Physician Wealth Advisors, Inc.

13F filer, CIK 1795173, MIDVALE, UT

Physician Wealth Advisors, Inc. reported $554,198,754 across 183 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-16. Its ten largest share positions make up 50.53% of the portfolio.

Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001795173-24-000005

Period: 2024-09-30
Reported value: $554M
Holdings: 183
Top 10 weight: 50.53%
New: 7
Sold out: 6

Largest buys vs the previous quarter

Security	Shares change	Approx. value
EFVadded	+182,387	$10.2M
EMXCadded	+43,661	$2.63M
SCHDadded	+64,250	$1.84M
QUALadded	+8,363	$1.51M
FBNDadded	+27,730	$1.28M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SPYMreduced	-43,015	-$2.93M
HEFAexited	-78,765	-$2.82M
IEMGreduced	-46,193	-$2.61M
IVVreduced	-3,970	-$2.31M
ITOTreduced	-10,882	-$1.38M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001795173-24-000005, largest first. % of portfolio is the value over $554,198,754, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	138,517	$80.7M	14.56%	-3,970	Timeline
SPYMSPDR SERIES TRUST	717,989	$49M	8.83%	-43,015	Timeline
QUALISHARES TR	118,321	$21.4M	3.86%	+8,363	Timeline
IVWISHARES TR	219,582	$21.2M	3.83%	-5,655	Timeline
DFAIDIMENSIONAL ETF TRUST	655,177	$20.3M	3.66%	+8,468	Timeline
ITOTISHARES TR	154,861	$19.7M	3.55%	-10,882	Timeline
DYNFBLACKROCK ETF TRUST	372,178	$18.7M	3.38%	+24,556	Timeline
AAPLAPPLE INC	75,131	$17.6M	3.17%	+333	Timeline
EFVISHARES TR	286,375	$16.1M	2.9%	+182,387	Timeline
EFGISHARES TR	147,692	$15.4M	2.78%	-3,716	Timeline
DFAUDIMENSIONAL ETF TRUST	374,798	$15M	2.71%	-3,831	Timeline
DFAEDIMENSIONAL ETF TRUST	463,483	$12.5M	2.25%	-5,710	Timeline
FBNDFIDELITY MERRIMACK STR TR	255,463	$11.8M	2.13%	+27,730	Timeline
IEFAISHARES TR	154,001	$11.7M	2.1%	-6,245	Timeline
IVEISHARES TR	55,398	$11M	1.99%	+3,319	Timeline
IJHISHARES TR	156,041	$9.87M	1.78%	+1,284	Timeline
DGROISHARES TR	126,330	$8.01M	1.45%	-1,514	Timeline
EMXCISHARES INC	131,797	$7.95M	1.44%	+43,661	Timeline
DFAWDIMENSIONAL ETF TRUST	123,072	$7.82M	1.41%	+12,362	Timeline
IXUSISHARES TR	108,576	$7.69M	1.39%	-6,597	Timeline
IYWISHARES TR	47,775	$7.36M	1.33%	-2,209	Timeline
MGCVANGUARD WORLD FD	32,684	$6.81M	1.23%	+6	Timeline
MSFTMICROSOFT CORP	15,880	$6.65M	1.2%	+109	Timeline
NVDANVIDIA CORPORATION	44,237	$5.82M	1.05%	+4,694	Timeline
HQYHEALTHEQUITY INC	67,845	$5.69M	1.03%	-8	Timeline
FRELFIDELITY COVINGTON TRUST	192,391	$5.62M	1.01%	-18,338	Timeline
IEMGISHARES INC	97,541	$5.51M	0.99%	-46,193	Timeline
DFACDIMENSIONAL ETF TRUST	156,675	$5.44M	0.98%	-32,568	Timeline
DFASDIMENSIONAL ETF TRUST	78,553	$5.14M	0.93%	-4,342	Timeline
ESGUISHARES TR	33,768	$4.3M	0.78%	+193	Timeline
IJRISHARES TR	35,233	$4.13M	0.74%	-3,078	Timeline
VNQVANGUARD INDEX FDS	37,338	$3.6M	0.65%	+1,291	Timeline
EFAVISHARES TR	45,686	$3.45M	0.62%	-5,153	Timeline
