Physician Wealth Solutions Inc. 13F Portfolio

CIK 2007116 Filing since Q4 2023 Q3 2026 filed Oct 13, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 13, 2026.

Portfolio Snapshot

5 positions · Q3 2026

Physician Wealth Solutions Inc. reported 5 positions worth $2.64M for the quarter ended Sep 30, 2026, down 17.0% on the prior quarter. It opened 1 new position, added to 0, trimmed 1 and exited 0. Its largest holding is Advanced Micro Devices Inc at 58.8% of the portfolio.

Portfolio Value
$2.64M
-17.0% QoQ · +41.4% YoY
Positions
5
1 new · 0 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
AMD 58.8%
Advanced Micro Devices Inc
Net Buying
-$551.48K
$40.70K bought · $592.18K sold
Turnover
1.4%
of the portfolio traded
Top Sector
Technology
66.8% of value
Track Record
12
quarters on file since Q4 2023

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

3 sectors
66.77%
Technology
Technology66.77%
Basic Materials19.54%
Consumer Discretionary13.69%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyBasic MaterialsConsumer Discretionary

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
LCID Lucid Group, Inc. +10.0K – $40.70K 1.54%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
AMD Advanced Micro Devices Inc -968 -27.7% $592.18K 58.77%

New Positions

Q3 2026
Holding Shares Trade Value Weight
LCID Lucid Group, Inc. +10.0K $40.70K 1.54%

Closed Positions

Q3 2026

No positions were closed this quarter.

Holdings · Q3 2026

5 Positions

As ofSep 30, 2026
Value$2.64M
Top 10100%
Avg position$527.12K
# Activity
Showing all 5 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Physician Wealth Solutions.

About Physician Wealth Solutions Inc.’s 13F Portfolio

What are Physician Wealth Solutions Inc.’s largest holdings?

As of its Q3 2026 13F filing, Physician Wealth Solutions Inc.’s five largest positions were Advanced Micro Devices Inc (AMD) at 58.8%, Vulcan Materials CO (VMC) at 19.5%, Amazon Com Inc (AMZN) at 12.1%, Netflix Inc (NFLX) at 8.0%, Lucid Group, Inc. (LCID) at 1.5% of the reported portfolio.

How much is Physician Wealth Solutions Inc.’s portfolio worth?

Physician Wealth Solutions Inc. reported a 13F portfolio worth $2.64M across 5 positions for Q3 2026. That is down 17.0% from the previous quarter.

What did Physician Wealth Solutions Inc. buy in Q3 2026?

Its largest purchases by value were Lucid Group, Inc. ($40.70K). It opened 1 new positions.

What did Physician Wealth Solutions Inc. sell in Q3 2026?

Its largest sales by value were Advanced Micro Devices Inc ($592.18K). It exited 0 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Physician Wealth Solutions Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.