UMA Financial Services, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    midvale, UT
  • CIK
    0001795173
  • Alternate names
    Physician Wealth Advisors, Inc.
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

1,148

$591.79M
IVV, KRE, IVW, QUAL
13F-HR
Feb 12, 2025
000179517325000001

183

$554.20M
IVV, KRE, QUAL, IVW
13F-HR
Oct 16, 2024
000179517324000005

182

$542.65M
IVV, KRE, IVW, ITOT
13F-HR
Jul 17, 2024
000179517324000004

176

$475.56M
IVV, KRE, ITOT, DFAI
13F-HR
Apr 17, 2024
000179517324000002

167

$447.95M
IVV, KRE, ITOT, DFAI
13F-HR
Jan 23, 2024
000179517324000001

148

$388.75M
IVV, KRE, ITOT, DFAI
13F-HR
Oct 10, 2023
000179517323000006

150

$402.87M
IVV, KRE, ITOT, QUAL
13F-HR
Jul 5, 2023
000179517323000005

152

$381.07M
IVV, KRE, ITOT, QUAL
13F-HR
Apr 20, 2023
000179517323000004

150

$370.55M
IVV, KRE, ESGU, ITOT
13F-HR
Jan 25, 2023
000179517323000001

146

$325.37M
IVV, KRE, ESGU, ITOT
13F-HR
Oct 6, 2022
000179517322000006

149

$345.25M
IVV, KRE, ESGU, ITOT
13F-HR
Aug 2, 2022
000179517322000005

156

$376.61M
IVV, KRE, ESGU, ITOT
13F-HR
May 5, 2022
000179517322000003

158

$381.33M
IVV, ESGU, KRE, ITOT
13F-HR
Jan 11, 2022
000179517322000001

157

$363.67M
IVV, ESGU, IEFA, ITOT
13F-HR
Oct 19, 2021
000179517321000005

151

$349.13M
IVV, ESGU, IEFA, ITOT
13F-HR
Jul 23, 2021
000179517321000004

143

$307.36M
IVV, IEFA, ITOT, ESGU
13F-HR
Apr 6, 2021
000179517321000003

141

$293.82M
IVV, IEFA, ITOT, ESGU
13F-HR
Feb 19, 2021
000179517321000002

127

$249.12M
IVV, IEFA, ITOT, ESGU
13F-HR
Nov 4, 2020
000179517320000004

131

$248.10M
IVV, IEFA, ITOT, IJR
13F-HR
Aug 11, 2020
000179517320000003

108

$200.13M
IVV, IEFA, ITOT, ESGU
13F-HR
Apr 23, 2020
000179517320000002

120

$224.73M
IVV, IEFA, ITOT, IEMG
13F-HR
Jan 14, 2020
000179517320000001

107

$204.75M
IVV, IEFA, ITOT, EFAV
13F-HR
Nov 26, 2019
000179517319000001
Uma Financial Services, Inc. 13F Filings