Physician Wealth Advisors
MIDVALE, UTfiles as Physician Wealth Advisors, Inc.
$837m in 2,333 US stocks at the end of 30 June 2026. The top 10 are 51.2% of the money. It changed about 9.2% of the portfolio this quarter.
Value
$837m
Stocks
2,333
Top 10 share
51.2%
Turnover
9.2%
What changed this quarter
New
Bought for the first time this quarter.
- Blackrock ETF TrustIALT1.0% of the fund
- Vanguard Scottsdale FDSVGIT<0.1% of the fund
- Fidelity Merrimack STR TRFMUB<0.1% of the fund
- EA Series TrustBSVO<0.1% of the fund
- Vanguard Wellesley Income FDVBCA<0.1% of the fund
- Vanguard Scottsdale FDSVGLT<0.1% of the fund
- Ishares TRIDEV<0.1% of the fund
- American Centy ETF TRAVDV<0.1% of the fund
- Ishares TRIBMO<0.1% of the fund
- Innovator Etfs TrustZJUN<0.1% of the fund
- Ishares TRIBDX<0.1% of the fund
- Ishares TRIBDW<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Thomson Reuters Corp /canTRI<0.1% of the fund
- Seabridge GoldSA<0.1% of the fund
- Blackstone Secured Lending FundBXSL<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Innovator Etfs TrustNJUN<0.1% of the fund
- Innovator Etfs TrustDDFZ<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- Innovator Etfs TrustDDTZ<0.1% of the fund
- CarnivalCCL<0.1% of the fund
- Markel GroupMKL<0.1% of the fund
- Fair IsaacFICO<0.1% of the fund
Added
Bought more of a stock they already held.
- Spdr Series TrustSPYM11.2% of the fund+58%
- Ishares TRACWX5.3% of the fund+18%
- Ishares TRIVW3.8% of the fund+9%
- Blackrock ETF TrustDYNF3.7% of the fund+4%
- Fidelity Merrimack STR TRFBND1.9% of the fund+13%
- Global X FDSSHLD1.2% of the fund+36%
- Dimensional ETF TrustDFCF0.8% of the fund+55%
- Ishares TRESGU0.7% of the fund+6%
- Vanguard World FDVGT0.7% of the fund+4%
- Vanguard Index FDSVOO0.5% of the fund+23%
- World Gold TRGLDM0.4% of the fund+28%
- TeslaTSLA0.3% of the fund+4%
- Berkshire HathawayBRK-B0.3% of the fund+6%
- AlphabetGOOG0.2% of the fund+2%
- Ishares TREFG0.2% of the fund+3%
- IsharesESGE0.2% of the fund+2%
- Ishares TRMUB0.2% of the fund+2%
- Eli LillyLLY0.1% of the fund+7%
- IntelINTC0.1% of the fund+5%
- CaterpillarCAT0.1% of the fund+6%
- Ishares TRIBDS0.1% of the fund+462%
- Cisco SystemsCSCO0.1% of the fund+6%
- Micron TechnologyMU0.1% of the fund+30%
- JPMorgan ChaseJPM0.1% of the fund+8%
- Vanguard Index FDSVO<0.1% of the fund+8%
Cut
Sold some of their stake.
- Ishares TRIVE3.2% of the fund-12%
- Dimensional ETF TrustDFAE3.1% of the fund-18%
- Blackrock ETF TrustBAI1.9% of the fund-21%
- Invesco Exch Traded FD TR IISPMO1.5% of the fund-23%
- Dimensional World EquityDFAW1.3% of the fund-11%
- NvidiaNVDA1.2% of the fund-4%
- Blackrock ETF TrustTHRO1.0% of the fund-36%
- Ishares TRDGRO1.0% of the fund-4%
- MicrosoftMSFT0.7% of the fund-4%
- Ishares TRIJR0.5% of the fund-4%
- Amazon.comAMZN0.4% of the fund-3%
- Invesco QQQ TRQQQ0.4% of the fund-2%
- Ishares TRQUAL0.4% of the fund-82%
- IsharesIEMG0.3% of the fund-12%
- Ishares TRIJS0.2% of the fund-3%
- Advanced Micro DevicesAMD0.2% of the fund-14%
- Vanguard Index FDSVNQ0.2% of the fund-3%
- BroadcomAVGO0.2% of the fund-6%
- Applied MaterialsAMAT0.1% of the fund-2%
- Proshares TRTQQQ0.1% of the fund-6%
- Meta PlatformsMETA0.1% of the fund-10%
- MastercardMA<0.1% of the fund-10%
- Ishares TREFV<0.1% of the fund-94%
- Vanguard Wellington FDVFMF<0.1% of the fund-4%
- ServiceNowNOW<0.1% of the fund-3%
Sold out
Sold their entire stake.
