DOSSIER · 13F-HR · Q4 2025

Physician Wealth Advisors, Inc.

$719M in tracked AUM across 2,027 positions as of Q4 2025.

PW
CIK 0001795173 · last filed Dec 31, 2025
Total AUM
$719M
as of Q4 2025
Holdings
2,027
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · 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...

2. Key Holdings

The portfolio is dominated by large-cap, broad-market U.S. equity ETFs. The top position is IVV (iShares Core S&P 500), which constitutes 13.00% of the portfolio ($93.41M). This significant allocation suggests a strong anchoring in the U.S. large-cap market.

The subsequent top positions reveal a preference for specific investment styles and factors:

  • SPYM (SPDR Portfolio S&P 1500) and DYNF (BlackRock Future Factor) are the second and third holdings, at 4.64% and 4.41%, respectively.
  • IVE (iShares S&P 500 Value) saw a massive increase this quarter (detailed below) to become the fourth largest holding at 4.20%, indicating a tilt toward value stocks.
  • DFAI (Dimensional International ETF) and DFAE (Dimensional Emerging Markets) represent the firm's international exposure, rounding out the top 10 with allocations of 4.03% and 3.37%, respectively.

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.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$93M136K13.0%
02
SPYM
SPDR SERIES TRUST
$33M416K4.6%
03
DYNF
BLACKROCK ETF TRUST
$32M521K4.4%
04
IVE
ISHARES TR
$30M142K4.2%
05
DFAI
DIMENSIONAL ETF TRUST
$29M759K4.0%
06
XLG
INVESCO EXCHANGE TRADED FD T
$24M412K3.4%
07
IVW
ISHARES TR
$24M198K3.4%
08
DFAE
DIMENSIONAL ETF TRUST
$24M743K3.4%
09
EFV
ISHARES TR
$19M269K2.7%
10
ITOT
ISHARES TR
$19M127K2.6%

Filing history

2025Q4Dec 31
$719M 2.3%
2,027 positionsView →
2025Q3Sep 30
$703M 10.3%
1,899 positionsView →
2025Q2Jun 30
$637M 9.6%
1,800 positionsLocked
2025Q1Mar 31
$581M 1.8%
1,436 positionsLocked
2024Q4Dec 31
$592M 6.8%
1,148 positionsLocked
2024Q3Sep 30
$554M 2.1%
183 positionsLocked
2024Q2Jun 30
$543M 14.1%
182 positionsLocked
2024Q1Mar 31
$476M 6.2%
176 positionsLocked
2023Q4Dec 31
$448M 15.2%
167 positionsLocked
2023Q3Sep 30
$389M 3.5%
148 positionsLocked
2023Q2Jun 30
$403M 5.7%
150 positionsLocked
2023Q1Mar 31
$381M 2.8%
152 positionsLocked
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