Physician Wealth Solutions Inc. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $29.7B, Dimensional ETF Tr Core Fxd In with a value of $20.2B, Dimensional ETF Tr Inflation P with a value of $15.7B, Dimensional ETF Tr Dimensional with a value of $13.8B, and American Centy ETF Tr Avantis with a value of $13.2B.

Examining the 13F form we can see an increase of $13.4B in the current position value, from $216B to 229B.

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 $229 Billion
ETFs: $203 Billion
Basic Materials: $648 Million
Technology: $571 Million
Communication Services: $363 Million
Consumer Cyclical: $282 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $229 Billion
  • Prior Value $216 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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