DOSSIER · 13F-HR · Q1 2026

Physician Wealth Solutions Inc.

Physician Wealth Solutions's holding co. based in New York, NY — $242M in tracked AUM across 45 positions as of Q1 2026.

PW

Physician Wealth Solutions·New York, NY·Holding Co.

CIK 0002007116 · last filed Mar 31, 2026

Total AUM

$242M

▲ 18.4%

vs prior

Holdings

45

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

8% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

SEC 13F Filing Analysis: Physician Wealth Solutions Inc.

Report Period: Q4 2025 (Ending December 31, 2025) Total Portfolio Value: $235.77M

1. Portfolio Overview

Physician Wealth Solutions Inc. manages a highly diversified portfolio of approximately $235.77 million spread across 45 holdings. The firm executed a significant strategic pivot during the quarter, growing the portfolio value by 51.4% (an increase of $80.08 million from the previous quarter's $155.69M). This growth wa...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

DIMENSIONAL ETF TRUST

$32M714K13.3%

02

DIMENSIONAL ETF TRUST

$22M523K9.1%

03

DIMENSIONAL ETF TRUST

$18M428K7.4%

04

DIMENSIONAL ETF TRUST

$15M419K6.1%

05

AMERICAN CENTY ETF TR

$13M289K5.3%

06

DIMENSIONAL ETF TRUST

$12M343K5.0%

07

DIMENSIONAL ETF TRUST

$12M347K5.0%

08

VANGUARD MUN BD FDS

$11M229K4.7%

09

DIMENSIONAL ETF TRUST

$11M284K4.6%

10

DIMENSIONAL ETF TRUST

$11M158K4.6%

Filing history

Filing history loading…