Arkolith/Funds/Physician Wealth Advisors, Inc.

Physician Wealth Advisors, Inc.

CIK 1795173
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

Physician Wealth Advisors, Inc. holds a focused book of 2333 stocks worth $837.4M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 12% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+16.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
867
new positions
Added to
896
existing
Trimmed
458
reduced
Sold out
150
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.6%
+16.9%/yr · since Oct '24
Their reported book
+27.4%
held from quarter-end
S&P 500
+31.2%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jun '25Nov '25Mar '26Jul '26
Physician Wealth Advisors, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.2 points over this window.

Growth of $10,000 cloning Physician Wealth Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
36%
Top 10 holdings
51%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

15% mapped to company sectors

ETF / fund or unclassified
85%
Information Technology
7%
Financials
2%
Consumer Discretionary
2%
Industrials
1%
Health Care
1%
Utilities
0%
Real Estate
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2,333 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$103.0M137.6K
12.3%
−0.5%
Reduced · −633 sh
2SPDR Series Trust
ST STR P500ETF
$94.0M1.07M
11.2%
+58%
Added · +395K sh
3Ishares TR
MSCI ACWI EX US
$44.0M578.5K
5.3%
+18%
Added · +87K sh
4Dimensional ETF Trust
INTL CORE EQT MK
$31.9M772.7K
3.8%
+1.2%
Added · +9K sh
5Ishares TR
S&P 500 GRWT ETF
$31.7M230.8K
3.8%
+9.2%
Added · +19K sh
6BlackRock ETF Trust
ISHARES US EQUIT
$30.9M454.8K
3.7%
+4.4%
Added · +19K sh
7Ishares TR
S&P 500 VAL ETF
$27.1M119.4K
3.2%
−12%
Reduced · −16K sh
8Dimensional ETF Trust
EMGR CRE EQT MNG
$25.8M640.8K
3.1%
−18%
Reduced · −138K sh
9Ishares TR
CORE S&P TTL STK
$21.0M127.8K
2.5%
−0.2%
Reduced · −298 sh
10Dimensional ETF Trust
US CORE EQT MKT
$19.6M379.4K
2.3%
−0.6%
Reduced · −2K sh
11Apple Inc
COM
$18.3M63.3K
2.2%
+1.1%
Added · +696 sh
12Fidelity Merrimack STR TR
TOTAL BD ETF
$16.2M357.1K
1.9%
+13%
Added · +40K sh
13BlackRock ETF Trust
ISHA I IN TE ETF
$16.1M305.9K
1.9%
−21%
Reduced · −80K sh
14Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$13.0M80.3K
1.5%
−23%
Reduced · −24K sh
15Vanguard World FD
MEGA CAP INDEX
$12.3M44.8K
1.5%
+0.1%
Added · +44 sh
16Ishares TR
CORE MSCI EAFE
$12.1M124.8K
1.4%
−1.1%
Reduced · −1K sh
17Ishares TR
CORE S&P MCP ETF
$11.5M148.5K
1.4%
−0.1%
Reduced · −211 sh
18Dimensional ETF Trust
WORLD EQUITY ETF
$10.9M131.7K
1.3%
−11%
Reduced · −16K sh
19Nvidia Corporation
COM
$10.4M51.9K
1.2%
−3.9%
