HoldingsChannel.com
Physician Wealth Advisors Inc. Top Holdings
As of  06/30/2023, below is a summary of the Physician Wealth Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Physician Wealth Advisors Inc.. In the Physician Wealth Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Physician Wealth Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Physician Wealth Advisors Inc. top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
ISHARES TR (IVV) 148,830 -1,270 $66,430
     IVV148,830-1,270$66,430
SPDR SER TR (SPLG) 749,671 +11,407 $39,140
     SPLG749,671+11,407$39,140
ISHARES TR (ITOT) 196,191 +316 $19,235
     ITOT196,191+316$19,235
ISHARES TR (QUAL) 128,378 +2,744 $17,291
     QUAL128,378+2,744$17,291
APPLE INC 80,613 +3,782 $15,515
     AAPL80,613+3,782$15,515
DIMENSIONAL ETF TRUST (DFAI) 540,830 -3,018 $14,797
     DFAI540,830-3,018$14,797
ISHARES TR (EFG) 143,549 +2,533 $13,621
     EFG143,549+2,533$13,621
ISHARES TR (IEFA) 183,422 -382 $12,388
     IEFA183,422-382$12,388
ISHARES TR (ESGU) 104,732 +1,355 $10,226
     ESGU104,732+1,355$10,226
ISHARES INC (IEMG) 194,733 +2,986 $9,707
     IEMG194,733+2,986$9,707
DIMENSIONAL ETF TRUST (DFAE) 403,210 +5,782 $9,564
     DFAE403,210+5,782$9,564
DIMENSIONAL ETF TRUST (DFAU) 303,819 +3,576 $9,424
     DFAU303,819+3,576$9,424
ISHARES TR (EFV) 168,126 +3,598 $8,262
     EFV168,126+3,598$8,262
ISHARES TR (IXUS) 125,774 +174 $7,901
     IXUS125,774+174$7,901
ISHARES TR (IJH) 28,644 +118 $7,511
     IJH28,644+118$7,511
ISHARES TR (DGRO) 130,084 -3,218 $6,714
     DGRO130,084-3,218$6,714
ISHARES TR (IYW) 61,148 +530 $6,648
     IYW61,148+530$6,648
FIDELITY MERRIMACK STR TR 133,384 +5,325 $6,037
     FBND133,384+5,325$6,037
ISHARES TR (USMV) 73,098 +622 $5,428
     USMV73,098+622$5,428
FIDELITY COVINGTON TRUST 210,359 +3,298 $5,330
     FREL210,359+3,298$5,330
DIMENSIONAL ETF TRUST (DFAC) 192,058 +291 $5,222
     DFAC192,058+291$5,222
MICROSOFT CORP 13,840 +13 $4,678
     MSFT13,840+13$4,678
VANGUARD WORLD FD (MGC) 29,645 -179 $4,645
     MGC29,645-179$4,645
ISHARES TR (IJR) 45,386 -358 $4,551
     IJR45,386-358$4,551
DIMENSIONAL ETF TRUST (DFAS) 76,419 -3,886 $4,206
     DFAS76,419-3,886$4,206
HEALTHEQUITY INC 65,029 UNCH $4,057
     HQY65,029UNCH$4,057
ISHARES TR (EFAV) 58,776 -36 $3,955
     EFAV58,776-36$3,955
SCHWAB STRATEGIC TR 38,745 +5,431 $2,830
     SCHD38,745+5,431$2,830
ISHARES TR (STIP) 26,803 +5,970 $2,605
     STIP26,803+5,970$2,605
VANGUARD INDEX FDS (VNQ) 30,851 +1,135 $2,603
     VNQ30,851+1,135$2,603
ISHARES INC (EEMV) 41,872 +518 $2,311
     EEMV41,872+518$2,311
DIMENSIONAL ETF TRUST (DFAX) 88,738 +281 $2,081
     DFAX88,738+281$2,081
VANGUARD INDEX FDS (VTV) 12,498 +84 $1,783
     VTV12,498+84$1,783
AMAZON COM INC 13,445 +367 $1,751
     AMZN13,445+367$1,751
ISHARES TR (IGSB) 33,345 +132 $1,666
     IGSB33,345+132$1,666
ISHARES TR (IJS) 16,771 -20 $1,606
     IJS16,771-20$1,606
EXTRA SPACE STORAGE INC 10,643 +27 $1,601
     EXR10,643+27$1,601
TESLA INC 5,402 -131 $1,512
     TSLA5,402-131$1,512
ISHARES TR (SCZ) 25,380 -132 $1,498
     SCZ25,380-132$1,498
VANGUARD WORLD FDS (VGT) 3,291 -7 $1,453
     VGT3,291-7$1,453
ISHARES TR (IWC) 12,704 +55 $1,402
     IWC12,704+55$1,402
UNION PAC CORP 6,690 +68 $1,379
     UNP6,690+68$1,379
VANGUARD INDEX FDS (VOO) 3,359 -220 $1,371
     VOO3,359-220$1,371
ISHARES TR (IFRA) 33,880 +692 $1,330
     IFRA33,880+692$1,330
ISHARES TR (MUB) 11,960 +122 $1,274
     MUB11,960+122$1,274
BERKSHIRE HATHAWAY INC DEL      $1,252
     BRK.B3,661+60$1,252
PEPSICO INC 6,657 +24 $1,236
     PEP6,657+24$1,236
INVESCO QQQ TR 3,239 +543 $1,199
     QQQ3,239+543$1,199
ISHARES TR (SUB) 11,490 +81 $1,193
     SUB11,490+81$1,193
NVIDIA CORPORATION 2,764 +110 $1,172
     NVDA2,764+110$1,172

See Full List: All Stocks Held By Physician Wealth Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Physician Wealth Advisors Inc.

Size ($ in 1000's)
At 06/30/2023: $402,874
At 03/31/2023: $381,067

Physician Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Physician Wealth Advisors Inc. 13F filings. Link to 13F filings: SEC filings

UMA Financial Services Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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