	View chart
Apple (AAPL)	2.2	$18M		63k	289.36	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.9	$16M	+12%	357k	45.49	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.9	$16M	-20%	306k	52.72	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.5	$13M	-23%	80k	161.54	View chart
Vanguard World Mega Cap Index (MGC)	1.5	$12M		45k	273.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$12M		125k	96.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$12M		149k	77.11	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.3	$11M	-10%	132k	82.79	View chart
NVIDIA Corporation (NVDA)	1.2	$10M	-3%	52k	200.09	View chart
Global X Fds Defense Tech Etf (SHLD)	1.2	$10M	+35%	169k	59.71	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	1.0	$8.7M	-36%	201k	43.11	View chart
Ishares Tr Core Msci Total (IXUS)	1.0	$8.6M		90k	95.44	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	1.0	$8.3M	NEW	296k	28.05	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$8.2M	-4%	108k	75.79	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.8	$6.8M		89k	76.40	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.8	$6.7M	+55%	160k	42.21	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$6.3M		76k	82.34	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.7	$6.2M	+6%	38k	163.67	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.7	$6.0M		136k	44.36	View chart
Microsoft Corporation (MSFT)	0.7	$5.7M	-3%	15k	373.01	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$5.5M	+734%	46k	119.52	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.6	$4.7M		160k	29.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$4.4M	+23%	6.4k	686.78	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$4.4M		43k	102.16	View chart
Healthequity (HQY)	0.5	$4.2M		47k	90.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$4.1M	-4%	28k	148.31	View chart
Ishares Tr U S Equity Factr (LRGF)	0.5	$3.8M		50k	75.63	View chart
Amazon (AMZN)	0.4	$3.5M	-3%	15k	238.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.4M	-2%	4.6k	736.38	View chart
Direxion Shares Etf Trust Daily Small Cap (TNA)	0.4	$3.2M		43k	75.11	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$3.2M	+27%	40k	79.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$3.1M		8.8k	357.38	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$3.1M	-81%	14k	219.43	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$2.9M		33k	87.71	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.3	$2.8M		34k	81.94	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$2.7M		74k	36.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$2.7M		85k	31.71	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$2.7M		7.8k	342.83	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.5M	-12%	31k	82.84	View chart
Tesla Motors (TSLA)	0.3	$2.5M	+3%	5.9k	420.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.4M	+5%	4.7k	500.38	View chart
Glacier Ban (GBCI)	0.3	$2.3M		44k	51.58	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$1.9M		9.7k	199.80	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$1.9M	-2%	14k	136.68	View chart
Costco Wholesale Corporation (COST)	0.2	$1.8M		1.9k	935.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.7M	+2%	4.9k	353.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.7M	+3%	14k	124.42	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.7M		5.0k	343.91	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$1.7M		23k	75.28	View chart
Wal-Mart Stores (WMT)	0.2	$1.7M		15k	113.26	View chart
Advanced Micro Devices (AMD)	0.2	$1.6M	-14%	2.8k	580.90	View chart
Extra Space Storage (EXR)	0.2	$1.6M		11k	145.30	View chart
Zions Bancorporation (ZION)	0.2	$1.5M		22k	69.19	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$1.5M		7.6k	200.03	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$1.4M		31k	46.63	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$1.4M	+2%	26k	54.69	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.4M	+2%	13k	107.62	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$1.4M		14k	96.46	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.3M	-3%	13k	96.43	View chart
