Physician Wealth Solutions is an investment fund managing more than $140 billion ran by Setu Mazumdar. There are currently 16 companies in Mazumdar’s portfolio. The largest investments include Dimensional Etf Trust and American Centy Etf Tr, together worth $112 billion.
As of 8th July 2024, Physician Wealth Solutions’s top holding is 2,382,638 shares of Dimensional Etf Trust currently worth over $82.9 billion and making up 59.2% of the portfolio value.
In addition, the fund holds 521,853 shares of American Centy Etf Tr worth $29 billion.
The third-largest holding is Vanguard Mun Bd Fds worth $9.34 billion and the next is Vanguard Charlotte Fds worth $3.96 billion, with 81,436 shares owned.
Currently, Physician Wealth Solutions's portfolio is worth at least $140 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Physician Wealth Solutions office and employees reside in North Las Vegas, Nevada. According to the last 13-F report filed with the SEC, Setu Mazumdar serves as the President at Physician Wealth Solutions.
In the most recent 13F filing, Physician Wealth Solutions revealed that it had opened a new position in
Dimensional Etf Trust and bought 13,158 shares worth $438 million.
The investment fund also strengthened its position in Dimensional Etf Trust by buying
486,743 additional shares.
This makes their stake in Dimensional Etf Trust total 2,382,638 shares worth $82.9 billion.
On the other hand, Setu Mazumdar disclosed a decreased stake in Vanguard Bd Index Fds by approximately 0.1%.
This leaves the value of the investment at $2.87 billion and 38,308 shares.
The two most similar investment funds to Physician Wealth Solutions are Paul Damon & Associates and Massachusetts Wealth Management. They manage $140 billion and $140 billion respectively.
Physician Wealth Solutions’s portfolio is diversified across 4 sectors.
Currently, their heaviest sector is Technology — making up 0.4% of
the total portfolio value.
The fund focuses on investments in the United States as
18.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
19% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $84.6 billion.
These positions were updated on July 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Dimensional Etf Trust |
25.67%
2,382,638
|
$82,945,430,000 | 59.21% |
| American Centy Etf Tr |
17.93%
521,853
|
$28,972,028,000 | 20.68% |
| Vanguard Mun Bd Fds |
3.46%
186,366
|
$9,338,800,000 | 6.67% |
| Vanguard Charlotte Fds |
42.93%
81,436
|
$3,963,496,000 | 2.83% |
| Vanguard Bd Index Fds |
0.30%
38,308
|
$2,868,886,000 | 2.05% |
| Ishares Tr |
1.18%
50,375
|
$4,217,350,000 | 3.01% |
| Schwab Strategic Tr |
0.16%
56,849
|
$3,137,509,000 | 2.24% |
| Vanguard Malvern Fds |
13.26%
16,326
|
$792,464,000 | 0.57% |
| Vanguard Index Fds |
0.27%
4,423
|
$1,232,878,000 | 0.88% |
| Advanced Micro Devices Inc. |
No change
3,590
|
$582,334,000 | 0.42% |
| Vulcan Matls Co |
No change
2,105
|
$523,471,000 | 0.37% |
| Vanguard Scottsdale Fds |
2.83%
6,259
|
$362,959,000 | 0.26% |
| Ishares U S Etf Tr |
0.56%
5,006
|
$251,952,000 | 0.18% |
| Amazon.com Inc. |
No change
1,286
|
$248,520,000 | 0.18% |
| Dimensional Etf Trust |
Opened
13,158
|
$437,570,000 | 0.31% |
| Netflix Inc. |
Opened
303
|
$204,489,000 | 0.15% |
| No transactions found | |||
| Showing first 500 out of 16 holdings | |||