- Pimco ETF TRPYLD-100%
- Honeywell InternationalHON-100%
- Thomson Reuters-100%
- Seabridge GoldSA-100%
- Proshares TRQLD-100%
- Invesco Exch TRD SLF IDX FDBSJQ-100%
- Tidal Trust IIIRMOP-100%
- Wisdomtree TRUSFR-100%
- TransUnionTRU-100%
- Investment Managers SER TR IMQQQ-100%
- Ishares TRMAXJ-100%
- Carnival-100%
- DuPont de NemoursDD-100%
- Hologic-100%
- Ishares TRCMF-100%
- Joby AviationJOBY-100%
- Napco Security TechnologiesNSSC-100%
- Dolby LaboratoriesDLB-100%
- Universal Health ServicesUHS-100%
- Sealed Air Corp New-100%
- Sun Ctry Airls HldgsSNCY-100%
- Prosperity BancsharesPB-100%
- Q2 HoldingsQTWO-100%
- Heritage Comm-100%
- ExlService HoldingsEXLS-100%
Holdings
- Ishares TRIVV
- Share
- 12.3%
- Value
- $103m
- Shares
- 137,564
Held
- Spdr Series TrustSPYM
- Share
- 11.2%
- Value
- $94m
- Shares
- 1,069,899
+58%
- Ishares TRACWX
- Share
- 5.3%
- Value
- $44m
- Shares
- 578,518
+18%
- Dimensional ETF TrustDFAI
- Share
- 3.8%
- Value
- $32m
- Shares
- 772,680
Held
- Ishares TRIVW
- Share
- 3.8%
- Value
- $32m
- Shares
- 230,758
+9%
- Blackrock ETF TrustDYNF
- Share
- 3.7%
- Value
- $31m
- Shares
- 454,810
+4%
- Ishares TRIVE
- Share
- 3.2%
- Value
- $27m
- Shares
- 119,410
-12%
- Dimensional ETF TrustDFAE
- Share
- 3.1%
- Value
- $26m
- Shares
- 640,767
-18%
- Ishares TRITOT
- Share
- 2.5%
- Value
- $21m
- Shares
- 127,829
Held
- Dimensional ETF TrustDFAU
- Share
- 2.3%
- Value
- $20m
- Shares
- 379,438
Held
- Fidelity Merrimack STR TRFBND
- Share
- 1.9%
- Value
- $16m
- Shares
- 357,130
+13%
- Blackrock ETF TrustBAI
- Share
- 1.9%
- Value
- $16m
- Shares
- 305,913
-21%
- Invesco Exch Traded FD TR IISPMO
- Share
- 1.5%
- Value
- $13m
- Shares
- 80,324
-23%
- Vanguard World FDMGC
- Share
- 1.5%
- Value
- $12m
- Shares
- 44,771
Held
- Ishares TRIEFA
- Share
- 1.4%
- Value
- $12m
- Shares
- 124,846
Held
- Ishares TRIJH
- Share
- 1.4%
- Value
- $11m
- Shares
- 148,503
Held
- Dimensional World EquityDFAW
- Share
- 1.3%
- Value
- $11m
- Shares
- 131,656
-11%
- Global X FDSSHLD
- Share
- 1.2%
- Value
- $10m
- Shares
- 169,122
+36%
- Blackrock ETF TrustTHRO
- Share
- 1.0%
- Value
- $9m
- Shares
- 201,376
-36%
- Ishares TRIXUS
- Share
- 1.0%
- Value
- $9m
- Shares
- 90,195
Held
- Blackrock ETF TrustIALT
- Share
- 1.0%
- Value
- $8m
- Shares
- 296,245
New
- Ishares TRDGRO
- Share
- 1.0%
- Value
- $8m
- Shares
- 107,581
-4%
- Vanguard MUN BD FDSVCRM
- Share
- 0.8%
- Value
- $7m
- Shares
- 88,686
Held
- Dimensional ETF TrustDFCF
- Share
- 0.8%
- Value
- $7m
- Shares
- 159,564
+55%
- Dimensional ETF TrustDFAS
- Share
- 0.7%
- Value
- $6m
- Shares
- 75,964
Held
- Ishares TRESGU
- Share
- 0.7%
- Value
- $6m
- Shares
- 37,743
+6%
- Dimensional ETF TrustDFAC
- Share
- 0.7%
- Value
- $6m
- Shares
- 136,142
Held
- Vanguard World FDVGT
- Share
- 0.7%
- Value
- $5m
- Shares
- 45,963
+4%
- Fidelity Covington TrustFREL
- Share
- 0.6%
- Value
- $5m
- Shares
- 159,503
