Physician Wealth Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Physician Wealth Advisors, Inc. reported 1,147 stock positions worth $591.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.4% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 8.5%) and iShares S&P 500 Growth ETF (IVW, 3.7%). Compared with Q3 2024, it opened 964 new positions, added to 67 and reduced 93. The biggest buy was a new position in Invesco S&P 500 Momentum ETF (SPMO) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- MIDVALE, UT
- CIK
- 0001795173
- Portfolio Value
- $591.8M (Q4 2024)
- SEC Filing
- 0001795173-25-000001 ↗ filed Feb 12, 2025
Holdings Value
Holdings 1,147 stocks · $591.8M
| IVV iShares Core S&P 500 ETF | 13.43% | 135,032 | $79.5M | Reduce -2.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 8.45% | 725,565 | $50.0M | Add +1.1% |
| IVW iShares S&P 500 Growth ETF | 3.67% | 214,120 | $21.7M | Reduce -2.5% |
| QUAL iShares MSCI USA Quality Fac | 3.63% | 120,756 | $21.5M | Add +2.1% |
| DFAI Dimensional International Co. | 3.59% | 726,789 | $21.2M | Add +10.9% |
| AAPL Apple Inc. | 3.22% | 76,187 | $19.1M | Add +1.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.17% | 365,937 | $18.8M | Reduce -1.7% |
| ITOT iShares Core S&P Total U.S. | 3.14% | 144,611 | $18.6M | Reduce -6.6% |
| EFG iShares MSCI Eafe Growth ETF | 2.91% | 178,120 | $17.2M | Add +20.6% |
| EFV iShares MSCI Eafe Value ETF | 2.78% | 313,240 | $16.4M | Add +9.4% |
| DFAU Dimensional US Core Equity M | 2.64% | 386,192 | $15.6M | Add +3.0% |
| DFAE Dimensional Emerging Core Eq | 2.02% | 471,923 | $12.0M | Add +1.8% |
| IVE iShares S&P 500 Value ETF | 1.86% | 57,586 | $11.0M | Add +4.0% |
| FBND Fidelity Total Bond ETF | 1.78% | 234,164 | $10.5M | Reduce -8.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.75% | 147,084 | $10.3M | Reduce -4.5% |
| IJH iShares Core S&P Midcap ETF | 1.68% | 159,909 | $10.0M | Add +2.5% |
| DFAW Dimensional World Eqty ETF | 1.49% | 140,935 | $8.8M | Add +14.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.37% | 145,769 | $8.1M | Add +10.6% |
| DGRO iShares Core Dividend Growth | 1.30% | 125,746 | $7.7M | Reduce -0.5% |
| IYW iShares Ustechnology ETF | 1.23% | 45,718 | $7.3M | Reduce -4.3% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.21% | 33,612 | $7.1M | Add +2.8% |
| IXUS iShares Core Intl Stock ETF | 1.17% | 104,577 | $6.9M | Reduce -3.7% |
| MSFT Microsoft Corp. | 1.16% | 16,347 | $6.9M | Add +2.9% |
| NVDA Nvidia Corp. | 0.99% | 43,465 | $5.8M | Reduce -1.8% |
| SPMO Invesco S&P 500 Momentum ETF | 0.97% | 60,379 | $5.7M | New |
| DFAC Dimensional US Core Equity 2 | 0.89% | 151,821 | $5.3M | Reduce -3.1% |
| IEMG iShares Core MSCI Emerging | 0.88% | 100,133 | $5.2M | Add +2.7% |
| HQY Healthequity Inc. | 0.87% | 53,549 | $5.1M | Reduce -21.1% |
| FREL Fidelity MSCI RL Est Indx | 0.86% | 187,848 | $5.1M | Reduce -2.4% |
| DFAS Dimensional US Small Cap ETF | 0.85% | 76,919 | $5.0M | Reduce -2.1% |
| ESGU iShares ESG Aware MSCI USA | 0.72% | 33,036 | $4.3M | Reduce -2.2% |
| VCRM Vanguard Core Tax-Ex Bond | 0.65% | 51,315 | $3.8M | New |
| IJR iShares Core S&P Small-Cap E | 0.62% | 31,984 | $3.7M | Reduce -9.2% |
| VNQ Vanguard Real Estate ETF | 0.60% | 39,716 | $3.5M | Add +6.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.55% | 32,380 | $3.3M | Add +9.4% |
| AMZN Amazon.com Inc. | 0.54% | 14,647 | $3.2M | Reduce -0.1% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.48% | 40,533 | $2.9M | Reduce -11.3% |
| SCHD Schwab US DVD Equity ETF | 0.47% | 101,816 | $2.8M | Reduce -66.7% |
| VOO Vanguard S&P 500 ETF | 0.43% | 4,743 | $2.6M | Add +32.8% |
