Physician Wealth Advisors, Inc.

13F filer · CIK 0001795173

Reported Jan 29, 2026

13F portfolio value$837MU.S. long equity reported on 13F

Positions1,713Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight10.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q4 2025Reported Jan 29, 20261,713 positions
AAPLApple Inc.	$16.9M	2.36%	0.00%	Not reported	Q3 2019
THROTheron Resource Group	$11.4M	1.58%	3.73%	Not reported	Q2 2025
NVDANvidia Corp	$9.98M	1.39%	0.00%	Not reported	Q3 2020
GLDMWorld Gold Trust	$7.81M	1.09%	0.03%	Not reported	Q4 2024
MSFTMicrosoft Corp	$6.9M	0.96%	0.00%	Not reported	Q3 2019
SHLDSears Holdings Corp	$5.39M	0.75%	0.08%	New	Q4 2025
HQYHealthequity, Inc.	$4.31M	0.60%	0.06%	Not reported	Q3 2019
AMZNAmazon Com Inc	$3.42M	0.48%	0.00%	Not reported	Q3 2019
QQQInvesco QQQ Trust, Series 1	$2.85M	0.40%	Not reported	Not reported	Q3 2019
TSLATesla, Inc.	$2.67M	0.37%	0.00%	Not reported	Q3 2020
GOOGLAlphabet Inc.	$2.64M	0.37%	0.00%	Not reported	Q3 2019
DFAXGulf Resources, Inc.	$2.43M	0.34%	Not reported	Not reported	Q3 2021
BRK.BBerkshire Hathaway Inc	$2.31M	0.32%	Not reported	Not reported	Q3 2019
COSTCostco Wholesale Corp	$1.59M	0.22%	0.00%	Not reported	Q3 2020
WMTWalmart Inc.	$1.59M	0.22%	0.00%	Not reported	Q3 2019
GOOGAlphabet Inc.	$1.51M	0.21%	Not reported	Not reported	Q3 2019
EXRExtra Space Storage Inc.	$1.42M	0.20%	0.01%	Not reported	Q3 2020
VLUEiSHARES TRUST	$1.23M	0.17%	Not reported	Not reported	Q3 2020
AVGOBroadcom Inc.	$1.19M	0.17%	0.00%	Not reported	Q2 2024
METAMeta Platforms, Inc.	$1.15M	0.16%	Not reported	Not reported	Q3 2019
SILGolden Minerals Co	$1.1M	0.15%	Not reported	Not reported	Q3 2020
SCZNXG NextGen Infrastructure Income Fund	$1.04M	0.14%	Not reported	Not reported	Q3 2019
LLYELI LILLY & Co	$983K	0.14%	0.00%	Not reported	Q2 2021
AMDAdvanced Micro Devices Inc	$921K	0.13%	0.00%	Not reported	Q1 2022
TDYTeledyne Technologies Inc	$910K	0.13%	0.00%	Not reported	Q3 2020
MAMastercard Inc	$856K	0.12%	0.00%	Not reported	Q3 2019
NOWServiceNow, Inc.	$847K	0.12%	0.00%	Not reported	Q3 2019
SPYSPDR S&P 500 ETF Trust	$817K	0.11%	Not reported	Not reported	Q3 2019
ZIONZions Bancorporation, National Association	$806K	0.11%	0.01%	Not reported	Q3 2020
JPMJPMorgan Chase & Co	$763K	0.11%	0.00%	Not reported	Q1 2024
CICigna Group	$734K	0.10%	0.00%	Not reported	Q4 2024
AMATApplied Materials Inc	$719K	0.10%	0.00%	Not reported	Q3 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$718K	0.10%	0.00%	Not reported	Q4 2022
