Holdings
Physician Wealth Advisors, Inc.
As of Jun 30, 2026, Physician Wealth Advisors, Inc. reported 1,781 positions worth US$121M. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 63,341 | US$18.3M | +696 | Jun 30, 2026 |
| Nvidia Corporation | 51,940 | US$10.4M | −2,113 | Jun 30, 2026 |
| Microsoft Corp. | 15,262 | US$5.69M | −584 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 13,625 | US$4.87M | +184 | Jun 30, 2026 |
| Healthequity, Inc. | 47,045 | US$4.25M | −4 | Jun 30, 2026 |
| Amazon.com, Inc. | 14,604 | US$3.48M | −506 | Jun 30, 2026 |
| Tesla, Inc. | 5,908 | US$2.49M | +219 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 4,731 | US$2.37M | +257 | Jun 30, 2026 |
| Glacier Bancorp, Inc. | 44,079 | US$2.27M | −12 | Jun 30, 2026 |
| Costco Wholesale Corporation | 1,890 | US$1.77M | −12 | Jun 30, 2026 |