Reduced · −2K sh
20Global X FDS
DEFENSE TECH ETF
$10.1M169.1K
1.2%
+36%
Added · +45K sh
21BlackRock ETF Trust
ISHA US THEM ETF
$8.7M201.4K
1.0%
−36%
Reduced · −114K sh
22Ishares TR
CORE MSCI TOTAL
$8.6M90.2K
1.0%
+0.1%
Added · +53 sh
23BlackRock ETF Trust
ISHA SYST AL ETF
$8.3M296.2K
1.0%
New
New position
24Ishares TR
CORE DIV GRWTH
$8.2M107.6K
1.0%
−4.3%
Reduced · −5K sh
25Vanguard Mun BD FDS
CORE TAX EXEMPT
$6.8M88.7K
0.8%
+1.7%
Added · +1K sh
26Dimensional ETF Trust
CORE FIXE IN ETF
$6.7M159.6K
0.8%
+55%
Added · +57K sh
27Dimensional ETF Trust
US SMALL CAP ETF
$6.3M76.0K
0.7%
~0%
Reduced · −28 sh
28Ishares TR
ESG AWR MSCI USA
$6.2M37.7K
0.7%
+6.1%
Added · +2K sh
29Dimensional ETF Trust
US COR EQU 2 ETF
$6.0M136.1K
0.7%
−1.9%
Reduced · −3K sh
30Microsoft Corp
COM
$5.7M15.3K
0.7%
−3.7%
Reduced · −584 sh
31Vanguard World FD
INF TECH ETF
$5.5M46.0K
0.7%
+734%
Added · +40K sh
32Fidelity Covington Trust
MSCI RL EST ETF
$4.7M159.5K
0.6%
−0.3%
Reduced · −437 sh
33Vanguard Index FDS
S&P 500 ETF SHS
$4.4M6.4K
0.5%
+23%
Added · +1K sh
34Ishares TR
0-5 YR TIPS ETF
$4.4M42.7K
0.5%
−0.2%
Reduced · −71 sh
35Healthequity Inc
COM
$4.2M47.0K
0.5%
~0%
Reduced · −4 sh
36Ishares TR
CORE S&P SCP ETF
$4.1M27.8K
0.5%
−4.1%
Reduced · −1K sh
37Ishares TR
U S EQUITY FACTR
$3.8M50.0K
0.5%
+1.4%
Added · +707 sh
38Amazon Com Inc
COM
$3.5M14.6K
0.4%
−3.3%
Reduced · −506 sh
39Invesco QQQ TR
UNIT SER 1
$3.4M4.6K
0.4%
−2.3%
Reduced · −111 sh
40Direxion Shares ETF Trust
DAILY SMALL CAP
$3.2M42.6K
0.4%
Held
41World Gold TR
SPDR GLD MINIS
$3.2M40.2K
0.4%
+28%
Added · +9K sh
42Alphabet Inc
CAP STK CL A
$3.1M8.8K
0.4%
+1.5%
Added · +127 sh
43Ishares TR
MSCI USA QLT FCT
$3.1M14.0K
0.4%
−82%
Reduced · −63K sh
44Ishares TR
MSCI EAFE MIN VL
$2.9M32.8K
0.3%
−1.6%
Reduced · −543 sh
45Dimensional ETF Trust
US EQUI MARK ETF
$2.8M34.2K
0.3%
~0%
Added · +13 sh
46Dimensional ETF Trust
WORLD EX US CORE
$2.7M73.6K
0.3%
−1.0%
Reduced · −754 sh
47Schwab Strategic TR
US DIVIDEND EQ
$2.7M85.4K
0.3%
~0%
Added · +28 sh
48Ishares TR
MSCI USA MMENTM
$2.7M7.8K
0.3%
Held
49Ishares Inc
CORE MSCI EMKT
$2.5M30.6K
0.3%
−12%
Reduced · −4K sh
50Tesla Inc
COM
$2.5M5.9K
0.3%
+3.8%
Added · +219 sh
Showing 50 of 2,333 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 20262,334$837.4M13F-HR
Q1 2026Mar 31, 2026Apr 24, 20262,057$718.5M13F-HR
Q4 2025Dec 31, 2025Jan 29, 20262,027$718.7M13F-HR
Q3 2025Sep 30, 2025Nov 4, 20251,899$702.6M13F-HR
Q2 2025Jun 30, 2025Jul 14, 20251,800$636.8M13F-HR
Q1 2025Mar 31, 2025Apr 28, 20251,436$580.8M13F-HR
Q4 2024Dec 31, 2024Feb 12, 20251,148$591.8M13F-HR
Q3 2024Sep 30, 2024Oct 16, 2024183$554.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.