PWA
FLD

Physician Wealth Advisors’s Fold Holdings FLD Stock Holding History

Physician Wealth Advisors’s Portfolio FLD Stock Details FLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$796 Buy
+1,754
New +$1.89K ﹤0.01% 1917

Other funds holding FLD

CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in Fold Holdings (FLD) in Q2 2026: 1,754 shares worth $796. The stake represents ﹤0.01% of the portfolio and ranks #1917 among its holdings.

7 funds tracked by Wall St. Rank hold FLD as of Q2 2026.

  • Physician Wealth Advisors held 1,754 shares of Fold Holdings worth $796 as of Q2 2026.
  • Fold Holdings was a new Physician Wealth Advisors position in Q2 2026.
  • Fold Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1917 holding.
  • 7 funds tracked by Wall St. Rank held Fold Holdings as of Q2 2026.

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