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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 42 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ASH ASHLAND INC Basic Materials 181.0 $12K 0.00% NEW $65.89 +10.3%
822 LNC LINCOLN NATL CORP IND Financial Services 335.0 $12K 0.00% NEW $35.35 +19.2%
823 IGIB ISHARES TR 220.0 $12K 0.00% NEW $53.27 -2.1%
824 HUBS HUBSPOT INC Technology 64.0 $12K 0.00% NEW $182.52 +31.5%
825 BMO BANK MONTREAL MEDIUM Financial Services 66.0 $12K 0.00% NEW $176.71 -1.3%
826 ETG EATON VANCE TX ADV GLBL DIV Financial Services 495.0 $12K 0.00% NEW $23.54 +1.9%
827 NU NU HLDGS LTD Financial Services 868.0 $12K 0.00% NEW $13.36 +9.1%
828 FCOM FIDELITY COVINGTON TRUST 167.0 $12K 0.00% NEW $69.35 +1.2%
829 TXG 10X GENOMICS INC Healthcare 302.0 $12K 0.00% NEW $38.34 +69.8%
830 SWK STANLEY BLACK & DECKER INC Industrials 123.0 $12K 0.00% NEW $94.12 +6.3%
831 IX ORIX CORP Financial Services 303.0 $12K 0.00% NEW $38.04 +1.2%
832 SOLV SOLVENTUM CORP Healthcare 149.0 $11K 0.00% NEW $77.15 +16.1%
833 KT KT CORP Communication Services 662.0 $11K 0.00% NEW $17.28 +9.4%
834 JEPQ J P MORGAN EXCHANGE TRADED F 186.0 $11K 0.00% NEW $61.46 -2.6%
835 CCJ CAMECO CORP Energy 112.0 $11K 0.00% NEW $101.88 +0.6%
836 SCHG SCHWAB STRATEGIC TR 336.0 $11K 0.00% NEW $33.84 +4.4%
837 MFG MIZUHO FINANCIAL GROUP INC Financial Services 1,184.0 $11K 0.00% NEW $9.58 +7.3%
838 KHC KRAFT HEINZ CO Consumer Defensive 479.0 $11K 0.00% NEW $23.62 +8.3%
839 ULTA ULTA BEAUTY INC Consumer Cyclical 25.0 $11K 0.00% NEW $451.00 +15.6%
840 UCTT ULTRA CLEAN HLDGS INC Technology 79.0 $11K 0.00% NEW $142.59 -46.4%
Page 42 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%