Physician Wealth Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Physician Wealth Advisors, Inc. reported 2,055 stock positions worth $718.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.6% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 7.2%) and iShares MSCI Acwi Ex US ETF (ACWX, 4.7%). Compared with Q4 2025, it opened 236 new positions, sold out of 207, added to 677 and reduced 405. The biggest buy was a new position in iShares MSCI Acwi Ex US ETF (ACWX) and the biggest sale Invesco S&P 500 Top 50 ETF (XLG, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- MIDVALE, UT
- CIK
- 0001795173
- Portfolio Value
- $718.5M (Q1 2026)
- SEC Filing
- 0001795173-26-000003 ↗ filed Apr 24, 2026
Holdings Value
Holdings 2,055 stocks · $718.5M
| IVV iShares Core S&P 500 ETF | 12.56% | 138,197 | $90.3M | Add +1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.19% | 675,168 | $51.7M | Add +62.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 4.69% | 491,882 | $33.7M | New |
| DFAI Dimensional International Co. | 4.14% | 763,480 | $29.7M | Add +0.6% |
| IVE iShares S&P 500 Value ETF | 3.97% | 135,184 | $28.5M | Reduce -5.0% |
| DFAE Dimensional Emerging Core Eq | 3.67% | 779,259 | $26.4M | Add +4.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.53% | 435,609 | $25.3M | Reduce -16.4% |
| IVW iShares S&P 500 Growth ETF | 3.33% | 211,406 | $23.9M | Add +6.9% |
| ITOT iShares Core S&P Total U.S. | 2.54% | 128,127 | $18.2M | Add +1.1% |
| DFAU Dimensional US Core Equity M | 2.40% | 381,858 | $17.2M | Add +0.5% |
| AAPL Apple Inc. | 2.21% | 62,645 | $15.9M | Add +0.6% |
| QUAL iShares MSCI USA Quality Fac | 2.05% | 76,659 | $14.7M | Add +1.6% |
| FBND Fidelity Total Bond ETF | 2.01% | 316,985 | $14.5M | Add +11.3% |
| BAI Ishrs AI in and Tech Act ETF | 1.77% | 386,284 | $12.7M | Add +4.7% |
| SPMO Invesco S&P 500 Momentum ETF | 1.63% | 104,690 | $11.7M | Add +5.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.59% | 126,253 | $11.4M | Reduce -3.8% |
| THRO iShares U.S. Thematic Rotati | 1.59% | 314,985 | $11.4M | Add +6.8% |
| EFV iShares MSCI Eafe Value ETF | 1.58% | 152,689 | $11.4M | Reduce -43.3% |
| DFAW Dimensional World Eqty ETF | 1.52% | 147,895 | $10.9M | Reduce -2.3% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.47% | 44,727 | $10.6M | Add +2.4% |
| IJH iShares Core S&P Midcap ETF | 1.40% | 148,714 | $10.0M | Add +1.4% |
| NVDA Nvidia Corp. | 1.31% | 54,053 | $9.4M | Add +1.1% |
| SHLD Global X Defense Tech ETF | 1.23% | 124,454 | $8.8M | Add +49.5% |
| DGRO iShares Core Dividend Growth | 1.10% | 112,398 | $7.9M | Reduce -1.4% |
| IXUS iShares Core Intl Stock ETF | 1.09% | 90,142 | $7.8M | Add +0.2% |
| VCRM Vanguard Core Tax-Ex Bond | 0.91% | 87,225 | $6.6M | Add +7.0% |
| MSFT Microsoft Corp. | 0.82% | 15,846 | $5.9M | Add +11.1% |
| DFAS Dimensional US Small Cap ETF | 0.75% | 75,992 | $5.4M | Add +1.1% |
| DFAC Dimensional US Core Equity 2 | 0.75% | 138,826 | $5.4M | Reduce -0.6% |
| ESGU iShares ESG Aware MSCI USA | 0.70% | 35,584 | $5.0M | Add +5.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.62% | 42,785 | $4.4M | Reduce -1.4% |
| DFCF Dimensional Core Fixed Inc. | 0.60% | 102,761 | $4.3M | Add +321.2% |
| FREL Fidelity MSCI RL Est Indx | 0.60% | 159,940 | $4.3M | Reduce -0.2% |
| HQY Healthequity Inc. | 0.55% | 47,049 | $3.9M | Add +0.0% |
| VGT Vanguard Info Tech ETF | 0.54% | 5,511 | $3.8M | Add +6.5% |
| IJR iShares Core S&P Small-Cap E | 0.50% | 28,965 | $3.6M | Reduce -2.0% |
| LRGF iShares US Equity Factor ETF | 0.45% | 49,322 | $3.3M | Add +3.3% |
| AMZN Amazon.com Inc. | 0.44% | 15,110 | $3.1M | Add +2.0% |
| VOO Vanguard S&P 500 ETF | 0.43% | 5,210 | $3.1M | Add +1.7% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.42% | 33,362 | $3.0M | Reduce -3.0% |
| GLDM SPDR Gold Minishares Trust | 0.41% | 31,558 | $2.9M | Reduce -65.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 4,742 | $2.7M | Add +2.1% |
| SCHD Schwab US DVD Equity ETF | 0.36% | 85,371 | $2.6M | Add +3.3% |
| DFAX Dimensional World Ex US Core | 0.35% | 74,338 | $2.5M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.35% | 8,630 | $2.5M | Add +2.4% |
