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Physician Wealth Advisors, Inc.

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13F filer, CIK 1795173, MIDVALE, UT

Physician Wealth Advisors, Inc. reported $702,571,448 across 1,899 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-04. Its ten largest share positions make up 44.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001795173-25-000005

Period
2025-09-30
Reported value
$703M
Holdings
1,899
Top 10 weight
44.34%
New
291
Sold out
192

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XLGadded+216,171$12.4M
BAIadded+204,571$6.99M
DYNFadded+103,848$6.15M
SHLDnew+76,539$5.38M
DFAEadded+131,718$4.15M

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

SecurityShares changeApprox. value
EFGreduced-74,466-$8.48M
IYWreduced-41,062-$8.04M
EFVreduced-99,191-$6.73M
QUALreduced-20,539-$3.99M
IEMGreduced-40,946-$2.7M

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.

Back to all 1,899 share positions

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ZSEPINNOVATOR ETFS TRUST20,850$540Kshares
BONDPIMCO ETF TR4,017$370Kshares
NUVEEN PREFERRED & INCO…NUVEEN PREFERRED & INCOME15,539$323Kshares
DIHPDIMENSIONAL ETF TRUST5,144$152Kshares
AOMISHARES TR2,047$94.3Kshares
DEHPDIMENSIONAL ETF TRUST2,751$77Kshares
JAJLINNOVATOR ETFS TRUST1,830$51.6Kshares
THUMZUP MEDIA CORPORATIONTHUMZUP MEDIA CORPORATION2,600$18.2Kshares
USHYISHARES TR476$17.9Kshares
RINTRUSSELL INVTS EXCHANGE TRADE613$16.4Kshares
UAPRINNOVATOR ETFS TRUST500$15.7Kshares
BSVVANGUARD BD INDEX FDS179$14.1Kshares
SERVSERVE ROBOTICS INC1,017$11.6Kshares
REMGRUSSELL INVTS EXCHANGE TRADE372$9.61Kshares
CO-DIAGNOSTICS INCCO-DIAGNOSTICS INC28,375$7.95Kshares
SCHOSCHWAB STRATEGIC TR268$6.53Kshares
RUSCRUSSELL INVTS EXCHANGE TRADE200$5.52Kshares
PACIFIC PREMIER BANCORP INCPACIFIC PREMIER BANCORP INC202$4.26Kshares
PUMPPROPETRO HLDG CORP639$3.81Kshares
SouthState CorpSouthState Corp40$3.68Kshares
SPPPSPROTT ASSET MANAGEMENT LP275$3.23Kshares
PARAMOUNT GLOBALPARAMOUNT GLOBAL245$3.16Kshares
Couchbase IncCouchbase Inc127$3.1Kshares
GTYGETTY RLTY CORP NEW108$2.99Kshares
LEGNLEGEND BIOTECH CORP81$2.88Kshares
RIFRRUSSELL INVTS EXCHANGE TRADE108$2.72Kshares
RVTYREVVITY INC28$2.71Kshares
PNFPPINNACLE FINANCIAL PARTNERS24$2.65Kshares
BNTXBIONTECH SE24$2.56Kshares
PINEALPINE INCOME PPTY TR INC169$2.49Kshares
EXEEXPAND ENERGY CORPORATION21$2.46Kshares
ModivCare IncModivCare Inc680$2.12Kshares
ASANASANA INC156$2.11Kshares
CHAMPIONX CORPORATIONCHAMPIONX CORPORATION82$2.04Kshares
AMEDISYS INCAMEDISYS INC20$1.97Kshares
CRVLCORVEL CORP18$1.85Kshares
RESRPC INC390$1.84Kshares
NRCNRC HEALTH108$1.81Kshares
INVAINNOVIVA INC90$1.81Kshares
NODKNI HLDGS INC137$1.75Kshares
GLOBAL MED REIT INCGLOBAL MED REIT INC251$1.74Kshares
BBARRICK MNG CORP83$1.73Kshares
GKOSGLAUKOS CORP16$1.65Kshares
