Physician Wealth Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Physician Wealth Advisors, Inc. reported 2,331 stock positions worth $837.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.3% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 11.2%) and iShares MSCI Acwi Ex US ETF (ACWX, 5.3%). Compared with Q1 2026, it opened 417 new positions, sold out of 143, added to 895 and reduced 464. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +58%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- MIDVALE, UT
- CIK
- 0001795173
- Portfolio Value
- $837.4M (Q2 2026)
- SEC Filing
- 0001795173-26-000004 ↗ filed Jul 20, 2026
Holdings Value
Holdings 2,331 stocks · $837.4M
| IVV iShares Core S&P 500 ETF | 12.30% | 137,564 | $103.0M | Reduce -0.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 11.23% | 1,069,899 | $94.0M | Add +58.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 5.26% | 578,518 | $44.0M | Add +17.6% |
| DFAI Dimensional International Co. | 3.81% | 772,680 | $31.9M | Add +1.2% |
| IVW iShares S&P 500 Growth ETF | 3.79% | 230,758 | $31.7M | Add +9.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.69% | 454,810 | $30.9M | Add +4.4% |
| IVE iShares S&P 500 Value ETF | 3.24% | 119,410 | $27.1M | Reduce -11.7% |
| DFAE Dimensional Emerging Core Eq | 3.08% | 640,767 | $25.8M | Reduce -17.8% |
| ITOT iShares Core S&P Total U.S. | 2.51% | 127,829 | $21.0M | Reduce -0.2% |
| DFAU Dimensional US Core Equity M | 2.34% | 379,438 | $19.6M | Reduce -0.6% |
| AAPL Apple Inc. | 2.19% | 63,341 | $18.3M | Add +1.1% |
| FBND Fidelity Total Bond ETF | 1.94% | 357,130 | $16.2M | Add +12.7% |
| BAI Ishrs AI in and Tech Act ETF | 1.93% | 305,913 | $16.1M | Reduce -20.8% |
| SPMO Invesco S&P 500 Momentum ETF | 1.55% | 80,324 | $13.0M | Reduce -23.3% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.46% | 44,771 | $12.3M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.44% | 124,846 | $12.1M | Reduce -1.1% |
| IJH iShares Core S&P Midcap ETF | 1.37% | 148,503 | $11.5M | Reduce -0.1% |
| DFAW Dimensional World Eqty ETF | 1.30% | 131,656 | $10.9M | Reduce -11.0% |
| NVDA Nvidia Corp. | 1.24% | 51,940 | $10.4M | Reduce -3.9% |
| SHLD Global X Defense Tech ETF | 1.21% | 169,122 | $10.1M | Add +35.9% |
| THRO iShares U.S. Thematic Rotati | 1.04% | 201,376 | $8.7M | Reduce -36.1% |
| IXUS iShares Core Intl Stock ETF | 1.03% | 90,195 | $8.6M | Add +0.1% |
| IALT Ishrs SYS Alt Act ETF | 0.99% | 296,245 | $8.3M | New |
| DGRO iShares Core Dividend Growth | 0.97% | 107,581 | $8.2M | Reduce -4.3% |
| VCRM Vanguard Core Tax-Ex Bond | 0.81% | 88,686 | $6.8M | Add +1.7% |
| DFCF Dimensional Core Fixed Inc. | 0.80% | 159,564 | $6.7M | Add +55.3% |
| DFAS Dimensional US Small Cap ETF | 0.75% | 75,964 | $6.3M | Reduce -0.0% |
| ESGU iShares ESG Aware MSCI USA | 0.74% | 37,743 | $6.2M | Add +6.1% |
