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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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1795173/holdings"
Use Arkolith to show Physician Wealth Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $103.0M | 137.6K | 12.3% | ▼−0.5% Reduced · −633 sh | |
| 2 | SPDR Series Trust ST STR P500ETF | $94.0M | 1.07M | 11.2% | ▲+58% Added · +395K sh | |
| 3 | Ishares TR MSCI ACWI EX US | $44.0M | 578.5K | 5.3% | ▲+18% Added · +87K sh | |
| 4 | Dimensional ETF Trust INTL CORE EQT MK | $31.9M | 772.7K | 3.8% | ▲+1.2% Added · +9K sh | |
| 5 | Ishares TR S&P 500 GRWT ETF | $31.7M | 230.8K | 3.8% | ▲+9.2% Added · +19K sh | |
| 6 | BlackRock ETF Trust ISHARES US EQUIT | $30.9M | 454.8K | 3.7% | ▲+4.4% Added · +19K sh | |
| 7 | Ishares TR S&P 500 VAL ETF | $27.1M | 119.4K | 3.2% | ▼−12% Reduced · −16K sh | |
| 8 | Dimensional ETF Trust EMGR CRE EQT MNG | $25.8M | 640.8K | 3.1% | ▼−18% Reduced · −138K sh | |
| 9 | Ishares TR CORE S&P TTL STK | $21.0M | 127.8K | 2.5% | ▼−0.2% Reduced · −298 sh | |
| 10 | Dimensional ETF Trust US CORE EQT MKT | $19.6M | 379.4K | 2.3% | ▼−0.6% Reduced · −2K sh | |
| 11 | Apple Inc COM | $18.3M | 63.3K | 2.2% | ▲+1.1% Added · +696 sh | |
| 12 | Fidelity Merrimack STR TR TOTAL BD ETF | $16.2M | 357.1K | 1.9% | ▲+13% Added · +40K sh | |
| 13 | BlackRock ETF Trust ISHA I IN TE ETF | $16.1M | 305.9K | 1.9% | ▼−21% Reduced · −80K sh | |
| 14 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $13.0M | 80.3K | 1.5% | ▼−23% Reduced · −24K sh | |
| 15 | Vanguard World FD MEGA CAP INDEX | $12.3M | 44.8K | 1.5% | ▲+0.1% Added · +44 sh | |
| 16 | Ishares TR CORE MSCI EAFE | $12.1M | 124.8K | 1.4% | ▼−1.1% Reduced · −1K sh | |
| 17 | Ishares TR CORE S&P MCP ETF | $11.5M | 148.5K | 1.4% | ▼−0.1% Reduced · −211 sh | |
| 18 | Dimensional ETF Trust WORLD EQUITY ETF | $10.9M | 131.7K | 1.3% | ▼−11% Reduced · −16K sh | |
| 19 | Nvidia Corporation COM | $10.4M | 51.9K | 1.2% | ▼−3.9% Reduced · −2K sh | |
| 20 | Global X FDS DEFENSE TECH ETF | $10.1M | 169.1K | 1.2% | ▲+36% Added · +45K sh | |
| 21 | BlackRock ETF Trust ISHA US THEM ETF | $8.7M | 201.4K | 1.0% | ▼−36% Reduced · −114K sh | |
| 22 | Ishares TR CORE MSCI TOTAL | $8.6M | 90.2K | 1.0% | ▲+0.1% Added · +53 sh | |
| 23 | BlackRock ETF Trust ISHA SYST AL ETF | $8.3M | 296.2K | 1.0% | ▲New New position | |
| 24 | Ishares TR CORE DIV GRWTH | $8.2M | 107.6K | 1.0% | ▼−4.3% Reduced · −5K sh | |
| 25 | Vanguard Mun BD FDS CORE TAX EXEMPT | $6.8M | 88.7K | 0.8% | ▲+1.7% Added · +1K sh | |
| 26 | Dimensional ETF Trust CORE FIXE IN ETF | $6.7M | 159.6K | 0.8% | ▲+55% Added · +57K sh | |
