Physician Wealth Advisors
Physician Wealth Advisors reported 2,440 stocks worth $869M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (12.6%), SPYM (11.7%) and ACWX (7.8%). Compared with Q2 2026, the fund opened new positions in VPLS and VGSH, added to IVV, SPYM and ACWX, trimmed ITOT, DFAU and DFAE and sold out of XOM, OKE and BOXX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $110M | 12.6% | 143K | +5,618 (+4%) | 8 of 8 | |
| 2 |  SPYM Spdr Series Trust | $102M | 11.7% | 1.1M | +67K (+6%) | 8 of 8 | |
| 3 |  ACWX Ishares TR | $68M | 7.8% | 900K | +321K (+56%) | 3 of 8 | |
| 4 |  DFAI Dimensional Intern Core | $35.1M | 4.0% | 847K | +74K (+10%) | 8 of 8 | |
| 5 |  IVW Ishares TR | $33.3M | 3.8% | 234K | +3,635 (+2%) | 8 of 8 | |
| 6 |  DYNF Blackrock ETF Trust | $31.5M | 3.6% | 454K | No change | 8 of 8 | |
| 7 |  IVE Ishares TR | $28M | 3.2% | 123K | +3,177 (+3%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $21.3M | 2.5% | 64K | +731 (+1%) | 8 of 8 | |
| 9 |  ITOT Ishares TR | $20M | 2.3% | 120K | −7,675 (−6%) | 8 of 8 | |
| 10 |  DFAU Dimensional ETF Trust | $19.7M | 2.3% | 377K | −2,780 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $771K | 20K |
 XOM Exxon Mobil Corp | $502K | 3,669 |
DIMENSIONAL US REAL | $274K | 10K |
 OKE Oneok Inc New | $239K | 2,745 |
ELECTRONIC ARTS INC | $202K | 983 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Physician Wealth Advisors 13F FAQ
What does Physician Wealth Advisors own?
Physician Wealth Advisors reported 2,440 stocks worth $869M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (12.6%), SPYM (11.7%) and ACWX (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Physician Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 327 new positions, 1,007 added to, 430 trimmed and 223 sold out. New positions include VPLS and VGSH. It sold all of XOM, OKE and BOXX.
When will Physician Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Physician Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $869M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.