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Physician Wealth Solutions

Latest statistics and disclosures from Physician Wealth Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, DFCF, DFIP, DFSV, AVRE, and represent 40.57% of Physician Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: DFCF, DFIP, DFGR, AVUV, BNDX, DFAU, VCRM, AVEM, VTEB, NFLX.
Reduced shares in these 9 stocks: DFAC, VTES, DFAX, DFEM, DFSV, AVRE, SCHB, BIV, DFNM.
Sold out of its position in VTES.
Physician Wealth Solutions was a net buyer of stock by $3.1M.
Physician Wealth Solutions has $236M in assets under management (AUM), dropping by 2.93%.
Central Index Key (CIK): 0002007116

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Portfolio Holdings for Physician Wealth Solutions

Physician Wealth Solutions holds 45 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	13.0	$31M		657k	46.80	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	9.2	$22M	+8%	511k	42.56	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	6.9	$16M	+6%	393k	41.55	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	6.0	$14M		428k	32.89	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	5.4	$13M		292k	43.53	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.0	$12M		345k	34.46	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.0	$12M	-2%	357k	33.08	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.0	$12M		158k	74.17	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.8	$11M		295k	38.00	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.7	$11M	+2%	218k	50.29	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.5	$8.2M		99k	82.32	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.2	$7.6M	+10%	75k	101.98	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.1	$7.4M	+6%	153k	48.32	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.9	$6.7M	-17%	170k	39.59	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.6	$6.1M		65k	93.97	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.4	$5.7M	+4%	74k	77.02	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	2.4	$5.7M	+7%	75k	75.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.9	$4.4M		74k	59.54	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.8	$4.1M		37k	111.78	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.6	$3.7M		53k	69.67	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$2.7M		25k	107.11	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.1	$2.7M	+49%	101k	26.42	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.0	$2.4M	-17%	74k	32.73	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$2.4M		31k	77.88	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.9	$2.1M		78k	26.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.3M	-3%	51k	26.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$971k		2.9k	335.28	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$809k		16k	49.46	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$762k		15k	50.01	View chart
Advanced Micro Devices (AMD)	0.3	$756k		3.5k	214.16	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$740k	-4%	15k	48.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$729k		9.2k	78.81	View chart
Vulcan Materials Company (VMC)	0.3	$600k		2.1k	285.22	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$472k		8.0k	58.73	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.2	$432k		8.2k	52.63	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$405k		7.9k	51.10	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$387k		8.3k	46.59	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$372k		3.4k	110.15	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$320k		1.0k	314.80	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$311k		637.00	487.86	View chart
Amazon (AMZN)	0.1	$304k	+2%	1.3k	230.82	View chart
Netflix (NFLX)	0.1	$284k	+900%	3.0k	93.76	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$252k		5.8k	43.43	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$237k		6.2k	38.03	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$232k		4.0k	58.31	View chart

Past Filings by Physician Wealth Solutions

SEC 13F filings are viewable for Physician Wealth Solutions going back to 2023

Physician Wealth Solutions 2025 Q4 filed Jan. 12, 2026
Physician Wealth Solutions 2025 Q3 filed Oct. 14, 2025
Physician Wealth Solutions 2025 Q2 filed July 11, 2025
Physician Wealth Solutions 2025 Q1 filed May 6, 2025
Physician Wealth Solutions 2024 Q4 filed Feb. 6, 2025
Physician Wealth Solutions 2024 Q3 filed Nov. 1, 2024
Physician Wealth Solutions 2024 Q2 filed July 15, 2024
Physician Wealth Solutions 2024 Q1 filed April 22, 2024
Physician Wealth Solutions 2023 Q4 filed Jan. 9, 2024

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