Physician Wealth Solutions Inc.
Long book
$241.6M
Q1 2026
Positions
45
Top-10 weight
65%
concentration
Last quarter
+8.7%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsPhysician Wealth Solutions Inc. is a wealth-management firm allocating client money, running a $241.6M US long book across 45 positions.
The portfolio is concentrated: the top 10 names carry 65% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: DIMENSIONAL US CORE EQUITY M, DIMENSIONAL CORE FIXED INC, DIMENSIONAL INFLATION-PROTEC, DIMENSIONAL US SMALL CAP VAL, AVANTIS REAL ESTATE ETF.
Over the last 9 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.5%
Q2 2024
+6.7%
Q3 2024
-2.3%
Q4 2024
-0.1%
Q1 2025
+7.0%
Q2 2025
+6.0%
Q3 2025
+2.6%
Q4 2025
+1.1%
Q1 2026
+8.7%
Sector allocation
Technology 39%
Materials 31%
Services media 16%
Consumer discretionary 14%
Long book by quarter
What does Physician Wealth own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 45 | $241.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 12, 2026 | 45 | $235.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 46 | $229.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 11, 2025 | 45 | $215.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 6, 2025 | 41 | $199.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 6, 2025 | 41 | $199.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 1, 2024 | 41 | $200.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 15, 2024 | 41 | $140.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 22, 2024 | 38 | $119.1M | canonical | SEC ↗ |