Physician Wealth Solutions Inc. Portfolio Holdings

Physician Wealth Solutions Inc.

  • $216 Billion
  • Q2 2025

Physician Wealth Solutions Inc. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $216 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $27.5B, Dimensional ETF Tr Core Fxd In with a value of $19.5B, Dimensional ETF Tr Inflation P with a value of $14.7B, American Centy ETF Tr Avantis with a value of $13.2B, and Dimensional ETF Tr Dimensional with a value of $12.8B.

Examining the 13F form we can see an increase of $16.6B in the current position value, from $199B to 216B.

Physician Wealth Solutions Inc. is based out at North Las Vegas, NV

Below you can find more details about Physician Wealth Solutions Inc. portfolio as well as his latest detailed transactions.

Portfolio value $216 Billion
ETFs: $190 Billion
Basic Materials: $549 Million
Technology: $501 Million
Communication Services: $406 Million
Consumer Cyclical: $282 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.9B
$549 Million 0.25% of portfolio
2,105
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $216 Billion
  • Prior Value $199 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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