Broadcom (AVGO)	0.2	$1.3M	-6%	3.4k	377.71	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M	+7%	1.0k	1199.16	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$1.2M		1.8k	667.05	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.2M		2.4k	477.58	View chart
Applied Materials (AMAT)	0.1	$1.1M	-2%	1.6k	723.00	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$1.1M	-5%	13k	81.00	View chart
Intel Corporation (INTC)	0.1	$1.1M	+4%	7.7k	139.63	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.1M		13k	82.27	View chart
Caterpillar (CAT)	0.1	$1.0M	+6%	964.00	1064.55	View chart
Global X Fds Global X Silver (SIL)	0.1	$1.0M		13k	77.46	View chart
Meta Platforms Cl A (META)	0.1	$987k	-9%	1.8k	563.25	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$928k	+461%	38k	24.22	View chart
Visa Com Cl A (V)	0.1	$915k		2.7k	343.04	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$912k		6.3k	144.47	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$909k		4.8k	190.53	View chart
Wells Fargo & Company (WFC)	0.1	$904k		11k	82.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$895k		1.2k	746.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$872k		3.6k	242.98	View chart
Cisco Systems (CSCO)	0.1	$867k	+5%	7.4k	117.47	View chart
Micron Technology (MU)	0.1	$865k	+30%	750.00	1153.59	View chart
Johnson & Johnson (JNJ)	0.1	$861k		3.4k	253.96	View chart
JPMorgan Chase & Co. (JPM)	0.1	$842k	+7%	2.6k	327.27	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$771k		20k	38.79	View chart
Cigna Corp (CI)	0.1	$752k		2.7k	275.69	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$745k		15k	48.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$743k		7.5k	98.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$709k	+333%	8.8k	80.57	View chart
Mastercard Incorporated Cl A (MA)	0.1	$686k	-9%	1.3k	513.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$681k	+33%	9.6k	71.25	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$668k	+333%	30k	22.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$657k	-94%	8.6k	76.55	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$648k	+29%	1.8k	368.38	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$648k	-3%	3.7k	176.96	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.1	$627k		29k	21.97	View chart
Merck & Co (MRK)	0.1	$602k	+2%	4.7k	128.51	View chart
Ge Vernova (GEV)	0.1	$597k	+4%	508.00	1175.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$594k	+4%	2.0k	303.11	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$585k	+4%	913.00	640.51	View chart
Ge Aerospace Com New (GE)	0.1	$567k	+2%	1.5k	373.83	View chart
Servicenow (NOW)	0.1	$559k	-2%	5.6k	99.28	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$540k	-5%	5.1k	106.47	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$538k	-2%	4.1k	132.24	View chart
McDonald's Corporation (MCD)	0.1	$510k	-10%	1.9k	270.32	View chart
Security Natl Finl Corp Cl A New (SNFCA)	0.1	$508k		52k	9.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$507k	-8%	2.1k	236.57	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$505k		10k	50.58	View chart
Exxon Mobil Corporation (XOM)	0.1	$502k	+16%	3.7k	136.73	View chart
American Express Company (AXP)	0.1	$500k		1.5k	338.31	View chart
Qualcomm (QCOM)	0.1	$493k	+11%	2.7k	184.76	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$485k		4.7k	103.89	View chart
Texas Instruments Incorporated (TXN)	0.1	$480k		1.6k	298.07	View chart
Bank of America Corporation (BAC)	0.1	$477k	+2%	8.4k	56.98	View chart
Chevron Corporation (CVX)	0.1	$476k	-11%	2.9k	165.76	View chart
Howmet Aerospace (HWM)	0.1	$466k		1.7k	268.90	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$465k	+16%	6.0k	77.23	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$460k	+20%	20k	22.89	View chart
Home Depot (HD)	0.1	$445k	+10%	1.3k	352.78	View chart
Lam Research Corp Com New (LRCX)	0.1	$439k	+7%	1.0k	433.16	View chart
Procter & Gamble Company (PG)	0.1	$424k	-7%	2.9k	146.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$420k	+2%	1.1k	369.92	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$418k	+2%	8.5k	49.41	View chart
Walt Disney Company (DIS)	0.0	$418k	+4%	4.3k	96.26	View chart