QFINQFIN HOLDINGS INC38$1.65Kshares
ACDCPROFRAC HLDG CORP210$1.63Kshares
PTENPATTERSON-UTI ENERGY INC274$1.62Kshares
UNITI GROUP INCUNITI GROUP INC376$1.62Kshares
EPRTESSENTIAL PPTYS RLTY TR INC50$1.6Kshares
James Hardie Industries PLCJames Hardie Industries PLC59$1.59Kshares
RGENREPLIGEN CORP12$1.49Kshares
TRIUMPH GROUP INC NEWTRIUMPH GROUP INC NEW57$1.47Kshares
NEONEOGENOMICS INC198$1.45Kshares
PECOPHILLIPS EDISON & CO INC41$1.44Kshares
GLREGREENLIGHT CAP RE LTD92$1.32Kshares
ACHACCENDRA HEALTH INC144$1.31Kshares
EATBRINKER INTL INC7$1.26Kshares
TEVOGEN BIO HLDGS INCTEVOGEN BIO HLDGS INC1,008$1.26Kshares
QTWOQ2 HLDGS INC13$1.22Kshares
BBSIBARRETT BUSINESS SVCS INC29$1.21Kshares
CTOCTO RLTY GROWTH INC NEW70$1.21Kshares
PNNTPENNANTPARK INVTS CORP175$1.2Kshares
OLPONE LIBERTY PPTYS INC50$1.19Kshares
ERICTELEFONAKTIEBOLAGET LM ERICS137$1.16Kshares
LANDGLADSTONE LD CORP114$1.16Kshares
AMWLAMERICAN WELL CORP130$1.16Kshares
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP9$1.15Kshares
AZEK CO INCAZEK CO INC21$1.14Kshares
INRINFINITY NAT RES INC62$1.14Kshares
RCREADY CAPITAL CORP257$1.12Kshares
NJRNEW JERSEY RES CORP25$1.12Kshares
GOODGLADSTONE COMMERCIAL CORP78$1.12Kshares
MKTXMARKETAXESS HLDGS INC5$1.12Kshares
EEEXCELERATE ENERGY INC38$1.11Kshares
RUMRUM GROUP INC124$1.11Kshares
DFINDONNELLEY FINL SOLUTIONS INC18$1.11Kshares
PATHUIPATH INC86$1.1Kshares
CRCTCRICUT INC162$1.1Kshares
CPKCHESAPEAKE UTILS CORP9$1.08Kshares
KLTRKALTURA INC535$1.08Kshares
PTCTPTC THERAPEUTICS INC22$1.07Kshares
VCELVERICEL CORP25$1.06Kshares
DBXDROPBOX INC37$1.06Kshares
THRDTHIRD HARMONIC BIO INC195$1.06Kshares
KRNTKORNIT DIGITAL LTD53$1.06Kshares
CDNACAREDX INC54$1.06Kshares
CERSCERUS CORP741$1.04Kshares
ERIEERIE INDTY CO3$1.04Kshares
IOTSAMSARA INC26$1.03Kshares
TGTXTG THERAPEUTICS INC28$1.01Kshares
CURBCURBLINE PPTYS CORP44$1Kshares
NUTXNUTEX HEALTH INC8$996shares
PRVAPRIVIA HEALTH GROUP INC43$989shares
SSENTINELONE INC54$988shares
NAUTICUSROBOTICSINCNAUTICUSROBOTICSINC1,091$987shares
COHUCOHU INC51$982shares
RGPRESOURCES CONNECTION INC182$978shares
GRAFTECH INTL LTDGRAFTECH INTL LTD1,004$977shares
ZDZIFF DAVIS INC32$969shares
UHTUNIVERSAL HEALTH RLTY INCOME24$960shares
DOLEDOLE PLC68$952shares
WIXWIX COM LTD6$951shares
GSHDGOOSEHEAD INS INC9$950shares
WMKWEIS MKTS INC13$943shares
CMRCCOMMERCE.COM INC187$935shares
CAVACAVA GROUP INC11$927shares
TWSTTWIST BIOSCIENCE CORP25$920shares
COLMCOLUMBIA SPORTSWEAR CO15$917shares
THRMGENTHERM INC32$906shares
BHBBAR HBR BANKSHARES30$899shares
IVRINVESCO MORTGAGE CAPITAL INC114$894shares
WSRWHITESTONE REIT71$887shares
RXRXRECURSION PHARMACEUTICALS IN175$886shares
GRNDGRINDR INC39$886shares
CNACNA FINL CORP19$885shares
HTOH2O AMERICA17$884shares
NTSTNETSTREIT CORP52$881shares
SFLSFL CORPORATION LTD105$875shares
LOARLOAR HOLDINGS INC10$862shares
PMTPENNYMAC MTG INVT TR66$849shares
