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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 26 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 VLO VALERO ENERGY CORP Energy 143.0 $37K 0.00% NEW $260.44 +33.1%
502 LPLA LPL FINL HLDGS INC Financial Services 132.0 $37K 0.00% NEW $281.68 +26.5%
503 BMY BRISTOL-MYERS SQUIBB CO Healthcare 640.0 $37K 0.00% NEW $57.62 +15.3%
504 ALC ALCON AG Healthcare 547.0 $37K 0.00% NEW $67.10 +10.3%
505 LMT LOCKHEED MARTIN CORP Industrials 72.0 $37K 0.00% NEW $509.47 +12.5%
506 GSIE GOLDMAN SACHS ETF TR 800.0 $37K 0.00% NEW $45.70 +4.6%
507 WRB BERKLEY W R CORP Financial Services 518.0 $37K 0.00% NEW $70.53 -1.0%
508 FROG JFROG LTD Technology 402.0 $37K 0.00% NEW $90.88 -1.0%
509 COF CAPITAL ONE FINL CORP Financial Services 182.0 $37K 0.00% NEW $200.62 +7.5%
510 IDXX IDEXX LABS INC Healthcare 69.0 $36K 0.00% NEW $526.45 +6.1%
511 PAYX PAYCHEX INC Industrials 368.0 $36K 0.00% NEW $98.33 +25.8%
512 STM STMICROELECTRONICS N V Technology 482.0 $36K 0.00% NEW $74.89 -33.0%
513 NDAQ NASDAQ INC Financial Services 456.0 $36K 0.00% NEW $78.82 +25.0%
514 IYK ISHARES TR 494.0 $36K 0.00% NEW $72.73 +3.8%
515 VPU VANGUARD WORLD FD 183.0 $36K 0.00% NEW $195.73 -2.8%
516 SPEM SPDR INDEX SHS FDS 692.0 $36K 0.00% NEW $51.75 +0.5%
517 GM GENERAL MTRS CO Consumer Cyclical 464.0 $36K 0.00% NEW $77.08 +10.9%
518 MDLZ MONDELEZ INTL INC Consumer Defensive 617.0 $36K 0.00% NEW $57.84 +11.7%
519 UAL UNITED AIRLS HLDGS INC Industrials 262.0 $36K 0.00% NEW $135.99 -17.7%
520 MIDCAP FINANCIAL INVSTMNT CO 3,500.0 $35K 0.00% NEW $10.08
Page 26 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%