Physician Wealth Advisors, Inc. - Portfolio overview

Physician Wealth Advisors, Inc. has 2290 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.01%
2. SPYM - SPDR SERIES TRUST, 6.87%
3. ACWX - ISHARES TR, 4.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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