Physician Wealth Advisors, Inc. - Portfolio Stock Holdings
Physician Wealth Advisors, Inc. disclosed 2631 stock positions in a recent SEC 13F filing. $869,363,981 of stock holdings were filed, with the largest holdings including IVV, SPYM, and ACWX. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
2631Est. Stock Holding Value:
$869,363,981Top Stock Holdings By Sector
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Portfolio Stock Holdings - Physician Wealth Advisors, Inc.
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