13F Filings History of Physician Wealth Solutions Inc.
- Latest 13F filing
- Q2 2026 - 13 Jul 2026
- Latest reported 13F value
- $263,753,310
- Largest 13F holdings
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DFAU DFCF DFIP DFSV DFEM AVRE DFUS DFIC AVUV VTEB DISV AVDE
+8 more
BNDX AVDV AVEM VCRM AVUS DFAT DFGR DFAS - Form 13F summary
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- Physician Wealth Solutions Inc. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Physician Wealth Solutions Inc. reported 45 equity holdings with a total reported market value of $263,753,310 for Q2 2026. Top reported holdings included DFAU, DFCF, DFIP, DFSV, and DFEM.
- Manager signature
- Setu Mazumdar - President
- Manager location
- North Las Vegas, NV
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$263,753,310
Quarter delta
+$22,197,569
Accepted
13 Jul 2026, 15:25
Rows shown
1-11 of 11
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 45 | $263,753,310 | +$6,725,355 | -$4,109,036 | +$2,616,319 | DFAU, DFCF, DFIP, DFSV, DFEM | 13F-HR | 13 Jul 2026, 15:25 |
| Q1 2026 | 45 | $241,555,741 | +$11,205,968 | -$7,429,949 | +$3,776,019 | DFAU, DFCF, DFIP, DFSV, AVRE | 13F-HR | 13 Apr 2026, 09:14 |
| 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 |