Physician Wealth Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Physician Wealth Advisors, Inc. reported 1,435 stock positions worth $580.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.9% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 7.5%) and iShares MSCI USA Quality Fac (QUAL, 4.3%). Compared with Q4 2024, it opened 388 new positions, sold out of 101, added to 311 and reduced 223. The biggest buy was a new position in Invesco S&P 500 Top 50 ETF (XLG) and the biggest sale iShares MSCI Eafe Growth ETF (EFG, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- MIDVALE, UT
- CIK
- 0001795173
- Portfolio Value
- $580.8M (Q1 2025)
- SEC Filing
- 0001795173-25-000002 ↗ filed Apr 28, 2025
Holdings Value
Holdings 1,435 stocks · $580.8M
| IVV iShares Core S&P 500 ETF | 12.91% | 133,494 | $75.0M | Reduce -1.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.53% | 664,678 | $43.7M | Reduce -8.4% |
| QUAL iShares MSCI USA Quality Fac | 4.29% | 145,741 | $24.9M | Add +20.7% |
| DFAI Dimensional International Co. | 4.02% | 747,931 | $23.4M | Add +2.9% |
| IVW iShares S&P 500 Growth ETF | 3.60% | 225,523 | $20.9M | Add +5.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.25% | 386,683 | $18.9M | Add +5.7% |
| ITOT iShares Core S&P Total U.S. | 3.04% | 144,589 | $17.6M | Reduce -0.0% |
| AAPL Apple Inc. | 2.92% | 76,375 | $17.0M | Add +0.3% |
| IVE iShares S&P 500 Value ETF | 2.79% | 85,176 | $16.2M | Add +47.9% |
| DFAU Dimensional US Core Equity M | 2.65% | 400,697 | $15.4M | Add +3.8% |
| EFV iShares MSCI Eafe Value ETF | 2.51% | 246,959 | $14.6M | Reduce -21.2% |
| DFAE Dimensional Emerging Core Eq | 2.04% | 457,024 | $11.8M | Reduce -3.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.94% | 148,670 | $11.2M | Add +1.1% |
| FBND Fidelity Total Bond ETF | 1.92% | 244,503 | $11.2M | Add +4.4% |
| EFG iShares MSCI Eafe Growth ETF | 1.76% | 102,030 | $10.2M | Reduce -42.7% |
| DFAW Dimensional World Eqty ETF | 1.54% | 146,218 | $9.0M | Add +3.8% |
| IEMG iShares Core MSCI Emerging | 1.43% | 154,206 | $8.3M | Add +54.0% |
| IJH iShares Core S&P Midcap ETF | 1.39% | 138,413 | $8.1M | Reduce -13.4% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.31% | 37,879 | $7.6M | Add +12.7% |
| DGRO iShares Core Dividend Growth | 1.31% | 122,940 | $7.6M | Reduce -2.2% |
| IXUS iShares Core Intl Stock ETF | 1.26% | 105,007 | $7.3M | Add +0.4% |
| IYW iShares Ustechnology ETF | 1.19% | 49,062 | $6.9M | Add +7.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.18% | 123,983 | $6.8M | Reduce -14.9% |
| MSFT Microsoft Corp. | 1.05% | 16,249 | $6.1M | Reduce -0.6% |
| SPMO Invesco S&P 500 Momentum ETF | 0.99% | 62,083 | $5.7M | Add +2.8% |
| XLG Invesco S&P 500 Top 50 ETF | 0.96% | 121,001 | $5.6M | New |
| GLDM SPDR Gold Minishares Trust | 0.89% | 83,168 | $5.1M | Add +107.9% |
| FREL Fidelity MSCI RL Est Indx | 0.87% | 184,133 | $5.1M | Reduce -2.0% |
| DFAC Dimensional US Core Equity 2 | 0.86% | 151,949 | $5.0M | Add +0.1% |
| NVDA Nvidia Corp. | 0.86% | 45,914 | $5.0M | Add +5.6% |
| HQY Healthequity Inc. | 0.81% | 53,556 | $4.7M | Add +0.0% |
| VCRM Vanguard Core Tax-Ex Bond | 0.72% | 56,040 | $4.2M | Add +9.2% |
| ESGU iShares ESG Aware MSCI USA | 0.68% | 32,490 | $4.0M | Reduce -1.6% |
| DFAS Dimensional US Small Cap ETF | 0.64% | 62,576 | $3.7M | Reduce -18.6% |
| STIP iShares 0-5 Year Tips Bond E | 0.58% | 32,587 | $3.4M | Add +0.6% |
| VNQ Vanguard Real Estate ETF | 0.58% | 36,920 | $3.3M | Reduce -7.0% |
| IJR iShares Core S&P Small-Cap E | 0.55% | 30,333 | $3.2M | Reduce -5.2% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.53% | 85,152 | $3.1M | Add +22729.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.52% | 38,835 | $3.0M | Reduce -4.2% |
