Physician Wealth Advisors, Inc. ETF holdings
Midvale, UT
Reported $713.3M in 387 ETFs in its Form 13F for June 30, 2026.
ETF value
$713.3M
ETFs held
387
Change from prior quarter
+17.0%
With price moves
ETFs as a share of its 13F
85.2%
of $837.4M
Top 10 of 387 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $103.0M | 137,564 | −633 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $94.0M | 1,069,899 | +394,731 shares |
| ACWX | iShares MSCI ACWI ex U.S. ETF | $44.0M | 578,518 | +86,636 shares |
| DFAI | Dimensional International Core Equity Market ETF | $31.9M | 772,680 | +9,200 shares |
| IVW | iShares S&P 500 Growth ETF | $31.7M | 230,758 | +19,352 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $30.9M | 454,810 | +19,201 shares |
| IVE | iShares S&P 500 Value ETF | $27.1M | 119,410 | −15,774 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $25.8M | 640,767 | −138,492 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $21.0M | 127,829 | −298 shares |
| DFAU | Dimensional US Core Equity Market ETF | $19.6M | 379,438 | −2,420 shares |
377 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001795173. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Physician Wealth Advisors, Inc. own?
Physician Wealth Advisors, Inc. reported 387 ETF positions worth $713.3M in its Form 13F for June 30, 2026. The largest was IVV, at $103.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.