Universe · entity
Physician Wealth Advisors, Inc.
Institutional manager (13F) · CIK 1795173
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $604M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $90M | 138,197 |
| 2 | SPDR SERIES TRUST | $52M | 675,168 |
| 3 | ISHARES TR | $34M | 491,882 |
| 4 | DIMENSIONAL ETF TRUST | $30M | 763,480 |
| 5 | ISHARES TR | $29M | 135,184 |
| 6 | DIMENSIONAL ETF TRUST | $26M | 779,259 |
| 7 | BLACKROCK ETF TRUST | $25M | 435,609 |
| 8 | ISHARES TR | $24M | 211,406 |
| 9 | ISHARES TR | $18M | 128,127 |
| 10 | DIMENSIONAL ETF TRUST | $17M | 381,858 |
| 11 | APPLE INC | $16M | 62,645 |
| 12 | ISHARES TR | $15M | 76,659 |
| 13 | FIDELITY MERRIMACK STR TR | $14M | 316,985 |
| 14 | BLACKROCK ETF TRUST | $13M | 386,284 |
| 15 | INVESCO EXCH TRADED FD TR II | $12M | 104,690 |
| 16 | ISHARES TR | $11M | 126,253 |
| 17 | BLACKROCK ETF TRUST | $11M | 314,985 |
| 18 | ISHARES TR | $11M | 152,689 |
| 19 | DIMENSIONAL ETF TRUST | $11M | 147,895 |
| 20 | VANGUARD WORLD FD | $11M | 44,727 |
| 21 | ISHARES TR | $10M | 148,714 |
| 22 | NVIDIA CORPORATION | $9M | 54,053 |
| 23 | GLOBAL X FDS | $9M | 124,454 |
| 24 | ISHARES TR | $8M | 112,398 |
| 25 | ISHARES TR | $8M | 90,142 |
| 26 | VANGUARD MUN BD FDS | $7M | 87,225 |
| 27 | MICROSOFT CORP | $6M | 15,846 |
| 28 | DIMENSIONAL ETF TRUST | $5M | 75,992 |
| 29 | DIMENSIONAL ETF TRUST | $5M | 138,826 |
| 30 | ISHARES TR | $5M | 35,584 |
| 31 | ISHARES TR | $4M | 42,785 |
| 32 | DIMENSIONAL ETF TRUST | $4M | 102,761 |
| 33 | FIDELITY COVINGTON TRUST | $4M | 159,940 |
| 34 | HEALTHEQUITY INC | $4M | 47,049 |
| 35 | VANGUARD WORLD FD | $4M | 5,511 |
| 36 | ISHARES TR | $4M | 28,965 |
| 37 | ISHARES TR | $3M | 49,322 |
| 38 | AMAZON COM INC | $3M | 15,110 |
| 39 | VANGUARD INDEX FDS | $3M | 5,210 |
| 40 | ISHARES TR | $3M | 33,362 |
| 41 | WORLD GOLD TR | $3M | 31,558 |
| 42 | INVESCO QQQ TR | $3M | 4,742 |
| 43 | SCHWAB STRATEGIC TR | $3M | 85,371 |
| 44 | DIMENSIONAL ETF TRUST | $3M | 74,338 |
| 45 | ALPHABET INC | $2M | 8,630 |
| 46 | ISHARES INC | $2M | 34,885 |
| 47 | DIMENSIONAL ETF TRUST | $2M | 34,152 |
| 48 | BERKSHIRE HATHAWAY INC DEL | $2M | 4,474 |
| 49 | TESLA INC | $2M | 5,689 |
| 50 | GLACIER BANCORP INC NEW | $2M | 44,091 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.