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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 28 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 NEM NEWMONT CORP Basic Materials 342.0 $32K 0.00% NEW $93.46 +40.8%
542 INDA ISHARES TR 644.0 $32K 0.00% NEW $49.38 +0.5%
543 AA ALCOA CORP Basic Materials 598.0 $31K 0.00% NEW $52.15 -0.6%
544 GPIQ GOLDMAN SACHS ETF TR 524.0 $31K 0.00% NEW $59.26 -4.4%
545 HAL HALLIBURTON CO Energy 900.0 $31K 0.00% NEW $33.95 +4.1%
546 EXC EXELON CORP Utilities 655.0 $31K 0.00% NEW $46.62 -6.1%
547 PBP INVESCO EXCHANGE TRADED FD T 1,326.0 $30K 0.00% NEW $22.90 +2.1%
548 AON AON PLC Financial Services 91.0 $30K 0.00% NEW $331.82 +7.0%
549 IJT ISHARES TR 169.0 $30K 0.00% NEW $178.60 -2.6%
550 MOAT VANECK ETF TRUST 290.0 $30K 0.00% NEW $103.96 +10.1%
551 CGNX COGNEX CORP Technology 415.0 $30K 0.00% NEW $72.42 -16.4%
552 NOC NORTHROP GRUMMAN CORP Industrials 59.0 $30K 0.00% NEW $509.32 +8.2%
553 TER TERADYNE INC Technology 62.0 $30K 0.00% NEW $483.85 -22.3%
554 YUMC YUM CHINA HLDGS INC Consumer Cyclical 734.0 $30K 0.00% NEW $40.84 +21.2%
555 SCHW SCHWAB CHARLES CORP Financial Services 323.0 $30K 0.00% NEW $92.32 +21.6%
556 HOOD ROBINHOOD MKTS INC Financial Services 296.0 $30K 0.00% NEW $100.28 +7.8%
557 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 42.0 $30K 0.00% NEW $703.36 -0.5%
558 VCTR VICTORY CAP HLDGS INC DEL Financial Services 350.0 $29K 0.00% NEW $84.06 +37.6%
559 CMI CUMMINS INC Industrials 41.0 $29K 0.00% NEW $713.22 -17.6%
560 ITA ISHARES TR 120.0 $29K 0.00% NEW $242.52 -2.1%
Page 28 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 40.6%
Financial Services 18.2%
Healthcare 9.6%
Consumer Cyclical 7.5%
Industrials 6.2%
Communication Services 4.5%
Consumer Defensive 4.3%
Real Estate 2.7%
Energy 2.7%
Utilities 2.2%