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Portfolio (Quarterly) Guide ↗

Physician Wealth Advisors, Inc.

· CIK 0001795173
13F Portfolio $837M AUM 12,601 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2334 New
Page 19 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SYY SYSCO CORP Consumer Defensive 895.0 $75K 0.01% NEW $83.58 -1.3%
362 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 231.0 $73K 0.01% NEW $316.97 -5.2%
363 CDNS CADENCE DESIGN SYSTEM INC Technology 194.0 $73K 0.01% NEW $375.32 -16.1%
364 WAT WATERS CORP Healthcare 193.0 $72K 0.01% NEW $375.04 +10.9%
365 SHEL SHELL PLC Energy 933.0 $72K 0.01% NEW $77.54 +19.6%
366 KIM KIMCO REALTY CORP Real Estate 2,845.0 $72K 0.01% NEW $25.35 -4.1%
367 CLH CLEAN HARBORS INC Industrials 241.0 $72K 0.01% NEW $298.75 +8.9%
368 XLE SELECT SECTOR SPDR TR 1,353.0 $72K 0.01% NEW $53.12 +19.7%
369 ALV AUTOLIV INC Consumer Cyclical 618.0 $72K 0.01% NEW $116.17 +5.2%
370 ALL ALLSTATE CORP Financial Services 301.0 $72K 0.01% NEW $237.94 +9.2%
371 BXSL BLACKSTONE SECD LENDING FD Financial Services 3,000.0 $71K 0.01% NEW $23.71 +3.6%
372 VYM VANGUARD WHITEHALL FDS 450.0 $71K 0.01% NEW $158.03 +4.6%
373 BNDX VANGUARD CHARLOTTE FDS 1,462.0 $71K 0.01% NEW $48.43 -1.4%
374 MTG MGIC INVT CORP WIS Financial Services 2,478.0 $70K 0.01% NEW $28.20 +9.5%
375 ISCG ISHARES TR 1,063.0 $70K 0.01% NEW $65.57 -0.4%
376 PGR PROGRESSIVE CORP Financial Services 319.0 $70K 0.01% NEW $218.45 -0.5%
377 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 1,364.0 $70K 0.01% NEW $51.07 +16.7%
378 DFEV DIMENSIONAL ETF TRUST 1,631.0 $70K 0.01% NEW $42.67 -2.4%
379 ANET ARISTA NETWORKS INC Technology 408.0 $69K 0.01% NEW $169.88 +9.8%
380 FCX FREEPORT MCMORAN INC Basic Materials 1,077.0 $68K 0.01% NEW $62.89 +9.9%
Page 19 of 117  ·  2,334 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.0%
Financial Services 17.9%
Healthcare 9.5%
Consumer Cyclical 7.4%
Industrials 6.1%
Communication Services 5.8%
Consumer Defensive 4.2%
Energy 3.0%
Real Estate 2.6%
Utilities 2.1%