PHYSICIAN WEALTH ADVISORS, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 63K | $15.90M |
 | NVDA | 54K | $9.43M |
 | SNFCA | 52K | $496.52K |
 | HQY | 47K | $3.93M |
 | GBCI | 44K | $1.97M |
 | HUN | 24K | $325.76K |
 | ZION | 22K | $1.29M |
 | MSFT | 16K | $5.87M |
 | AMZN | 15K | $3.15M |
 | WMT | 15K | $1.83M |
 | WFC | 11K | $884.13K |
 | EXR | 11K | $1.43M |
 | PFE | 11K | $295.46K |
 | T | 11K | $304.87K |
 | PAA | 10K | $216.60K |
 | EPD | 9K | $350.70K |
 | F | 9K | $104.82K |
 | GOOGL | 9K | $2.48M |
 | BAC | 8K | $398.02K |
 | KMI | 8K | $267.05K |
Apple Inc.
AAPL
Shares Held
63K
Value
$15.90M
NVIDIA Corporation
NVDA
Shares Held
54K
Value
$9.43M
Security National Financial Corporation
SNFCA
Shares Held
52K
Value
$496.52K
HealthEquity, Inc.
HQY
Shares Held
47K
Value
$3.93M
Glacier Bancorp, Inc.
GBCI
Shares Held
44K
Value
$1.97M
Huntsman Corporation
HUN
Shares Held
24K
Value
$325.76K
Zions Bancorporation, National Association
ZION
Shares Held
22K
Value
$1.29M
Microsoft Corporation
MSFT
Shares Held
16K
Value
$5.87M
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.15M
Walmart Inc.
WMT
Shares Held
15K
Value
$1.83M
Wells Fargo & Company
WFC
Shares Held
11K
Value
$884.13K
Extra Space Storage Inc.
EXR
Shares Held
11K
Value
$1.43M
Pfizer Inc.
PFE
Shares Held
11K
Value
$295.46K
AT&T Inc.
T
Shares Held
11K
Value
$304.87K
Plains All American Pipeline, L.P.
PAA
Shares Held
10K
Value
$216.60K
Enterprise Products Partners L.P.
EPD
Shares Held
9K
Value
$350.70K
Ford Motor Company
F
Shares Held
9K
Value
$104.82K
Alphabet Inc.
GOOGL
Shares Held
9K
Value
$2.48M
Bank of America Corporation
BAC
Shares Held
8K
Value
$398.02K
Kinder Morgan, Inc.
KMI
Shares Held
8K
Value
$267.05K