PLTRPalantir Technologies Inc.	$704K	0.10%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$651K	0.09%	0.00%	Not reported	Q3 2019
MCDMcdonalds Corp	$642K	0.09%	0.00%	Not reported	Q3 2020
AXPAmerican Express Co	$575K	0.08%	0.00%	Not reported	Q4 2023
VVisa Inc.	$562K	0.08%	0.00%	Not reported	Q3 2019
GLDSPDR Gold Trust	$536K	0.07%	0.00%	Not reported	Q3 2021
WFCWells Fargo & Company	$522K	0.07%	0.00%	Not reported	Q1 2022
CATCaterpillar Inc	$491K	0.07%	0.00%	Not reported	Q1 2024
TRMBTrimble Inc.	$472K	0.07%	0.00%	Not reported	Q3 2020
SNFCASecurity National Financial Corp	$472K	0.07%	0.24%	Not reported	Q1 2022
CVXChevron Corp	$467K	0.06%	0.00%	Not reported	Q3 2020
MRKMerck & Co., Inc.	$461K	0.06%	0.00%	Not reported	Q3 2019
BACBank of America Corp	$454K	0.06%	0.00%	Not reported	Q2 2021
GSBDGoldman Sachs BDC, Inc.	$440K	0.06%	0.04%	Not reported	Q3 2020
QCOMQualcomm Inc	$440K	0.06%	0.00%	Not reported	Q3 2020
PGPROCTER & GAMBLE Co	$428K	0.06%	0.00%	Not reported	Q3 2019
HDHome Depot, Inc.	$396K	0.06%	0.00%	Not reported	Q4 2020

Q2 2025Reported Jul 14, 20251,494 positions
AAPLApple Inc.	$15.7M	2.47%	0.00%	Not reported	Q3 2019
THROTheron Resource Group	$9.54M	1.50%	3.39%	New	Q2 2025
MSFTMicrosoft Corp	$8.17M	1.28%	0.00%	Not reported	Q3 2019
NVDANvidia Corp	$7.53M	1.18%	0.00%	Not reported	Q3 2020
HQYHealthequity, Inc.	$5.61M	0.88%	0.06%	Not reported	Q3 2019
GLDMWorld Gold Trust	$3.89M	0.61%	0.03%	Not reported	Q4 2024
AMZNAmazon Com Inc	$3.09M	0.49%	0.00%	Not reported	Q3 2019
QQQInvesco QQQ Trust, Series 1	$2.61M	0.41%	Not reported	Not reported	Q3 2019
BRK.BBerkshire Hathaway Inc	$2.4M	0.38%	Not reported	Not reported	Q3 2019
DFAXGulf Resources, Inc.	$2.39M	0.37%	Not reported	Not reported	Q3 2021
TSLATesla, Inc.	$1.95M	0.31%	0.00%	Not reported	Q3 2020
COSTCostco Wholesale Corp	$1.93M	0.30%	0.00%	Not reported	Q3 2020
EXRExtra Space Storage Inc.	$1.63M	0.26%	0.01%	Not reported	Q3 2020
UNPUnion Pacific Corp	$1.55M	0.24%	0.00%	Not reported	Q3 2019
WMTWalmart Inc.	$1.29M	0.20%	0.00%	Not reported	Q3 2019
NOWServiceNow, Inc.	$1.18M	0.19%	0.00%	Not reported	Q3 2019
METAMeta Platforms, Inc.	$1.14M	0.18%	Not reported	Not reported	Q3 2019
GOOGLAlphabet Inc.	$1.12M	0.18%	0.00%	Not reported	Q3 2019
SCZNXG NextGen Infrastructure Income Fund	$1.08M	0.17%	Not reported	Not reported	Q3 2019
VLUEiSHARES TRUST	$946K	0.15%	Not reported	Not reported	Q3 2020
PEPPepsico Inc	$928K	0.15%	0.00%	Not reported	Q3 2019
TDYTeledyne Technologies Inc	$912K	0.14%	0.00%	Not reported	Q3 2020
CICigna Group	$883K	0.14%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$805K	0.13%	0.00%	Not reported	Q2 2024
