Physician Wealth Solutions Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Physician Wealth Solutions Inc. 13F Holdings
CIK 0002007116 · NORTH LAS VEGAS, NV
As of Sep 30, 2025, Physician Wealth Solutions Inc. reported
46 positions worth $229.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 648,220 | $29.7M | 12.95% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 471,716 | $20.2M | 8.81% |
| DIMENSIONAL ETF TRUST | DFIP | — | 370,885 |
|
5.7M6.84% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 434,313 |
3.8M | 6.04% |
| AVANTIS REAL ESTATE ETF | AVRE | — | 296,184 |
3.2M | 5.75% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 365,026 |
1.7M | 5.11% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 157,689 |
1.4M | 4.99% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 338,706 |
1.1M | 4.85% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 213,237 |
0.7M | 4.66% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 292,884 |
0.5M | 4.56% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 206,759 | $8.0M | 3.48% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 98,683 | $7.8M | 3.40% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 142,677 | $7.1M | 3.08% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 68,109 | $6.8M | 2.96% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 64,599 | $5.8M | 2.51% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 70,602 | $5.3M | 2.32% |
| VANGUARD MUN BD FDS | VCRM | — | 70,137 | $5.3M | 2.30% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 73,487 | $4.3M | 1.87% |
| AVANTIS US EQUITY ETF | AVUS | — | 36,863 | $4.0M | 1.75% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 52,865 | $3.6M | 1.58% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 89,722 | $2.8M | 1.23% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 25,080 | $2.7M | 1.17% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 31,126 | $2.4M | 1.06% |
| SCHWAB US TIPS ETF | SCHP | — | 78,041 | $2.1M | 0.92% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 67,554 |
.8M | 0.81% |