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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 33 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AJG GALLAGHER ARTHUR J & CO Financial Services 94.0 $22K 0.00% NEW $230.10 +11.9%
642 LITE LUMENTUM HLDGS INC Technology 25.0 $21K 0.00% NEW $858.08 -3.6%
643 ODFL OLD DOMINION FREIGHT LINE IN Industrials 99.0 $21K 0.00% NEW $216.61 -5.3%
644 INNOVATOR ETFS TRUST 1,105.0 $21K 0.00% NEW $19.36
645 TDG TRANSDIGM GROUP INC Industrials 16.0 $21K 0.00% NEW $1332.06 -8.2%
646 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 291.0 $21K 0.00% NEW $72.99 +7.3%
647 ENVA ENOVA INTL INC Financial Services 88.0 $21K 0.00% NEW $240.74 +5.7%
648 BHP BHP BILLITON LIMITED Basic Materials 254.0 $21K 0.00% NEW $83.31 +10.8%
649 CIEN CIENA CORP Technology 43.0 $21K 0.00% NEW $490.58 -18.6%
650 GRNY TIDAL TRUST I 759.0 $21K 0.00% NEW $27.65 +0.1%
651 WY WEYERHAEUSER CO Real Estate 866.0 $21K 0.00% NEW $23.93 +2.9%
652 NVMI NOVA LTD Technology 38.0 $21K 0.00% NEW $542.95 -29.0%
653 FLOT ISHARES TR 404.0 $21K 0.00% NEW $51.03 -0.1%
654 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 254.0 $21K 0.00% NEW $81.16 -7.2%
655 ABNB AIRBNB INC Consumer Cyclical 144.0 $21K 0.00% NEW $143.10 +30.2%
656 NVR NVR INC Consumer Cyclical 3.0 $20K 0.00% NEW $6813.67 -5.8%
657 SBRA SABRA HEALTH CARE REIT INC Real Estate 1,042.0 $20K 0.00% NEW $19.51 +5.3%
658 ASX ASE TECHNOLOGY HLDG CO LTD Technology 449.0 $20K 0.00% NEW $45.12 -21.0%
659 SUSB ISHARES TR 810.0 $20K 0.00% NEW $24.99 -0.5%
660 SKM SK TELECOM CO LTD Communication Services 629.0 $20K 0.00% NEW $32.16 +20.5%
Page 33 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%