STIPISHARES TR	29,597	$2.99M	0.54%	+141	Timeline
SCHDSCHWAB STRATEGIC TR	101,777	$2.91M	0.52%	+64,250	Timeline
AMZNAMAZON COM INC	14,661	$2.75M	0.5%	+28	Timeline
LRGFISHARES TR	39,035	$2.33M	0.42%	+105	Timeline
VGTVANGUARD WORLD FD	3,822	$2.28M	0.41%	+75	Timeline
QQQINVESCO QQQ TR	4,645	$2.28M	0.41%	+83	Timeline
IFRAISHARES TR	45,507	$2.17M	0.39%	+3,182	Timeline
DFAXDIMENSIONAL ETF TRUST	79,618	$2.1M	0.38%	-13,120	Timeline
IGSBISHARES TR	39,693	$2.07M	0.37%	+673	Timeline
EEMVISHARES INC	32,401	$1.99M	0.36%	-3,225	Timeline
TNADIREXION SHARES ETF TRUST	43,331	$1.96M	0.35%	0	Timeline
EXREXTRA SPACE STORAGE INC	11,237	$1.92M	0.35%	+431	Timeline
VOOVANGUARD INDEX FDS	3,572	$1.9M	0.34%	+626	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	4,065	$1.88M	0.34%	+521	Timeline
IJSISHARES TR	16,146	$1.74M	0.31%	-541	Timeline
UNPUNION PAC CORP	6,852	$1.68M	0.3%	-63	Timeline
MTUMISHARES TR	7,936	$1.64M	0.3%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,809	$1.62M	0.29%	-7	Timeline
USMVISHARES TR	14,809	$1.37M	0.25%	-132	Timeline
IWCISHARES TR	10,473	$1.32M	0.24%	-1,274	Timeline
DFSUDIMENSIONAL ETF TRUST	34,337	$1.29M	0.23%	-518	Timeline
PEPPEPSICO INC	7,086	$1.25M	0.22%	+186	Timeline
SCZISHARES TR	17,986	$1.18M	0.21%	-3,936	Timeline
TSLATESLA INC	5,285	$1.16M	0.21%	-3	Timeline
GOOGLALPHABET INC	6,995	$1.16M	0.21%	-728	Timeline
VBRVANGUARD INDEX FDS	5,470	$1.11M	0.2%	+590	Timeline
NOWSERVICENOW INC	1,177	$1.09M	0.2%	+5	Timeline
MUBISHARES TR	10,030	$1.08M	0.2%	-4,703	Timeline
VVVANGUARD INDEX FDS	3,969	$1.06M	0.19%	-485	Timeline
DFUSDIMENSIONAL ETF TRUST	16,707	$1.05M	0.19%	+2,094	Timeline
LLYELI LILLY & CO	1,141	$1.04M	0.19%	-346	Timeline
VLUEISHARES TR	9,339	$1.03M	0.19%	-25	Timeline
AGGISHARES TR	9,912	$989K	0.18%	+181	Timeline
SUBISHARES TR	9,173	$971K	0.18%	-1,136	Timeline
WMTWALMART INC	11,398	$931K	0.17%	+52	Timeline
ESGEISHARES INC	23,825	$856K	0.15%	-269	Timeline
EFAISHARES TR	10,407	$845K	0.15%	-430	Timeline
MAMASTERCARD INCORPORATED	1,644	$834K	0.15%	-151	Timeline
METAMETA PLATFORMS INC	1,400	$821K	0.15%	-923	Timeline
TDYTELEDYNE TECHNOLOGIES INC	1,814	$817K	0.15%	0	Timeline
AVGEAMERICAN CENTY ETF TR	10,413	$769K	0.14%	-6,764	Timeline
PGPROCTER & GAMBLE CO	4,396	$763K	0.14%	+4	Timeline
GOOGALPHABET INC	4,421	$738K	0.13%	-197	Timeline
DFSVDIMENSIONAL ETF TRUST	22,391	$692K	0.12%	+352	Timeline
ZIONZIONS BANCORPORATION NATL AS	13,682	$691K	0.12%	+40	Timeline
USXFISHARES TR	12,870	$646K	0.12%	+1,854	Timeline
AMDADVANCED MICRO DEVICES INC	4,115	$645K	0.12%	+210	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,091	$633K	0.11%	+388	Timeline
JNJJOHNSON & JOHNSON	3,656	$600K	0.11%	-403	Timeline
MCDMCDONALDS CORP	1,865	$584K	0.11%	+98	Timeline
VFMFVANGUARD WELLINGTON FD	4,261	$567K	0.1%	-100	Timeline
