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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, DFEM, and represent 41.58% of Physician Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: DFIP, DFAU, DFCF, DFGR, BNDX, AVUV, AVDE, AVDV, VCRM, VUG.
Reduced shares in these 10 stocks: DFAC, DFAX, DFEM, DISV, DFSV, AVRE, DFIC, AVEM, MUB, BIV.
Physician Wealth Solutions was a net buyer of stock by $2.6M.
Physician Wealth Solutions has $264M in assets under management (AUM), dropping by 9.19%.
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 June 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)	14.4	$38M	+3%	735k	51.69	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	8.7	$23M	+3%	543k	42.21	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	7.2	$19M	+8%	463k	41.26	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	6.0	$16M		411k	38.79	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.2	$14M	-2%	338k	40.64	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	5.1	$13M		284k	47.38	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	4.9	$13M		158k	81.94	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	4.8	$13M		340k	37.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.6	$12M	+3%	97k	124.76	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.4	$12M		232k	50.58	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.2	$11M	-2%	276k	40.13	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.8	$10M	+4%	113k	89.20	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.2	$8.3M	+6%	172k	48.43	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.0	$7.9M	+4%	76k	103.05	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.8	$7.3M		76k	96.49	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	2.2	$5.7M	+5%	75k	76.40	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.1	$5.4M	+3%	43k	128.08	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.9	$5.1M		73k	69.90	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.8	$4.8M	+19%	166k	28.97	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.7	$4.4M		53k	82.34	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$2.7M		25k	107.62	View chart
Advanced Micro Devices (AMD)	0.8	$2.0M		3.5k	580.91	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.8	$2.0M	-2%	26k	76.70	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$1.9M		72k	26.50	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$1.4M	-2%	49k	28.96	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.5	$1.4M	-56%	31k	44.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.1M		2.9k	370.04	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$1.0M	+2%	21k	50.23	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$771k		15k	50.60	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$720k		9.2k	77.91	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$696k	-3%	14k	48.34	View chart
Vulcan Materials Company (VMC)	0.2	$621k		2.1k	295.01	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$617k	-48%	17k	36.84	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$558k		9.6k	58.20	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$466k		4.2k	110.35	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$457k		8.3k	55.01	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	0.2	$440k		8.2k	53.59	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$349k		1.0k	343.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$329k	+500%	3.8k	86.14	View chart
Amazon (AMZN)	0.1	$306k		1.3k	238.34	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$278k		5.5k	50.66	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$271k		5.8k	46.63	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$261k		4.0k	65.60	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.1	$260k		6.2k	41.73	View chart
Netflix (NFLX)	0.1	$216k		3.0k	71.40	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 Q2 filed July 13, 2026
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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