| IEMG iShares Core MSCI Emerging | 0.34% | 34,885 | $2.4M | Reduce -86.1% |
| DFUS Dimensional US Eq MKT ETF | 0.34% | 34,152 | $2.4M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 4,474 | $2.1M | Reduce -2.7% |
| TSLA Tesla Inc. | 0.29% | 5,689 | $2.1M | Reduce -4.1% |
| GBCI Glacier Bancorp Inc. | 0.27% | 44,091 | $2.0M | Add +367325.0% |
| COST Costco Wholesale Corp. | 0.26% | 1,902 | $1.9M | Add +3.3% |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.26% | 42,581 | $1.9M | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.26% | 7,786 | $1.9M | Reduce -0.5% |
| WMT Walmart Inc. | 0.25% | 14,739 | $1.8M | Add +3.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.24% | 14,335 | $1.7M | Reduce -3.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.21% | 13,413 | $1.5M | Reduce -5.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.21% | 4,980 | $1.5M | Add +0.9% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.21% | 22,951 | $1.5M | Reduce -2.4% |
| EXR Extra Space Storage Inc. | 0.20% | 10,912 | $1.4M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.19% | 4,823 | $1.4M | Add +0.0% |
| VLUE iShares MSCI USA Value Facto | 0.19% | 9,584 | $1.4M | Add +6.5% |
| MUB iShares National Muni Bond E | 0.19% | 12,686 | $1.3M | Add +21.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.18% | 14,244 | $1.3M | Add +8.0% |
| ZION Zions Bancorp NA | 0.18% | 22,464 | $1.3M | Add +63.2% |
| DFSU Dimensional US Sus CORE1 ETF | 0.18% | 31,383 | $1.3M | Add +2.5% |
| IWC iShares Micro-Cap ETF | 0.17% | 7,743 | $1.2M | Reduce -2.2% |
| VNQ Vanguard Real Estate ETF | 0.17% | 13,824 | $1.2M | Add +0.4% |
| SIL Global X Silver Miners ETF | 0.17% | 13,195 | $1.2M | Add +0.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.16% | 25,160 | $1.1M | Add +12.7% |
| META Meta Platforms Inc. Class A | 0.15% | 1,941 | $1.1M | Add +11.6% |
| AVGO Broadcom Inc. | 0.15% | 3,584 | $1.1M | Add +4.5% |
| TDY Teledyne Technologies Inc. | 0.15% | 1,783 | $1.1M | Add +0.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.14% | 13,044 | $1.0M | Reduce -2.7% |
| WFC Wells Fargo & Co. | 0.12% | 11,106 | $884K | Add +98.3% |
| LLY Eli Lilly & Co. | 0.12% | 954 | $877K | Add +4.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 2,463 | $832K | Add +4.3% |
| V Visa Inc. Class A | 0.11% | 2,712 | $820K | Add +69.2% |
| JNJ Johnson & Johnson | 0.11% | 3,329 | $814K | Add +5.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 3,589 | $780K | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 1,198 | $779K | No change |
| AGG iShares Core U.S. Aggregate | 0.10% | 7,531 | $748K | Reduce -3.9% |
| MA Mastercard Inc. Class A | 0.10% | 1,482 | $741K | Reduce -1.1% |
| DFNM Dimensional National Muni BD | 0.10% | 15,288 | $733K | Add +0.3% |
| CI The Cigna Group | 0.10% | 2,737 | $730K | Add +2.6% |
| JPM JPMorgan Chase & Co. | 0.10% | 2,385 | $702K | Add +0.7% |
| DFSV Dimensional US Small Cap Val | 0.10% | 19,767 | $693K | Add +0.6% |
| CVX Chevron Corp. | 0.09% | 3,260 | $674K | Add +6.4% |
| AMD Advanced Micro Devices | 0.09% | 3,296 | $670K | Reduce -23.3% |
| MCD McDonald's Corp. | 0.09% | 2,099 | $652K | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.09% | 909 | $644K | Add +6.1% |
| XLK SS Technology Select Sector | 0.09% | 4,768 | $634K | Add +0.1% |
| IXN iShares Global Tech ETF | 0.09% | 6,202 | $620K | Add +5.3% |
| NOW ServiceNow Inc. | 0.08% | 5,803 | $607K | Add +4.9% |
| DDFS Innovato Equ Du Di 15 Bu ETF | 0.08% | 28,554 | $603K | Add +0.1% |
| TQQQ Proshares Ultrapro QQQ | 0.08% | 14,248 | $594K | Reduce -2.7% |
| VFMF Vanguard US Multifactor ETF | 0.08% | 3,809 | $591K | Add +0.0% |
| GLD SPDR Gold Shares | 0.08% | 1,362 | $586K | Add +0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.08% | 2,030 | $583K | Add +0.6% |
| SUB iShares Short-Term National | 0.08% | 5,361 | $571K | Reduce -4.0% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 3,799 | $556K | Reduce -4.1% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $18K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 157 | $11K | No change |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | 300 | $7K | No change |
Total filed on the 13F, all lines: $718.5M.