LLYELI LILLY & Co	$799K	0.13%	0.00%	Not reported	Q2 2021
GOOGAlphabet Inc.	$782K	0.12%	Not reported	Not reported	Q3 2019
MAMastercard Inc	$763K	0.12%	0.00%	Not reported	Q3 2019
ZIONZions Bancorporation, National Association	$719K	0.11%	0.01%	Not reported	Q3 2020
PGPROCTER & GAMBLE Co	$703K	0.11%	0.00%	Not reported	Q3 2019
WFCWells Fargo & Company	$585K	0.09%	0.00%	Not reported	Q1 2022
SPYSPDR S&P 500 ETF Trust	$585K	0.09%	Not reported	Not reported	Q3 2019
MCDMcdonalds Corp	$562K	0.09%	0.00%	Not reported	Q3 2020
VVisa Inc.	$551K	0.09%	0.00%	Not reported	Q3 2019
JPMJPMorgan Chase & Co	$546K	0.09%	0.00%	Not reported	Q1 2024
SNFCASecurity National Financial Corp	$527K	0.08%	0.26%	Not reported	Q1 2022
JNJJohnson & Johnson	$465K	0.07%	0.00%	Not reported	Q3 2019
AMATApplied Materials Inc	$462K	0.07%	0.00%	Not reported	Q3 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$459K	0.07%	0.00%	Not reported	Q4 2022
TRMBTrimble Inc.	$456K	0.07%	0.00%	Not reported	Q3 2020
PHYSSprott Physical Gold Trust	$455K	0.07%	0.00%	Not reported	Q2 2022
AXPAmerican Express Co	$448K	0.07%	0.00%	Not reported	Q4 2023
AMDAdvanced Micro Devices Inc	$443K	0.07%	0.00%	Not reported	Q1 2022
ISRGIntuitive Surgical Inc	$437K	0.07%	0.00%	Not reported	Q3 2021
SILGolden Minerals Co	$419K	0.07%	Not reported	Not reported	Q3 2020
GLDSPDR Gold Trust	$414K	0.07%	0.00%	Not reported	Q3 2021
HDHome Depot, Inc.	$410K	0.06%	0.00%	Not reported	Q4 2020
BKNGBooking Holdings Inc.	$402K	0.06%	0.00%	Not reported	Q3 2019
SYKStryker Corp	$401K	0.06%	0.00%	Not reported	Q3 2020
ORCLOracle Corp	$399K	0.06%	0.00%	Not reported	Q1 2024
CVXChevron Corp	$395K	0.06%	0.00%	Not reported	Q3 2020

Q4 2024Reported Feb 12, 2025856 positions
AAPLApple Inc.	$19.1M	3.22%	0.00%	+1.4%	Q3 2019
EMXCEmax Holdings Corp	$8.08M	1.37%	Not reported	+10.6%	Q4 2023
MSFTMicrosoft Corp	$6.89M	1.16%	0.00%	+2.9%	Q3 2019
NVDANvidia Corp	$5.84M	0.99%	0.00%	-1.8%	Q3 2020
HQYHealthequity, Inc.	$5.14M	0.87%	0.06%	-21.1%	Q3 2019
AMZNAmazon Com Inc	$3.21M	0.54%	0.00%	-0.1%	Q3 2019
QQQInvesco QQQ Trust, Series 1	$2.36M	0.40%	Not reported	-0.6%	Q3 2019
TSLATesla, Inc.	$2.25M	0.38%	0.00%	+5.3%	Q3 2020
GLDMWorld Gold Trust	$2.08M	0.35%	0.02%	New	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.06M	0.35%	Not reported	+12.0%	Q3 2019
DFAXGulf Resources, Inc.	$2.02M	0.34%	Not reported	+1.9%	Q3 2021
EXRExtra Space Storage Inc.	$1.66M	0.28%	0.01%	-1.1%	Q3 2020
COSTCostco Wholesale Corp	$1.66M	0.28%	0.00%	+0.1%	Q3 2020
UNPUnion Pacific Corp	$1.57M	0.26%	0.00%	+0.3%	Q3 2019
