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Melissa Saez

Physician Wealth Advisors, Inc.

Assets Managed
$718.525M
Holdings
2057
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
-0.01%(2Q avg: 1.14%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Physician Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2057 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 718.525M in assets, with a quarterly growth rate of -0.01% and a 2-quarter average growth rate of 1.14%. The portfolio is managed by Melissa Saez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.34%
12.57%
$90.271M
138,197 shares@ $653.21 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 62.41%
7.2%
$51.677M
675,168 shares@ $76.54 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
New Position
4.69%
$33.679M
491,882 shares@ $68.48 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 0.57%
4.14%
$29.745M
763,480 shares@ $38.97 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -5.02%
3.98%
$28.544M
135,184 shares@ $211.16 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 4.86%
3.68%
$26.386M
779,259 shares@ $33.87 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -16.35%
3.53%
$25.344M
435,609 shares@ $58.19 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 6.92%
3.33%
$23.912M
211,406 shares@ $113.11 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 1.14%
2.54%
$18.249M
128,127 shares@ $142.43 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 0.48%
2.4%
$17.229M
381,858 shares@ $45.12 avg price

1-10 of 2057