Physician Wealth Solutions Inc.

Q4 2025 13F-HR Holdings

Location
North Las Vegas, NV
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$235,773
Net value change ($000)
+6,718 (2.9%)
New positions
0
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFCF 1,595 7.9%
DFAU 1,081 3.6%
AVUV 865 12.8%
DFGR 831 45.0%
DFIC 774 7.0%
DISV 774 7.4%
DFIP 688 4.4%
VCRM 405 7.7%
AVEM 405 7.6%
AVDE 389 5.0%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -1,234 -15.5%
VTES -829 -100.0%
AVRE -463 -3.5%
DFAX -380 -13.5%
NFLX -79 -21.8%
BIV -52 -2.1%
VMC -48 -7.4%
SCHP -36 -1.7%
DFNM -31 -4.0%
SCHB -20 -1.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type