Physician Wealth Solutions Inc.
•CIK: 2007116•Filing: Q4 2025
**Physician Wealth Solutions Inc.** manages $236M across a concentrated portfolio of 45 positions. The strategy exhibits a significant allocation to specialized, high-conviction names, notably anchoring with DFAU at $30.7M. Further substantial exposure is maintained in DFCF ($21.8M) and DFIP ($16.3M), suggesting a focus on deep-value or sector-specific opportunities. The top ten holdings represent a highly concentrated view of market opportunities.
Total AUM
$235.8M
QoQ Performance
+2.9%
Positions
15
Top 10 Concentration
65.0%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAU
DFCF
DFIP
DFSV
AVRE
DFIC
DFEM
DFAU13.0%
DFCF9.2%
DFIP6.9%
DFSV6.0%
AVRE5.4%
DFIC5.0%
DFEM5.0%
DFUS5.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other99.4%
Technology0.3%
Consumer0.1%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑17 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023