Physician Wealth Advisors, Inc.
Follow13F filer, CIK 1795173, MIDVALE, UT
Physician Wealth Advisors, Inc. reported $718,652,145 across 2,027 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-29. Its ten largest share positions make up 45.73% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001795173-26-000001
- Period
- 2025-12-31
- Reported value
- $719M
- Holdings
- 2,027
- Top 10 weight
- 45.73%
- New
- 289
- Sold out
- 161
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IVEadded | +43,574 | $9.24M |
| DFAEadded | +159,061 | $5.18M |
| SPMOadded | +37,352 | $4.46M |
| VCRMadded | +15,182 | $1.15M |
| DYNFadded | +16,399 | $997K |
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 |
|---|---|---|
| QUALreduced | -57,889 | -$11.5M |
| AAPLreduced | -16,954 | -$4.61M |
| MSFTreduced | -3,597 | -$1.74M |
| UNPreduced | -5,662 | -$1.31M |
| EFVreduced | -15,500 | -$1.11M |
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 2,027 share positions
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ISHARES TRISHARES TR | 14,552 | $367K | shares |
| ISHARES TRISHARES TR | 9,821 | $229K | shares |
| UNILEVER PLCUNILEVER PLC | 1,742 | $103K | shares |
| EMOCLEARBRIDGE ENERGY MIDSTREAM | 844 | $37.9K | shares |
| VCITVANGUARD SCOTTSDALE FDS | 358 | $30.1K | shares |
| KKELLANOVA | 295 | $24.2K | shares |
| ISHARES TRISHARES TR | 1,000 | $23.2K | shares |
| REZISHARES TR | 240 | $20.4K | shares |
| CHRDCHORD ENERGY CORPORATION | 97 | $9.64K | shares |
| IDEVISHARES TR | 107 | $8.58K | shares |
| VBKVANGUARD INDEX FDS | 28 | $8.33K | shares |
| CHHCHOICE HOTELS INTL INC | 59 | $6.31K | shares |
| TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR | 102 | $6.09K | shares |
| SSBSOUTHSTATE BK CORP | 47 | $4.65K | shares |
| MSBIMIDLAND STATES BANCORP INC | 237 | $4.06K | shares |
| LOPEGRAND CANYON ED INC | 16 | $3.51K | shares |
| SLGSL GREEN RLTY CORP | 58 | $3.47K | shares |
| NOGNORTHERN OIL & GAS INC | 131 | $3.25K | shares |
| Sandstorm Gold LtdSandstorm Gold Ltd | 250 | $3.13K | shares |
| ACHCACADIA HEALTHCARE COMPANY IN | 123 | $3.05K | shares |
| MR COOPER GROUP INCMR COOPER GROUP INC | 13 | $2.74K | shares |
| BMEABIOMEA FUSION INC | 1,179 | $2.38K | shares |
| VCVISTEON CORP | 19 | $2.28K | shares |
| Vital Energy IncVital Energy Inc | 134 | $2.26K | shares |
| SAFESAFEHOLD INC | 135 | $2.09K | shares |
| EVHEVOLENT HEALTH INC | 245 | $2.07K | shares |
| GLOFISHARES TR | 40 | $2.05K | shares |
| CCRNCROSS CTRY HEALTHCARE INC | 138 | $1.96K | shares |
| FMCFMC CORP | 52 | $1.75K | shares |
| CDPCOPT DEFENSE PROPERTIES | 59 | $1.72K | shares |
| AKROAKERO THERAPEUTICS INC | 36 | $1.71K | shares |
| XRNCHIRON REAL ESTATE INC | 50 | $1.69K | shares |
| CABOCABLE ONE INC | 9 | $1.59K | shares |
| BRYBerry Corp | 418 | $1.58K | shares |
| NEXTNEXTDECADE CORP | 219 | $1.49K | shares |
| HPPHUDSON PAC PPTYS INC | 538 | $1.49K | shares |
| SVCSERVICE PPTYS TR | 546 | $1.48K | shares |
| DOXAMDOCS LTD | 18 | $1.48K | shares |
| IAUXI-80 GOLD CORP | 1,523 | $1.46K | shares |
| MGXMETAGENOMI THERAPEUTICS INC | 610 | $1.45K | shares |
| ASBASSOCIATED BANC-CORP | 56 | $1.44K | shares |
