Physician Wealth Solutions Inc. Portfolio Holdings

Physician Wealth Solutions Inc. has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $236 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 $30.7B, Dimensional ETF Tr Core Fxd In with a value of $21.8B, Dimensional ETF Tr Inflation P with a value of $16.3B, Dimensional ETF Tr Dimensional with a value of $14.1B, and American Centy ETF Tr Avantis with a value of $12.7B.

Examining the 13F form we can see an increase of $6.72B in the current position value, from $229B to 236B.

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.