We are live on
!
Find out more
PWA
Physician Wealth Advisors Portfolio holdings
AUM
$837M
1-Year Est. Return
26%
This Fund
S&P 500
This Quarter
Est. Return
+15.61%
1 Year Est. Return
+26%
3 Year Est. Return
+71.31%
5 Year Est. Return
+72.25%
10 Year Est. Return
–
AUM
$837M
AUM Growth
+$119M
(+17%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
51.24%
Holding
2,476
New
419
Increased
893
Reduced
465
Closed
142
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$33.7M |
| 2 |
IALT
iShares Systematic Alternatives Active ETF
IALT
|
+$8.31M |
| 3 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$6.45M |
| 4 |
Global X Defense Tech ETF
SHLD
|
+$2.97M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$2.56M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$13.1M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
+$11.2M |
| 3 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$5.36M |
| 4 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$4.7M |
| 5 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$3.65M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.19% |
| 2 | Financials | 1.88% |
| 3 | Healthcare | 1.48% |
| 4 | Consumer Discretionary | 1.15% |
| 5 | Industrials | 1.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Brown & Brown
BRO
$22.2B
| $25.1K | ﹤0.01% |
391
+340
| +667% | +$20.7K |
|
602
Murphy Oil
MUR
$5.56B
| $25K | ﹤0.01% |
769
-39
| -5% | -$1.49K |
|
603
American Tower
AMT
$77.4B
| $25K | ﹤0.01% |
153
+96
| +168% | +$17.3K |
|
604
Armstrong World Industries
AWI
$6.71B
| $25K | ﹤0.01% |
156
| – | – |
|
605
Sabesp
SBS
$20.4B
| $24.7K | ﹤0.01% |
4,268
-667
| -14% | -$4.04K |
|
606
Watsco Inc
WSO
$14.9B
| $24.6K | ﹤0.01% |
59
-3
| -5% | -$1.21K |
|
607
iShares Global Financials ETF
IXG
$654M
| $24.3K | ﹤0.01% |
195
+47
| +32% | +$5.71K |
|
608
Fomento Económico Mexicano
FMX
$44.6B
| $24.3K | ﹤0.01% |
190
-2
| -1% | -$241 |
|
609
Biogen
BIIB
$29.2B
| $24.2K | ﹤0.01% |
112
+9
| +9% | +$1.72K |
|
610
Kodiak Sciences
KOD
$2.62B
| $23.8K | ﹤0.01% |
610
+11
| +2% | +$428 |
|
611
Wabtec
WAB
$49.2B
| $23.8K | ﹤0.01% |
88
+2
| +2% | +$529 |
|
|
IMOS
612
ChipMOS TECHNOLOGIES
IMOS
$2.19B
| $23.7K | ﹤0.01% |
369
-121
| -25% | -$6.4K |
|
613
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.88B
| $23.6K | ﹤0.01% |
573
-27
| -5% | -$1.07K |
|
614
Keysight
KEYS
$56B
| $23.5K | ﹤0.01% |
67
| – | – |
|
615
T-Mobile US
TMUS
$207B
| $23.4K | ﹤0.01% |
139
+54
| +64% | +$10.2K |
|
616
iShares 20+ Year Treasury Bond ETF
TLT
$42.2B
| $23.3K | ﹤0.01% |
270
+37
| +16% | +$3.18K |
|
617
Erasca
ERAS
$6.77B
| $23.2K | ﹤0.01% |
1,265
+73
| +6% | +$1.04K |
|
618
Nuveen Municipal Value Fund
NUV
$1.92B
| $23.1K | ﹤0.01% |
2,505
| – | – |
|
619
Cboe Global Markets
CBOE
$29.5B
| $23.1K | ﹤0.01% |
95
-4
| -4% | -$1.22K |
|
|
VGMS
620
Vanguard Multi-Sector Income Bond ETF
VGMS
$233M
| $23K | ﹤0.01% |
448
| – | – |
|
621
Snowflake
SNOW
$92.8B
| $22.9K | ﹤0.01% |
90
-37
| -29% | -$6.81K |
|
622
Nucor
NUE
$53.7B
| $22.7K | ﹤0.01% |
102
+19
| +23% | +$4.3K |
|
623
Invesco WilderHill Clean Energy ETF
PBW
$417M
| $22.7K | ﹤0.01% |
582
| – | – |
|
624
Tractor Supply
TSCO
$15.4B
| $22.6K | ﹤0.01% |
715
+451
| +171% | +$15.6K |
|
625
TotalEnergies
TTE
$189B
| $22.5K | ﹤0.01% |
289
-22
| -7% | -$1.95K |
|
Similar funds
SAIG
CAM
DLP
FPGK
MPM
MCM
CB
MAP
Physician Wealth Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Physician Wealth Advisors held 2,476 positions worth $837M, up 17% from $719M the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Physician Wealth Advisors's Q2 2026 filing shows 419 new, 893 increased, 465 reduced and 142 closed positions. Its largest new stake was iShares Systematic Alternatives Active ETF: 296,245 shares worth $8.31M. The largest sale was iShares MSCI USA Quality Factor ETF, an estimated $13.1M.
By sector, the portfolio is most concentrated in Technology at 6.2% of assets, up from 5.9% a quarter earlier, followed by Financials and Healthcare.
- Physician Wealth Advisors's largest Q2 2026 buy was iShares Systematic Alternatives Active ETF: 296,245 shares worth $8.31M.
- Physician Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $33.7M increase.
- Physician Wealth Advisors's biggest Q2 2026 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $13.1M.
- Physician Wealth Advisors fully exited PIMCO Multi Sector Bond Active ETF in Q2 2026, selling an estimated $199K.
- Physician Wealth Advisors's ten largest holdings make up 51% of its $837M portfolio in Q2 2026.
- Physician Wealth Advisors opened 419 new positions and closed 142 in Q2 2026.
- Physician Wealth Advisors's portfolio value rose 17% quarter-over-quarter to $837M.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.