| LRGF iShares US Equity Factor ETF | 0.41% | 40,187 | $2.4M | Add +3.0% |
| VGT Vanguard Info Tech ETF | 0.41% | 3,872 | $2.4M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 4,619 | $2.4M | Reduce -0.6% |
| TSLA Tesla Inc. | 0.38% | 5,565 | $2.2M | Add +5.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.37% | 41,795 | $2.2M | Add +5.3% |
| GLDM SPDR Gold Minishares Trust | 0.35% | 40,012 | $2.1M | New |
| IFRA iShares US Infrastructure | 0.35% | 44,841 | $2.1M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 4,552 | $2.1M | Add +12.0% |
| DFAX Dimensional World Ex US Core | 0.34% | 81,131 | $2.0M | Add +1.9% |
| DFUS Dimensional US Eq MKT ETF | 0.31% | 28,533 | $1.8M | Add +70.8% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.30% | 42,581 | $1.8M | Reduce -1.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.29% | 15,744 | $1.7M | Reduce -2.5% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.28% | 28,987 | $1.7M | Reduce -10.5% |
| EXR Extra Space Storage Inc. | 0.28% | 11,117 | $1.7M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.28% | 1,810 | $1.7M | Add +0.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.28% | 7,937 | $1.6M | Add +0.0% |
| UNP Union Pacific Corp. | 0.26% | 6,874 | $1.6M | Add +0.3% |
| AGG iShares Core U.S. Aggregate | 0.23% | 14,088 | $1.4M | Add +42.1% |
| GOOGL Alphabet Inc. Class A | 0.22% | 6,950 | $1.3M | Reduce -0.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.22% | 14,751 | $1.3M | Reduce -0.4% |
| DFSU Dimensional US Sus CORE1 ETF | 0.22% | 33,657 | $1.3M | Reduce -2.0% |
| IWC iShares Micro-Cap ETF | 0.20% | 9,268 | $1.2M | Reduce -11.5% |
| NOW ServiceNow Inc. | 0.20% | 1,130 | $1.2M | Reduce -4.0% |
| LLY Eli Lilly & Co. | 0.18% | 1,406 | $1.1M | Add +23.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 5,401 | $1.1M | Reduce -1.3% |
| PEP Pepsico Inc. | 0.18% | 7,020 | $1.1M | Reduce -0.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 3,859 | $1.0M | Reduce -2.8% |
| WMT Walmart Inc. | 0.17% | 11,343 | $1.0M | Reduce -0.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.17% | 16,578 | $1.0M | Reduce -7.8% |
| VLUE iShares MSCI USA Value Facto | 0.17% | 9,534 | $1.0M | Add +2.1% |
| SUB iShares Short-Term National | 0.15% | 8,412 | $887K | Reduce -8.3% |
| MUB iShares National Muni Bond E | 0.15% | 8,217 | $876K | Reduce -18.1% |
| TDY Teledyne Technologies Inc. | 0.14% | 1,782 | $827K | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.14% | 4,323 | $823K | Reduce -2.2% |
| MA Mastercard Inc. Class A | 0.14% | 1,551 | $817K | Reduce -5.7% |
| DFSV Dimensional US Small Cap Val | 0.13% | 25,643 | $789K | Add +14.5% |
| META Meta Platforms Inc. Class A | 0.13% | 1,347 | $789K | Reduce -3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 1,308 | $767K | Add +19.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.13% | 22,734 | $759K | Reduce -4.6% |
| PG The Procter & Gamble Co. | 0.13% | 4,452 | $746K | Add +1.3% |
| ZION Zions Bancorp NA | 0.13% | 13,715 | $744K | Add +0.2% |
| EFA iShares MSCI Eafe ETF | 0.12% | 9,672 | $731K | Reduce -7.1% |
| CI The Cigna Group | 0.12% | 2,644 | $730K | New |
| AVGE Avantis All Eqty Mrkts ETF | 0.11% | 9,182 | $664K | Reduce -11.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 2,140 | $620K | New |
| TQQQ Proshares Ultrapro QQQ | 0.10% | 7,750 | $613K | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.10% | 2,296 | $607K | Add +23.6% |
| V Visa Inc. Class A | 0.10% | 1,870 | $591K | Reduce -1.9% |
| XLK SS Technology Select Sector | 0.09% | 2,373 | $552K | Add +15.1% |
| MCD McDonald's Corp. | 0.09% | 1,893 | $549K | Add +1.5% |