| SCHD Schwab US DVD Equity ETF | 0.49% | 101,942 | $2.9M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.48% | 14,553 | $2.8M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 4,764 | $2.5M | Add +4.7% |
| VOO Vanguard S&P 500 ETF | 0.43% | 4,854 | $2.5M | Add +2.3% |
| LRGF iShares US Equity Factor ETF | 0.38% | 38,324 | $2.2M | Reduce -4.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 4,691 | $2.2M | Add +1.6% |
| VGT Vanguard Info Tech ETF | 0.38% | 4,051 | $2.2M | Add +4.6% |
| DFAX Dimensional World Ex US Core | 0.37% | 81,176 | $2.1M | Add +0.1% |
| DFUS Dimensional US Eq MKT ETF | 0.34% | 33,101 | $2.0M | Add +16.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.32% | 35,795 | $1.9M | Reduce -14.4% |
| COST Costco Wholesale Corp. | 0.30% | 1,826 | $1.7M | Add +0.9% |
| EXR Extra Space Storage Inc. | 0.28% | 11,060 | $1.6M | Reduce -0.5% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.28% | 27,977 | $1.6M | Reduce -3.5% |
| MTUM iShares MSCI USA Momentum Fa | 0.28% | 7,938 | $1.6M | Add +0.0% |
| UNP Union Pacific Corp. | 0.28% | 6,764 | $1.6M | Reduce -1.6% |
| IJS iShares S&P Small-Cap 600 Va | 0.27% | 15,873 | $1.5M | Add +0.8% |
| TSLA Tesla Inc. | 0.25% | 5,500 | $1.4M | Reduce -1.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.23% | 14,494 | $1.4M | Reduce -1.7% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.21% | 42,581 | $1.2M | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.20% | 33,157 | $1.2M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.20% | 1,396 | $1.2M | Reduce -0.7% |
| PEP Pepsico Inc. | 0.18% | 7,012 | $1.1M | Reduce -0.1% |
| WMT Walmart Inc. | 0.18% | 11,971 | $1.1M | Add +5.5% |
| VLUE iShares MSCI USA Value Facto | 0.18% | 9,653 | $1.0M | Add +1.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.17% | 15,963 | $1.0M | Reduce -3.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.17% | 3,868 | $994K | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.17% | 6,383 | $987K | Reduce -8.2% |
| IWC iShares Micro-Cap ETF | 0.17% | 8,856 | $982K | Reduce -4.5% |
| AGG iShares Core U.S. Aggregate | 0.17% | 9,722 | $962K | Reduce -31.0% |
| SUB iShares Short-Term National | 0.16% | 8,818 | $931K | Add +4.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 4,922 | $917K | Reduce -8.9% |
| NOW ServiceNow Inc. | 0.16% | 1,145 | $912K | Add +1.3% |
| TDY Teledyne Technologies Inc. | 0.15% | 1,782 | $887K | No change |
| CI The Cigna Group | 0.15% | 2,655 | $873K | Add +0.4% |
| MA Mastercard Inc. Class A | 0.14% | 1,492 | $818K | Reduce -3.8% |
| META Meta Platforms Inc. Class A | 0.14% | 1,393 | $803K | Add +3.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.14% | 22,584 | $789K | Reduce -0.7% |
| MUB iShares National Muni Bond E | 0.13% | 7,233 | $763K | Reduce -12.0% |
| PG The Procter & Gamble Co. | 0.13% | 4,445 | $758K | Reduce -0.2% |
| EFA iShares MSCI Eafe ETF | 0.12% | 8,464 | $692K | Reduce -12.5% |
| GOOG Alphabet Inc. Class C | 0.12% | 4,407 | $688K | Add +1.9% |
| ZION Zions Bancorp NA | 0.12% | 13,759 | $686K | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 1,204 | $674K | Reduce -8.0% |
| DFSV Dimensional US Small Cap Val | 0.11% | 23,124 | $651K | Reduce -9.8% |
| SNFCA Security Natl Finl Corp. Class A | 0.11% | 53,483 | $647K | Add +73.9% |
| ICSH iShares Ultra Short Duration | 0.11% | 12,553 | $636K | Add +1155.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 2,393 | $619K | Add +4.2% |
| MCD McDonald's Corp. | 0.10% | 1,899 | $593K | Add +0.3% |
| V Visa Inc. Class A | 0.10% | 1,646 | $577K | Reduce -12.0% |
| JNJ Johnson & Johnson | 0.09% | 3,320 | $551K | Add +0.1% |
| ZSEP Innovator Edp ETF - 1 YR Sep | 0.09% | 20,850 | $520K | No change |
