Physician Wealth Advisors, Inc. - Portfolio Stock Holdings
Physician Wealth Advisors, Inc. disclosed 2462 stock positions in a recent SEC 13F filing. $837,262,565 of stock holdings were filed, with the largest holdings including IVV, SPYM, and ACWX. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,006,590,538 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
2462Est. Stock Holding Value:
$837,262,565Top Stock Holdings By Sector
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Portfolio Stock Holdings - Physician Wealth Advisors, Inc.
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