| DFAC Dimensional US Core Equity 2 | 0.72% | 136,142 | $6.0M | Reduce -1.9% |
| MSFT Microsoft Corp. | 0.68% | 15,262 | $5.7M | Reduce -3.7% |
| VGT Vanguard Info Tech ETF | 0.66% | 45,963 | $5.5M | Add +4.3% |
| FREL Fidelity MSCI RL Est Indx | 0.56% | 159,503 | $4.7M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.53% | 6,412 | $4.4M | Add +23.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.52% | 42,714 | $4.4M | Reduce -0.2% |
| HQY Healthequity Inc. | 0.51% | 47,045 | $4.2M | Reduce -0.0% |
| IJR iShares Core S&P Small-Cap E | 0.49% | 27,773 | $4.1M | Reduce -4.1% |
| LRGF iShares US Equity Factor ETF | 0.45% | 50,029 | $3.8M | Add +1.4% |
| AMZN Amazon.com Inc. | 0.42% | 14,604 | $3.5M | Reduce -3.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 4,631 | $3.4M | Reduce -2.3% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.38% | 42,581 | $3.2M | No change |
| GLDM SPDR Gold Minishares Trust | 0.38% | 40,244 | $3.2M | Add +27.5% |
| GOOGL Alphabet Inc. Class A | 0.37% | 8,757 | $3.1M | Add +1.5% |
| QUAL iShares MSCI USA Quality Fac | 0.37% | 14,018 | $3.1M | Reduce -81.7% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.34% | 32,819 | $2.9M | Reduce -1.6% |
| DFUS Dimensional US Eq MKT ETF | 0.33% | 34,165 | $2.8M | Add +0.0% |
| DFAX Dimensional World Ex US Core | 0.32% | 73,584 | $2.7M | Reduce -1.0% |
| SCHD Schwab US DVD Equity ETF | 0.32% | 85,399 | $2.7M | Add +0.0% |
| MTUM iShares MSCI USA Momentum Fa | 0.32% | 7,786 | $2.7M | No change |
| IEMG iShares Core MSCI Emerging | 0.30% | 30,650 | $2.5M | Reduce -12.1% |
| TSLA Tesla Inc. | 0.30% | 5,908 | $2.5M | Add +3.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 4,731 | $2.4M | Add +5.7% |
| GBCI Glacier Bancorp Inc. | 0.27% | 44,079 | $2.3M | Reduce -0.0% |
| VLUE iShares MSCI USA Value Facto | 0.23% | 9,673 | $1.9M | Add +0.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.23% | 13,942 | $1.9M | Reduce -2.7% |
| COST Costco Wholesale Corp. | 0.21% | 1,890 | $1.8M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.21% | 4,924 | $1.7M | Add +2.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.21% | 13,869 | $1.7M | Add +3.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.21% | 5,017 | $1.7M | Add +0.7% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.20% | 22,601 | $1.7M | Reduce -1.5% |
| WMT Walmart Inc. | 0.20% | 14,634 | $1.7M | Reduce -0.7% |
| AMD Advanced Micro Devices | 0.20% | 2,820 | $1.6M | Reduce -14.4% |
| EXR Extra Space Storage Inc. | 0.19% | 10,927 | $1.6M | Add +0.1% |
| ZION Zions Bancorp NA | 0.18% | 22,051 | $1.5M | Reduce -1.8% |
| IWC iShares Micro-Cap ETF | 0.18% | 7,623 | $1.5M | Reduce -1.6% |
| DFSU Dimensional US Sus CORE1 ETF | 0.17% | 30,893 | $1.4M | Reduce -1.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.17% | 25,699 | $1.4M | Add +2.1% |
