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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 44 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 LPL LG DISPLAY CO LTD Technology 2,732.0 $11K 0.00% NEW $3.89 -15.7%
862 ON ON SEMICONDUCTOR CORP Technology 112.0 $11K 0.00% NEW $94.54 -21.5%
863 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 119.0 $11K 0.00% NEW $88.61 -36.6%
864 VTRS VIATRIS INC Healthcare 664.0 $11K 0.00% NEW $15.88 +2.8%
865 INNOVATOR ETFS TRUST 710.0 $10K 0.00% NEW $14.69
866 IP INTERNATIONAL PAPER CO Consumer Cyclical 272.0 $10K 0.00% NEW $38.10 +8.9%
867 ARES ARES MANAGEMENT CORPORATION Financial Services 93.0 $10K 0.00% NEW $111.31 +26.9%
868 ONEQ FIDELITY COMWLTH TR 100.0 $10K 0.00% NEW $103.22 -0.1%
869 COHR COHERENT CORP Technology 26.0 $10K 0.00% NEW $394.50 -26.6%
870 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 433.0 $10K 0.00% NEW $23.58 +6.2%
871 CENCORA INC 36.0 $10K 0.00% NEW $283.00
872 TECK TECK RESOURCES LTD Basic Materials 171.0 $10K 0.00% NEW $59.46 +16.4%
873 DDFF INNOVATOR ETFS TRUST 500.0 $10K 0.00% NEW $19.96 +1.2%
874 BME BLACKROCK HEALTH SCIENCES TR Financial Services 232.0 $10K 0.00% NEW $42.95 +7.4%
875 SIZE ISHARES TR 56.0 $10K 0.00% NEW $177.16 +4.4%
876 FFIN FIRST FINL BANKSHARES INC Financial Services 286.0 $10K 0.00% NEW $34.60 -1.4%
877 KMPR KEMPER CORP Financial Services 367.0 $10K 0.00% NEW $26.96 +0.3%
878 DOV DOVER CORP Industrials 44.0 $10K 0.00% NEW $224.30 -10.0%
879 UBS UBS GROUP AG Financial Services 199.0 $10K 0.00% NEW $49.56 +7.5%
880 THEMES ETF TR 262.0 $10K 0.00% NEW $37.63
Page 44 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%