MMSIMERIT MED SYS INC9$842shares
VCYTVERACYTE INC31$838shares
ORAORMAT TECHNOLOGIES INC10$838shares
FPIFARMLAND PARTNERS INC72$829shares
GUESS? INCGUESS? INC68$823shares
ASTHASTRANA HEALTH INC33$822shares
PROPPRAIRIE OPER CO273$818shares
LXPLXP INDUSTRIAL TRUST99$818shares
CLOVCLOVER HEALTH INVESTMENTS CO292$815shares
PALPROFICIENT AUTO LOGISTICS IN109$792shares
CBZCBIZ INC11$789shares
PBRPETROLEO BRASILEIRO S A63$789shares
APGEAPOGEE THERAPEUTICS INC18$782shares
SGSWEETGREEN INC52$774shares
ESEESCO TECHNOLOGIES INC4$768shares
TKNOALPHA TEKNOVA INC154$757shares
SLNOSOLENO THERAPEUTICS INC9$755shares
DVAXDYNAVAX TECHNOLOGIES CORP75$744shares
XPXP INC36$728shares
STNESTONECO LTD45$722shares
UVSPUNIVEST FINANCIAL CORPORATIO24$721shares
BCRXBIOCRYST PHARMACEUTICALS INC80$717shares
ABGASBURY AUTOMOTIVE GROUP INC3$716shares
ANSYS INCANSYS INC2$703shares
DCGODOCGO INC446$701shares
SGMOQSANGAMO THERAPEUTICS INC1,271$688shares
PRMBPRIMO BRANDS CORPORATION23$682shares
DGICADONEGAL GROUP INC34$681shares
JUNIPER NETWORKS INCJUNIPER NETWORKS INC17$679shares
PLXSPLEXUS CORP5$677shares
SAICSCIENCE APPLICATIONS INTL CO6$676shares
NECBNORTHEAST CMNTY BANCORP INC29$675shares
PLGOPELAGOS INS CAP LTD39$647shares
SKWDSKYWARD SPECIALTY INS GROUP11$636shares
MIRMIRION TECHNOLOGIES INC29$625shares
OPKOPKO HEALTH INC470$621shares
PLMRPALOMAR HLDGS INC4$617shares
ALKSALKERMES PLC21$601shares
LILI AUTO INC22$597shares
RHPRYMAN HOSPITALITY PPTYS INC6$593shares
ARIS WATER SOLUTIONS INCARIS WATER SOLUTIONS INC25$592shares
VRRMVERRA MOBILITY CORP23$584shares
BLFSBIOLIFE SOLUTIONS INC27$582shares
KALVKALVISTA PHARMACEUTICALS INC51$577shares
PAGSPAGSEGURO DIGITAL LTD59$569shares
HESS CORPHESS CORP4$555shares
NCMINATIONAL CINEMEDIA INC112$543shares
TGLSTECNOGLASS INC7$542shares
SLFSUN LIFE FINANCIAL INC.8$532shares
ITRIITRON INC4$527shares
ALEALLETE INC8$513shares
PLAYAGS INCPLAYAGS INC41$513shares
TVTXTRAVERE THERAPEUTICS INC34$504shares
CALMCAL MAINE FOODS INC5$499shares
GLNGGOLAR LNG LTD12$495shares
OSCROSCAR HEALTH INC23$494shares
IOVAIOVANCE BIOTHERAPEUTICS INC285$491shares
WAYWAYSTAR HLDG CORP12$491shares
MQMARQETA INC84$490shares
IBOCINTERNATIONAL BANCSHARES COR7$466shares
IRTCIRHYTHM HOLDINGS INC3$462shares
ADMAADMA BIOLOGICS INC25$456shares
GEOGEO GROUP INC19$456shares
VIRTVIRTU FINL INC10$448shares
AURAURORA INNOVATION INC85$446shares
POSTPOST HLDGS INC4$437shares
SPRINGWORKS THERAPEUTICS INCSPRINGWORKS THERAPEUTICS INC9$423shares
NSITINSIGHT ENTERPRISES INC3$415shares
RELYREMITLY GLOBAL INC22$413shares
TMDXTRANSMEDICS GROUP INC3$403shares
ENSTAR GROUP LIMITEDENSTAR GROUP LIMITED1$337shares
WOLFSPEED INCWOLFSPEED INC401$160shares
GLMDGALMED PHARMACEUTICALS LTD23$43shares

How Q3 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001795173-25-000005 base2025-11-04acceptance time not in the bulk data set