| VFMF Vanguard US Multifactor ETF | 0.09% | 4,104 | $518K | Add +0.1% |
| WFC Wells Fargo & Co. | 0.09% | 7,111 | $510K | Reduce -0.7% |
| SCHX Schwab US Large-Cap ETF | 0.09% | 22,482 | $496K | No change |
| XLK SS Technology Select Sector | 0.08% | 2,375 | $490K | Add +0.1% |
| IXN iShares Global Tech ETF | 0.08% | 6,367 | $482K | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 2,159 | $479K | No change |
| AVGO Broadcom Inc. | 0.08% | 2,856 | $478K | Add +26.6% |
| IHI iShares U.S. Medical Devices | 0.08% | 7,834 | $472K | Reduce -0.8% |
| CVX Chevron Corp. | 0.08% | 2,814 | $471K | Add +0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.08% | 2,386 | $463K | Reduce -4.8% |
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 | No change |
Total filed on the 13F, all lines: $580.8M.
Portfolio Sells Q4 2024 → Q1 2025
| EFG iShares MSCI Eafe Growth ETF | Reduce -42.7% | 1.76% | −1.16 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -8.4% | 7.53% | −0.93 |
| IVV iShares Core S&P 500 ETF | Reduce -1.1% | 12.91% | −0.52 |
| IFRA iShares US Infrastructure | Reduce -96.6% | 0.01% | −0.34 |
| IJH iShares Core S&P Midcap ETF | Reduce -13.4% | 1.39% | −0.29 |
| EFV iShares MSCI Eafe Value ETF | Reduce -21.2% | 2.51% | −0.27 |
| DFAS Dimensional US Small Cap ETF | Reduce -18.6% | 0.64% | −0.20 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -14.9% | 1.18% | −0.19 |
| TSLA Tesla Inc. | Reduce -1.2% | 0.25% | −0.13 |
| MSFT Microsoft Corp. | Reduce -0.6% | 1.05% | −0.11 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.0% | 3.04% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -90.6% | 0.01% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.2% | 0.55% | −0.08 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 0.48% | −0.07 |
| AVGE Avantis All Eqty Mrkts ETF | Reduce -58.8% | 0.05% | −0.07 |
| AGG iShares Core U.S. Aggregate | Reduce -31.0% | 0.17% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -8.2% | 0.17% | −0.05 |
| MSI Motorola Solutions Inc. | Reduce -98.7% | 0.00% | −0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -14.4% | 0.32% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Reduce -1.6% | 0.68% | −0.04 |
| GSBD Goldman Sachs BDC Inc. | Reduce -98.8% | 0.00% | −0.04 |
| IWC iShares Micro-Cap ETF | Reduce -4.5% | 0.17% | −0.04 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.03 |
| LRGF iShares US Equity Factor ETF | Reduce -4.6% | 0.38% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -42.2% | 0.04% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -8.9% | 0.16% | −0.02 |
| BOND PIMCO Active Bond Exchange-T | Reduce -29.3% | 0.06% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -7.0% | 0.58% | −0.02 |
| DFSV Dimensional US Small Cap Val | Reduce -9.8% | 0.11% | −0.02 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.02 |
| EXPD Expeditors Intl Wash Inc. | Reduce -90.2% | 0.00% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -12.0% | 0.13% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Reduce -67.0% | 0.01% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -39.7% | 0.03% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.0% | 0.12% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -7.4% | 0.06% | −0.01 |
| CRM Salesforce Inc. | Reduce -36.6% | 0.01% | −0.01 |
| DAL Delta Air Lines Inc. | Reduce -2.5% | 0.03% | −0.01 |
| AMD Advanced Micro Devices | Reduce -4.3% | 0.05% | −0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -1.5% | 0.20% | −0.01 |
| ORCL Oracle Corp. | Reduce -4.8% | 0.04% | −0.01 |
| QSR Restaurant Brands Intern | Reduce -99.1% | 0.00% | −0.01 |
