Physician Wealth Solutions Inc.
CIK: 0002007116SEC EDGAR →
Portfolio Value
$235.8M
Holdings
45
As of
Q4 2025
New Positions
1
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 656,918 | $30.7M | 13.04% |
| 2 | DIMENSIONAL ETF TRUST | 511,410 | $21.8M | 9.23% |
| 3 | DIMENSIONAL ETF TRUST | 393,446 | $16.3M | 6.93% |
| 4 | DIMENSIONAL ETF TRUST | 428,333 | $14.1M | 5.97% |
| 5 | AMERICAN CENTY ETF TR | 292,005 | $12.7M | 5.39% |
| 6 | DIMENSIONAL ETF TRUST | 344,756 | $11.9M | 5.04% |
| 7 | DIMENSIONAL ETF TRUST | 356,677 | $11.8M | 5.00% |
| 8 | DIMENSIONAL ETF TRUST | 157,689 | $11.7M | 4.96% |
| 9 | DIMENSIONAL ETF TRUST | 295,443 | $11.2M | 4.76% |
| 10 | VANGUARD MUN BD FDS | 218,414 | $11.0M | 4.66% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $228.1M | 96.8% |
| Unknown | 1 | $5.7M | 2.4% |
| Technology | 1 | $755K | 0.3% |
| Basic Materials | 1 | $600K | 0.3% |
| Consumer Cyclical | 1 | $303K | 0.1% |
| Communication Services | 1 | $284K | 0.1% |