Physician Wealth Solutions Inc. - Portfolio Stock Holdings
Physician Wealth Solutions Inc. disclosed 45 stock positions in a recent SEC 13F filing. $263,753,350 of stock holdings were filed, with the largest holdings including DFAU, DFCF, and DFIP. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $298,874,272 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
45Est. Stock Holding Value:
$263,753,350Top Stock Holdings By Sector
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Portfolio Stock Holdings - Physician Wealth Solutions Inc.
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