Titelia

Holdings of Physician Wealth Advisors, Inc.

1781 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 52.7 % of the equity sleeve

Sector breakdown

  • Funds 26.5 %
  • Technology 6.1 %
  • Financials 1.3 %
  • Consumer discretionary 1.3 %
  • Communication 1.0 %
  • Industrials 1.0 %
  • Health care 1.0 %
  • Consumer staples 0.8 %
  • Energy 0.3 %
  • Utilities 0.3 %
  • Real estate 0.1 %
  • Materials 0.1 %
  • Unattributed 60.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • TW 0.1 %
  • GB 0.0 %
  • NL 0.0 %
  • KR 0.0 %
  • ES 0.0 %
  • BR 0.0 %
  • JP 0.0 %
  • IN 0.0 %
  • DE 0.0 %
  • FR 0.0 %
  • IL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,670650.8M $99.70 %
2TW4866.2K $0.13 %
3GB17300.6K $0.05 %
4NL5228.6K $0.04 %
5KR971.6K $0.01 %
6ES266K $0.01 %
7BR954.1K $0.01 %
8JP653.8K $0.01 %
9IN550.9K $0.01 %
10DE236.7K $0.01 %
11FR128.4K $0.00 %
12IL228.2K $0.00 %

Positions

RankCompanySharesValueWeight
1,201Sunrun Inc 1341.8K $
1,202TKO Group Holdings Inc 91.8K $
1,203Neogen Corp 1941.8K $
1,204Marzetti Company/The 131.8K $
1,205ZENAS BIOPHARMA INC 921.8K $
1,206Silicon Motion Technology Corp 161.8K $
1,207LKQ Corp 611.8K $
1,208CNA Financial Corp 391.8K $
1,209Viking Therapeutics Inc 551.8K $
1,210Wyndham Hotels & Resorts Inc 221.8K $
1,211Dick's Sporting Goods Inc 91.8K $
1,212Match Group Inc 581.8K $
1,213United Therapeutics Corp 31.8K $
1,214Dutch Bros Inc 351.8K $
1,215NIO Inc 2941.8K $
1,216Cargurus Inc 521.8K $
1,217European Wax Center Inc 3051.8K $
1,218BILL Holdings Inc 461.8K $
1,219TTM Technologies Inc 181.8K $
1,220HF Sinclair Corp 281.7K $
1,221Pegasystems Inc 411.7K $
1,222Safety Insurance Group Inc 241.7K $
1,223Bank of Marin Bancorp 681.7K $
1,224Heritage Financial Corp/WA 671.7K $
1,225Autohome Inc 1001.7K $
1,226Whirlpool Corp 321.7K $
1,227Rocket Cos Inc 1211.7K $
1,228Starwood Property Trust Inc 1001.7K $
1,229Commercial Metals Co 281.7K $
1,230Mercantile Bank Corp 341.7K $
1,231Calix Inc 351.7K $
1,232Tyler Technologies Inc 51.7K $
1,233GRAIL Inc 331.7K $
1,234Sirius XM Holdings Inc 731.7K $
1,235Certara Inc 2951.7K $
1,236PVH Corp 241.7K $
1,237ArcBest Corp 171.7K $
1,238Fresenius Medical Care AG 741.7K $
1,239Euronet Worldwide Inc 251.7K $
1,240Pinnacle Financial Partners Inc 191.7K $
1,241Sagimet Biosciences Inc 3171.7K $
1,242Proto Labs Inc 291.7K $
1,243Phinia Inc 241.6K $
1,244UGI Corp 451.6K $
1,245Oklo Inc 331.6K $
1,246ONE Gas Inc 191.6K $
1,247Sterling Infrastructure Inc 41.6K $
1,248Owens Corning 151.6K $
1,249Sociedad Quimica y Minera de Chile SA 201.6K $
1,250Alector Inc 7521.6K $
1,251Clearwater Analytics Holdings Inc 681.6K $
1,252Roku Inc 171.6K $
1,253Ivanhoe Electric Inc / US 1361.6K $
1,254Editas Medicine Inc 6491.6K $
1,255Illumina Inc 131.6K $
1,256Southern Missouri Bancorp Inc 251.6K $
1,257Nordson Corp 61.6K $
1,258Kite Realty Group Trust 651.6K $
1,259Banco de Chile 431.6K $
1,260Veeco Instruments Inc 471.6K $
1,261CTO Realty Growth Inc 861.6K $
1,262Paycom Software Inc 131.6K $
1,263Alexandria Real Estate Equities, Inc. 341.6K $
1,264American Homes 4 Rent 561.6K $
1,265CF Industries Holdings Inc 121.6K $
1,266Permian Resources Corp 731.6K $
1,267XPO Inc 81.6K $
1,268Rambus Inc 181.5K $
1,269Zscaler Inc 111.5K $
1,270PJT Partners Inc 111.5K $
1,271nCino Inc 1021.5K $
1,272Mativ Holdings Inc 1751.5K $
1,273Green Dot Corp 1351.5K $
1,274Sprinklr Inc 2521.5K $
1,275First Industrial Realty Trust Inc 261.5K $
1,276Talos Energy Inc 951.5K $
1,277Guidewire Software Inc 101.5K $
1,278Banco Santander Brasil SA 2521.5K $
1,279Annexon Inc 2691.5K $
1,280Whitestone REIT 921.5K $
1,281Holley Inc 4831.5K $
1,282Encore Capital Group Inc 211.5K $
1,283Navient Corp 1801.5K $
1,284Virtus Total Return Fund Inc 2221.5K $
1,285Core Natural Resources Inc 141.5K $
1,286Manhattan Associates Inc 111.5K $
1,287Denali Therapeutics Inc 761.5K $
1,288Yelp Inc 591.5K $
1,289Universal Logistics Holdings Inc 681.4K $
1,290MARA Holdings Inc 1751.4K $
1,291Millrose Properties Inc 511.4K $
1,292Sanmina Corp 111.4K $
1,293iShares Ethereum Trust ETF 901.4K $
1,294Appfolio Inc 91.4K $
1,295AdaptHealth Corp 1191.4K $
1,296Diageo PLC 191.4K $
1,297FTI Consulting Inc 81.4K $
1,298Aveanna Healthcare Holdings Inc 2191.4K $
1,299CVRx Inc 1491.4K $
1,300Nkarta Inc 6671.4K $