Physician Wealth Solutions Inc.

Q3 2025 13F-HR Holdings

Location
North Las Vegas, NV
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
46
Total value ($000)
$229,055
Net value change ($000)
+13,416 (6.2%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/11/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAU 2,179 7.9%
VTEB 1,123 11.8%
DFIP 1,010 6.9%
DFSV 1,002 7.8%
DFEM 842 7.8%
DFIC 757 7.3%
DFUS 734 6.9%
DFCF 711 3.7%
DISV 667 6.8%
AVDV 632 12.3%
Top Reduces (Value $000, Stocks/ETFs)
DFNM -345 -30.9%
VCRM -47 -0.9%
NFLX -43 -10.6%
BIV -38 -1.5%
AVES -5 -2.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type