Physician Wealth Advisors, Inc.
2,064 holdingsFiling period: 2026-03-31Current AUM: $809.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 138.2K | $90.3M | $103.7M | 12.81% | +1.8K | 2026-03-31 |
| 2 | SPYM | SPDR SERIES TRUST | 675.2K | $51.7M | $59.3M | 7.33% | +259.4K | 2026-03-31 |
| 3 | ACWX | ISHARES TR | 491.9K | $33.7M | $37.0M | 4.57% | -- | 2026-03-31 |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 763.5K | $29.7M | $32.1M | 3.97% | +4.3K | 2026-03-31 |
| 5 | IVE | ISHARES TR | 135.2K | $28.5M | $31.3M | 3.87% | -7,151 | 2026-03-31 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 779.3K | $26.4M | $29.2M | 3.61% | +36.1K | 2026-03-31 |
| 7 | DYNF | BLACKROCK ETF TRUST | 435.6K | $25.3M | $29.4M | 3.63% | -85,143 | 2026-03-31 |
| 8 | IVW | ISHARES TR | 211.4K | $23.9M | $28.6M | 3.53% | +13.7K | 2026-03-31 |
| 9 | ITOT | ISHARES TR | 128.1K | $18.2M | $21.0M | 2.59% | +1.4K | 2026-03-31 |
| 10 | DFAU | DIMENSIONAL ETF TRUST | 381.9K | $17.2M | $19.8M | 2.44% | +1.8K | 2026-03-31 |
| 11 | AAPL | APPLE INC | 62.6K | $15.9M | $19.4M | 2.39% | +340 | 2026-03-31 |
| 12 | QUAL | ISHARES TR | 76.7K | $14.7M | $16.8M | 2.08% | +1.2K | 2026-03-31 |
| 13 | FBND | FIDELITY MERRIMACK STR TR | 317.0K | $14.5M | $14.2M | 1.75% | +32.3K | 2026-03-31 |
| 14 | BAI | BLACKROCK ETF TRUST | 386.3K | $12.7M | $16.0M | 1.97% | +17.2K | 2026-03-31 |
| 15 | SPMO | INVESCO EXCH TRADED FD TR II | 104.7K | $11.7M | $15.1M | 1.86% | +5.6K | 2026-03-31 |
| 16 | IEFA | ISHARES TR | 126.3K | $11.4M | $12.4M | 1.53% | -4,921 | 2026-03-31 |
| 17 | THRO | BLACKROCK ETF TRUST | 315.0K | $11.4M | $13.4M | 1.66% | +20.2K | 2026-03-31 |
| 18 | EFV | ISHARES TR | 152.7K | $11.4M | $12.3M | 1.53% | -116,685 | 2026-03-31 |
| 19 | DFAW | DIMENSIONAL ETF TRUST | 147.9K | $10.9M | $12.3M | 1.52% | -3,503 | 2026-03-31 |
| 20 | MGC | VANGUARD WORLD FD | 44.7K | $10.6M | $12.2M | 1.51% | +1.0K | 2026-03-31 |
| 21 | IJH | ISHARES TR | 148.7K | $10.0M | $11.2M | 1.38% | +2.0K | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 54.1K | $9.4M | $10.9M | 1.34% | +567 | 2026-03-31 |
| 23 | SHLD | GLOBAL X FDS | 124.5K | $8.8M | $7.9M | 0.97% | +41.2K | 2026-03-31 |
| 24 | DGRO | ISHARES TR | 112.4K | $7.9M | $8.8M | 1.08% | -1,573 | 2026-03-31 |
| 25 | IXUS | ISHARES TR | 90.1K | $7.8M | $8.5M | 1.05% | +144 | 2026-03-31 |
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