Physician Wealth Solutions Inc.

Q1 2026 13F-HR Holdings

Location
North Las Vegas, NV
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$241,556
Net value change ($000)
+5,783 (2.5%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVUV 2,660 34.8%
DFIP 1,503 9.2%
DFAU 1,461 4.8%
AVDV 1,199 19.7%
AVDE 1,025 12.5%
DFGR 1,020 38.1%
DFSV 607 4.3%
AVEM 501 8.8%
AVUS 446 10.8%
VTEB 440 4.0%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -3,953 -58.6%
DFAX -1,338 -54.9%
DFUS -514 -4.4%
VCRM -340 -6.0%
BIV -309 -13.0%
SCHP -151 -7.3%
NEAR -126 -31.1%
SCHB -57 -4.3%
VTI -42 -4.3%
AMD -38 -5.0%
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