Physician Wealth Solutions

Physician Wealth Solutions as of March 31, 2026

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