Portfolio Sells Q4 2025 → Q1 2026
| XLG Invesco S&P 500 Top 50 ETF | Reduce -98.8% | 0.04% | −3.36 |
| IEMG iShares Core MSCI Emerging | Reduce -86.1% | 0.34% | −2.00 |
| EFV iShares MSCI Eafe Value ETF | Reduce -43.3% | 1.58% | −1.10 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -16.4% | 3.53% | −0.88 |
| GLDM SPDR Gold Minishares Trust | Reduce -65.5% | 0.41% | −0.68 |
| IVE iShares S&P 500 Value ETF | Reduce -5.0% | 3.97% | −0.23 |
| TSLA Tesla Inc. | Reduce -4.1% | 0.29% | −0.08 |
| GSBD Goldman Sachs BDC Inc. | Reduce -99.3% | 0.00% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.8% | 1.59% | −0.04 |
| DFAW Dimensional World Eqty ETF | Reduce -2.3% | 1.52% | −0.04 |
| BXSL Blackstone Secured Lending F | Sold out | 0.00% | −0.04 |
| AMD Advanced Micro Devices | Reduce -23.3% | 0.09% | −0.03 |
| SYK Stryker Corp. | Reduce -67.9% | 0.01% | −0.03 |
| SBUX Starbucks Corp. | Reduce -75.7% | 0.01% | −0.03 |
| TQQQ Proshares Ultrapro QQQ | Reduce -2.7% | 0.08% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 0.30% | −0.02 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -50.7% | 0.02% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -42.1% | 0.08% | −0.02 |
| USXF iShares ESG Advance MSCI USA | Reduce -29.3% | 0.05% | −0.02 |
| EUSB Ishr ESG Advn Universal BD-$ | Reduce -90.6% | 0.00% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -44.3% | 0.02% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.1% | 0.08% | −0.02 |
| VMRK Vivmark Residential | Reduce -95.6% | 0.00% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.6% | 0.75% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -6.7% | 0.04% | −0.02 |
| AXP American Express Co. | Reduce -4.9% | 0.06% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -5.4% | 0.21% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -1.1% | 0.10% | −0.02 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -47.6% | 0.02% | −0.01 |
| INTU Intuit Inc. | Reduce -13.4% | 0.02% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -10.2% | 0.07% | −0.01 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -0.5% | 0.26% | −0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -86.4% | 0.00% | −0.01 |
| SPGI S&P Global Inc. | Reduce -15.0% | 0.02% | −0.01 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -45.9% | 0.01% | −0.01 |
| IBTI iShares Ibonds Dec 2028 Term | Reduce -33.3% | 0.02% | −0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Sold out | 0.00% | −0.01 |
| LULU Lululemon Athletica Inc. | Reduce -21.8% | 0.01% | −0.01 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.01 |
| OEF iShares S&P 100 ETF | Reduce -69.9% | 0.00% | −0.01 |
| SQM Quimica Y Minera Chil-SP ADR | Reduce -97.8% | 0.00% | −0.01 |
| BAC Bank of America Corp. | Reduce -1.1% | 0.06% | −0.01 |
| AVGE Avantis All Eqty Mrkts ETF | Reduce -22.8% | 0.03% | −0.01 |
| MELI MercadoLibre Inc. | Reduce -22.5% | 0.01% | −0.01 |
| BX Blackstone Inc. | Reduce -5.4% | 0.02% | −0.01 |
| SLV iShares Silver Trust | Reduce -24.5% | 0.03% | −0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -27.7% | 0.02% | −0.01 |
| UFEB Innovator U.S. Equity Ultra | Reduce -20.6% | 0.02% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -13.0% | 0.01% | −0.01 |
