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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 65 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 PCTY PAYLOCITY HLDG CORP Technology 32.0 $3K NEW $104.53 +46.7%
1282 RVTY REVVITY INC Healthcare 30.0 $3K NEW $111.27 +12.1%
1283 QFIN QFIN HOLDINGS INC Financial Services 210.0 $3K NEW $15.81 -26.8%
1284 ROKU ROKU INC Communication Services 24.0 $3K NEW $138.17 +14.0%
1285 GPC GENUINE PARTS CO Consumer Cyclical 28.0 $3K NEW $118.00 +13.5%
1286 ESI ELEMENT SOLUTIONS INC Basic Materials 69.0 $3K NEW $47.75 -26.1%
1287 VBK VANGUARD INDEX FDS 9.0 $3K NEW $365.78 -1.9%
1288 NYT NEW YORK TIMES CO MTN BE Communication Services 47.0 $3K NEW $70.00 -6.2%
1289 AVT AVNET INC Technology 37.0 $3K NEW $88.84 -0.2%
1290 GEN GEN DIGITAL INC Technology 132.0 $3K NEW $24.89 +16.2%
1291 ANGX ANGEL STUDIOS INC. Communication Services 893.0 $3K NEW $3.67 +18.1%
1292 CBT CABOT CORP Basic Materials 36.0 $3K NEW $90.83 -6.2%
1293 BKLN INVESCO EXCH TRADED FD TR II 160.0 $3K NEW $20.38 +1.1%
1294 DPZ DOMINOS PIZZA INC Consumer Cyclical 11.0 $3K NEW $296.09 +15.5%
1295 IMO IMPERIAL OIL LTD Energy 29.0 $3K NEW $112.03 +23.2%
1296 ZTO ZTO EXPRESS CAYMAN INC Industrials 145.0 $3K NEW $22.39 -4.5%
1297 IVZ INVESCO LTD Financial Services 123.0 $3K NEW $26.39 +21.3%
1298 TNK TEEKAY TANKERS LTD Energy 50.0 $3K NEW $64.88 +40.3%
1299 SBSI SOUTHSIDE BANCSHARES INC Financial Services 92.0 $3K NEW $35.20 -8.9%
1300 SNA SNAP ON INC Industrials 8.0 $3K NEW $402.50 -2.3%
Page 65 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%