Physician Wealth Solutions Inc.
13F Reported Value
ⓘ$263.8M
Holdings
45
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Physician Wealth Solutions Inc. disclosed 45 positions worth $263.8M in its Form 13F-HR for Q2 2026. The portfolio is most concentrated in Other (98.5% of disclosed assets). All figures are sourced directly from Physician Wealth Solutions Inc.’s Form 13F-HR filing with the SEC under CIK 2007116.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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DIMENSIONAL ETF TRUST - US CORE EQT MKT
—Quality
$38.0M735,418 shDIMENSIONAL ETF TRUST - CORE FIXE IN ETF
—Quality
$22.9M542,729 shDIMENSIONAL ETF TRUST - INFLATION PROTE
—Quality
$19.1M462,726 shDIMENSIONAL ETF TRUST - US SMALL CAP ETF
—Quality
$15.9M411,042 shDIMENSIONAL ETF TRUST - EMERGING MKTS CO
—Quality
$13.7M337,691 shAMERICAN CENTY ETF TR - REAL ESTATE ETF
—Quality
$13.4M283,674 shDIMENSIONAL ETF TRUST - US EQUI MARK ETF
—Quality
$12.9M157,689 shDIMENSIONAL ETF TRUST - INTL CORE EQUITY
—Quality
$12.7M339,783 shAMERICAN CENTY ETF TR - US SML CP VALU
—Quality
$12.1M96,685 shVANGUARD MUN BD FDS - TAX EXEMPT BD
—Quality
$11.7M231,559 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $38.0M | 735,418 |
| DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $22.9M | 542,729 |
| DIMENSIONAL ETF TRUST - INFLATION PROTE | — | $19.1M | 462,726 |
| DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $15.9M | 411,042 |
| DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $13.7M | 337,691 |
| AMERICAN CENTY ETF TR - REAL ESTATE ETF | — | $13.4M | 283,674 |
| DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $12.9M | 157,689 |
| DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $12.7M | 339,783 |
| AMERICAN CENTY ETF TR - US SML CP VALU | — | $12.1M | 96,685 |
| VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $11.7M | 231,559 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Physician Wealth Solutions Inc.'s 45 positions.
Showing top 10 of 45 holdings.
Sector Allocation
Other
$259.9M
Technology
$2.8M
Materials
$620,996
Consumer Discretionary
$306,267
Communication Services
$216,342
Full Holdings — Physician Wealth Solutions Inc. (Q2 2026)
All 45 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $38.0M | 14.4% | +3% | — |
| 2 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $22.9M | 8.7% | +4% | — |
| 3 | — | DIMENSIONAL ETF TRUST - INFLATION PROTE | $19.1M | 7.2% | +8% | — |
| 4 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $15.9M | 6.0% | -2% | — |
| 5 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $13.7M | 5.2% | -3% | — |
| 6 | — | AMERICAN CENTY ETF TR - REAL ESTATE ETF | $13.4M | 5.1% | -2% | — |
| 7 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $12.9M | 4.9% | +0% | — |
| 8 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $12.7M | 4.8% | -1% | — |
| 9 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $12.1M | 4.6% | +4% | — |
| 10 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $11.7M | 4.4% | +1% | — |
| 11 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $11.1M | 4.2% | -3% | — |
| 12 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $10.1M | 3.8% | +4% | — |
| 13 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $8.3M | 3.2% | +6% | — |
| 14 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $7.9M | 3.0% | +5% | — |
| 15 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $7.3M | 2.8% | -2% | — |
| 16 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPT | $5.7M | 2.2% | +5% | — |
| 17 | — | AMERICAN CENTY ETF TR - US EQT ETF | $5.4M | 2.1% | +3% | — |
| 18 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $5.1M | 1.9% | -0% | — |
| 19 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $4.8M | 1.8% | +20% | — |
| 20 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $4.4M | 1.6% | +0% | — |
| 21 | — | ISHARES TR - NATIONAL MUN ETF | $2.7M | 1.0% | -2% | — |
| 22 |  $AMD | ADVANCED MICRO DEVICES INC | $2.0M | 0.8% | -1% | 78.8 |
| 23 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $2.0M | 0.8% | -2% | — |
| 24 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $1.9M | 0.7% | +0% | — |
| 25 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.4M | 0.5% | -3% | — |
| 26 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $1.4M | 0.5% | -56% | — |
| 27 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.1M | 0.4% | -0% | — |
| 28 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $1.0M | 0.4% | +2% | — |
| 29 | — | ISHARES TR - CORE INTL AGGR | $771,195 | 0.3% | +0% | — |
| 30 |  $META | Meta Platforms, Inc. | $720,278 | 0.3% | +0% | 80.9 |
| 31 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $695,637 | 0.3% | -3% | — |
| 32 |  $VMC | Vulcan Materials CO | $620,996 | 0.2% | +0% | 66.6 |
| 33 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $616,463 | 0.2% | -48% | — |
| 34 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $558,371 | 0.2% | -1% | — |
| 35 | — | ISHARES TR - TRUST ISHARE 0-1 | $465,898 | 0.2% | -1% | — |
| 36 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $456,968 | 0.2% | +0% | — |
| 37 | — | DIMENSIONAL ETF TRUST - INTL COR FIX ETF | $439,477 | 0.2% | +0% | — |
| 38 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $349,069 | 0.1% | +0% | — |
| 39 | — | VANGUARD INDEX FDS - GROWTH ETF | $329,325 | 0.1% | +500% | — |
| 40 |  $AMZN | AMAZON COM INC | $306,267 | 0.1% | +0% | 74.6 |
| 41 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | $277,870 | 0.1% | +0% | — |
| 42 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $270,454 | 0.1% | +0% | — |
| 43 | — | AMERICAN CENTY ETF TR - EMERGING MKT VAL | $260,891 | 0.1% | +0% | — |
| 44 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $260,312 | 0.1% | +0% | — |
| 45 |  $NFLX | NETFLIX INC | $216,342 | 0.1% | +0% | 86.7 |
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