| CNHCNH INDL N V | 132 | $1.43K | shares |
| ANGIANGI INC | 87 | $1.42K | shares |
| OVVOVINTIV INC | 35 | $1.41K | shares |
| SIGASIGA TECHNOLOGIES INC | 154 | $1.41K | shares |
| COMPANHIA PARANAENSE DE ENE…COMPANHIA PARANAENSE DE ENERGI | 139 | $1.36K | shares |
| FCBCFIRST CMNTY BANKSHARES INC V | 37 | $1.29K | shares |
| UPSTUPSTART HLDGS INC | 25 | $1.27K | shares |
| LNDBRASILAGRO COMPANHIA BRASILE | 327 | $1.27K | shares |
| SRRKSCHOLAR ROCK HLDG CORP | 34 | $1.27K | shares |
| SPIRSPIRE GLOBAL INC | 115 | $1.26K | shares |
| MGYMAGNOLIA OIL & GAS CORP | 52 | $1.24K | shares |
| PNRPENTAIR PLC | 11 | $1.22K | shares |
| AKRACADIA RLTY TR | 60 | $1.21K | shares |
| AHRTAH RLTY TR INC | 172 | $1.21K | shares |
| ESOAENERGY SERVICES OF AMER CORP | 114 | $1.18K | shares |
| DEIDOUGLAS EMMETT INC | 75 | $1.17K | shares |
| EXPEAGLE MATLS INC | 5 | $1.17K | shares |
| SAPIENS INTERNATIONAL CORPSAPIENS INTERNATIONAL CORP | 27 | $1.16K | shares |
| EGBNEAGLE BANCORPORATION INC | 57 | $1.15K | shares |
| TILRAY INCTILRAY INC | 659 | $1.14K | shares |
| PREMIER INCPREMIER INC | 41 | $1.14K | shares |
| WNCWABASH NATL CORP | 115 | $1.14K | shares |
| SUTRO BIOPHARMA INCSUTRO BIOPHARMA INC | 1,304 | $1.13K | shares |
| INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS | 40 | $1.12K | shares |
| DKSDICKS SPORTING GOODS INC | 5 | $1.11K | shares |
| BUSEFIRST BUSEY CORP | 48 | $1.11K | shares |
| DTILPRECISION BIOSCIENCES INC | 196 | $1.08K | shares |
| CDXSCODEXIS INC | 442 | $1.08K | shares |
| TRNOTERRENO RLTY CORP | 19 | $1.08K | shares |
| SAFETY SHOT INCSAFETY SHOT INC | 3,934 | $1.05K | shares |
| EBCEASTERN BANKSHARES INC | 58 | $1.05K | shares |
| PDPAGERDUTY INC | 63 | $1.04K | shares |
| XPEVXPENG INC | 44 | $1.03K | shares |
| RMRRMR GROUP INC | 65 | $1.02K | shares |
| ADTADT INC DEL | 117 | $1.02K | shares |
| HARBORONE BANCORP INC NEWHARBORONE BANCORP INC NEW | 75 | $1.02K | shares |
| SGRYSURGERY PARTNERS INC | 47 | $1.02K | shares |
| AGOASSURED GUARANTY LTD | 12 | $1.02K | shares |
| RHRH | 5 | $1.02K | shares |
| QMCOQUANTUM CORP | 102 | $1.01K | shares |
| COLUMBUS CIRCLE CAP CORP. ICOLUMBUS CIRCLE CAP CORP. I | 100 | $1.01K | shares |
| OLPXOLAPLEX HLDGS INC | 769 | $1.01K | shares |
| SILASILA REALTY TRUST INC | 40 | $1K | shares |
| ZIMVIE INCZIMVIE INC | 53 | $1K | shares |
| HVTHAVERTY FURNITURE COS INC | 45 | $987 | shares |
| BDNBRANDYWINE RLTY TR | 236 | $985 | shares |
| ADVERUM BIOTECHNOLOGIES INCADVERUM BIOTECHNOLOGIES INC | 217 | $984 | shares |
| LPXLOUISIANA PAC CORP | 11 | $978 | shares |
| HAINHAIN CELESTIAL GROUP INC | 617 | $975 | shares |
| TEMTEMPUS AI INC | 12 | $969 | shares |
| NREFNEXPOINT REAL ESTATE FIN INC | 68 | $965 | shares |
| FINVFINVOLUTION GROUP | 130 | $959 | shares |
| JRVRJAMES RIVER GROUP HOLDINGS I | 172 | $955 | shares |
| CNKCINEMARK HLDGS INC | 34 | $953 | shares |
| AIVAPARTMENT INVT & MGMT CO | 120 | $952 | shares |
| PSOPEARSON PLC | 67 | $949 | shares |
| AVXLANAVEX LIFE SCIENCES CORP | 106 | $944 | shares |
| LINELINEAGE INC | 24 | $928 | shares |
| INBKFIRST INTERNET BANCORP | 41 | $920 | shares |
| ULHUNIVERSAL LOGISTICS HLDGS IN | 39 | $915 | shares |
