Physician Wealth Advisors
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Physician Wealth Advisors’s Orchid Island Capital ORC Stock Holding History

Physician Wealth Advisors’s Portfolio ORC Stock Details ORC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.99K Buy
367
+226
+160% +$1.47K ﹤0.01% 1579
2026
Q2 		$983 Buy
+141
New +$972 ﹤0.01% 1848
2026
Q1 		– Sell
-129
Closed -$929 – 2191
2025
Q4 		$929 Sell
129
-30
-19% -$218 ﹤0.01% 1662
2025
Q3 		$1.12K Buy
159
+29
+22% +$206 ﹤0.01% 1511
2025
Q2 		$912 Buy
+130
New +$901 ﹤0.01% 1493

Other funds holding ORC

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

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

Physician Wealth Advisors increased its Orchid Island Capital (ORC) stake by 160% in Q3 2026, buying an estimated $1.47K and bringing the position to 367 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Physician Wealth Advisors first reported a position in ORC in Q2 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold ORC as of Q3 2026.

  • Physician Wealth Advisors held 367 shares of Orchid Island Capital worth $1.99K as of Q3 2026.
  • Physician Wealth Advisors bought 226 Orchid Island Capital shares in Q3 2026, an estimated $1.47K.
  • Orchid Island Capital made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1579 holding.
  • Physician Wealth Advisors first reported a position in Orchid Island Capital in Q2 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held Orchid Island Capital as of Q3 2026.

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