Amphenol Corp Cl A (APH)	0.0	$413k	-9%	2.3k	176.32	View chart
Dimensional Etf Trust International (DFSI)	0.0	$410k		9.1k	45.10	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$409k		5.9k	69.45	View chart
Ameren Corporation (AEE)	0.0	$392k		3.5k	113.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$383k		11k	36.13	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$383k	+24%	7.6k	50.23	View chart
Delta Air Lines Com New (DAL)	0.0	$379k	-4%	4.0k	93.66	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$378k		3.7k	102.82	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.0	$377k	+3670%	7.2k	52.34	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$375k		7.6k	49.18	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$352k		4.5k	79.03	View chart
Sandisk Corp (SNDK)	0.0	$350k	+38%	154.00	2273.73	View chart
Pepsi (PEP)	0.0	$348k	-3%	2.6k	135.40	View chart
Abbvie (ABBV)	0.0	$346k	+5%	1.4k	251.67	View chart
Enterprise Products Partners (EPD)	0.0	$341k		9.3k	36.76	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$340k	+53%	14k	25.25	View chart
Blackrock (BLK)	0.0	$337k	+3%	350.00	961.71	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$336k	NEW	5.7k	58.98	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$325k		11k	29.43	View chart
Medtronic SHS (MDT)	0.0	$320k	+7%	4.1k	78.24	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$315k		634.00	496.73	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	0.0	$313k	NEW	6.1k	51.40	View chart
Prologis (PLD)	0.0	$312k	+2%	2.3k	135.49	View chart
Trimble Navigation (TRMB)	0.0	$311k		6.1k	51.18	View chart
Northwestern Energy Group In Com New (NWE)	0.0	$310k	-10%	4.3k	71.62	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.0	$304k		7.4k	41.33	View chart
Oracle Corporation (ORCL)	0.0	$303k	+6%	2.1k	146.56	View chart
Marriott Intl Cl A (MAR)	0.0	$301k		813.00	370.71	View chart
Union Pacific Corporation (UNP)	0.0	$300k		1.1k	272.00	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$294k	-22%	3.7k	79.09	View chart
ConocoPhillips (COP)	0.0	$292k	-9%	2.8k	103.94	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$288k	+21%	950.00	302.75	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$285k	+180%	14k	20.19	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$284k		993.00	285.58	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	0.0	$283k	NEW	9.7k	29.19	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$282k	+82%	13k	22.14	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$280k	+80%	13k	21.65	View chart
Boeing Company (BA)	0.0	$280k		1.3k	216.53	View chart
Goldman Sachs (GS)	0.0	$280k	+6%	277.00	1009.94	View chart
UnitedHealth (UNH)	0.0	$280k	+15%	673.00	415.63	View chart
Thermo Fisher Scientific (TMO)	0.0	$275k	-4%	548.00	501.37	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.0	$274k	-14%	11k	26.16	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$271k	+75%	14k	19.54	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$271k	+92%	3.6k	75.51	View chart
Tc Energy Corp (TRP)	0.0	$269k		4.1k	66.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$265k	+27%	4.4k	59.69	View chart
Wp Carey (WPC)	0.0	$264k		3.7k	71.51	View chart
Cathay General Ban (CATY)	0.0	$264k	+266%	4.3k	61.99	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$263k	-2%	132.00	1989.91	View chart
Huntsman Corporation (HUN)	0.0	$261k		25k	10.62	View chart
Dominion Resources (D)	0.0	$260k	+2%	3.8k	68.30	View chart
Coca-Cola Company (KO)	0.0	$258k	+11%	3.2k	81.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$257k		4.6k	56.48	View chart
Kinder Morgan (KMI)	0.0	$257k		8.0k	31.97	View chart
3M Company (MMM)	0.0	$254k	+2%	1.6k	161.91	View chart
Duke Energy Corp Com New (DUK)	0.0	$253k	+4%	2.0k	126.58	View chart
Novartis Sponsored Adr (NVS)	0.0	$251k		1.6k	156.72	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.0	$251k	+85%	1.8k	141.83	View chart
TJX Companies (TJX)	0.0	$250k	-9%	1.7k	151.50	View chart
Pfizer (PFE)	0.0	$243k	-3%	10k	24.08	View chart
Emcor (EME)	0.0	$241k		290.00	829.88	View chart
Oneok (OKE)	0.0	$239k		2.7k	86.94	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.0	$235k	+25%	4.2k	55.57	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$231k		29k	7.88	View chart
