Physician Wealth Solutions Inc.
CIK: 0002007116Latest portfolio: $235.8M · Q4 2025
Holdings
45
Total Value
$235.8M
New Positions
0
Closed Positions
1
Top Holdings
View All 45 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 656,918 | $30.7M | 13.04% | +9K | |
| 2 | DFCFDIMENSIONAL ETF TRUST | 511,410 | $21.8M | 9.23% | +40K | |
| 3 | DFIPDIMENSIONAL ETF TRUST | 393,446 | $16.3M | 6.93% | +23K | |
| 4 | DFSVDIMENSIONAL ETF TRUST | 428,333 | $14.1M | 5.97% | -5,980 | |
| 5 | AVREAMERICAN CENTY ETF TR | 292,005 | $12.7M | 5.39% | -4,179 | |
| 6 | DFICDIMENSIONAL ETF TRUST | 344,756 | $11.9M | 5.04% | +6K | |
| 7 | DFEMDIMENSIONAL ETF TRUST | 356,677 | $11.8M | 5.00% | -8,349 | |
| 8 | DFUSDIMENSIONAL ETF TRUST | 157,689 | $11.7M | 4.96% | — | |
| 9 | DISVDIMENSIONAL ETF TRUST | 295,443 | $11.2M | 4.76% | +3K | |
| 10 | VTEBVANGUARD MUN BD FDS | 218,414 | $11.0M | 4.66% | +5K | |
| 11 | AVDEAMERICAN CENTY ETF TR | 99,306 | $8.2M | 3.47% | +623 | |
| 12 | AVUVAMERICAN CENTY ETF TR | 74,953 | $7.6M | 3.24% | +7K | |
| 13 | BNDXVANGUARD CHARLOTTE FDS | 152,450 | $7.4M | 3.12% | +10K | |
| 14 | DFACDIMENSIONAL ETF TRUST | 170,275 | $6.7M | 2.86% | -36,484 | |
| 15 | AVDVAMERICAN CENTY ETF TR | 64,661 | $6.1M | 2.58% | +62 | |
| 16 | AVEMAMERICAN CENTY ETF TR | 74,106 | $5.7M | 2.42% | +4K | |
| 17 | VCRMVANGUARD MUN BD FDS | 75,204 | $5.7M | 2.41% | +5K | |
| 18 | DFATDIMENSIONAL ETF TRUST | 73,487 | $4.4M | 1.86% | — | |
| 19 | AVUSAMERICAN CENTY ETF TR | 36,970 | $4.1M | 1.75% | +107 | |
| 20 | DFASDIMENSIONAL ETF TRUST | 52,865 | $3.7M | 1.56% | — | |
| 21 | MUBISHARES TR | 25,080 | $2.7M | 1.14% | — | |
| 22 | DFGRDIMENSIONAL ETF TRUST | 101,296 | $2.7M | 1.13% | +34K | |
| 23 | DFAXDIMENSIONAL ETF TRUST | 74,404 | $2.4M | 1.03% | -15,318 | |
| 24 | BIVVANGUARD BD INDEX FDS | 30,547 | $2.4M | 1.01% | -579 | |
| 25 | SCHPSCHWAB STRATEGIC TR | 78,041 | $2.1M | 0.88% | — |
Quarterly Changes
New Positions
No new positions this quarter
Closed Positions
- VTESCLOSED$828.6M
Sector Breakdown
Financial Services0.0% ($3.0743217651634915e+145T)
Unknown0.0% ($5.7M)
Technology0.0% ($755K)
Basic Materials0.0% ($600K)
Consumer Cyclical0.0% ($303K)
Communication Services0.0% ($284K)
Filing History
Fund Information
Physician Wealth Solutions Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $235.8M across 45 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAU), representing 13.0% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.