| MUB iShares National Muni Bond E | 0.17% | 12,943 | $1.4M | Add +2.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.16% | 14,279 | $1.4M | Add +0.3% |
| VNQ Vanguard Real Estate ETF | 0.15% | 13,409 | $1.3M | Reduce -3.0% |
| AVGO Broadcom Inc. | 0.15% | 3,363 | $1.3M | Reduce -6.2% |
| LLY Eli Lilly & Co. | 0.15% | 1,025 | $1.2M | Add +7.4% |
| TDY Teledyne Technologies Inc. | 0.14% | 1,785 | $1.2M | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 2,449 | $1.2M | Reduce -0.6% |
| AMAT Applied Materials Inc. | 0.14% | 1,585 | $1.1M | Reduce -2.1% |
| TQQQ Proshares Ultrapro QQQ | 0.13% | 13,447 | $1.1M | Reduce -5.6% |
| INTC Intel Corp. | 0.13% | 7,681 | $1.1M | Add +4.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.13% | 12,900 | $1.1M | Reduce -1.1% |
| CAT Caterpillar Inc. | 0.12% | 964 | $1.0M | Add +6.0% |
| SIL Global X Silver Miners ETF | 0.12% | 13,115 | $1.0M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.12% | 1,752 | $987K | Reduce -9.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.11% | 38,330 | $928K | Add +461.6% |
| V Visa Inc. Class A | 0.11% | 2,667 | $915K | Reduce -1.7% |
| IXN iShares Global Tech ETF | 0.11% | 6,310 | $912K | Add +1.7% |
| XLK SS Technology Select Sector | 0.11% | 4,772 | $909K | Add +0.1% |
| WFC Wells Fargo & Co. | 0.11% | 10,941 | $904K | Reduce -1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 1,199 | $895K | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 3,590 | $872K | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.10% | 7,378 | $867K | Add +5.6% |
| MU Micron Technology Inc. | 0.10% | 750 | $865K | Add +30.4% |
| JNJ Johnson & Johnson | 0.10% | 3,392 | $861K | Add +1.9% |
| JPM JPMorgan Chase & Co. | 0.10% | 2,573 | $842K | Add +7.9% |
| DFSV Dimensional US Small Cap Val | 0.09% | 19,870 | $771K | Add +0.5% |
| CI The Cigna Group | 0.09% | 2,726 | $752K | Reduce -0.4% |
| DFNM Dimensional National Muni BD | 0.09% | 15,418 | $745K | Add +0.8% |
| AGG iShares Core U.S. Aggregate | 0.09% | 7,502 | $743K | Reduce -0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 8,800 | $709K | Add +8.4% |
| MA Mastercard Inc. Class A | 0.08% | 1,336 | $686K | Reduce -9.8% |
| VEA Vanguard Ftse Developed ETF | 0.08% | 9,563 | $681K | Add +33.3% |
| IBTH iShares Ibonds Dec 2027 Term | 0.08% | 29,856 | $668K | Add +333.2% |
| EFV iShares MSCI Eafe Value ETF | 0.08% | 8,583 | $657K | Reduce -94.4% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $17K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 157 | $9K | No change |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | 300 | $7K | No change |
Lines left out (1) · $1 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| PYLD PIMCO Multisector Bond Actv | MULTISECTOR BD | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $837.4M.
