Physician Wealth Solutions Inc.
All 13F Filings
- Location
- North Las Vegas, NV
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 263,753
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 45 | 263,753 | 13F-HR | Physician Wealth Solutions Inc. |
| Q1 2026 | 4/13/2026 | 45 | 241,556 | 13F-HR | Physician Wealth Solutions Inc. |
| 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 | 3.176 K | 1.2% | 1.326 K | 0 | 1.326 K |
| ETFs | 259.9 K | 98.5% | 20.87 K | 0 | 20.87 K |
| Debt | 720 | 0.3% | 0 | 5 | -5 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
263,753
Holdings
45
QoQ value change ($000)
22,197
(9.2%)
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.