Physician Wealth Solutions

Physician Wealth Solutions as of June 30, 2026

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