Held
- Vanguard Index FDSVOO
- Share
- 0.5%
- Value
- $4m
- Shares
- 6,412
+23%
- Ishares TRSTIP
- Share
- 0.5%
- Value
- $4m
- Shares
- 42,714
Held
- Ishares TRIJR
- Share
- 0.5%
- Value
- $4m
- Shares
- 27,773
-4%
- Ishares TRLRGF
- Share
- 0.5%
- Value
- $4m
- Shares
- 50,029
Held
- Invesco QQQ TRQQQ
- Share
- 0.4%
- Value
- $3m
- Shares
- 4,631
-2%
- Direxion Shares ETF TrustTNA
- Share
- 0.4%
- Value
- $3m
- Shares
- 42,581
Held
- World Gold TRGLDM
- Share
- 0.4%
- Value
- $3m
- Shares
- 40,244
+28%
- Ishares TRQUAL
- Share
- 0.4%
- Value
- $3m
- Shares
- 14,018
-82%
- Ishares TREFAV
- Share
- 0.3%
- Value
- $3m
- Shares
- 32,819
Held
- Dimensional ETF TrustDFUS
- Share
- 0.3%
- Value
- $3m
- Shares
- 34,165
Held
- Dimensional ETF TrustDFAX
- Share
- 0.3%
- Value
- $3m
- Shares
- 73,584
Held
- Schwab Strategic TRSCHD
- Share
- 0.3%
- Value
- $3m
- Shares
- 85,399
Held
- Ishares TRMTUM
- Share
- 0.3%
- Value
- $3m
- Shares
- 7,786
Held
- IsharesIEMG
- Share
- 0.3%
- Value
- $3m
- Shares
- 30,650
-12%
- Ishares TRVLUE
- Share
- 0.2%
- Value
- $2m
- Shares
- 9,673
Held
- Ishares TRIJS
- Share
- 0.2%
- Value
- $2m
- Shares
- 13,942
-3%
- Ishares TREFG
- Share
- 0.2%
- Value
- $2m
- Shares
- 13,869
+3%
- Vanguard Index FDSVV
- Share
- 0.2%
- Value
- $2m
- Shares
- 5,017
Held
- IsharesEEMV
- Share
- 0.2%
- Value
- $2m
- Shares
- 22,601
Held
- Ishares TRIWC
- Share
- 0.2%
- Value
- $2m
- Shares
- 7,623
Held
- Dimensional ETF TrustDFSU
- Share
- 0.2%
- Value
- $1m
- Shares
- 30,893
Held
- IsharesESGE
- Share
- 0.2%
- Value
- $1m
- Shares
- 25,699
+2%
- Ishares TRMUB
- Share
- 0.2%
- Value
- $1m
- Shares
- 12,943
+2%
- Ishares TRUSMV
- Share
- 0.2%
- Value
- $1m
- Shares
- 14,279
Held
- Vanguard Index FDSVNQ
- Share
- 0.2%
- Value
- $1m
- Shares
- 13,409
-3%
- Proshares TRTQQQ
- Share
- 0.1%
- Value
- $1m
- Shares
- 13,447
-6%
- Ishares TRSCZ
- Share
- 0.1%
- Value
- $1m
- Shares
- 12,900
Held
- Global X FDSSIL
- Share
- 0.1%
- Value
- $1m
- Shares
- 13,115
Held
- Ishares TRIBDS
- Share
- 0.1%
- Value
- $928,365
- Shares
- 38,330
+462%
- Ishares TRIXN
- Share
- 0.1%
- Value
- $911,616
- Shares
- 6,310
Held
- Select Sector Spdr TRXLK
- Share
- 0.1%
- Value
- $909,204
- Shares
- 4,772
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.1%
- Value
- $895,201
- Shares
- 1,199
Held
- Vanguard Index FDSVBR
- Share
- 0.1%
- Value
- $872,309
- Shares
- 3,590
Held
- Dimensional ETF TrustDFSV
- Share
- <0.1%
- Value
- $770,772
- Shares
- 19,870
Held
- Dimensional ETF TrustDFNM
- Share
- <0.1%
- Value
- $745,245
- Shares
- 15,418
Held
- Ishares TRAGG
- Share
- <0.1%
- Value
- $742,509
- Shares
- 7,502
Held
- Vanguard Index FDSVO
- Share
- <0.1%
- Value
- $709,053
- Shares
- 8,800
+8%
- Vanguard Tax-Managed FDSVEA
- Share
- <0.1%
- Value
- $681,356
- Shares
- 9,563
+33%
- Ishares TRIBTH
- Share
- <0.1%
- Value
- $667,879
- Shares
- 29,856
+333%
- Ishares TREFV
