Physician Wealth Solutions

Physician Wealth Solutions as of Dec. 31, 2025

Portfolio Holdings for Physician Wealth Solutions

Physician Wealth Solutions holds 45 positions in its portfolio as reported in the December 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) 13.0 $31M 657k 46.80
Dimensional Etf Trust Core Fixed Incom (DFCF) 9.2 $22M 511k 42.56
Dimensional Etf Trust Inflation Prote (DFIP) 6.9 $16M 393k 41.55
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.0 $14M 428k 32.89
American Centy Etf Tr Real Estate Etf (AVRE) 5.4 $13M 292k 43.53
Dimensional Etf Trust Intl Core Equity (DFIC) 5.0 $12M 345k 34.46
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.0 $12M 357k 33.08
Dimensional Etf Trust Us Equity Market (DFUS) 5.0 $12M 158k 74.17
Dimensional Etf Trust Intl Small Cap V (DISV) 4.8 $11M 295k 38.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.7 $11M 218k 50.29
American Centy Etf Tr Intl Eqt Etf (AVDE) 3.5 $8.2M 99k 82.32
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.2 $7.6M 75k 101.98
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.1 $7.4M 153k 48.32
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.9 $6.7M 170k 39.59
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.6 $6.1M 65k 93.97
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.4 $5.7M 74k 77.02
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 2.4 $5.7M 75k 75.57
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.9 $4.4M 74k 59.54
American Centy Etf Tr Us Eqt Etf (AVUS) 1.8 $4.1M 37k 111.78
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.6 $3.7M 53k 69.67
Ishares Tr National Mun Etf (MUB) 1.1 $2.7M 25k 107.11
Dimensional Etf Trust Global Real Est (DFGR) 1.1 $2.7M 101k 26.42
Dimensional Etf Trust World Ex Us Core (DFAX) 1.0 $2.4M 74k 32.73
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $2.4M 31k 77.88
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $2.1M 78k 26.49
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.3M 51k 26.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $971k 2.9k 335.28
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $809k 16k 49.46
Ishares Tr Core Intl Aggr (IAGG) 0.3 $762k 15k 50.01
Advanced Micro Devices (AMD) 0.3 $756k 3.5k 214.16
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $740k 15k 48.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $729k 9.2k 78.81
Vulcan Materials Company (VMC) 0.3 $600k 2.1k 285.22
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $472k 8.0k 58.73
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.2 $432k 8.2k 52.63
Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $405k 7.9k 51.10
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $387k 8.3k 46.59
Ishares Tr Trust Ishare 0-1 (SHV) 0.2 $372k 3.4k 110.15
Vanguard Index Fds Large Cap Etf (VV) 0.1 $320k 1.0k 314.80
Vanguard Index Fds Growth Etf (VUG) 0.1 $311k 637.00 487.86
Amazon (AMZN) 0.1 $304k 1.3k 230.82
Netflix (NFLX) 0.1 $284k 3.0k 93.76
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $252k 5.8k 43.43
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $237k 6.2k 38.03
American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $232k 4.0k 58.31