Notify me when Physician Wealth Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 2,027 | $718,652,145 | +$37,442,074 | -$34,779,258 | +$2,662,816 | IVV, SPYM, DYNF, IVE, DFAI | 13F-HR | 29 Jan 2026, 15:27 |
| Q3 2025 | 1,899 | $702,571,448 | +$62,981,729 | -$44,474,420 | +$18,507,309 | IVV, SPLG, DYNF, DFAI, QUAL | 13F-HR | 04 Nov 2025, 15:49 |
| Q2 2025 | 1,800 | $636,784,038 | +$47,500,360 | -$45,841,806 | +$1,658,554 | IVV, QUAL, SPLG, DFAI, EFV | 13F-HR | 11 Jul 2025, 17:51 |
| Q1 2025 | 1,436 | $580,846,093 | +$34,683,267 | -$29,783,892 | +$4,899,375 | IVV, SPLG, QUAL, DFAI, IVW | 13F-HR | 28 Apr 2025, 14:00 |
| Q4 2024 | 1,148 | $591,789,981 | +$53,710,882 | -$12,666,528 | +$41,044,354 | IVV, SPLG, IVW, QUAL, DFAI | 13F-HR | 12 Feb 2025, 12:48 |
| Q3 2024 | 183 | $549,932,047 | +$24,223,699 | -$22,745,077 | +$1,478,622 | IVV, SPLG, QUAL, IVW, DFAI | 13F-HR | 16 Oct 2024, 09:40 |
| Q2 2024 | 182 | $538,912,930 | +$35,552,080 | -$19,136,319 | +$16,415,761 | IVV, SPLG, IVW, ITOT, DFAI | 13F-HR | 17 Jul 2024, 13:33 |
| Q1 2024 | 176 | $474,004,988 | +$59,731,912 | -$36,426,533 | +$23,305,379 | IVV, SPLG, ITOT, DFAI, QUAL | 13F-HR | 17 Apr 2024, 17:08 |
| Q4 2023 | 167 | $446,160,598 | +$33,325,121 | -$14,923,125 | +$18,401,996 | IVV, SPLG, ITOT, DFAI, QUAL | 13F-HR | 23 Jan 2024, 11:14 |
| Q3 2023 | 148 | $388,746,043 | +$22,931,048 | -$22,563,120 | +$367,928 | IVV, SPLG, ITOT, DFAI, AAPL | 13F-HR | 10 Oct 2023, 13:44 |
| Q2 2023 | 150 | $402,871,538 | +$6,401,764 | -$3,911,682 | +$2,490,082 | IVV, SPLG, ITOT, QUAL, AAPL | 13F-HR | 05 Jul 2023, 13:08 |
| Q1 2023 | 152 | $381,068,142 | +$30,017,033 | -$26,653,465 | +$3,363,568 | IVV, SPLG, ITOT, QUAL, DFAI | 13F-HR | 20 Apr 2023, 16:37 |
| Q4 2022 | 150 | $369,337,746 | +$38,606,762 | -$18,804,159 | +$19,802,603 | IVV, SPLG, ESGU, ITOT, DFAI | 13F-HR | 25 Jan 2023, 14:04 |
| Q3 2022 | 146 | $325,365,000 | +$14,995,262 | -$5,651,324 | +$9,343,938 | IVV, SPLG, ESGU, ITOT, IEFA | 13F-HR | 06 Oct 2022, 10:32 |
| Q2 2022 | 149 | $339,603,000 | +$20,591,148 | -$34,639,636 | -$14,048,488 | IVV, SPLG, ESGU, ITOT, IEFA | 13F-HR | 02 Aug 2022, 15:22 |
| Q1 2022 | 156 | $374,375,000 | +$50,761,205 | -$24,650,114 | +$26,111,091 | IVV, SPLG, ESGU, ITOT, IEFA | 13F-HR | 05 May 2022, 14:41 |
| Q4 2021 | 158 | $381,326,000 | +$18,796,875 | -$8,431,165 | +$10,365,710 | IVV, ESGU, SPLG, ITOT, IEFA | 13F-HR | 10 Jan 2022, 17:59 |
| Q3 2021 | 157 | $363,436,000 | +$20,337,694 | -$11,637,084 | +$8,700,610 | IVV, ESGU, IEFA, ITOT, SPLG | 13F-HR | 18 Oct 2021, 18:45 |
| Q2 2021 | 151 | $347,392,000 | +$35,526,815 | -$6,612,536 | +$28,914,279 | IVV, ESGU, IEFA, ITOT, SPLG | 13F-HR | 23 Jul 2021, 13:06 |
| Q1 2021 | 143 | $307,355,000 | +$11,168,475 | -$4,372,677 | +$6,795,798 | IVV, IEFA, ITOT, ESGU, SPLG | 13F-HR | 06 Apr 2021, 16:50 |
| Q4 2020 | 141 | $287,695,000 | +$49,952,565 | -$51,036,219 | -$1,083,654 | IVV, IEFA, ITOT, ESGU, SPLG | 13F-HR | 19 Feb 2021, 13:05 |
| Q3 2020 | 127 | $246,654,000 | +$12,016,642 | -$7,492,746 | +$4,523,896 | IVV, IEFA, ITOT, ESGU, AAPL | 13F-HR | 03 Nov 2020, 18:33 |
| Q2 2020 | 131 | $239,949,000 | +$25,264,885 | -$14,147,132 | +$11,117,753 | IVV, IEFA, ITOT, IJR, ESGU | 13F-HR | 11 Aug 2020, 14:33 |
| Q1 2020 | 108 | $198,904,000 | +$35,883,582 | -$26,023,894 | +$9,859,688 | IVV, IEFA, ITOT, ESGU, EFAV | 13F-HR | 23 Apr 2020, 13:22 |
| Q4 2019 | 120 | $224,732,000 | +$13,556,925 | -$1,561,093 | +$11,995,832 | IVV, IEFA, ITOT, IEMG, EFAV | 13F-HR | 14 Jan 2020, 16:10 |
| Q3 2019 | 107 | $204,540,000 | $0 | $0 | $0 | IVV, IEFA, ITOT, EFAV, EEMV | 13F-HR | 26 Nov 2019, 12:40 |