Physician Wealth Advisors
APPF icon

Physician Wealth Advisors’s AppFolio APPF Stock Holding History

Physician Wealth Advisors’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.21K Hold
16
– – ﹤0.01% 1329
2026
Q2 		$2.57K Buy
16
+7
+78% +$1.12K ﹤0.01% 1389
2026
Q1 		$1.42K Buy
9
+7
+350% +$1.33K ﹤0.01% 1497
2025
Q4 		$466 Hold
2
– – ﹤0.01% 1918
2025
Q3 		$552 Buy
+2
New +$540 ﹤0.01% 1779

Other funds holding APPF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Davidson Kahn Capital Management
Davidson Kahn Capital Management Sherman Oaks, California $253M AUM 9.56% 1-Year Est. Return

Physician Wealth Advisors's APPF Position: Q3 2026 in Review

Physician Wealth Advisors held its AppFolio (APPF) position steady in Q3 2026 at 16 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Physician Wealth Advisors first reported a position in APPF in Q3 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Physician Wealth Advisors held 16 shares of AppFolio worth $3.21K as of Q3 2026.
  • Physician Wealth Advisors left its AppFolio share count unchanged in Q3 2026.
  • AppFolio made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1329 holding.
  • Physician Wealth Advisors first reported a position in AppFolio in Q3 2025 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.