Physician Wealth Solutions Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$241.6M
Q ending 2026-03-31
Prior quarter
$235.8M
Q ending 2025-12-31
Change
+2.5% QoQ · +21.4% YoY
Positions
45
reported holdings
Largest positions
All 45 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAU | Shares | $32.2M | 714K |
| Dimensional Etf Trust | DFCF | Shares | $22.1M | 523K |
| Dimensional Etf Trust | DFIP | Shares | $17.9M | 428K |
| Dimensional Etf Trust | DFSV | Shares | $14.7M | 419K |
| American Centy Etf Tr | AVRE | Shares | $12.7M | 289K |
| Dimensional Etf Trust | DFIC | Shares | $12.2M | 343K |
| Dimensional Etf Trust | DFEM | Shares | $12.0M | 347K |
| Vanguard Mun Bd Fds | VTEB | Shares | $11.4M | 229K |
| Dimensional Etf Trust | DISV | Shares | $11.2M | 284K |
| Dimensional Etf Trust | DFUS | Shares | $11.2M | 158K |
| American Centy Etf Tr | AVUV | Shares | $10.3M | 93K |
| American Centy Etf Tr | AVDE | Shares | $9.2M | 108K |
| Vanguard Charlotte Fds | BNDX | Shares | $7.8M | 162K |
| American Centy Etf Tr | AVDV | Shares | $7.3M | 73K |
| American Centy Etf Tr | AVEM | Shares | $6.2M | 77K |
| Vanguard Mun Bd Fds | VCRM | Shares | $5.3M | 71K |
| Dimensional Etf Trust | DFAT | Shares | $4.6M | 73K |
| American Centy Etf Tr | AVUS | Shares | $4.6M | 41K |
| Dimensional Etf Trust | DFAS | Shares | $3.8M | 53K |
| Dimensional Etf Trust | DFGR | Shares | $3.7M | 139K |
| Dimensional Etf Trust | DFAC | Shares | $2.8M | 72K |
| Ishares Tr | MUB | Shares | $2.7M | 25K |
| Vanguard Bd Index Fds | BIV | Shares | $2.1M | 27K |
| Schwab Strategic Tr | SCHP | Shares | $1.9M | 72K |
| Schwab Strategic Tr | SCHB | Shares | $1.3M | 51K |
| Dimensional Etf Trust | DFAX | Shares | $1.1M | 32K |
| Vanguard Malvern Fds | VTIP | Shares | $1.0M | 20K |
| Vanguard Index Fds | VTI | Shares | $929K | 3K |
| Ishares Tr | IAGG | Shares | $763K | 15K |
| Vanguard Bd Index Fds | BSV | Shares | $725K | 9K |
| Advanced Micro Devices Inc | AMD | Shares | $718K | 4K |
| Dimensional Etf Trust | DFNM | Shares | $715K | 15K |
| Vulcan Matls Co | VMC | Shares | $573K | 2K |
| Vanguard Scottsdale Fds | VGSH | Shares | $569K | 10K |
| Ishares Tr | SHV | Shares | $473K | 4K |
| Dimensional Etf Trust | DFGX | Shares | $430K | 8K |
| Dimensional Etf Trust | DFUV | Shares | $403K | 8K |
| Vanguard Index Fds | VV | Shares | $303K | 1K |
| Netflix Inc. | NFLX | Shares | $291K | 3K |
| Ishares U S Etf Tr | NEAR | Shares | $279K | 5K |
| Vanguard Index Fds | VUG | Shares | $278K | 637 |
| Amazon Com Inc | AMZN | Shares | $268K | 1K |
| American Centy Etf Tr | AVES | Shares | $239K | 4K |
| Dimensional Etf Trust | DFSU | Shares | $238K | 6K |
| Dimensional Etf Trust | DUHP | Shares | $229K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.