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
1,401Kimball Electronics Inc 471.1K $
1,402Core Scientific Inc 741.1K $
1,403Hallador Energy Co 681.1K $
1,404Revolve Group Inc 491.1K $
1,405Manitowoc Co Inc/The 951.1K $
1,406Sweetgreen Inc 2131.1K $
1,407Magnolia Oil & Gas Corp 351.1K $
1,408Community Health Systems Inc 3751.1K $
1,409Pulmonx Corp 8551.1K $
1,410Thryv Holdings Inc 4021.1K $
1,411Alphatec Holdings Inc 1011.1K $
1,412Treace Medical Concepts Inc 8201.1K $
1,413Allogene Therapeutics Inc 4501.1K $
1,414Unitil Corp 211.1K $
1,415Columbia Sportswear Co 201.1K $
1,416Worthington Enterprises Inc 211.1K $
1,417Diodes Inc 161.1K $
1,418Cemex SAB de CV 951.1K $
1,419FactSet Research Systems Inc 51.1K $
1,420Arcutis Biotherapeutics Inc 461.1K $
1,421Chegg Inc 1,4611.1K $
1,422Shore Bancshares Inc 581.1K $
1,423IAC Inc 271.1K $
1,424Ingles Markets Inc 121.1K $
1,425Northwest Bancshares Inc 851.1K $
1,426ZipRecruiter Inc 5811.1K $
1,427Invesco S&P 500 Revenue ETF 91.1K $
1,428AMERISAFE Inc 321.1K $
1,429CHILDRENS PLACE INC 3171.1K $
1,430TG Therapeutics Inc 321.1K $
1,431OSI Systems Inc 41.1K $
1,432Installed Building Products Inc 41.1K $
1,433Avantor Inc 1351.1K $
1,434Innovex International Inc 431.1K $
1,435Jackson Financial Inc 101.1K $
1,436Seneca Foods Corp 71.1K $
1,437Azenta Inc 501.1K $
1,438Figma Inc 501.1K $
1,439Allison Transmission Holdings Inc 91.1K $
1,440PriceSmart Inc 71.1K $
1,441Larimar Therapeutics Inc 2331K $
1,442HUTCHMED China Ltd 701K $
1,443KE Holdings Inc 701K $
1,444Madrigal Pharmaceuticals Inc 21K $
1,445Offerpad Solutions Inc 1,5941K $
1,446Simulations Plus Inc 881K $
1,447SiTime Corp 31K $
1,448Krystal Biotech Inc 41K $
1,449Inspire Medical Systems Inc 201K $
1,450Legalzoom.com Inc 1821K $
1,451SPDR Bloomberg International T 471K $
1,452DigitalOcean Holdings Inc 121K $
1,453Invesco Mortgage Capital Inc 1271K $
1,454Weis Markets Inc 151K $
1,455Universal Insurance Holdings Inc 301K $
1,456Schrodinger Inc/United States 901K $
1,457Ally Financial Inc 261K $
1,458Coterra Energy Inc 291K $
1,459National Bank Holdings Corp 261K $
1,460Nerdy Inc 1,2441K $
1,461Medical Properties Trust Inc 2191K $
1,462First Financial Corp 161K $
1,463GoodRx Holdings Inc 5151K $
1,464Conduent Inc 7871K $
1,465Grupo Televisa S.A.B. 3461K $
1,466Clover Health Investments Corp 5711K $
1,467York Water Co/The 331K $
1,468LTC Properties Inc 271K $
1,469Forrester Research Inc 1771K $
1,470eXp World Holdings Inc 1671K $
1,471Sportsman's Warehouse Holdings Inc 7091K $
1,472Power Integrations Inc 19996 $
1,473American Well Corp 189995 $
1,474LEGEND BIOTECH CORP 55995 $
1,475Western Alliance Bancorp 14992 $
1,476Murphy USA Inc 2988 $
1,477Bowhead Specialty Holdings Inc 44987 $
1,478Duolingo Inc 10986 $
1,479Skillsoft Corp 229983 $
1,480Omnicom Group Inc 13980 $
1,481Quest Diagnostics Inc 5980 $
1,482Camden Property Trust 10977 $
1,483Wintrust Financial Corp 7973 $
1,484nLight Inc 17970 $
1,485Braze Inc 41969 $
1,486Madison Square Garden Sports Corp 3965 $
1,487RLX Technology Inc 437962 $
1,488Winnebago Industries Inc 31961 $
1,489Koninklijke Philips NV 35959 $
1,490Marcus & Millichap Inc 36958 $
1,491Circle Internet Group Inc 10955 $
1,492Casella Waste Systems Inc 12953 $
1,493PBF Energy Inc 20953 $
1,494PROCEPT BIOROBOTICS CORP 38951 $
1,495World Acceptance Corp 7946 $
1,496Everpure Inc 16945 $
1,497Ramaco Resources Inc 61944 $
1,498Liberty Media Corp-Liberty Formula One 11936 $
1,499InterContinental Hotels Group PLC 7935 $
1,500Kirby Corp 7931 $