Portfolio Sells Q1 2026 → Q2 2026
| QUAL iShares MSCI USA Quality Fac | Reduce -81.7% | 0.37% | −1.68 |
| EFV iShares MSCI Eafe Value ETF | Reduce -94.4% | 0.08% | −1.50 |
| IVE iShares S&P 500 Value ETF | Reduce -11.7% | 3.24% | −0.73 |
| DFAE Dimensional Emerging Core Eq | Reduce -17.8% | 3.08% | −0.60 |
| THRO iShares U.S. Thematic Rotati | Reduce -36.1% | 1.04% | −0.55 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 12.30% | −0.26 |
| DFAW Dimensional World Eqty ETF | Reduce -11.0% | 1.30% | −0.22 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.1% | 1.44% | −0.15 |
| MSFT Microsoft Corp. | Reduce -3.7% | 0.68% | −0.14 |
| DGRO iShares Core Dividend Growth | Reduce -4.3% | 0.97% | −0.12 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -0.2% | 0.52% | −0.09 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -23.3% | 1.55% | −0.08 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -1.6% | 0.34% | −0.08 |
| NVDA Nvidia Corp. | Reduce -3.9% | 1.24% | −0.07 |
| SCHB Schwab US Broad Market ETF | Reduce -96.9% | 0.00% | −0.06 |
| WMT Walmart Inc. | Reduce -0.7% | 0.20% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -61.1% | 0.02% | −0.06 |
| DFAU Dimensional US Core Equity M | Reduce -0.6% | 2.34% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 0.21% | −0.05 |
| SIL Global X Silver Miners ETF | Reduce -0.6% | 0.12% | −0.04 |
| FREL Fidelity MSCI RL Est Indx | Reduce -0.3% | 0.56% | −0.04 |
| HQY Healthequity Inc. | Reduce -0.0% | 0.51% | −0.04 |
| CVX Chevron Corp. | Reduce -11.9% | 0.06% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -9.7% | 0.12% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -12.1% | 0.30% | −0.04 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -95.1% | 0.00% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.2% | 2.51% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.1% | 1.37% | −0.03 |
| MCD McDonald's Corp. | Reduce -10.1% | 0.06% | −0.03 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.9% | 0.72% | −0.03 |
| DFAX Dimensional World Ex US Core | Reduce -1.0% | 0.32% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -46.4% | 0.02% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -3.4% | 0.42% | −0.02 |
| COP Conocophillips | Reduce -9.5% | 0.03% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -9.8% | 0.08% | −0.02 |
| NFLX Netflix Inc. | Reduce -9.3% | 0.03% | −0.02 |
| ADSK Autodesk Inc. | Reduce -42.3% | 0.01% | −0.02 |
| NOW ServiceNow Inc. | Reduce -2.9% | 0.07% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Reduce -49.8% | 0.01% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -3.0% | 0.15% | −0.02 |
| PEP Pepsico Inc. | Reduce -3.7% | 0.04% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -1.1% | 0.13% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -0.4% | 0.09% | −0.02 |
| SYLD Cambria Shareholder Yield Et | Reduce -22.4% | 0.04% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -1.5% | 0.11% | −0.02 |
| SUB iShares Short-Term National | Reduce -5.4% | 0.06% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -7.6% | 0.05% | −0.01 |
| PFE Pfizer Inc. | Reduce -4.0% | 0.03% | −0.01 |
| CI The Cigna Group | Reduce -0.4% | 0.09% | −0.01 |
| LULU Lululemon Athletica Inc. | Reduce -75.5% | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +58.5% | 11.23% | +4.04 |
| IALT Ishrs SYS Alt Act ETF | New | 0.99% | +0.99 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +17.6% | 5.26% | +0.57 |
| IVW iShares S&P 500 Growth ETF | Add +9.2% | 3.79% | +0.46 |