| ADCTADC THERAPEUTICS SA | 228 | $912 | shares |
| MNTKMONTAUK RENEWABLES INC | 452 | $909 | shares |
| MLGOMICROALGO INC | 98 | $897 | shares |
| KINSKINGSTONE COS INC | 61 | $897 | shares |
| XRAYDENTSPLY SIRONA INC | 70 | $889 | shares |
| ABPRO HLDGS INCABPRO HLDGS INC | 3,893 | $873 | shares |
| KNTKKINETIK HOLDINGS INC | 20 | $855 | shares |
| NXQUANEX BLDG PRODS CORP | 60 | $854 | shares |
| WESTWESTROCK COFFEE CO | 175 | $851 | shares |
| ABCLABCELLERA BIOLOGICS INC | 168 | $846 | shares |
| YRDYIREN DIGITAL LTD | 141 | $837 | shares |
| ICFIICF INTL INC | 9 | $836 | shares |
| CARECARTER BANKSHARES INC | 43 | $835 | shares |
| LKFTLAKEFRONT BIOTHERAPEUTICS NV | 24 | $832 | shares |
| MAC Copper LtdMAC Copper Ltd | 67 | $819 | shares |
| KURAKURA ONCOLOGY INC | 91 | $806 | shares |
| FCFSFIRSTCASH HOLDINGS INC | 5 | $793 | shares |
| PRGSPROGRESS SOFTWARE CORP | 18 | $791 | shares |
| NOTVINOTIV INC | 535 | $776 | shares |
| XRXXEROX HOLDINGS CORP | 204 | $768 | shares |
| LXLEXINFINTECH HLDGS LTD | 141 | $752 | shares |
| AKBAAKEBIA THREAPEUTICS INC | 272 | $743 | shares |
| LAZLAZARD INC | 14 | $739 | shares |
| ETDETHAN ALLEN INTERIORS INC | 25 | $737 | shares |
| AGLAGILON HEALTH INC COM (DE) | 693 | $714 | shares |
| EXLSEXLSERVICE HLDGS INC | 16 | $705 | shares |
| XYFX FINL | 49 | $675 | shares |
| OPCHOPTION CARE HEALTH INC | 24 | $667 | shares |
| LLYVALIBERTY MEDIA CORP | 7 | $661 | shares |
| FCFFIRST COMWLTH FINL CORP PA | 38 | $648 | shares |
| BANFBANCFIRST CORP | 5 | $633 | shares |
| AMHAMERICAN HOMES 4 RENT | 19 | $632 | shares |
| PRGOPERRIGO CO PLC | 28 | $624 | shares |
| TFXTELEFLEX INCORPORATED | 5 | $612 | shares |
| SOCSABLE OFFSHORE CORP | 35 | $612 | shares |
| VTSVITESSE ENERGY INC | 26 | $604 | shares |
| SCISERVICE CORP INTL | 7 | $583 | shares |
| CRCRANE COMPANY | 3 | $553 | shares |
| NMIHNMI HLDGS INC | 14 | $537 | shares |
| AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INC | 53 | $528 | shares |
| CAMTCAMTEK LTD | 5 | $526 | shares |
| VOYAVOYA FINANCIAL INC | 7 | $524 | shares |
| SITCSITE CTRS CORP | 56 | $505 | shares |
| AMODALPHA MODUS HLDGS INC | 424 | $505 | shares |
| SEATVIVID SEATS INC | 30 | $499 | shares |
| OIIOCEANEERING INTL INC | 20 | $496 | shares |
| GOROGOLD RESOURCE CORP | 587 | $491 | shares |
| BBWIBATH & BODY WORKS INC | 19 | $490 | shares |
| AVTRAVANTOR INC | 39 | $487 | shares |
| CNQCANADIAN NAT RES LTD MED TER | 15 | $480 | shares |
| RXSTRXSIGHT INC | 53 | $477 | shares |
| MRXMAREX GROUP PLC | 14 | $471 | shares |
| LNTHLANTHEUS HLDGS INC | 9 | $462 | shares |
| MTCHMATCH GROUP INC NEW | 13 | $460 | shares |
| MODMODINE MFG CO | 3 | $427 | shares |
| KITTNAUTICUS ROBOTICS INC | 122 | $352 | shares |
| STRLSTERLING INFRASTRUCTURE INC | 1 | $340 | shares |
| COHEN & STEERS INFRASTRUCTURCOHEN & STEERS INFRASTRUCTUR | 1,284 | $101 | shares |
| WOLFWOLFSPEED INC | 3 | $96 | shares |
| CLEARBRIDGE ENERGY MIDSTRM OCLEARBRIDGE ENERGY MIDSTRM O | 846 | $17 | shares |
How Q4 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001795173-26-000001 | base | 2026-01-29 | acceptance time not in the bulk data set |