Physician Wealth Advisors, Inc.
Physician Wealth Advisors, Inc. reported 12,601 holdings worth US$837M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Physician Wealth Advisors, Inc. reported 12,601 holdings worth US$837M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 12,601
- Value as reported
- US$837M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 63,341 | US$18.3M | 2.2% |
| Nvidia Corporation | 51,940 | US$10.4M | 1.2% |
| Microsoft Corp. | 15,262 | US$5.69M | 0.68% |
| Alphabet Inc (google) Class C | 13,625 | US$4.87M | 0.58% |
| Healthequity, Inc. | 47,045 | US$4.25M | 0.51% |
| Amazon.com, Inc. | 14,604 | US$3.48M | 0.42% |
| Tesla, Inc. | 5,908 | US$2.49M | 0.30% |
| Berkshire Hathaway Inc. | 4,731 | US$2.37M | 0.28% |
| Glacier Bancorp, Inc. | 44,079 | US$2.27M | 0.27% |
| Costco Wholesale Corporation | 1,890 | US$1.77M | 0.21% |
| Walmart Inc. | 14,634 | US$1.66M | 0.20% |
| Advanced Micro Devices Inc | 2,820 | US$1.64M | 0.20% |
| Extra Space Storage Inc | 10,927 | US$1.59M | 0.19% |
| Zions Bancorporation N.a. | 22,051 | US$1.53M | 0.18% |
| Broadcom Inc. | 3,363 | US$1.27M | 0.15% |
| Eli Lilly And Company | 1,025 | US$1.23M | 0.15% |
| Teledyne Technologies Incorporated | 1,785 | US$1.19M | 0.14% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,449 | US$1.17M | 0.14% |
| Applied Materials, Inc. | 1,585 | US$1.15M | 0.14% |
| Intel Corporation | 7,681 | US$1.07M | 0.13% |
| Caterpillar, Inc. | 964 | US$1.03M | 0.12% |
| Meta Platforms, Inc. | 1,752 | US$987K | 0.12% |
| Visa Inc. | 2,667 | US$915K | 0.11% |
| Wells Fargo & Company | 10,941 | US$904K | 0.11% |
| Cisco Systems, Inc. | 7,378 | US$867K | 0.10% |
| Micron Technology, Inc. | 750 | US$865K | 0.10% |
| Johnson & Johnson | 3,392 | US$861K | 0.10% |
| Jp Morgan Chase & Co. | 2,573 | US$842K | 0.10% |
| The Cigna Group | 2,726 | US$752K | 0.09% |
| Mastercard Incorporated | 1,336 | US$686K | 0.08% |
| Merck & Company, Inc. | 4,682 | US$602K | 0.07% |
| Ge Vernova Inc. | 508 | US$597K | 0.07% |
| Ge Aerospace | 1,517 | US$567K | 0.07% |
| Servicenow, Inc. | 5,634 | US$559K | 0.07% |
| Mcdonald's Corporation | 1,887 | US$510K | 0.06% |
| Security National Financial Corporation | 52,376 | US$508K | 0.06% |
| Exxon Mobil Corporation | 3,669 | US$502K | 0.06% |
| American Express Company | 1,479 | US$500K | 0.06% |
| Qualcomm Incorporated | 2,667 | US$493K | 0.06% |
| Texas Instruments Incorporated | 1,609 | US$480K | 0.06% |
| Bank Of America Corporation | 8,364 | US$477K | 0.06% |
| Chevron Corporation | 2,872 | US$476K | 0.06% |
| Howmet Aerospace Inc. | 1,732 | US$466K | 0.06% |
| Home Depot, Inc. (the) | 1,261 | US$445K | 0.05% |
| Lam Research Corporation | 1,013 | US$439K | 0.05% |
| Procter & Gamble Company (the) | 2,890 | US$424K | 0.05% |
| Walt Disney Company (the) | 4,338 | US$418K | 0.05% |