| DFCF Dimensional Core Fixed Inc. | Add +55.3% | 0.80% | +0.20 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +4.4% | 3.69% | +0.17 |
| VGT Vanguard Info Tech ETF | Add +4.3% | 0.66% | +0.12 |
| VOO Vanguard S&P 500 ETF | Add +23.1% | 0.53% | +0.09 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +461.6% | 0.11% | +0.09 |
| INTC Intel Corp. | Add +4.5% | 0.13% | +0.08 |
| MU Micron Technology Inc. | Add +30.4% | 0.10% | +0.08 |
| IBTH iShares Ibonds Dec 2027 Term | Add +333.2% | 0.08% | +0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +3670.2% | 0.04% | +0.04 |
| VLUE iShares MSCI USA Value Facto | Add +0.9% | 0.23% | +0.04 |
| VGIT Vanguard Intermediate-Term T | New | 0.04% | +0.04 |
| FMUB Fidelity Muni BND Opp ETF | New | 0.04% | +0.04 |
| ESGU iShares ESG Aware MSCI USA | Add +6.1% | 0.74% | +0.04 |
| BSVO EA Bridgeway Omni Sm-Cp Val | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +6.0% | 0.12% | +0.03 |
| SNDK Sandisk Corp. | Add +38.7% | 0.04% | +0.03 |
| SOXX iShares Semiconductor ETF | Add +4.5% | 0.07% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +1.5% | 0.37% | +0.03 |
| CSCO Cisco Systems Inc. | Add +5.6% | 0.10% | +0.03 |
| VBCA Vangrd TRGT Mat 2027 CB ETF | New | 0.03% | +0.03 |
| LLY Eli Lilly & Co. | Add +7.4% | 0.15% | +0.02 |
| LRCX Lam Research Corp. | Add +7.9% | 0.05% | +0.02 |
| VGLT Vanguard Long-Term Treasury | New | 0.02% | +0.02 |
| CATY Cathay General Bancorp | Add +266.3% | 0.03% | +0.02 |
| AXON Axon Enterprise Inc. | Add +1922.2% | 0.02% | +0.02 |
| IXN iShares Global Tech ETF | Add +1.7% | 0.11% | +0.02 |
| XLK SS Technology Select Sector | Add +0.1% | 0.11% | +0.02 |
| BE Bloom Energy Corp. Class A | Add +21.9% | 0.03% | +0.02 |
| IBTL iShares Ibonds Dec 2031 Term | Add +180.9% | 0.03% | +0.02 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.02% | +0.02 |
| NBIS Nebius Group NV | Add +524.2% | 0.02% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +33.3% | 0.08% | +0.02 |
| UPRO Proshares Ultrapro S&P 500 | Add +85.3% | 0.03% | +0.02 |
| AVDV Avantis Intl S/C Value ETF | New | 0.02% | +0.02 |
| QCOM Qualcomm Inc. | Add +11.2% | 0.06% | +0.02 |
| DFEM Dimensional Emrg MRKT Core | Add +128.9% | 0.03% | +0.02 |
| IBMO iShares Ibonds Dec 2026 Term | New | 0.02% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +2.1% | 0.21% | +0.02 |
| ZJUN Innova Eqty Def Prot 1YR Jun | New | 0.01% | +0.01 |
| TXN Texas Instruments Inc. | Add +2.0% | 0.06% | +0.01 |
| GLW Corning Inc. | Add +156.6% | 0.02% | +0.01 |
| MRVL Marvell Technology Inc. | Add +63.3% | 0.02% | +0.01 |
| IBDX iShares Ibonds Dec 2032 TC | New | 0.01% | +0.01 |
| IBDW iShares Ibonds Dec 2031 Corp. | New | 0.01% | +0.01 |
| SPCX Space Exploration Techn Class A | New | 0.01% | +0.01 |
| IBDU iShares Ibonds Dec 2029 Term | Add +218.3% | 0.02% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| PYLD PIMCO Multisector Bond Actv | MULTISECTOR BD | Reduce -100.0% | 0 | $1 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,331 | $837.4M | IVV, SPYM, ACWX, DFAI, IVW |
| Q1 2026 | 2,055 | $718.5M | IVV, SPYM, ACWX, DFAI, IVE |
| Q4 2025 | 2,025 | $718.6M | IVV, SPYM, DYNF, IVE, DFAI |
| Q3 2025 | 1,895 | $702.5M | IVV, SPYM, DYNF, DFAI, QUAL |
| Q2 2025 | 1,799 | $636.8M | IVV, QUAL, SPYM, DFAI, EFV |
| Q1 2025 | 1,435 | $580.8M | IVV, SPYM, QUAL, DFAI, IVW |
| Q4 2024 | 1,147 | $591.8M | IVV, SPYM, IVW, QUAL, DFAI |
| Q3 2024 | 183 | $554.2M | IVV, SPYM, QUAL, IVW, DFAI |
| Q2 2024 | 182 | $542.7M | IVV, SPYM, IVW, ITOT, DFAI |
| Q1 2024 | 176 | $475.6M | IVV, SPYM, ITOT, DFAI, QUAL |