TQQQPROSHARES TR	7,723	$565K	0.1%	+143	Timeline
HUNHUNTSMAN CORP	23,676	$553K	0.1%	+5,092	Timeline
TFLOISHARES TR	10,616	$536K	0.1%	+198	Timeline
VVISA INC	1,906	$532K	0.1%	-190	Timeline
BONDPIMCO ETF TR	5,679	$530K	0.1%	0	Timeline
IXNISHARES TR	6,346	$526K	0.09%	-115	Timeline
ZSEPINNOVATOR ETFS TRUST	20,850	$519K	0.09%	new	Timeline
DFNMDIMENSIONAL ETF TRUST	10,676	$516K	0.09%	0	Timeline
SCHXSCHWAB STRATEGIC TR	22,482	$515K	0.09%	+18,320	Timeline
VIGVANGUARD SPECIALIZED FUNDS	2,505	$501K	0.09%	+34	Timeline
SCHBSCHWAB STRATEGIC TR	22,212	$498K	0.09%	+14,808	Timeline
VOVANGUARD INDEX FDS	1,858	$498K	0.09%	+909	Timeline
MRKMERCK & CO INC	4,408	$492K	0.09%	+5	Timeline
AMATAPPLIED MATLS INC	2,571	$491K	0.09%	-4	Timeline
XLKSELECT SECTOR SPDR TR	2,062	$471K	0.09%	+47	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	2,490	$466K	0.08%	-194	Timeline
IHIISHARES TR	7,889	$463K	0.08%	-149	Timeline
HDHOME DEPOT INC	1,101	$458K	0.08%	+78	Timeline
WFCWELLS FARGO & CO	7,162	$451K	0.08%	+3	Timeline
GLDSPDR GOLD TR	1,689	$415K	0.07%	+275	Timeline
CVXCHEVRON CORPORATION	2,801	$414K	0.07%	-48	Timeline
ESGVVANGUARD WORLD FD	3,981	$409K	0.07%	-65	Timeline
QCOMQUALCOMM INC	2,341	$408K	0.07%	-22	Timeline
AXPAMERICAN EXPRESS CO	1,434	$398K	0.07%	+12	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	645	$387K	0.07%	+49	Timeline
TRMBTRIMBLE INC	6,138	$379K	0.07%	0	Timeline
VTEBVANGUARD MUN BD FDS	7,444	$378K	0.07%	-401	Timeline
DFCFDIMENSIONAL ETF TRUST	8,834	$378K	0.07%	+231	Timeline
UNHUNITEDHEALTH GROUP INC	679	$378K	0.07%	-30	Timeline
ISRGINTUITIVE SURGICAL INC	786	$376K	0.07%	-38	Timeline
BKNGBOOKING HOLDINGS INC	87	$376K	0.07%	-24	Timeline
PHYSSPROTT ASSET MANAGEMENT LP	17,939	$371K	0.07%	0	Timeline
VEAVANGUARD TAX-MANAGED FDS	7,091	$364K	0.07%	-774	Timeline
VBVANGUARD INDEX FDS	1,515	$364K	0.07%	new	Timeline
SYKSTRYKER CORPORATION	999	$359K	0.06%	0	Timeline
DFSIDIMENSIONAL ETF TRUST	10,260	$357K	0.06%	-380	Timeline
SYLDCAMBRIA ETF TR	4,871	$353K	0.06%	-553	Timeline
SCHASCHWAB STRATEGIC TR	13,316	$346K	0.06%	+8,293	Timeline
JPMJPMORGAN CHASE & CO	1,541	$343K	0.06%	+215	Timeline
BLACKROCK INCBLACKROCK INC	329	$331K	0.06%	-22
ESGDISHARES TR	4,044	$330K	0.06%	+143	Timeline
NUVEEN PREFERRED & INCO…NUVEEN PREFERRED & INCOME	15,539	$326K	0.06%	0
IDEVISHARES TR	4,699	$324K	0.06%	-17	Timeline
BACBANK OF AMER CORP	7,570	$319K	0.06%	+604	Timeline
SILGLOBAL X FDS	8,700	$318K	0.06%	0	Timeline
SNFCASECURITY NATL FINL CORP	32,296	$310K	0.06%	0	Timeline
COPCONOCOPHILLIPS	2,943	$310K	0.06%	+1	Timeline
PSFCOHEN & STEERS SELECT PFD &	14,833	$310K	0.06%	0	Timeline
AVGOBROADCOM INC	1,738	$306K	0.06%	+220	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	5,879	$297K	0.05%	new	Timeline
AEEAMEREN CORP	3,360	$295K	0.05%	0	Timeline
DFARDIMENSIONAL ETF TRUST	11,481	$291K	0.05%	+1,520	Timeline
