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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 40.38% of Physician Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: VTEB, DFIP, DFCF, DFGX, DFGR, DFIC, BNDX, DFAC, AVUV, AVEM.
Started 1 new stock position in DFGX.
Reduced shares in these 10 stocks: DFNM, AVUS, VCRM, AVDE, DISV, DFUS, AVRE, BIV, DFSV, DFEM.
Physician Wealth Solutions was a net buyer of stock by $1.9M.
Physician Wealth Solutions has $229M in assets under management (AUM), dropping by 6.22%.
Central Index Key (CIK): 0002007116

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Portfolio Holdings for Physician Wealth Solutions

Physician Wealth Solutions holds 46 positions in its portfolio as reported in the September 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)	12.9	$30M		648k	45.76	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	8.8	$20M	+2%	472k	42.76	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	6.8	$16M	+5%	371k	42.23	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	6.0	$14M		434k	31.84	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	5.8	$13M		296k	44.48	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.1	$12M		365k	32.07	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.0	$11M		158k	72.44	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.8	$11M		339k	32.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.7	$11M	+9%	213k	50.07	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.6	$11M		293k	35.69	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.5	$8.0M		207k	38.57	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.4	$7.8M	-2%	99k	78.90	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.1	$7.1M		143k	49.46	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.0	$6.8M		68k	99.53	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.5	$5.8M		65k	89.03	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.3	$5.3M		71k	75.11	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	2.3	$5.3M	-3%	70k	75.25	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.9	$4.3M		74k	58.21	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.7	$4.0M	-4%	37k	108.70	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.6	$3.6M		53k	68.46	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$2.8M		90k	31.38	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$2.7M		25k	106.49	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$2.4M	-2%	31k	78.09	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.9	$2.1M		78k	26.95	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.8	$1.8M	+17%	68k	27.31	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.3M		52k	25.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$950k		2.9k	328.18	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.4	$829k		8.1k	101.92	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$828k		16k	50.63	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$781k		15k	51.23	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$771k	-31%	16k	47.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$730k		9.2k	78.91	View chart
Vulcan Materials Company (VMC)	0.3	$648k		2.1k	307.62	View chart
Advanced Micro Devices (AMD)	0.2	$571k		3.5k	161.79	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$473k		8.0k	58.85	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.2	$443k	NEW	8.2k	53.96	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$405k		7.9k	51.28	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$373k		3.4k	110.49	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$371k		8.3k	44.69	View chart
Netflix (NFLX)	0.2	$363k		303.00	1198.92	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$313k		1.0k	307.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$306k		637.00	479.61	View chart
Amazon (AMZN)	0.1	$282k		1.3k	219.57	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$246k		5.8k	42.47	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$236k		6.2k	37.77	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$228k	-8%	4.0k	57.37	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 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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