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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 21 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 LHX L3HARRIS TECHNOLOGIES INC Industrials 200.0 $58K 0.01% NEW $290.93 -3.9%
402 APLD APPLIED DIGITAL CORP Technology 1,559.0 $58K 0.01% NEW $37.29 -23.6%
403 GILD GILEAD SCIENCES INC Healthcare 460.0 $58K 0.01% NEW $126.34 +13.5%
404 DDFN INNOVATOR ETFS TRUST 2,875.0 $58K 0.01% NEW $20.08 +1.4%
405 DY DYCOM INDS INC Industrials 114.0 $58K 0.01% NEW $505.60 -18.0%
406 MRNA MODERNA INC Healthcare 818.0 $57K 0.01% NEW $70.03 -10.1%
407 INNOVATOR ETFS TRUST 2,000.0 $56K 0.01% NEW $28.21
408 MMCA NEW YORK LIFE INVTS ACTIVE E 2,587.0 $56K 0.01% NEW $21.79 -1.4%
409 CMCSA COMCAST CORP NEW Communication Services 2,291.0 $56K 0.01% NEW $24.55 +6.7%
410 MELI MERCADOLIBRE INC Consumer Cyclical 33.0 $56K 0.01% NEW $1697.39 +4.8%
411 ATI ATI INC Industrials 284.0 $56K 0.01% NEW $197.10 +14.9%
412 MCK MCKESSON CORP Healthcare 74.0 $56K 0.01% NEW $755.61 +15.0%
413 INNOVATOR ETFS TRUST 1,700.0 $56K 0.01% NEW $32.86
414 BSEP INNOVATOR ETFS TRUST 1,055.0 $56K 0.01% NEW $52.73 +2.1%
415 XSD SPDR SERIES TRUST 88.0 $55K 0.01% NEW $625.89 -17.3%
416 RSG REPUBLIC SVCS INC Industrials 256.0 $55K 0.01% NEW $213.43 +1.7%
417 FANG DIAMONDBACK ENERGY INC Energy 310.0 $54K 0.01% NEW $175.72 +19.5%
418 MKSI MKS INC. Technology 122.0 $54K 0.01% NEW $444.80 -32.5%
419 APP APPLOVIN CORP Technology 105.0 $54K 0.01% NEW $515.24 -40.4%
420 UNILEVER PLC 896.0 $54K 0.01% NEW $60.13
Page 21 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%