DOSSIER · 13F-HR · Q4 2025
Physician Wealth Advisors, Inc.
Physician Wealth's asset manager based in London, UK — $719M in tracked AUM across 2,027 positions as of Q4 2025.
PW
Physician Wealth·London, UK·Asset Manager
CIK 0001795173 · last filed Dec 31, 2025
AI Analysis · Q4 2025 · Q4 2025
Comprehensive Analysis of SEC 13F Filing: Physician Wealth Advisors, Inc.
1. Portfolio Overview
Physician Wealth Advisors, Inc. manages a substantial portfolio valued at approximately $718.65 million as of December 31, 2025. The firm employs a highly diversified investment approach, evidenced by the large number of holdings (2,027). The portfolio experienced modest growth of +2.3% during the quarter, increasing from $702.57 million.
The portfolio structure indicates a reliance...
Quarter at a glance — Q4 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q4 2025.
Filing history
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