| 27 | Dimensional ETF Trust US SMALL CAP ETF | $6.3M | 76.0K | 0.7% | ▼~0% Reduced · −28 sh | |
| 28 | Ishares TR ESG AWR MSCI USA | $6.2M | 37.7K | 0.7% | ▲+6.1% Added · +2K sh | |
| 29 | Dimensional ETF Trust US COR EQU 2 ETF | $6.0M | 136.1K | 0.7% | ▼−1.9% Reduced · −3K sh | |
| 30 | Microsoft Corp COM | $5.7M | 15.3K | 0.7% | ▼−3.7% Reduced · −584 sh | |
| 31 | Vanguard World FD INF TECH ETF | $5.5M | 46.0K | 0.7% | ▲+734% Added · +40K sh | |
| 32 | Fidelity Covington Trust MSCI RL EST ETF | $4.7M | 159.5K | 0.6% | ▼−0.3% Reduced · −437 sh | |
| 33 | Vanguard Index FDS S&P 500 ETF SHS | $4.4M | 6.4K | 0.5% | ▲+23% Added · +1K sh | |
| 34 | Ishares TR 0-5 YR TIPS ETF | $4.4M | 42.7K | 0.5% | ▼−0.2% Reduced · −71 sh | |
| 35 | Healthequity Inc COM | $4.2M | 47.0K | 0.5% | ▼~0% Reduced · −4 sh | |
| 36 | Ishares TR CORE S&P SCP ETF | $4.1M | 27.8K | 0.5% | ▼−4.1% Reduced · −1K sh | |
| 37 | Ishares TR U S EQUITY FACTR | $3.8M | 50.0K | 0.5% | ▲+1.4% Added · +707 sh | |
| 38 | Amazon Com Inc COM | $3.5M | 14.6K | 0.4% | ▼−3.3% Reduced · −506 sh | |
| 39 | Invesco QQQ TR UNIT SER 1 | $3.4M | 4.6K | 0.4% | ▼−2.3% Reduced · −111 sh | |
| 40 | Direxion Shares ETF Trust DAILY SMALL CAP | $3.2M | 42.6K | 0.4% | —Held | |
| 41 | World Gold TR SPDR GLD MINIS | $3.2M | 40.2K | 0.4% | ▲+28% Added · +9K sh | |
| 42 | Alphabet Inc CAP STK CL A | $3.1M | 8.8K | 0.4% | ▲+1.5% Added · +127 sh | |
| 43 | Ishares TR MSCI USA QLT FCT | $3.1M | 14.0K | 0.4% | ▼−82% Reduced · −63K sh | |
| 44 | Ishares TR MSCI EAFE MIN VL | $2.9M | 32.8K | 0.3% | ▼−1.6% Reduced · −543 sh | |
| 45 | Dimensional ETF Trust US EQUI MARK ETF | $2.8M | 34.2K | 0.3% | ▲~0% Added · +13 sh | |
| 46 | Dimensional ETF Trust WORLD EX US CORE | $2.7M | 73.6K | 0.3% | ▼−1.0% Reduced · −754 sh | |
| 47 | Schwab Strategic TR US DIVIDEND EQ | $2.7M | 85.4K | 0.3% | ▲~0% Added · +28 sh | |
| 48 | Ishares TR MSCI USA MMENTM | $2.7M | 7.8K | 0.3% | —Held | |
| 49 | Ishares Inc CORE MSCI EMKT | $2.5M | 30.6K | 0.3% | ▼−12% Reduced · −4K sh | |
| 50 | Tesla Inc COM | $2.5M | 5.9K | 0.3% | ▲+3.8% Added · +219 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 2,334 | $837.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 2,057 | $718.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 2,027 | $718.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 1,899 | $702.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 1,800 | $636.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 1,436 | $580.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 1,148 | $591.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 183 | $554.2M | 13F-HR |
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.