Physician Wealth Solutions Inc.
CIK
2007116
Location
NORTH LAS VEGAS, NV
Portfolio Value
Small
$263,753,334
Diversification
Highly concentrated
Filing Date
Global Rank
#5,600
/ 8,793
▼ 492
· as of Jun 2026
Top Industry
Semiconductors
64.0%
Period ended 3 months ago
Filed Jul 13, 2026 · 3mo
11 quarters · since Dec 2023
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
62.5%
−1.3 pts
Top 5
95.1%
−1.6 pts
Top 10
99.2%
−0.2 pts
HHI
4,420
Highly concentrated−161
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 98.8% | $260,576,545 |
| Technology | 0.8% | $2,033,185 |
| Basic Materials | 0.2% | $620,996 |
| Consumer Cyclical | 0.1% | $306,266 |
| Communication Services | 0.1% | $216,342 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DCOR | Dimensional US Core Equity 1 ETF | +17,178 | 3,646,368 | $164,753,845 | |
| BNDX | Vanguard Total International Bond ETF | +10,043 | 172,397 | $8,349,186 | |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | +6,188 | 306,275 | $17,420,556 | |
| ACSG | American Century Small Cap Growth Insights ETF | +6,080 | 691,882 | $56,460,013 | |
| VB | Vanguard Morningstar Small-Cap ETF | +3,178 | 7,726 | $1,747,056 | |
| VCHY | Vanguard U.S. High-Yield Corporate Bond Index ETF | +496 | 20,831 | $1,046,341 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FNDA | Schwab Fundamental U.S. Small Company ETF | −1,395 | 121,231 | $3,333,712 | |
| BIV | Vanguard Intermediate-Term Bond ETF | −541 | 35,530 | $2,736,336 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −451 | 44,144 | $3,893,260 | |
| BNDW | Vanguard Total World Bond ETF | −120 | 9,594 | $558,370 | |
| AMD | Advanced Micro Devices Inc | −30 | 3,500 | $2,033,185 | |
| 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.
15 tracked positions ·
$263,753,334 total
· filing declares
45 positions · $263,753,310
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DCOR |
Dimensional US Core Equity 1 ETF
|
Added | 3,646,368 | $164,753,845 | 62.47% | |
| ACSG |
American Century Small Cap Growth Insights ETF
|
Added | 691,882 | $56,460,013 | 21.41% | |
| VCRM |
Vanguard Core Tax-Exempt Bond ETF
|
Added | 306,275 | $17,420,556 | 6.60% | |
| BNDX |
Vanguard Total International Bond ETF
|
Added | 172,397 | $8,349,186 | 3.17% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 44,144 | $3,893,260 | 1.48% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Reduced | 121,231 | $3,333,712 | 1.26% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Reduced | 35,530 | $2,736,336 | 1.04% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 3,500 | $2,033,185 | 0.77% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 7,726 | $1,747,056 | 0.66% | |
| VCHY |
Vanguard U.S. High-Yield Corporate Bond Index ETF
|
Added | 20,831 | $1,046,341 | 0.40% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Held | 2,105 | $620,996 | 0.24% | |
| BNDW |
Vanguard Total World Bond ETF
|
Reduced | 9,594 | $558,370 | 0.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,285 | $306,266 | 0.12% | |
| AGRH |
iShares Interest Rate Hedged U.S. Aggregate Bond ETF
|
Held | 5,485 | $277,870 | 0.11% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 3,030 | $216,342 | 0.08% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.