Physician Wealth Advisors, Inc. reported 1,974 positions worth $136.76M for the quarter ended Sep 30, 2026. Its largest holding is Apple Inc. at 15.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 64.1K | $21.34M | 15.6% | – | – | – | 0% |
| 2 | NVDA Nvidia Corp | Technology | 54.1K | $12.34M | 9.03% | – | – | – | 0% |
| 3 | MSFT Microsoft Corp | Technology | 16.4K | $8.39M | 6.13% | – | – | – | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 15.3K | $3.82M | 2.79% | – | – | – | 0% |
| 5 | GLDM World Gold Trust | Others | 43.6K | $3.58M | 2.62% | – | – | – | 0.01% |
| 6 | GOOGL Alphabet Inc. | Technology | 9,504 | $3.27M | 2.39% | – | – | – | 0% |
| 7 | HQY Healthequity, Inc. | Financial Services | 28.9K | $2.55M | 1.87% | – | – | – | 0.03% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 4,832 | $2.41M | 1.76% | – | – | – | 0% |
| 9 | TSLA Tesla, Inc. | Consumer Discretionary | 6,115 | $2.17M | 1.59% | – | – | – | 0% |
| 10 | GBCI Glacier Bancorp, Inc. | Financial Services | 44.1K | $1.90M | 1.39% | – | – | – | 0.03% |
| 11 | AMD Advanced Micro Devices Inc | Technology | 3,008 | $1.84M | 1.35% | – | – | – | 0% |
| 12 | COST Costco Wholesale Corp | Consumer Staples | 1,961 | $1.79M | 1.31% | – | – | – | 0% |
| 13 | GOOG Alphabet Inc. | Technology | 4,995 | $1.70M | 1.24% | – | – | – | 0% |
| 14 | ZION Zions Bancorporation, National Association | Financial Services | 25.8K | $1.62M | 1.18% | – | – | – | 0.02% |
| 15 | WMT Walmart Inc. | Consumer Staples | 14.8K | $1.54M | 1.13% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Physician Wealth Advisors.
As of its Q3 2026 13F filing, Physician Wealth Advisors, Inc.’s five largest positions were Apple Inc. (AAPL) at 15.6%, Nvidia Corp (NVDA) at 9.0%, Microsoft Corp (MSFT) at 6.1%, Amazon Com Inc (AMZN) at 2.8%, World Gold Trust (GLDM) at 2.6% of the reported portfolio.
Physician Wealth Advisors, Inc. reported a 13F portfolio worth $136.76M across 1,974 positions for Q3 2026.
From the Form 13F-HR reports Physician Wealth Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.