- Share
- <0.1%
- Value
- $657,015
- Shares
- 8,583
-94%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 12.3% | $103m | 137,564 | Held |
| Spdr Series TrustSPYM | 11.2% | $94m | 1,069,899 | +58% |
| Ishares TRACWX | 5.3% | $44m | 578,518 | +18% |
| Dimensional ETF TrustDFAI | 3.8% | $32m | 772,680 | Held |
| Ishares TRIVW | 3.8% | $32m | 230,758 | +9% |
| Blackrock ETF TrustDYNF | 3.7% | $31m | 454,810 | +4% |
| Ishares TRIVE | 3.2% | $27m | 119,410 | -12% |
| Dimensional ETF TrustDFAE | 3.1% | $26m | 640,767 | -18% |
| Ishares TRITOT | 2.5% | $21m | 127,829 | Held |
| Dimensional ETF TrustDFAU | 2.3% | $20m | 379,438 | Held |
| AppleAAPL | 2.2% | $18m | 63,341 | Held |
| Fidelity Merrimack STR TRFBND | 1.9% | $16m | 357,130 | +13% |
| Blackrock ETF TrustBAI | 1.9% | $16m | 305,913 | -21% |
| Invesco Exch Traded FD TR IISPMO | 1.5% | $13m | 80,324 | -23% |
| Vanguard World FDMGC | 1.5% | $12m | 44,771 | Held |
| Ishares TRIEFA | 1.4% | $12m | 124,846 | Held |
| Ishares TRIJH | 1.4% | $11m | 148,503 | Held |
| Dimensional World EquityDFAW | 1.3% | $11m | 131,656 | -11% |
| NvidiaNVDA | 1.2% | $10m | 51,940 | -4% |
| Global X FDSSHLD | 1.2% | $10m | 169,122 | +36% |
| Blackrock ETF TrustTHRO | 1.0% | $9m | 201,376 | -36% |
| Ishares TRIXUS | 1.0% | $9m | 90,195 | Held |
| Blackrock ETF TrustIALT | 1.0% | $8m | 296,245 | New |
| Ishares TRDGRO | 1.0% | $8m | 107,581 | -4% |
| Vanguard MUN BD FDSVCRM | 0.8% | $7m | 88,686 | Held |
| Dimensional ETF TrustDFCF | 0.8% | $7m | 159,564 | +55% |
| Dimensional ETF TrustDFAS | 0.7% | $6m | 75,964 | Held |
| Ishares TRESGU | 0.7% | $6m | 37,743 | +6% |
| Dimensional ETF TrustDFAC | 0.7% | $6m | 136,142 | Held |
| MicrosoftMSFT | 0.7% | $6m | 15,262 | -4% |
| Vanguard World FDVGT | 0.7% | $5m | 45,963 | +4% |
| Fidelity Covington TrustFREL | 0.6% | $5m | 159,503 | Held |
| Vanguard Index FDSVOO | 0.5% | $4m | 6,412 | +23% |
| Ishares TRSTIP | 0.5% | $4m | 42,714 | Held |
| HealthequityHQY | 0.5% | $4m | 47,045 | Held |
| Ishares TRIJR | 0.5% | $4m | 27,773 | -4% |
| Ishares TRLRGF | 0.5% | $4m | 50,029 | Held |
| Amazon.comAMZN | 0.4% | $3m | 14,604 | -3% |
| Invesco QQQ TRQQQ | 0.4% | $3m | 4,631 | -2% |
| Direxion Shares ETF TrustTNA | 0.4% | $3m | 42,581 | Held |
| World Gold TRGLDM | 0.4% | $3m | 40,244 | +28% |
| AlphabetGOOGL | 0.4% | $3m | 8,757 | Held |
| Ishares TRQUAL | 0.4% | $3m | 14,018 | -82% |
| Ishares TREFAV | 0.3% | $3m | 32,819 | Held |
| Dimensional ETF TrustDFUS | 0.3% | $3m | 34,165 | Held |
| Dimensional ETF TrustDFAX | 0.3% | $3m | 73,584 | Held |
| Schwab Strategic TRSCHD | 0.3% | $3m | 85,399 | Held |
| Ishares TRMTUM | 0.3% | $3m | 7,786 | Held |
| IsharesIEMG | 0.3% | $3m | 30,650 | -12% |
| TeslaTSLA | 0.3% | $2m | 5,908 | +4% |
| Berkshire HathawayBRK-B | 0.3% | $2m | 4,731 | +6% |
| Glacier BancorpGBCI | 0.3% | $2m | 44,079 | Held |
| Ishares TRVLUE | 0.2% | $2m | 9,673 | Held |
