Physician Wealth Solutions Inc.

Q3 2026 13F-HR Holdings

Location
North Las Vegas, NV
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$254,174
Net value change ($000)
-9,579 (-3.6%)
New positions
4
Sold out positions
4
Turnover %
12.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 14,464 NEW
MUB 1,887 71.0%
HYMB 819 NEW
DFCF 665 2.9%
DFAU 424 1.1%
DISV 351 3.2%
AVDV 350 4.5%
VTIP 272 26.0%
DFA INVT DIMENSIONS GROUP IN 261 NEW
VGSH 202 36.2%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -15,944 -100.0%
VCRM -1,685 -29.5%
AVRE -1,605 -11.9%
VTEB -1,585 -13.5%
AVDE -1,352 -13.4%
AVUV -1,163 -9.6%
DFIP -944 -4.9%
AVEM -839 -11.5%
DFNM -696 -100.0%
DFEM -635 -4.6%
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