Physician Wealth Solutions Inc.

Q2 2026 13F-HR Holdings

Location
North Las Vegas, NV
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$263,753
Net value change ($000)
+22,197 (9.2%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 5,809 18.0%
AVUV 1,758 17.1%
DFUS 1,739 15.6%
DFEM 1,731 14.4%
AMD 1,315 183.1%
DFSV 1,249 8.5%
DFIP 1,237 6.9%
DFGR 1,118 30.2%
AVEM 1,112 17.9%
AVUS 868 19.0%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -1,403 -50.3%
DFAX -481 -43.8%
DISV -139 -1.2%
NFLX -75 -25.8%
BIV -54 -2.6%
DFNM -19 -2.7%
VGSH -11 -1.9%
SCHP -8 -0.4%
SHV -7 -1.5%
MUB -5 -0.2%
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