PW
Physician Wealth Solutions Inc.
13F filer · CIK 0002007116Reported Jul 13, 2026
Net seller this quarter
13F portfolio value$264MU.S. long equity reported on 13F
Positions60 new · 0 closed
Net flow last quarter-$590KBuys minus sells
Top 10 positions weight1.7%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 13, 20266 positions | |||||
| $2.03M | 0.77% | 0.00% | -0.9% | Q4 2023 | |
| $720K | 0.27% | 0.10% | Not reported | Q2 2025 | |
| $621K | 0.24% | 0.00% | Not reported | Q4 2023 | |
| $616K | 0.23% | Not reported | -48.2% | Q4 2023 | |
| $306K | 0.12% | 0.00% | Not reported | Q1 2024 | |
| $216K | 0.08% | 0.00% | Not reported | Q2 2024 | |
| Q1 2026Reported Apr 13, 20266 positions | |||||
| $1.1M | 0.45% | Not reported | -56.6% | Q4 2023 | |
| $725K | 0.30% | 0.10% | Not reported | Q2 2025 | |
| $718K | 0.30% | 0.00% | Not reported | Q4 2023 | |
| $573K | 0.24% | 0.00% | Not reported | Q4 2023 | |
| $291K | 0.12% | 0.00% | Not reported | Q2 2024 | |
| $268K | 0.11% | 0.00% | -2.3% | Q1 2024 | |
| Q4 2025Reported Jan 12, 20266 positions | |||||
| $2.44M | 1.03% | Not reported | -17.1% | Q4 2023 | |
| $756K | 0.32% | 0.00% | Not reported | Q4 2023 | |
| $729K | 0.31% | 0.10% | Not reported | Q2 2025 | |
| $600K | 0.25% | 0.00% | Not reported | Q4 2023 | |
| $304K | 0.13% | 0.00% | +2.3% | Q1 2024 | |
| $284K | 0.12% | 0.00% | Not reported | Q2 2024 | |
| Q3 2025Reported Oct 14, 20256 positions | |||||
| $2.82M | 1.23% | Not reported | -0.1% | Q4 2023 | |
| $730K | 0.32% | 0.10% | Not reported | Q2 2025 | |
| $648K | 0.28% | 0.00% | Not reported | Q4 2023 | |
| $571K | 0.25% | 0.00% | Not reported | Q4 2023 | |
| $363K | 0.16% | 0.00% | Not reported | Q2 2024 | |
| $282K | 0.12% | 0.00% | Not reported | Q1 2024 | |
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