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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 55 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 VT VANGUARD INTL EQUITY INDEX F 33.0 $5K 0.00% NEW $156.97 +2.4%
1082 GWRE GUIDEWIRE SOFTWARE INC Technology 42.0 $5K 0.00% NEW $123.07 +53.7%
1083 LBRT LIBERTY ENERGY INC Energy 197.0 $5K 0.00% NEW $26.19 -26.1%
1084 STZ CONSTELLATION BRANDS INC Consumer Defensive 37.0 $5K 0.00% NEW $139.11 -2.5%
1085 CHRD CHORD ENERGY CORPORATION Energy 45.0 $5K 0.00% NEW $114.31 +29.3%
1086 SPYD SPDR SERIES TRUST 107.0 $5K 0.00% NEW $47.83 +5.4%
1087 BCS BARCLAYS PLC Financial Services 190.0 $5K 0.00% NEW $26.86 -0.1%
1088 BOOT BOOT BARN HLDGS INC Consumer Cyclical 31.0 $5K 0.00% NEW $164.29 +0.8%
1089 SNX TD SYNNEX CORPORATION Technology 19.0 $5K 0.00% NEW $267.37 -6.4%
1090 CDW CDW CORP Technology 36.0 $5K 0.00% NEW $140.67 -2.4%
1091 STLD STEEL DYNAMICS INC Basic Materials 22.0 $5K 0.00% NEW $229.50 -0.4%
1092 VSNT VERSANT MEDIA GROUP INC Industrials 140.0 $5K 0.00% NEW $36.01 +7.6%
1093 MTDR MATADOR RES CO Energy 101.0 $5K 0.00% NEW $49.79 +17.2%
1094 VFH VANGUARD WORLD FD 38.0 $5K 0.00% NEW $131.61 +6.9%
1095 HBNC HORIZON BANCORP IND Financial Services 250.0 $5K 0.00% NEW $19.98 -2.2%
1096 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 58.0 $5K 0.00% NEW $86.10 +17.3%
1097 FIDU FIDELITY COVINGTON TRUST 50.0 $5K 0.00% NEW $99.62 -4.0%
1098 UMAC UNUSUAL MACHS INC Financial Services 223.0 $5K 0.00% NEW $22.30 +23.0%
1099 SJM SMUCKER J M CO Consumer Defensive 44.0 $5K 0.00% NEW $112.50 +10.5%
1100 BNS BANK NOVA SCOTIA B C Financial Services 57.0 $5K 0.00% NEW $86.84 +0.8%
Page 55 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%