13F Filings History of Physician Wealth Solutions Inc.

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$235,773,470
Signature - Title
Setu Mazumdar - President
Location
North Las Vegas, NV
Summary
This page shows a list of all the recent 13F filings made by Physician Wealth Solutions Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Physician Wealth Solutions Inc. reported 45 stock holdings with total value $235,773,470 as of Q4 2025. Top holdings included DFAU, DFCF, DFIP, DFSV, and AVRE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 45 $235,773,470 +$6,647,641 -$3,556,312 +$3,091,329 DFAU, DFCF, DFIP, DFSV, AVRE 13F-HR 12 Jan 2026, 14:14
Q3 2025 46 $229,054,878 +$3,379,902 -$1,477,989 +$1,901,913 DFAU, DFCF, DFIP, DFSV, AVRE 13F-HR 14 Oct 2025, 08:37
Q2 2025 45 $215,638,797 +$13,884,440 -$9,416,837 +$4,467,603 DFAU, DFCF, DFIP, AVRE, DFSV 13F-HR 11 Jul 2025, 14:51
Q1 2025 41 $199,026,125 +$3,686,628 -$3,473,336 +$213,292 DFAU, DFCF, DFIP, VTEB, AVRE 13F-HR 06 May 2025, 10:00
Q4 2024 41 $199,709,669 +$2,746,653 -$143,692 +$2,602,961 DFAU, DFCF, VTEB, DFIP, DFSV 13F-HR 06 Feb 2025, 10:57
Q3 2024 41 $197,032,614 +$54,491,898 -$408,814 +$54,083,084 DFAU, DFCF, DFIP, AVRE, VTEB 13F-HR 31 Oct 2024, 17:53
Q2 2024 41 $140,080,136 +$21,473,082 -$69,561 +$21,403,521 DFAU, AVRE, DFSV, VTEB, DFEM 13F-HR 15 Jul 2024, 08:23
Q1 2024 38 $119,100,833 +$15,768,666 -$692,592 +$15,076,074 DFAU, VTEB, DFUS, AVRE, DFEM 13F-HR 22 Apr 2024, 06:56
Q4 2023 37 $100,175,764 $0 $0 $0 DFAU, VTEB, DFUS, AVDE, DFEM 13F-HR 09 Jan 2024, 11:02