account_balance
Investment manager · 13F filer · SEC CIK 1795173
Physician Wealth Advisors, Inc.
Reported value$869Mas of Sep 30, 2026
Positions2,440 316 new, 210 sold out
Top 10 weight53.9%IVV alone is 13%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
12.6%Added +4%
SPYMSPDR Series Trust
11.7%Added +6%
ACWXiShares Tr
7.8%Added +56%
DFAIDimensional ETF Trust
4.0%Added +10%
IVWiShares Tr
3.8%
DYNFBlackRock ETF Trust
3.6%
IVEiShares Tr
3.2%Added +3%
AAPLApple Inc.
2.5%
ITOTiShares Tr
2.3%
DFAUDimensional ETF Trust
2.3%
DFAEDimensional ETF Trust
1.9%
FBNDFidelity Merrimack STR Tr
1.6%
IVViShares Tr
12.6%Added +4%
SPYMSPDR Series Trust
11.7%Added +6%
ACWXiShares Tr
7.8%+56%
DFAIDimensional ETF Trust
4.0%+10%
IVWiShares Tr
3.8%
DYNFBlackRock ETF Trust
3.6%
IVEiShares Tr
3.2%
ITOT
DFAU
DFAE
FBND
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 12.6% Added +4%
SPYM SPDR Series Trust 11.7% Added +6%
ACWX iShares Tr 7.8% Added +56%
DFAI Dimensional ETF Trust 4.0% Added +10%
IVW iShares Tr 3.8% Held
DYNF BlackRock ETF Trust 3.6% Held
IVE iShares Tr 3.2% Added +3%
AAPL Apple Inc. 2.5% HeldITOT iShares Tr 2.3% Trimmed −6%
DFAU Dimensional ETF Trust 2.3% Held
DFAE Dimensional ETF Trust 1.9% Trimmed −33%
FBND Fidelity Merrimack STR Tr 1.6% Trimmed −9%
What changed
Biggest moves since Jun 30, 2026
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