Institutional Fund
Physician Wealth Advisors, Inc.
Midvale, UTCIK 17951735 filings on record
Portfolio Value
$718.52M
Q1 2026
Holdings
2,057
Reported positions
New Buys
240
Opened this quarter
QoQ Change
-0.0%
from $718.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.6%
- Spdr Series Trust7.2%
- Ishares Tr4.7%
- Dimensional ETF Trust4.1%
- Ishares Tr4.0%
- Dimensional ETF Trust3.7%
- Other63.8%
Portfolio Holdings
2,057 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 138.2K | $90.27M | 12.6% | +1.8K | Added |
| 2 | Spdr Series Trust | 675.2K | $51.68M | 7.2% | +259.4K | Added |
| 3 | Ishares Tr | 491.9K | $33.68M | 4.7% | +491.9K | New |
| 4 | Dimensional ETF Trust | 763.5K | $29.75M | 4.1% | +4.3K | Added |
| 5 | Ishares Tr | 135.2K | $28.54M | 4.0% | −7.2K | Reduced |
| 6 | Dimensional ETF Trust | 779.3K | $26.39M | 3.7% | +36.1K | Added |
| 7 | Blackrock ETF Trust | 435.6K | $25.34M | 3.5% | −85.1K | Reduced |
| 8 | Ishares Tr | 211.4K | $23.91M | 3.3% | +13.7K | Added |
| 9 | Ishares Tr | 128.1K | $18.25M | 2.5% | +1.4K | Added |
| 10 | Dimensional ETF Trust | 381.9K | $17.23M | 2.4% | +1.8K | Added |
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