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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 96 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 WERN WERNER ENTERPRISES INC Industrials 19.0 $829.0 NEW $43.63 -12.8%
1902 LGIH LGI HOMES INC Consumer Cyclical 13.0 $828.0 NEW $63.69 -10.9%
1903 NTCT NETSCOUT SYS INC Technology 19.0 $828.0 NEW $43.58 -12.7%
1904 AISP AIRSHIP AI HLDGS INC Technology 345.0 $825.0 NEW $2.39 -15.1%
1905 NAVN NAVAN INC Technology 36.0 $824.0 NEW $22.89 +24.8%
1906 TWST TWIST BIOSCIENCE CORP Healthcare 8.0 $824.0 NEW $103.00 +32.4%
1907 ALG ALAMO GROUP INC Industrials 5.0 $823.0 NEW $164.60 -1.3%
1908 HTH HILLTOP HLDGS INC Financial Services 21.0 $815.0 NEW $38.81 -0.5%
1909 SCHR SCHWAB STRATEGIC TR 33.0 $814.0 NEW $24.67 -1.0%
1910 SITE CTRS CORP 205.0 $814.0 NEW $3.97
1911 DRD DRDGOLD LIMITED Basic Materials 38.0 $810.0 NEW $21.32 +38.4%
1912 RAMACO RES INC 61.0 $808.0 NEW $13.25
1913 KYMR KYMERA THERAPEUTICS INC Healthcare 7.0 $803.0 NEW $114.71 +5.9%
1914 HXL HEXCEL CORP NEW Industrials 8.0 $801.0 NEW $100.12 -6.0%
1915 APOGEE THERAPEUTICS INC 6.0 $797.0 NEW $132.83
1916 DOLE DOLE PLC Consumer Defensive 58.0 $796.0 NEW $13.72 -2.6%
1917 FOLD HLDGS INC 1,754.0 $796.0 NEW $0.45
1918 GALAXY DIGITAL INC. 29.0 $793.0 NEW $27.34
1919 SJT SAN JUAN BASIN RTY TR Energy 245.0 $787.0 NEW $3.21 -9.7%
1920 XENE XENON PHARMACEUTICALS INC Healthcare 13.0 $785.0 NEW $60.38 -1.1%
Page 96 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%