GOOGLAlphabet Inc.	$1.32M	0.22%	0.00%	-0.6%	Q3 2019
NOWServiceNow, Inc.	$1.2M	0.20%	0.00%	-4.0%	Q3 2019
LLYELI LILLY & Co	$1.09M	0.18%	0.00%	+23.2%	Q2 2021
PEPPepsico Inc	$1.07M	0.18%	0.00%	-0.9%	Q3 2019
WMTWalmart Inc.	$1.02M	0.17%	0.00%	-0.5%	Q3 2019
SCZNXG NextGen Infrastructure Income Fund	$1.01M	0.17%	Not reported	-7.8%	Q3 2019
VLUEiSHARES TRUST	$1.01M	0.17%	Not reported	+2.1%	Q3 2020
TDYTeledyne Technologies Inc	$827K	0.14%	0.00%	-1.8%	Q3 2020
GOOGAlphabet Inc.	$823K	0.14%	Not reported	-2.2%	Q3 2019
MAMastercard Inc	$817K	0.14%	0.00%	-5.7%	Q3 2019
METAMeta Platforms, Inc.	$789K	0.13%	Not reported	-3.8%	Q3 2019
SPYSPDR S&P 500 ETF Trust	$767K	0.13%	Not reported	+19.9%	Q3 2019
PGPROCTER & GAMBLE Co	$746K	0.13%	0.00%	+1.3%	Q3 2019
ZIONZions Bancorporation, National Association	$744K	0.13%	0.01%	+0.2%	Q3 2020
CICigna Group	$730K	0.12%	0.00%	New	Q4 2024
VVisa Inc.	$591K	0.10%	0.00%	-1.9%	Q3 2019
MCDMcdonalds Corp	$549K	0.09%	0.00%	+1.5%	Q3 2020
AVGOBroadcom Inc.	$523K	0.09%	0.00%	+29.8%	Q2 2024
WFCWells Fargo & Company	$503K	0.09%	0.00%	0.0%	Q1 2022
JNJJohnson & Johnson	$479K	0.08%	0.00%	-9.3%	Q3 2019
GLDSPDR Gold Trust	$450K	0.08%	0.00%	+10.0%	Q3 2021
MRKMerck & Co., Inc.	$439K	0.07%	0.00%	+0.1%	Q3 2019
AMATApplied Materials Inc	$438K	0.07%	0.00%	+4.8%	Q3 2020
TRMBTrimble Inc.	$434K	0.07%	0.00%	Not reported	Q3 2020
HUNHuntsman CORP	$429K	0.07%	0.01%	+0.6%	Q3 2020
HDHome Depot, Inc.	$428K	0.07%	0.00%	-0.1%	Q4 2020
AXPAmerican Express Co	$419K	0.07%	0.00%	-1.5%	Q4 2023
ISRGIntuitive Surgical Inc	$412K	0.07%	0.00%	+0.4%	Q3 2021
CVXChevron Corp	$406K	0.07%	0.00%	0.0%	Q3 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$399K	0.07%	0.00%	-18.8%	Q4 2022
AMDAdvanced Micro Devices Inc	$386K	0.07%	0.00%	-22.3%	Q1 2022
JPMJPMorgan Chase & Co	$386K	0.07%	0.00%	+4.5%	Q1 2024
BKNGBooking Holdings Inc.	$379K	0.06%	0.00%	-12.6%	Q3 2019
SNFCASecurity National Financial Corp	$370K	0.06%	0.15%	-4.8%	Q1 2022
PHYSSprott Physical Gold Trust	$361K	0.06%	0.00%	Not reported	Q2 2022
QCOMQualcomm Inc	$360K	0.06%	0.00%	+0.2%	Q3 2020

Q3 2024Reported Oct 16, 202494 positions
AAPLApple Inc.	$17.6M	3.17%	0.00%	+0.5%	Q3 2019
EMXCEmax Holdings Corp	$7.95M	1.44%	Not reported	+49.5%	Q4 2023
MSFTMicrosoft Corp	$6.65M	1.20%	0.00%	+0.7%	Q3 2019
NVDANvidia Corp	$5.82M	1.05%	0.00%	+11.9%	Q3 2020
HQYHealthequity, Inc.	$5.69M	1.03%	0.08%	0.0%	Q3 2019
AMZNAmazon Com Inc	$2.75M	0.50%	0.00%	+0.2%	Q3 2019
QQQInvesco QQQ Trust, Series 1	$2.28M	0.41%	Not reported	+1.8%	Q3 2019