| IXN iShares Global Tech ETF | 0.09% | 6,348 | $538K | Add +0.0% |
| VFMF Vanguard US Multifactor ETF | 0.09% | 4,098 | $535K | Reduce -3.8% |
| AVGO Broadcom Inc. | 0.09% | 2,256 | $523K | Add +29.8% |
| ZSEP Innovator Edp ETF - 1 YR Sep | 0.09% | 20,850 | $523K | No change |
| SCHX Schwab US Large-Cap ETF | 0.09% | 22,482 | $521K | Reduce -66.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 2,159 | $519K | Add +42.5% |
| BOND PIMCO Active Bond Exchange-T | 0.09% | 5,679 | $513K | No change |
| WFC Wells Fargo & Co. | 0.09% | 7,164 | $503K | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 2,507 | $491K | Add +0.1% |
| USXF iShares ESG Advance MSCI USA | 0.08% | 9,853 | $490K | Reduce -23.4% |
| JNJ Johnson & Johnson | 0.08% | 3,315 | $479K | Reduce -9.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $7K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | 300 | $7K | New |
Total filed on the 13F, all lines: $591.8M.
Portfolio Sells Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | Reduce -2.5% | 13.43% | −1.13 |
| ITOT iShares Core S&P Total U.S. | Reduce -6.6% | 3.14% | −0.41 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.5% | 1.75% | −0.36 |
| FBND Fidelity Total Bond ETF | Reduce -8.3% | 1.78% | −0.36 |
| IXUS iShares Core Intl Stock ETF | Reduce -3.7% | 1.17% | −0.22 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -1.7% | 3.17% | −0.21 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.5% | 3.67% | −0.16 |
| HQY Healthequity Inc. | Reduce -21.1% | 0.87% | −0.16 |
| FREL Fidelity MSCI RL Est Indx | Reduce -2.4% | 0.86% | −0.16 |
| DGRO iShares Core Dividend Growth | Reduce -0.5% | 1.30% | −0.14 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -11.3% | 0.48% | −0.14 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.2% | 0.62% | −0.12 |
| IYW iShares Ustechnology ETF | Reduce -4.3% | 1.23% | −0.10 |
| DFAC Dimensional US Core Equity 2 | Reduce -3.1% | 0.89% | −0.09 |
| DFAS Dimensional US Small Cap ETF | Reduce -2.1% | 0.85% | −0.08 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -10.5% | 0.28% | −0.08 |
| EXR Extra Space Storage Inc. | Reduce -1.1% | 0.28% | −0.07 |
| NVDA Nvidia Corp. | Reduce -1.8% | 0.99% | −0.06 |
| ESGU iShares ESG Aware MSCI USA | Reduce -2.2% | 0.72% | −0.06 |
| DFNM Dimensional National Muni BD | Reduce -58.3% | 0.04% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -66.7% | 0.47% | −0.05 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Reduce -1.7% | 0.30% | −0.05 |
| AMD Advanced Micro Devices | Reduce -22.3% | 0.07% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -18.1% | 0.15% | −0.05 |
| PEP Pepsico Inc. | Reduce -0.9% | 0.18% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -7.8% | 0.17% | −0.04 |
| IFRA iShares US Infrastructure | Reduce -1.5% | 0.35% | −0.04 |
| LCTU iShares U.S. Carbon Transiti | Reduce -87.1% | 0.01% | −0.04 |
| USXF iShares ESG Advance MSCI USA | Reduce -23.4% | 0.08% | −0.03 |
| IWC iShares Micro-Cap ETF | Reduce -11.5% | 0.20% | −0.03 |
| DFCF Dimensional Core Fixed Inc. | Reduce -42.0% | 0.04% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -7.1% | 0.12% | −0.03 |
| JNJ Johnson & Johnson | Reduce -9.3% | 0.08% | −0.03 |
| AVGE Avantis All Eqty Mrkts ETF | Reduce -11.8% | 0.11% | −0.03 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -4.6% | 0.13% | −0.03 |
| SUB iShares Short-Term National | Reduce -8.3% | 0.15% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.4% | 0.22% | −0.03 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.5% | 0.29% | −0.03 |
| EXPD Expeditors Intl Wash Inc. | Reduce -47.4% | 0.02% | −0.02 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -33.4% | 0.03% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -73.5% | 0.07% | −0.02 |
