Physician Wealth Advisors, Inc.

CIK 0001795173 · Q2 2026

13F Equity AUM

$837.4M

+16.5% QoQ

Positions

2,209

+214 QoQ

AUM Rank

#3,731

Top 30%

Skill Alpha (FF)

-0.8%/yr^ns

No Clear Edge

Rank #3,908 · Top 47%

vs S&P -2.2%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 36.4%Top 10: 51.2%Top 20: 66.9%

IVV12.3%

SPYM11.2%

ACWX5.3%

DFAI3.8%

IVW3.8%

DYNF3.7%

IVE3.2%

DFAE3.1%

ITOT2.5%

DFAU2.3%

Others (2199)48.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services86.1%

Technology6.2%

Other7.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2209Median: 0.00%Avg: 0.05%

0–0.5%

2174(21.8%)

0.5–1%

13(9.2%)

1–3%

14(22.5%)

3–5%

5(17.6%)

5%+

3(28.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 2,209vs 20 funds

0%Low

2,209

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New426Increased896Decreased459Exited149

New Positions

IALT1.0%

+296K

FMUB0.0%

+6K

VGIT0.0%

+6K

VANGUARD WELLESLEY I…0.0%

+3K

BSVO0.0%

+10K

IBMO0.0%

+5K

AVDV0.0%

+1K

IDEV0.0%

+2K

VGLT0.0%

+4K

IBDW0.0%

+6K

Increased

SPYM11.2%

+395K(+58%)

ACWX5.3%

+87K(+18%)

DFCF0.8%

+57K(+55%)

SHLD1.2%

+45K(+36%)

VGT0.7%

+40K(+734%)

FBND1.9%

+40K(+13%)

IBDS0.1%

+32K(+462%)

IBTH0.1%

+23K(+333%)

IVW3.8%

+19K(+9%)

DYNF3.7%

+19K(+4%)

Decreased

EFV0.1%

-144,106(-94%)

DFAE3.1%

-138,492(-18%)

THRO1.0%

-113,609(-36%)

BAI1.9%

-80,371(-21%)

QUAL0.4%

-62,641(-82%)

SPMO1.6%

-24,366(-23%)

SCHB0.0%

-17,266(-97%)

DFAW1.3%

-16,239(-11%)

IVE3.2%

-15,774(-12%)

PYLD0.0%

-7,550(-100%)

Exited

-573

-1,109

-2,232

-3,000

-1,086

-117

-22

-658

-30

-29

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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