DFAXGulf Resources, Inc.	$2.1M	0.38%	Not reported	-14.2%	Q3 2021
EXRExtra Space Storage Inc.	$1.92M	0.35%	0.01%	+4.0%	Q3 2020
BRK.BBerkshire Hathaway Inc	$1.88M	0.34%	Not reported	+14.7%	Q3 2019
UNPUnion Pacific Corp	$1.68M	0.30%	0.00%	-0.9%	Q3 2019
COSTCostco Wholesale Corp	$1.62M	0.29%	0.00%	-0.4%	Q3 2020
PEPPepsico Inc	$1.25M	0.22%	0.00%	+2.7%	Q3 2019
SCZNXG NextGen Infrastructure Income Fund	$1.18M	0.21%	Not reported	-18.0%	Q3 2019
TSLATesla, Inc.	$1.16M	0.21%	0.00%	-0.1%	Q3 2020
GOOGLAlphabet Inc.	$1.16M	0.21%	0.00%	-9.4%	Q3 2019
NOWServiceNow, Inc.	$1.09M	0.20%	0.00%	+0.4%	Q3 2019
LLYELI LILLY & Co	$1.04M	0.19%	0.00%	-23.3%	Q2 2021
VLUEiSHARES TRUST	$1.03M	0.19%	Not reported	-0.3%	Q3 2020
WMTWalmart Inc.	$931K	0.17%	0.00%	+0.5%	Q3 2019
MAMastercard Inc	$834K	0.15%	0.00%	-8.4%	Q3 2019
METAMeta Platforms, Inc.	$821K	0.15%	Not reported	-39.7%	Q3 2019
TDYTeledyne Technologies Inc	$817K	0.15%	0.00%	Not reported	Q3 2020
PGPROCTER & GAMBLE Co	$763K	0.14%	0.00%	+0.1%	Q3 2019
GOOGAlphabet Inc.	$738K	0.13%	Not reported	-4.3%	Q3 2019
ZIONZions Bancorporation, National Association	$691K	0.12%	0.01%	+0.3%	Q3 2020
AMDAdvanced Micro Devices Inc	$645K	0.12%	0.00%	+5.4%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$633K	0.11%	Not reported	+55.2%	Q3 2019
JNJJohnson & Johnson	$600K	0.11%	0.00%	-9.9%	Q3 2019
MCDMcdonalds Corp	$584K	0.11%	0.00%	+5.6%	Q3 2020
HUNHuntsman CORP	$553K	0.10%	0.01%	+27.4%	Q3 2020
VVisa Inc.	$532K	0.10%	0.00%	-9.1%	Q3 2019
MRKMerck & Co., Inc.	$492K	0.09%	0.00%	+0.1%	Q3 2019
AMATApplied Materials Inc	$491K	0.09%	0.00%	-0.2%	Q3 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$466K	0.08%	0.00%	-7.2%	Q4 2022
HDHome Depot, Inc.	$458K	0.08%	0.00%	+7.6%	Q4 2020
WFCWells Fargo & Company	$451K	0.08%	0.00%	0.0%	Q1 2022
GLDSPDR Gold Trust	$415K	0.07%	0.00%	+19.5%	Q3 2021
CVXChevron Corp	$414K	0.07%	0.00%	-1.7%	Q3 2020
QCOMQualcomm Inc	$408K	0.07%	0.00%	-0.9%	Q3 2020
AXPAmerican Express Co	$398K	0.07%	0.00%	+0.8%	Q4 2023
TMOThermo Fisher Scientific Inc.	$387K	0.07%	0.00%	+8.2%	Q3 2020
TRMBTrimble Inc.	$379K	0.07%	0.00%	Not reported	Q3 2020
UNHUnitedhealth Group Inc	$378K	0.07%	0.00%	-4.2%	Q3 2023
ISRGIntuitive Surgical Inc	$376K	0.07%	0.00%	-4.6%	Q3 2021
BKNGBooking Holdings Inc.	$376K	0.07%	0.00%	-21.6%	Q3 2019
PHYSSprott Physical Gold Trust	$371K	0.07%	0.00%	Not reported	Q2 2022
SYKStryker Corp	$359K	0.06%	0.00%	Not reported	Q3 2020
JPMJPMorgan Chase & Co	$343K	0.06%	0.00%	+16.2%	Q1 2024
BLKBlackRock, Inc.	$331K	0.06%	0.00%	-6.3%	Q1 2024

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