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Disclosed positions
Physician Wealth Advisors, Inc.: source evidence dated 2026-07-21T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $103,020,545
- Reported amount
- 137,564
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001795173-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $103,020,545 | 137,564 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $94,022,695 | 1,069,899 | SH | None |
| ISHARES TR | ACWX | MSCI ACWI EX US | $44,031,039 | 578,518 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $31,873,049 | 772,680 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $31,736,172 | 230,758 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $30,931,658 | 454,810 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $27,113,168 | 119,410 | SH | None |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $25,765,242 | 640,767 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $20,998,505 | 127,829 | SH | None |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $19,613,167 | 379,438 | SH | None |
| APPLE INC | AAPL | COM | $18,328,333 | 63,341 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $16,245,840 | 357,130 | SH | None |
| BLACKROCK ETF TRUST | BAI | ISHA I IN TE ETF | $16,127,731 | 305,913 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPMO | S&P 500 MOMNTM | $12,975,595 | 80,324 | SH | None |
| VANGUARD WORLD FD | MGC | MEGA CAP INDEX | $12,250,677 | 44,771 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $12,057,673 | 124,846 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $11,451,093 | 148,503 | SH | None |
| DIMENSIONAL ETF TRUST | DFAW | WORLD EQUITY ETF | $10,899,800 | 131,656 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $10,392,642 | 51,940 | SH | None |
| GLOBAL X FDS | SHLD | DEFENSE TECH ETF | $10,098,258 | 169,122 | SH | None |
| BLACKROCK ETF TRUST | THRO | ISHA US THEM ETF | $8,681,317 | 201,376 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $8,608,174 | 90,195 | SH | None |
| BLACKROCK ETF TRUST | IALT | ISHA SYST AL ETF | $8,309,675 | 296,245 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $8,153,534 | 107,581 | SH | None |
| VANGUARD MUN BD FDS | VCRM | CORE TAX EXEMPT | $6,775,593 | 88,686 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $6,735,195 | 159,564 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $6,254,899 | 75,964 | SH | None |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $6,177,366 | 37,743 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $6,039,269 | 136,142 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,692,861 | 15,262 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $5,493,538 | 45,963 | SH | None |
| FIDELITY COVINGTON TRUST | FREL | MSCI RL EST ETF | $4,673,432 | 159,503 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $4,403,616 | 6,412 | SH | None |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $4,363,635 | 42,714 | SH | None |
| HEALTHEQUITY INC | HQY | COM | $4,249,121 | 47,045 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $4,119,060 | 27,773 | SH | None |
| ISHARES TR | LRGF | U S EQUITY FACTR | $3,783,723 | 50,029 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,480,750 | 14,604 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $3,410,158 | 4,631 | SH | None |
| DIREXION SHARES ETF TRUST | TNA | DAILY SMALL CAP | $3,198,259 | 42,581 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $3,196,179 | 40,244 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $3,129,584 | 8,757 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $3,075,992 | 14,018 | SH | None |
| ISHARES TR | EFAV | MSCI EAFE MIN VL | $2,878,543 | 32,819 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $2,799,497 | 34,165 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $2,710,831 | 73,584 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $2,707,992 | 85,399 | SH | None |
| ISHARES TR | MTUM | MSCI USA MMENTM | $2,669,275 | 7,786 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $2,539,015 | 30,650 | SH | None |
| TESLA INC | TSLA | COM | $2,485,050 | 5,908 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 11 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.