Sign In
test

Melissa Saez

Physician Wealth Advisors, Inc.

Assets Managed
$837.381M
Holdings
2334
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
16.55%(2Q avg: 8.27%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Physician Wealth Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 2334 positions.

Assets under management

The assets under management (AUM) of Physician Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 837.381M in assets, with a quarterly growth rate of 16.55% and a 2-quarter average growth rate of 8.27%. The portfolio is managed by Melissa Saez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.45%
12.31%
$103.021M
137,564 shares@ $748.9 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 58.47%
11.23%
$94.023M
1.07M shares@ $87.88 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Increased 17.62%
5.26%
$44.031M
578,518 shares@ $76.12 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 1.21%
3.81%
$31.873M
772,680 shares@ $41.25 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 9.16%
3.79%
$31.736M
230,758 shares@ $137.54 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 4.41%
3.7%
$30.932M
454,810 shares@ $68.02 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -11.66%
3.24%
$27.113M
119,410 shares@ $227.06 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Decreased -17.77%
3.08%
$25.765M
640,767 shares@ $40.22 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -0.23%
2.51%
$20.999M
127,829 shares@ $164.28 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -0.63%
2.35%
$19.613M
379,438 shares@ $51.7 avg price

1-10 of 2334