Physician Wealth Advisors’s Strive Inc ASST Stock Holding History

Physician Wealth Advisors’s Portfolio ASST Stock Details ASST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$731	Buy	+67	New	+$991	﹤0.01%	1945

Other funds holding ASST

Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Physician Wealth Advisors's ASST Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Strive Inc (ASST) in Q2 2026: 67 shares worth $731. The stake represents ﹤0.01% of the portfolio and ranks #1945 among its holdings.

19 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

Physician Wealth Advisors held 67 shares of Strive Inc worth $731 as of Q2 2026.
Strive Inc was a new Physician Wealth Advisors position in Q2 2026.
Strive Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1945 holding.
19 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.