SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Physician Wealth Advisors, Inc.

CIK 0001795173 · 6820 SOUTH 900 EAST, SUITE 200, MIDVALE, UT, 84047 · 8017479903

Reported Value
$592M
Q4 2024
Positions
1,148
Filings on Record
27
2019–present window
Filed
Feb 12, 2025
original filing

Summary

Physician Wealth Advisors, Inc. reported $592M in U.S.-listed holdings across 1,148 positions for Q4 2024.

Its largest position, IVV, represents 13.4% of the portfolio.

Compared with Q3 2024, the fund opened 966 new positions and exited 1.

Reported Value by Quarter

13F Reported Value
Q3 ’19: $205MQ3 ’19Q4 ’19: $225MQ1 ’20: $200MQ2 ’20: $248MQ3 ’20: $249MQ3 ’20Q4 ’20: $294MQ1 ’21: $307MQ2 ’21: $349MQ3 ’21: $364MQ3 ’21Q4 ’21: $381MQ1 ’22: $377MQ2 ’22: $345MQ3 ’22: $325MQ3 ’22Q4 ’22: $370.6BQ1 ’23: $381MQ2 ’23: $403MQ3 ’23: $389MQ3 ’23Q4 ’23: $448MQ1 ’24: $476MQ2 ’24: $543MQ3 ’24: $554MQ3 ’24Q4 ’24: $592MQ1 ’25: $581MQ2 ’25: $637MQ3 ’25: $703MQ3 ’25Q4 ’25: $719MQ1 ’26: $719Mfilingsflow.com

Portfolio Composition

By security type
ETP: 83.9%Common Stock: 14.8%REIT: 0.5%Closed-End Fund: 0.3%ADR: 0.3%Other: 0.3%
  • ETP · 83.9% · $496M
  • Common Stock · 14.8% · $88M
  • REIT · 0.5% · $3M
  • Closed-End Fund · 0.3% · $2M
  • ADR · 0.3% · $2M
  • Other · 0.3% · $2M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$719M2,057Apr 24, 202613F-HRchanges · EDGAR ↗
Q4 2025$719M2,027Jan 29, 202613F-HRchanges · EDGAR ↗
Q3 2025$703M1,899Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$637M1,800Jul 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$581M1,436Apr 28, 202513F-HRchanges · EDGAR ↗
Q4 2024$592M1,148Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$554M183Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$543M182Jul 17, 202413F-HRchanges · EDGAR ↗
Q1 2024$476M176Apr 17, 202413F-HRchanges · EDGAR ↗
Q4 2023$448M167Jan 23, 202413F-HRchanges · EDGAR ↗
Q3 2023$389M148Oct 10, 202313F-HRchanges · EDGAR ↗
Q2 2023$403M150Jul 5, 202313F-HRchanges · EDGAR ↗
Q1 2023$381M152Apr 20, 202313F-HRchanges · EDGAR ↗
Q4 2022$370.6B150Jan 25, 202313F-HRchanges · EDGAR ↗
Q3 2022$325M146Oct 6, 202213F-HRchanges · EDGAR ↗
Q2 2022$345M149Aug 2, 202213F-HRchanges · EDGAR ↗
Q1 2022$377M156May 5, 202213F-HRchanges · EDGAR ↗
Q4 2021$381M158Jan 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$364M157Oct 19, 202113F-HRchanges · EDGAR ↗
Q2 2021$349M151Jul 23, 202113F-HRchanges · EDGAR ↗
Q1 2021$307M143Apr 6, 202113F-HRchanges · EDGAR ↗
Q4 2020$294M141Feb 19, 202113F-HRchanges · EDGAR ↗
Q3 2020$249M127Nov 4, 202013F-HRchanges · EDGAR ↗
Q2 2020$248M131Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$200M108Apr 23, 202013F-HRchanges · EDGAR ↗
Q4 2019$225M120Jan 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$205M107Nov 26, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.