Physician Wealth Solutions

Physician Wealth Solutions as of Sept. 30, 2025

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