| Amphenol Corporation | 2,340 | US$413K | 0.05% |
| Ameren Corporation | 3,470 | US$392K | 0.05% |
| Delta Air Lines, Inc. | 4,042 | US$379K | 0.05% |
| Sandisk Corporation | 154 | US$350K | 0.04% |
| Pepsico, Inc. | 2,568 | US$348K | 0.04% |
| Abbvie Inc. | 1,376 | US$346K | 0.04% |
| Enterprise Products Partners L.p. | 9,268 | US$341K | 0.04% |
| Blackrock, Inc. | 350 | US$337K | 0.04% |
| Vertex Pharmaceuticals Incorporated | 634 | US$315K | 0.04% |
| Prologis, Inc. | 2,302 | US$312K | 0.04% |
| Trimble Inc. | 6,072 | US$311K | 0.04% |
| Northwestern Energy Group, Inc. | 4,325 | US$310K | 0.04% |
| Oracle Corporation | 2,070 | US$303K | 0.04% |
| Marriott International | 813 | US$301K | 0.04% |
| Union Pacific Corporation | 1,102 | US$300K | 0.04% |
| Conocophillips | 2,813 | US$292K | 0.03% |
| Bloom Energy Corporation | 950 | US$288K | 0.03% |
| Boeing Company (the) | 1,293 | US$280K | 0.03% |
| Goldman Sachs Group, Inc. (the) | 277 | US$280K | 0.03% |
| Unitedhealth Group Incorporated | 673 | US$280K | 0.03% |
| Thermo Fisher Scientific Inc | 548 | US$275K | 0.03% |
| Tc Energy Corporation | 4,053 | US$269K | 0.03% |
| W. P. Carey Inc. Reit | 3,691 | US$264K | 0.03% |
| Cathay General Bancorp | 4,253 | US$264K | 0.03% |
| Asml Holding Nv | 132 | US$263K | 0.03% |
| Huntsman Corporation | 24,588 | US$261K | 0.03% |
| Dominion Energy, Inc. | 3,804 | US$260K | 0.03% |
| Coca-cola Company (the) | 3,169 | US$258K | 0.03% |
| Kinder Morgan, Inc. | 8,035 | US$257K | 0.03% |
| 3m Company | 1,569 | US$254K | 0.03% |
| Duke Energy Corporation (holding Company) | 1,995 | US$253K | 0.03% |
| Novartis Ag | 1,603 | US$251K | 0.03% |
| Tjx Companies, Inc. (the) | 1,652 | US$250K | 0.03% |
| Pfizer, Inc. | 10,105 | US$243K | 0.03% |
| Emcor Group, Inc. | 290 | US$241K | 0.03% |
| Oneok, Inc. | 2,745 | US$239K | 0.03% |
| At&t Inc. | 10,904 | US$226K | 0.03% |
| Wheaton Precious Metals Corp | 1,976 | US$222K | 0.03% |
| International Business Machines Corporation | 775 | US$218K | 0.03% |
| Netflix, Inc. | 3,049 | US$218K | 0.03% |
| Plains All American Pipeline, L.p. | 9,700 | US$216K | 0.03% |
| Axon Enterprise, Inc. | 364 | US$204K | 0.02% |
| Electronic Arts Inc. | 983 | US$202K | 0.02% |
| Rtx Corporation | 1,049 | US$199K | 0.02% |
| Welltower Inc. | 865 | US$196K | 0.02% |
| Becton, Dickinson And Company | 1,280 | US$194K | 0.02% |
| Royal Gold, Inc. | 943 | US$188K | 0.02% |
| Skywest, Inc. | 1,888 | US$188K | 0.02% |
| Everus Construction Group, Inc. | 1,127 | US$187K | 0.02% |
| Booking Holdings Inc. Common Stock | 1,046 | US$186K | 0.02% |
| Palantir Technologies Inc. | 1,476 | US$172K | 0.02% |
| Public Storage | 532 | US$169K | 0.02% |
| Henry Schein, Inc. | 2,012 | US$168K | 0.02% |
Every holding of Physician Wealth Advisors, Inc.
Source
View original at SEC
Related