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Physician Wealth Solutions Inc. 13F holdings

Filed 2026-07-13 · Physician Wealth Solutions Inc. · 45 positions · $263.8M

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TickerCompanySharesValue% of portfolio
DFAUDIMENSIONAL ETF TRUST735.4K$38.0M14.4%
DFCFDIMENSIONAL ETF TRUST542.7K$22.9M8.7%
DFIPDIMENSIONAL ETF TRUST462.7K$19.1M7.2%
DFSVDIMENSIONAL ETF TRUST411.0K$15.9M6.0%
DFEMDIMENSIONAL ETF TRUST337.7K$13.7M5.2%
AVREAMERICAN CENTY ETF TR283.7K$13.4M5.1%
DFUSDIMENSIONAL ETF TRUST157.7K$12.9M4.9%
DFICDIMENSIONAL ETF TRUST339.8K$12.7M4.8%
AVUVAMERICAN CENTY ETF TR96.7K$12.1M4.6%
VTEBVANGUARD MUN BD FDS231.6K$11.7M4.4%
DISVDIMENSIONAL ETF TRUST276.1K$11.1M4.2%
AVDEAMERICAN CENTY ETF TR112.8K$10.1M3.8%
BNDXVANGUARD CHARLOTTE FDS172.4K$8.3M3.2%
AVDVAMERICAN CENTY ETF TR76.3K$7.9M3.0%
AVEMAMERICAN CENTY ETF TR75.9K$7.3M2.8%
VCRMVANGUARD MUN BD FDS74.7K$5.7M2.2%
AVUSAMERICAN CENTY ETF TR42.5K$5.4M2.1%
DFATDIMENSIONAL ETF TRUST73.3K$5.1M1.9%
DFGRDIMENSIONAL ETF TRUST166.2K$4.8M1.8%
DFASDIMENSIONAL ETF TRUST52.9K$4.4M1.7%
MUBISHARES TR24.7K$2.7M1.0%
AMDADVANCED MICRO DEVICES INC3.5K$2.0M0.8%
BIVVANGUARD BD INDEX FDS26.3K$2.0M0.8%
SCHPSCHWAB STRATEGIC TR72.0K$1.9M0.7%
SCHBSCHWAB STRATEGIC TR49.2K$1.4M0.5%
DFACDIMENSIONAL ETF TRUST31.2K$1.4M0.5%
VTIVANGUARD INDEX FDS2.9K$1.1M0.4%
VTIPVANGUARD MALVERN FDS20.8K$1.0M0.4%
IAGGISHARES TR15.2K$771,1950.3%
BSVVANGUARD BD INDEX FDS9.2K$720,2780.3%
DFNMDIMENSIONAL ETF TRUST14.4K$695,6370.3%
VMCVULCAN MATLS CO2.1K$620,9960.2%
DFAXDIMENSIONAL ETF TRUST16.7K$616,4630.2%
VGSHVANGUARD SCOTTSDALE FDS9.6K$558,3710.2%
SHVISHARES TR4.2K$465,8980.2%
DFUVDIMENSIONAL ETF TRUST8.3K$456,9680.2%
DFGXDIMENSIONAL ETF TRUST8.2K$439,4770.2%
VVVANGUARD INDEX FDS1.0K$349,0690.1%
VUGVANGUARD INDEX FDS3.8K$329,3250.1%
AMZNAMAZON COM INC1.3K$306,2670.1%
NEARISHARES U S ETF TR5.5K$277,8700.1%
DFSUDIMENSIONAL ETF TRUST5.8K$270,4540.1%
AVESAMERICAN CENTY ETF TR4.0K$260,8910.1%
DUHPDIMENSIONAL ETF TRUST6.2K$260,3120.1%
NFLXNETFLIX INC.3.0K$216,3420.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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