| TFLO iShares Treasury Floating Ra | Reduce -15.9% | 0.08% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.3% | 0.18% | −0.02 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -28.5% | 0.02% | −0.02 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -2.0% | 0.22% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -18.8% | 0.07% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.5% | 0.05% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -14.1% | 0.04% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -3.8% | 0.13% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -2.8% | 0.18% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| SPMO Invesco S&P 500 Momentum ETF | New | 0.97% | +0.97 |
| VCRM Vanguard Core Tax-Ex Bond | New | 0.65% | +0.65 |
| GLDM SPDR Gold Minishares Trust | New | 0.35% | +0.35 |
| TSLA Tesla Inc. | Add +5.3% | 0.38% | +0.17 |
| EFG iShares MSCI Eafe Growth ETF | Add +20.6% | 2.91% | +0.14 |
| CI The Cigna Group | New | 0.12% | +0.12 |
| DFUS Dimensional US Eq MKT ETF | Add +70.8% | 0.31% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.10% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +32.8% | 0.43% | +0.09 |
| DFAW Dimensional World Eqty ETF | Add +14.5% | 1.49% | +0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.06% | +0.06 |
| IBTG iShares Ibonds Dec 2026 Term | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +1.4% | 3.22% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +42.1% | 0.23% | +0.05 |
| KMI Kinder Morgan Inc. | New | 0.04% | +0.04 |
| BA The Boeing Co. | New | 0.03% | +0.03 |
| HWM Howmet Aerospace Inc. | New | 0.03% | +0.03 |
| INTU Intuit Inc. | New | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +29.8% | 0.09% | +0.03 |
| MAR Marriott International Class A | New | 0.03% | +0.03 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.03% | +0.03 |
| TRP TC Energy Corp. | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | New | 0.03% | +0.03 |
| MMM 3M Co. | New | 0.03% | +0.03 |
| NFLX Netflix Inc. | New | 0.03% | +0.03 |
| VGIT Vanguard Intermediate-Term T | New | 0.03% | +0.03 |
| TRI Thomson Reuters Corp. | New | 0.03% | +0.03 |
| VCRB Vanguard Core Bond ETF | New | 0.03% | +0.03 |
| SKYW Skywest Inc. | New | 0.03% | +0.03 |
| DFSE Dimensional Em Sus CORE1 ETF | New | 0.03% | +0.03 |
| PAA Plains All Amer Pipeline LP | New | 0.03% | +0.03 |
| T AT&T Inc. | New | 0.03% | +0.03 |
| HON Honeywell International Inc. | New | 0.03% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | New | 0.03% | +0.03 |
| DVY iShares Select Dividend ETF | New | 0.03% | +0.03 |
| BX Blackstone Inc. | New | 0.03% | +0.03 |
| VMRK Vivmark Residential | New | 0.03% | +0.03 |
| SCHP Schwab U.S. Tips ETF | New | 0.03% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.03% | +0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 0.02% | +0.02 |
| IBDQ iShares Ibonds Dec 2025 Term | New | 0.02% | +0.02 |
| DUK Duke Energy Corp. | New | 0.02% | +0.02 |
| GE General Electric | New | 0.02% | +0.02 |
| MDT Medtronic PLC | New | 0.02% | +0.02 |
| CRM Salesforce Inc. | New | 0.02% | +0.02 |
| NVS Novartis AG-Sponsored ADR | New | 0.02% | +0.02 |
| HSIC Henry Schein Inc. | New | 0.02% | +0.02 |
| DIHP Dimensional International Hi | New | 0.02% | +0.02 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.02% | +0.02 |
| IWM iShares Russell 2000 ETF | New | 0.02% | +0.02 |
Notes & Other Activity Q3 2024 → Q4 2024
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | New | 300 | $7K |
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 |