Physician Wealth Solutions Inc.
CIK
2007116
Location
NORTH LAS VEGAS, NV
Portfolio Value
Micro
$1,850,258
Diversification
Highly concentrated
Filing Date
Global Rank
#8,116
/ 8,232
▲ 199
Top Industry
Semiconductors
38.8%
3Y Alpha vs SPY
+11.4%
Period ended 2 months ago
Filed Apr 13, 2026 · 2mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+88.7%
SPY
+52.9%
Annualised alpha
+11.4%
Max drawdown
−39.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
4 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
38.8%
−0.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
2,923
Highly concentrated−0
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.8% | $718,107 |
| Basic Materials | 31.0% | $573,191 |
| Communication Services | 15.7% | $291,334 |
| Consumer Cyclical | 14.5% | $267,626 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −30 | 1,285 | $267,626 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 positions ·
$1,850,258 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 3,530 | $718,107 | 38.81% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Held | 2,105 | $573,191 | 30.98% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 3,030 | $291,334 | 15.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,285 | $267,626 | 14.46% |