| Ishares TRIJS | 0.2% | $2m | 13,942 | -3% |
| Costco WholesaleCOST | 0.2% | $2m | 1,890 | Held |
| AlphabetGOOG | 0.2% | $2m | 4,924 | +2% |
| Ishares TREFG | 0.2% | $2m | 13,869 | +3% |
| Vanguard Index FDSVV | 0.2% | $2m | 5,017 | Held |
| IsharesEEMV | 0.2% | $2m | 22,601 | Held |
| WalmartWMT | 0.2% | $2m | 14,634 | Held |
| Advanced Micro DevicesAMD | 0.2% | $2m | 2,820 | -14% |
| Extra Space StorageEXR | 0.2% | $2m | 10,927 | Held |
| Zions Bancorporation, National AssociationZION | 0.2% | $2m | 22,051 | Held |
| Ishares TRIWC | 0.2% | $2m | 7,623 | Held |
| Dimensional ETF TrustDFSU | 0.2% | $1m | 30,893 | Held |
| IsharesESGE | 0.2% | $1m | 25,699 | +2% |
| Ishares TRMUB | 0.2% | $1m | 12,943 | +2% |
| Ishares TRUSMV | 0.2% | $1m | 14,279 | Held |
| Vanguard Index FDSVNQ | 0.2% | $1m | 13,409 | -3% |
| BroadcomAVGO | 0.2% | $1m | 3,363 | -6% |
| Eli LillyLLY | 0.1% | $1m | 1,025 | +7% |
| Teledyne TechnologiesTDY | 0.1% | $1m | 1,785 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.1% | $1m | 2,449 | Held |
| Applied MaterialsAMAT | 0.1% | $1m | 1,585 | -2% |
| Proshares TRTQQQ | 0.1% | $1m | 13,447 | -6% |
| IntelINTC | 0.1% | $1m | 7,681 | +5% |
| Ishares TRSCZ | 0.1% | $1m | 12,900 | Held |
| CaterpillarCAT | 0.1% | $1m | 964 | +6% |
| Global X FDSSIL | 0.1% | $1m | 13,115 | Held |
| Meta PlatformsMETA | 0.1% | $986,810 | 1,752 | -10% |
| Ishares TRIBDS | 0.1% | $928,365 | 38,330 | +462% |
| VisaV | 0.1% | $914,892 | 2,667 | Held |
| Ishares TRIXN | 0.1% | $911,616 | 6,310 | Held |
| Select Sector Spdr TRXLK | 0.1% | $909,204 | 4,772 | Held |
| Wells Fargo & CompanyWFC | 0.1% | $904,202 | 10,941 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.1% | $895,201 | 1,199 | Held |
| Vanguard Index FDSVBR | 0.1% | $872,309 | 3,590 | Held |
| Cisco SystemsCSCO | 0.1% | $866,668 | 7,378 | +6% |
| Micron TechnologyMU | 0.1% | $865,189 | 750 | +30% |
| Johnson & JohnsonJNJ | 0.1% | $861,432 | 3,392 | Held |
| JPMorgan ChaseJPM | 0.1% | $842,070 | 2,573 | +8% |
| Dimensional ETF TrustDFSV | <0.1% | $770,772 | 19,870 | Held |
| Cigna GroupCI | <0.1% | $751,522 | 2,726 | Held |
| Dimensional ETF TrustDFNM | <0.1% | $745,245 | 15,418 | Held |
| Ishares TRAGG | <0.1% | $742,509 | 7,502 | Held |
| Vanguard Index FDSVO | <0.1% | $709,053 | 8,800 | +8% |
| MastercardMA | <0.1% | $686,287 | 1,336 | -10% |
| Vanguard Tax-Managed FDSVEA | <0.1% | $681,356 | 9,563 | +33% |
| Ishares TRIBTH | <0.1% | $667,879 | 29,856 | +333% |
| Ishares TREFV | <0.1% | $657,015 | 8,583 | -94% |
Showing the largest 100 of 2,333.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 31.5% since 30 June 2025.
Where the money is
Technology6.2%
Financial services1.9%
Health care1.5%
Retail & consumer1.2%
Industrials1.0%
Media & telecom0.9%
Everyday goods0.6%
Real estate0.4%
Utilities0.3%
Energy0.3%
Materials0.3%
Other85.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.