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Portfolio (Quarterly) Guide ↗

Physician Wealth Advisors, Inc.

· CIK 0001795173
13F Portfolio $837M AUM 12,601 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2334 New
Page 111 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 DX DYNEX CAP INC Real Estate 33.0 $433.0 NEW $13.12 +0.4%
2202 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 74.0 $430.0 NEW $5.81 -6.4%
2203 GAP GAP INC Consumer Cyclical 23.0 $430.0 NEW $18.70 +7.4%
2204 WWD WOODWARD INC Industrials 1.0 $426.0 NEW $426.00 -14.0%
2205 RUM RUM GROUP INC Technology 67.0 $425.0 NEW $6.34 +27.7%
2206 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 4.0 $425.0 NEW $106.25 +3.1%
2207 NWL NEWELL BRANDS INC Consumer Defensive 69.0 $424.0 NEW $6.14 -3.5%
2208 XNET XUNLEI LTD Communication Services 75.0 $420.0 NEW $5.60 -12.7%
2209 NVEC NVE CORP Technology 4.0 $419.0 NEW $104.75 +9.6%
2210 ACVA ACV AUCTIONS INC Consumer Cyclical 58.0 $418.0 NEW $7.21 +5.9%
2211 CCOI COGENT COMM HOLDINGS INC Communication Services 30.0 $417.0 NEW $13.90 -27.1%
2212 OPRA OPERA LTD Communication Services 21.0 $417.0 NEW $19.86 -1.7%
2213 ELMT ELMET GROUP CO (THE) Industrials 21.0 $415.0 NEW $19.76 -9.0%
2214 GPGI GPGI INC Industrials 26.0 $413.0 NEW $15.88 -21.2%
2215 ALNT ALLIENT INC Technology 4.0 $412.0 NEW $103.00 +5.6%
2216 BLMN BLOOMIN BRANDS INC Consumer Cyclical 45.0 $412.0 NEW $9.16 +16.4%
2217 PLPC PREFORMED LINE PRODS CO Industrials 1.0 $411.0 NEW $411.00 +8.2%
2218 FRVO FERVO ENERGY CO 14.0 $410.0 NEW $29.29 -38.6%
2219 BAK BRASKEM SA Basic Materials 167.0 $408.0 NEW $2.44 -19.4%
2220 HELE HELEN OF TROY LTD Consumer Defensive 14.0 $407.0 NEW $29.07 -1.1%
Page 111 of 117  ·  2,334 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.0%
Financial Services 17.9%
Healthcare 9.5%
Consumer Cyclical 7.4%
Industrials 6.1%
Communication Services 5.8%
Consumer Defensive 4.2%
Energy 3.0%
Real Estate 2.6%
Utilities 2.1%