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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 99 of 117  ·  2,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 ALGM ALLEGRO MICROSYSTEMS INC Technology 10.0 $697.0 NEW $69.70 -45.4%
1962 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 8.0 $697.0 NEW $87.12 -12.7%
1963 HOFT HOOKER FURNISHINGS CORPORATI Consumer Cyclical 39.0 $696.0 NEW $17.85 -21.0%
1964 BOKF BOK FINL CORP Financial Services 5.0 $695.0 NEW $139.00 +0.3%
1965 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 20.0 $695.0 NEW $34.75 +17.6%
1966 STNE STONECO LTD Technology 64.0 $694.0 NEW $10.84 -12.7%
1967 NTLA INTELLIA THERAPEUTICS INC Healthcare 41.0 $694.0 NEW $16.93 -23.6%
1968 TH TARGET HOSPITALITY CORP Industrials 34.0 $693.0 NEW $20.38 -13.7%
1969 U HAUL HOLDING COMPANY 12.0 $693.0 NEW $57.75
1970 STARZ ENTERTAINMENT CORP. 24.0 $693.0 NEW $28.88
1971 AZTA AZENTA INC Healthcare 27.0 $690.0 NEW $25.56 +37.2%
1972 CPF CENTRAL PAC FINL CORP Financial Services 18.0 $688.0 NEW $38.22 -3.4%
1973 SEZL SEZZLE INC Financial Services 4.0 $687.0 NEW $171.75 -31.5%
1974 CDNA CAREDX INC Healthcare 24.0 $684.0 NEW $28.50 +60.8%
1975 DORM DORMAN PRODS INC Consumer Cyclical 5.0 $683.0 NEW $136.60 -3.6%
1976 DFH DREAM FINDERS HOMES INC Consumer Cyclical 39.0 $674.0 NEW $17.28 -15.5%
1977 TFSL TFS FINL CORP Financial Services 38.0 $674.0 NEW $17.74 -2.5%
1978 EAT BRINKER INTL INC Consumer Cyclical 4.0 $672.0 NEW $168.00 +39.0%
1979 MTH MERITAGE HOMES CORP Consumer Cyclical 8.0 $671.0 NEW $83.88 -14.0%
1980 ANNALY CAPITAL MANAGEMENT IN 30.0 $671.0 NEW $22.37
Page 99 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%