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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 41.21% of Physician Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: DFAU, AVUV, DFIP, DFGR, AVDV, AVDE, VTEB, DFCF, BNDX, AVUS.
Reduced shares in these 10 stocks: DFAC, DFAX, DISV, DFEM, DFSV, VCRM, BIV, SCHP, AVRE, NEAR.
Physician Wealth Solutions was a net buyer of stock by $3.8M.
Physician Wealth Solutions has $242M in assets under management (AUM), dropping by 2.45%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	13.3	$32M	+8%	714k	45.12	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	9.1	$22M	+2%	523k	42.22	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	7.4	$18M	+8%	428k	41.72	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	6.1	$15M	-2%	419k	35.04	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	5.3	$13M		289k	44.02	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.1	$12M		343k	35.53	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.0	$12M	-2%	347k	34.55	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.7	$11M	+4%	229k	49.89	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.6	$11M	-3%	284k	39.44	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.6	$11M		158k	70.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.3	$10M	+24%	93k	110.47	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.8	$9.2M	+9%	108k	84.84	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.2	$7.8M	+6%	162k	48.05	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.0	$7.3M	+12%	73k	99.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.6	$6.2M	+3%	77k	80.58	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	2.2	$5.3M	-5%	71k	75.15	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.9	$4.6M		74k	62.45	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.9	$4.6M	+11%	41k	111.18	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.6	$3.8M		53k	71.13	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.5	$3.7M	+37%	139k	26.58	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$2.8M	-57%	72k	38.86	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$2.7M		25k	106.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.9	$2.1M	-12%	27k	77.18	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$1.9M	-7%	72k	26.61	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$1.3M		51k	25.10	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$1.1M	-56%	32k	33.97	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$1.0M	+24%	20k	49.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$929k		2.9k	320.82	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$763k		15k	50.04	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$725k		9.2k	78.41	View chart
Advanced Micro Devices (AMD)	0.3	$718k		3.5k	203.43	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$715k	-2%	15k	47.93	View chart
Vulcan Materials Company (VMC)	0.2	$573k		2.1k	272.30	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$569k	+20%	9.7k	58.54	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$473k	+26%	4.3k	110.39	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.2	$430k		8.2k	52.45	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$403k		8.3k	48.46	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$303k		1.0k	298.85	View chart
Netflix (NFLX)	0.1	$291k		3.0k	96.15	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$279k	-30%	5.5k	50.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$278k		637.00	436.79	View chart
Amazon (AMZN)	0.1	$268k	-2%	1.3k	208.27	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$239k		4.0k	59.98	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$238k		5.8k	41.09	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$229k		6.2k	36.76	View chart

Past Filings by Physician Wealth Solutions

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

Physician Wealth Solutions 2026 Q1 filed April 13, 2026
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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