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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 85 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 CBSH COMMERCE BANCSHARES INC Financial Services 24.0 $1K NEW $57.75 +1.1%
1682 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 179.0 $1K NEW $7.74 +17.5%
1683 VFC V F CORP Consumer Cyclical 83.0 $1K NEW $16.69 -13.9%
1684 PAGS PAGSEGURO DIGITAL LTD Technology 153.0 $1K NEW $9.05 -4.8%
1685 OMC OMNICOM GROUP INC Communication Services 19.0 $1K NEW $72.84 +20.2%
1686 ESAB ESAB CORPORATION Industrials 14.0 $1K NEW $98.64 -17.5%
1687 FULT FULTON FINL CORP PA Financial Services 57.0 $1K NEW $24.19 -2.3%
1688 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 16.0 $1K NEW $86.00 -14.3%
1689 RPAY REPAY HLDGS CORP Technology 327.0 $1K NEW $4.20 -4.6%
1690 PSMT PRICESMART INC Consumer Defensive 7.0 $1K NEW $195.43 -11.5%
1691 TXNM ENERGY INC 24.0 $1K NEW $56.79
1692 RNST RENASANT CORP Financial Services 32.0 $1K NEW $42.56 -2.5%
1693 ROP ROPER TECHNOLOGIES INC Industrials 4.0 $1K NEW $338.50 +21.7%
1694 TEI TEMPLETON EMERGING MKTS INCO Financial Services 200.0 $1K NEW $6.74 +1.6%
1695 ZYMEWORKS INC 51.0 $1K NEW $26.16
1696 MATIV HOLDINGS INC 175.0 $1K NEW $7.57
1697 EBS EMERGENT BIOSOLUTIONS INC Healthcare 158.0 $1K NEW $8.39 -39.4%
1698 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 13.0 $1K NEW $101.92 +10.4%
1699 NIC NICOLET BANKSHARES INC Financial Services 8.0 $1K NEW $165.50 +4.7%
1700 BSBR BANCO SANTANDER BRASIL S A Financial Services 252.0 $1K NEW $5.25 +9.3%
Page 85 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%