Vanguard World Health Car Etf (VHT)	0.0	$231k		773.00	299.10	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$230k	-6%	3.4k	67.38	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$229k		2.3k	99.09	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$229k		2.6k	88.54	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$226k	+128%	5.6k	40.64	View chart
At&t (T)	0.0	$226k	+3%	11k	20.70	View chart
Cohen & Steers Slt Pfd Incm (PSF)	0.0	$224k		11k	20.13	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$224k	+11%	4.4k	50.58	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$222k		2.0k	112.32	View chart
International Business Machines (IBM)	0.0	$218k	+18%	775.00	281.09	View chart
Netflix (NFLX)	0.0	$218k	-9%	3.0k	71.40	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$216k		9.7k	22.26	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$215k		4.0k	54.02	View chart
Vanguard Wellesley Income Target Maturity (VBCA)	0.0	$211k	NEW	2.8k	75.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$211k		701.00	300.28	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.0	$207k		4.2k	48.88	View chart
Axon Enterprise (AXON)	0.0	$204k	+1922%	364.00	560.71	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$202k	+16%	6.1k	33.29	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$202k	NEW	3.7k	55.18	View chart
Electronic Arts (EA)	0.0	$202k	-2%	983.00	205.01	View chart
Raytheon Technologies Corp (RTX)	0.0	$199k	+3%	1.0k	189.74	View chart
Welltower Inc Com reit (WELL)	0.0	$196k	+3%	865.00	226.95	View chart
Becton, Dickinson and (BDX)	0.0	$194k		1.3k	151.33	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.0	$194k	+5%	2.4k	80.17	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.0	$190k		4.6k	41.68	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$189k	-13%	747.00	252.32	View chart
Royal Gold (RGLD)	0.0	$188k		943.00	199.61	View chart
SkyWest (SKYW)	0.0	$188k		1.9k	99.33	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$187k		1.2k	156.31	View chart
Everus Constr Group (ECG)	0.0	$187k		1.1k	165.95	View chart
Booking Holdings (BKNG)	0.0	$186k	+1241%	1.0k	178.24	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$185k	-4%	2.7k	67.64	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.0	$183k	+80%	8.1k	22.70	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.0	$183k	+81%	7.6k	24.13	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$178k	+3%	185.00	962.81	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$174k		1.2k	147.76	View chart
Palantir Technologies Cl A (PLTR)	0.0	$172k	-61%	1.5k	116.68	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$172k		2.7k	63.04	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.0	$172k	+102%	3.6k	47.75	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$171k		4.4k	38.65	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$170k	+215%	7.8k	21.80	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$170k	+218%	7.3k	23.16	View chart
Public Storage (PSA)	0.0	$169k	+3%	532.00	318.31	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$168k	+501%	2.0k	82.60	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.0	$168k		6.5k	25.87	View chart
Henry Schein (HSIC)	0.0	$168k		2.0k	83.52	View chart
Eaton Corp SHS (ETN)	0.0	$168k	-10%	394.00	426.12	View chart
Nebius Group Shs Class A (NBIS)	0.0	$164k	+524%	593.00	276.17	View chart
S&p Global (SPGI)	0.0	$163k	-4%	399.00	407.27	View chart
United Rentals (URI)	0.0	$160k	+12%	141.00	1135.69	View chart
Corning Incorporated (GLW)	0.0	$159k	+156%	621.00	255.43	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$158k		729.00	217.22	View chart
Kla Corp Com New (KLAC)	0.0	$158k	+944%	522.00	301.71	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$156k		713.00	219.30	View chart
Marvell Technology (MRVL)	0.0	$155k	+63%	521.00	297.90	View chart

Past Filings by Physician Wealth Advisors

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

Physician Wealth Advisors 2026 Q2 filed July 20, 2026
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

View all past filings

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