13F filer

Physician Wealth Advisors

As of Sep 30, 2026 Filed Oct 20, 2026 CIK 1795173 SEC filings ↗

13F Value

$869.4M

Positions

2,440

Top Position

IVV12.6%

Top 5

40.0%

Latest filing changes

vs Jun 30, 2026

1 ACWX iShares MSCI ACWI ex U.S. ETF +55.5%+$24.3M

2 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +6.3%+$6.0M

3 IVV iShares Core S&P 500 ETF +4.1%+$4.3M

4 VFMF Vanguard U.S. Multifactor ETF — ETF Shares +519.4%+$3.4M

5 DFAI Dimensional International Core Equity Market ETF +9.6%+$3.1M

Holdings2,440

#
1	IVV iShares Core S&P 500 ETF	12.6%	$109.7M	+4.1%	143.2K	12.3%	ETF
2	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	11.7%	$102.1M	+6.3%	1.14M	11.2%	ETF
3	ACWX iShares MSCI ACWI ex U.S. ETF	7.8%	$68.0M	+55.5%	899.8K	5.3%	ETF
4	DFAI Dimensional International Core Equity Market ETF	4.0%	$35.1M	+9.6%	846.9K	3.8%	ETF
5	IVW iShares S&P 500 Growth ETF	3.8%	$33.3M	+1.6%	234.4K	3.8%	ETF
6	DYNF iShares U.S. Equity Factor Rotation Active ETF	3.6%	$31.5M	-0.1%	454.4K	3.7%	ETF
7	IVE iShares S&P 500 Value ETF	3.2%	$28.0M	+2.7%	122.6K	3.2%	ETF
8	AAPL Apple	2.5%	$21.3M	+1.2%	64.1K	2.2%	Common Stock
9	ITOT iShares Core S&P Total U.S. Stock Market ETF	2.3%	$20.0M	-6.0%	120.2K	2.5%	ETF
10	DFAU Dimensional US Core Equity Market ETF	2.3%	$19.7M	-0.7%	376.7K	2.3%	ETF
11	DFAE Dimensional Emerging Core Equity Market ETF	1.9%	$16.8M	-33.3%	427.4K	3.1%	ETF
12	FBND Fidelity Total Bond ETF	1.6%	$14.1M	-8.7%	326.0K	1.9%	ETF
13	BAI iShares A.I. Innovation and Tech Active ETF	1.5%	$13.2M	-8.3%	280.4K	1.9%	ETF
14	NVDA NVIDIA	1.4%	$12.3M	+4.1%	54.1K	1.2%	Common Stock
15	IEFA iShares Core MSCI EAFE ETF	1.4%	$12.1M	+0.2%	125.1K	1.4%	ETF
16	IJH iShares Core S&P Mid-Cap ETF	1.2%	$10.4M	-2.5%	144.8K	1.4%	ETF
17	DFAW Dimensional World Equity ETF	1.2%	$10.4M	-4.3%	125.9K	1.3%	ETF
18	VPLS Vanguard Core-Plus Bond ETF — ETF Shares	1.2%	$10.1M	NEW	136.5K	—	ETF
19	THRO Blackrock ETF Trust — Isha US Them ETF	1.0%	$9.1M	+2.6%	206.7K	1.0%	ETF
20	IALT Blackrock ETF Trust — Isha Syst Al ETF	1.0%	$9.0M	+1.9%	301.9K	1.0%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing214

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.