ORCLORACLE CORP	1,663	$290K	0.05%	0	Timeline
DMXFISHARES TR	4,120	$288K	0.05%	+1,052	Timeline
MSIMOTOROLA SOLUTIONS INC	606	$287K	0.05%	0	Timeline
ADBEADOBE INC	564	$287K	0.05%	+32	Timeline
LOWLOWES COS INC	1,010	$285K	0.05%	-78	Timeline
BDXBECTON DICKINSON & CO	1,168	$282K	0.05%	-3	Timeline
RTXRTX CORPORATION	2,245	$281K	0.05%	-457	Timeline
VTVVANGUARD INDEX FDS	1,583	$279K	0.05%	-85	Timeline
SBUXSTARBUCKS CORP	2,896	$275K	0.05%	-12	Timeline
FISVFISERV INC	1,411	$274K	0.05%	-124	Timeline
EPDENTERPRISE PRODS PARTNERS L	9,267	$270K	0.05%	0	Timeline
NWENORTHWESTERN ENERGY GROUP IN	4,779	$269K	0.05%	0	Timeline
EEMISHARES TR	5,934	$268K	0.05%	-325	Timeline
DALDELTA AIR LINES INC	5,036	$266K	0.05%	+3	Timeline
CATCATERPILLAR INC	683	$265K	0.05%	+3	Timeline
PFEPFIZER INC	8,932	$263K	0.05%	-1,200	Timeline
PCMPCM FD INC	32,330	$261K	0.05%	0	Timeline
VRTXVERTEX PHARMACEUTICALS INC	530	$257K	0.05%	-27	Timeline
USEPINNOVATOR ETFS TRUST	7,350	$256K	0.05%	new	Timeline
SPGIS&P GLOBAL INC	476	$252K	0.05%	-76	Timeline
VTIPVANGUARD MALVERN FDS	5,030	$246K	0.04%	0	Timeline
CPRTCOPART INC	4,485	$246K	0.04%	+733	Timeline
DISDISNEY WALT CO	2,607	$246K	0.04%	-303	Timeline
ADSKAUTODESK INC	850	$244K	0.04%	0	Timeline
LCTUBLACKROCK ETF TRUST	3,777	$240K	0.04%	new	Timeline
AZNASTRAZENECA PLC-SPONS ADR	3,069	$239K	0.04%	+500	Timeline
TJXTJX COS INC NEW	2,032	$237K	0.04%	-148	Timeline
XSOEWISDOMTREE TR	7,246	$235K	0.04%	-396	Timeline
TXNTEXAS INSTRS INC	1,176	$235K	0.04%	0	Timeline
EXPDEXPEDITORS INTL WASH INC	1,932	$234K	0.04%	0	Timeline
SOXXISHARES TR	1,019	$232K	0.04%	+158	Timeline
DFIVDIMENSIONAL ETF TRUST	6,219	$231K	0.04%	0	Timeline
PLDPROLOGIS INC.	1,890	$229K	0.04%	+11	Timeline
XOMEXXON MOBIL CORP	1,898	$228K	0.04%	+2	Timeline
DDOMINION ENERGY INC	3,960	$228K	0.04%	new	Timeline
OKEONEOK INC NEW	2,374	$225K	0.04%	0	Timeline
VHTVANGUARD WORLD FD	792	$222K	0.04%	+1	Timeline
ICFISHARES TR	3,351	$219K	0.04%	0	Timeline
LULULULULEMON ATHLETICA INC	761	$219K	0.04%	-2	Timeline
WPCWP CAREY INC	3,659	$218K	0.04%	0	Timeline
EAELECTRONIC ARTS INC	1,440	$211K	0.04%	-385	Timeline
KOCOCA COLA CO	2,993	$211K	0.04%	-588	Timeline
APHAMPHENOL CORP	3,152	$207K	0.04%	0	Timeline
EUSBISHARES TR	4,630	$204K	0.04%	new	Timeline
GSBDGOLDMAN SACHS BDC INC	12,928	$175K	0.03%	+415	Timeline
BTZBLACKROCK CR ALLOCATION	11,845	$132K	0.02%	-2,839	Timeline
CO-DIAGNOSTICS INCCO-DIAGNOSTICS INC	28,375	$35.8K	0.01%	-3,000

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
HEFAISHARES TR	78,765	$2.82M	shares
TAT&T INC	12,020	$227K	shares
BABOEING CO	1,159	$216K	shares
INTUINTUIT	318	$212K	shares
HWMHOWMET AEROSPACE INC	2,526	$206K	shares
FFORD MTR CO	10,441	$150K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001795173-24-000005	base		2024-10-16	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC