Physician Wealth Advisors, Inc.: 13F holdings
CIK 17951732026Q2
| Positions | 2,334 |
|---|---|
| Reported value | $837.4m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 137,564 | $103.0m | 12.3% |
| SPYM SPDR SERIES TRUST | 1,069,899 | $94.0m | 11.2% |
| ACWX ISHARES TR | 578,518 | $44.0m | 5.3% |
| DFAI DIMENSIONAL ETF TRUST | 772,680 | $31.9m | 3.8% |
| IWF ISHARES TR | 230,758 | $31.7m | 3.8% |
| DYNF BLACKROCK ETF TRUST | 454,810 | $30.9m | 3.7% |
| IVE ISHARES TR | 119,410 | $27.1m | 3.2% |
| DFAE DIMENSIONAL ETF TRUST | 640,767 | $25.8m | 3.1% |
| ITOT ISHARES TR | 127,829 | $21.0m | 2.5% |
| PAVE DIMENSIONAL ETF TRUST | 379,438 | $19.6m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1795173")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.