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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, AVRE, VTEB, and represent 43.89% of Physician Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: DFCF (+$11M), DFAU (+$9.2M), DFIP (+$8.6M), DFAC (+$5.1M), VTEB, DFSV, BNDX, AVRE, DFAX, DFIC.
Reduced shares in these 6 stocks: IAGG, BIV, AVUS, AMD, AMZN, DFAT.
Physician Wealth Solutions was a net buyer of stock by $56M.
Physician Wealth Solutions has $201M in assets under management (AUM), dropping by 43.15%.
Central Index Key (CIK): 0002007116

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Portfolio Holdings for Physician Wealth Solutions

Physician Wealth Solutions holds 41 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	12.6	$25M	+56%	631k	40.09	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	9.9	$20M	+132%	473k	41.98	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	7.3	$15M	+144%	353k	41.33	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	7.1	$14M	+21%	311k	45.56	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	7.0	$14M	+50%	280k	50.34	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	7.0	$14M	+31%	455k	30.81	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.1	$10M	+9%	379k	27.21	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.9	$9.8M		155k	62.90	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.3	$8.7M	+18%	323k	26.89	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.9	$7.9M	+19%	287k	27.53	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.7	$7.4M	+215%	215k	34.60	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.5	$7.1M	+74%	142k	49.79	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.1	$6.3M		98k	64.18	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.2	$4.4M	+6%	66k	67.03	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.8	$3.6M	+13%	37k	95.81	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.7	$3.4M		53k	64.98	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.7	$3.4M		61k	55.64	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$3.2M	+12%	30k	107.02	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.6	$3.2M	+12%	51k	62.75	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.4	$2.8M		30k	96.11	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.4	$2.8M	-4%	37k	76.01	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$2.5M	+128%	95k	25.95	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.1	$2.2M	+108%	84k	26.34	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.3M	+241%	57k	22.43	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$1.2M		26k	47.97	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$892k	+11%	18k	48.78	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$838k	-20%	16k	51.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$794k		2.8k	286.37	View chart
Vulcan Materials Company (VMC)	0.3	$582k		2.1k	276.23	View chart
Advanced Micro Devices (AMD)	0.3	$525k		3.5k	148.60	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$414k	+17%	15k	27.98	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$403k	+9%	3.6k	110.55	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.2	$401k	+57%	7.9k	50.78	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$399k	+8%	6.8k	58.45	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$347k		8.3k	41.76	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$270k		1.0k	266.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$251k		637.00	394.25	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$251k		7.4k	34.07	View chart
Amazon (AMZN)	0.1	$248k		1.3k	192.73	View chart
Netflix (NFLX)	0.1	$228k		303.00	753.74	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$218k		5.8k	37.56	View chart

Past Filings by Physician Wealth Solutions

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

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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