| DFCF Dimensional Core Fixed Inc. | Reduce -29.5% | 0.03% | −0.01 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -88.7% | 0.00% | −0.01 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Sold out | 0.00% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -64.1% | 0.01% | −0.01 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.01 |
| GLD SPDR Gold Shares | Reduce -26.9% | 0.07% | −0.01 |
| BXSL Blackstone Secured Lending F | Reduce -79.4% | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| XLG Invesco S&P 500 Top 50 ETF | New | 0.96% | +0.96 |
| IVE iShares S&P 500 Value ETF | Add +47.9% | 2.79% | +0.94 |
| QUAL iShares MSCI USA Quality Fac | Add +20.7% | 4.29% | +0.65 |
| IEMG iShares Core MSCI Emerging | Add +54.0% | 1.43% | +0.55 |
| GLDM SPDR Gold Minishares Trust | Add +107.9% | 0.89% | +0.53 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +22729.0% | 0.53% | +0.53 |
| DFAI Dimensional International Co. | Add +2.9% | 4.02% | +0.44 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.1% | 1.94% | +0.19 |
| FBND Fidelity Total Bond ETF | Add +4.4% | 1.92% | +0.15 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +12.7% | 1.31% | +0.11 |
| ICSH iShares Ultra Short Duration | Add +1155.3% | 0.11% | +0.10 |
| IXUS iShares Core Intl Stock ETF | Add +0.4% | 1.26% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.7% | 0.44% | +0.09 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +5.7% | 3.25% | +0.08 |
| VCRM Vanguard Core Tax-Ex Bond | Add +9.2% | 0.72% | +0.07 |
| DFAW Dimensional World Eqty ETF | Add +3.8% | 1.54% | +0.06 |
| SNFCA Security Natl Finl Corp. Class A | Add +73.9% | 0.11% | +0.05 |
| DFUS Dimensional US Eq MKT ETF | Add +16.0% | 0.34% | +0.04 |
| DFNM Dimensional National Muni BD | Add +89.8% | 0.07% | +0.03 |
| STIP iShares 0-5 Year Tips Bond E | Add +0.6% | 0.58% | +0.03 |
| CI The Cigna Group | Add +0.4% | 0.15% | +0.03 |
| UDEC Innovator U.S. Equity Ultra | New | 0.03% | +0.03 |
| DFAX Dimensional World Ex US Core | Add +0.1% | 0.37% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +0.1% | 0.49% | +0.02 |
| SPMO Invesco S&P 500 Momentum ETF | Add +2.8% | 0.99% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +34.7% | 0.07% | +0.02 |
| COST Costco Wholesale Corp. | Add +0.9% | 0.30% | +0.02 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +147.0% | 0.03% | +0.02 |
| IBTI iShares Ibonds Dec 2028 Term | Add +66.3% | 0.04% | +0.02 |
| IBTF iShares Ibonds Dec 2025 Term | Add +66.7% | 0.04% | +0.02 |
| JNJ Johnson & Johnson | Add +0.1% | 0.09% | +0.01 |
| CVX Chevron Corp. | Add +0.4% | 0.08% | +0.01 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +45.4% | 0.04% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +8.0% | 0.04% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +65.3% | 0.02% | +0.01 |
| SUB iShares Short-Term National | Add +4.8% | 0.16% | +0.01 |
| IBTG iShares Ibonds Dec 2026 Term | Add +15.9% | 0.07% | +0.01 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +52.3% | 0.03% | +0.01 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +52.6% | 0.03% | +0.01 |
| IBTH iShares Ibonds Dec 2027 Term | Add +51.7% | 0.03% | +0.01 |
| DFAU Dimensional US Core Equity M | Add +3.8% | 2.65% | +0.01 |
| IBDR iShares Ibonds Dec 2026 Term | Add +44.4% | 0.03% | +0.01 |
| MCD McDonald's Corp. | Add +0.3% | 0.10% | +0.01 |
| UFEB Innovator U.S. Equity Ultra | New | 0.01% | +0.01 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.01% | +0.01 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.01% | +0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.01% | +0.01 |
| ZMAR Inovatr E D PRCT ETF - 1 Mar | New | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +5.5% | 0.18% | +0.01 |
| T AT&T Inc. | Add +1.1% | 0.03% | +0.01 |
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 |