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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 60 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 PZZA PAPA JOHNS INTL INC Consumer Cyclical 113.0 $4K NEW $36.78 -34.9%
1182 PDBC INVESCO ACTVELY MNGD ETC FD 261.0 $4K NEW $15.88 +17.4%
1183 AYI ACUITY INC Industrials 11.0 $4K NEW $376.73 -8.9%
1184 PSTL POSTAL REALTY TRUST INC Real Estate 168.0 $4K NEW $24.64 -7.1%
1185 OGE OGE ENERGY CORP Utilities 85.0 $4K NEW $48.67 -6.3%
1186 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 37.0 $4K NEW $111.81 -6.1%
1187 INDI INDIE SEMICONDUCTOR INC Technology 921.0 $4K NEW $4.49 -7.6%
1188 TTMI TTM TECHNOLOGIES INC Technology 22.0 $4K NEW $187.05 -40.9%
1189 CLX CLOROX CO DEL Consumer Defensive 43.0 $4K NEW $95.44 +11.8%
1190 AEIS ADVANCED ENERGY INDS Industrials 11.0 $4K NEW $372.91 -23.4%
1191 LUNR INTUITIVE MACHINES INC Industrials 191.0 $4K NEW $21.39 -14.4%
1192 SM SM ENERGY COMPANY Energy 156.0 $4K NEW $26.10 +42.5%
1193 DHC DIVERSIFIED HEALTHCARE TR Real Estate 434.0 $4K NEW $9.30 -13.8%
1194 ASB ASSOCIATED BANC-CORP Financial Services 131.0 $4K NEW $30.77 +0.2%
1195 HLNE HAMILTON LANE INC Financial Services 51.0 $4K NEW $78.84 +33.6%
1196 QLYS QUALYS INC Technology 29.0 $4K NEW $137.52 +32.3%
1197 HST HOST HOTELS & RESORTS INC Real Estate 168.0 $4K NEW $23.71 -2.1%
1198 RKT ROCKET COS INC Financial Services 252.0 $4K NEW $15.75 -11.6%
1199 ATO ATMOS ENERGY CORP Utilities 23.0 $4K NEW $172.30 -3.2%
1200 UDR UDR INC Real Estate 99.0 $4K NEW $39.93 -5.4%
Page 60 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%