| ACN Accenture PLC Class A | Reduce -29.5% | 0.01% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| ACWX iShares MSCI Acwi Ex US ETF | New | 4.69% | +4.69 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +62.4% | 7.19% | +2.55 |
| SHLD Global X Defense Tech ETF | Add +49.5% | 1.23% | +0.48 |
| DFCF Dimensional Core Fixed Inc. | Add +321.2% | 0.60% | +0.46 |
| DFAE Dimensional Emerging Core Eq | Add +4.9% | 3.67% | +0.30 |
| GBCI Glacier Bancorp Inc. | Add +367325.0% | 0.27% | +0.27 |
| FBND Fidelity Total Bond ETF | Add +11.3% | 2.01% | +0.19 |
| DFAI Dimensional International Co. | Add +0.6% | 4.14% | +0.11 |
| ZION Zions Bancorp NA | Add +63.2% | 0.18% | +0.07 |
| BAI Ishrs AI in and Tech Act ETF | Add +4.7% | 1.77% | +0.06 |
| VCRM Vanguard Core Tax-Ex Bond | Add +7.0% | 0.91% | +0.06 |
| WFC Wells Fargo & Co. | Add +98.3% | 0.12% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +1.4% | 1.40% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +3.3% | 0.36% | +0.05 |
| COST Costco Wholesale Corp. | Add +3.3% | 0.26% | +0.04 |
| CSCO Cisco Systems Inc. | Add +107.8% | 0.08% | +0.04 |
| V Visa Inc. Class A | Add +69.2% | 0.11% | +0.04 |
| WMT Walmart Inc. | Add +3.5% | 0.25% | +0.03 |
| MUB iShares National Muni Bond E | Add +21.1% | 0.19% | +0.03 |
| CVX Chevron Corp. | Add +6.4% | 0.09% | +0.03 |
| IXUS iShares Core Intl Stock ETF | Add +0.2% | 1.09% | +0.03 |
| GEV GE Vernova Inc. | Add +36.3% | 0.06% | +0.03 |
| TDY Teledyne Technologies Inc. | Add +0.1% | 0.15% | +0.02 |
| DFAS Dimensional US Small Cap ETF | Add +1.1% | 0.75% | +0.02 |
| XOM Exxon Mobil Corp. | Add +2.6% | 0.07% | +0.02 |
| JNJ Johnson & Johnson | Add +5.8% | 0.11% | +0.02 |
| ESGE iShares Inc. iShares ESG Awar | Add +12.7% | 0.16% | +0.02 |
| CAT Caterpillar Inc. | Add +6.1% | 0.09% | +0.02 |
| VOOV Vanguard S&P 500 Value ETF | New | 0.02% | +0.02 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +484.0% | 0.02% | +0.02 |
| VLUE iShares MSCI USA Value Facto | Add +6.5% | 0.19% | +0.02 |
| COP Conocophillips | Add +4.3% | 0.06% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +194.2% | 0.03% | +0.02 |
| LCTU iShares U.S. Carbon Transiti | Add +378.0% | 0.02% | +0.02 |
| MDT Medtronic PLC | Add +76.0% | 0.05% | +0.02 |
| DIS The Walt Disney Co. | Add +68.2% | 0.06% | +0.02 |
| INTC Intel Corp. | Add +30.4% | 0.05% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.3% | 0.12% | +0.02 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +214.5% | 0.02% | +0.02 |
| FAF First American Financial | Add +517.5% | 0.02% | +0.01 |
| GE General Electric | Add +44.1% | 0.06% | +0.01 |
| BE Bloom Energy Corp. Class A | Add +2063.9% | 0.01% | +0.01 |
| UJAN Innovator U.S. Equity Ultra | Add +392.5% | 0.02% | +0.01 |
| SFLR Innovator Eqty MGD Floor ETF | New | 0.01% | +0.01 |
| DDFJ Innovator Ed D15 Buff Jan | New | 0.01% | +0.01 |
| DFAX Dimensional World Ex US Core | Add +0.0% | 0.35% | +0.01 |
| SIL Global X Silver Miners ETF | Add +0.4% | 0.17% | +0.01 |
| MRK Merck & Co. Inc. | Add +4.5% | 0.08% | +0.01 |
| MU Micron Technology Inc. | Add +54.2% | 0.03% | +0.01 |
| HUN Huntsman Corp. | Add +0.3% | 0.05% | +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 |