Physician Wealth Solutions Inc.
All 13F Filings
- Location
- North Las Vegas, NV
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 235,773
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/12/2026 | 45 | 235,773 | 13F-HR | Physician Wealth Solutions Inc. |
| Q3 2025 | 10/14/2025 | 46 | 229,055 | 13F-HR | Physician Wealth Solutions Inc. |
| Q2 2025 | 7/11/2025 | 45 | 215,639 | 13F-HR | Physician Wealth Solutions Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 191.5 K | 81.2% | 6.355 K | 0 | 6.355 K |
| ETFs | 43.52 K | 18.5% | 365 | 0 | 365 |
| Debt | 729 | 0.3% | 0 | 1 | -1 |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
235,773
Holdings
45
QoQ value change ($000)
6,718
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.