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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 40 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DRI DARDEN RESTAURANTS INC Consumer Cyclical 68.0 $14K 0.00% NEW $206.01 +7.6%
782 HBAN HUNTINGTON BANCSHARES INC Financial Services 788.0 $14K 0.00% NEW $17.73 -4.0%
783 NTNX NUTANIX INC Technology 274.0 $14K 0.00% NEW $50.96 +32.7%
784 RNR RENAISSANCERE HLDGS LTD Financial Services 44.0 $14K 0.00% NEW $316.91 +2.1%
785 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 179.0 $14K 0.00% NEW $77.87 -8.1%
786 MAA MID-AMER APT CMNTYS INC Real Estate 100.0 $14K 0.00% NEW $138.94 -5.5%
787 FSS FEDERAL SIGNAL CORP Industrials 108.0 $14K 0.00% NEW $128.49 -4.7%
788 UMC UNITED MICROELECTRONICS CORP Technology 508.0 $14K 0.00% NEW $27.21 -32.6%
789 EWJ ISHARES INC 148.0 $14K 0.00% NEW $93.34 +2.0%
790 DVA DAVITA INC Healthcare 62.0 $14K 0.00% NEW $222.48 -21.9%
791 RDDT REDDIT INC Communication Services 79.0 $14K 0.00% NEW $173.58 -11.7%
792 IBB ISHARES TR 72.0 $14K 0.00% NEW $190.43 +12.1%
793 MKL MARKEL GROUP INC Financial Services 7.0 $14K 0.00% NEW $1953.14 -8.1%
794 IWF ISHARES TR 109.0 $14K 0.00% NEW $123.86 -1.2%
795 DON WISDOMTREE TR 238.0 $13K 0.00% NEW $56.52 +3.1%
796 MSCI MSCI INC Financial Services 24.0 $13K 0.00% NEW $560.04 +0.6%
797 CIFR CIPHER DIGITAL INC Financial Services 540.0 $13K 0.00% NEW $24.50 -35.7%
798 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 443.0 $13K 0.00% NEW $29.75 +17.6%
799 FICO FAIR ISAAC CORP Technology 11.0 $13K 0.00% NEW $1194.82 -1.9%
800 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 45.0 $13K 0.00% NEW $291.18 -10.1%
Page 40 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 40.6%
Financial Services 18.2%
Healthcare 9.6%
Consumer Cyclical 7.5%
Industrials 6.2%
Communication Services 4.5%
Consumer Defensive 4.3%
Real Estate 2.7%
Energy 2.7%
Utilities 2.2%