Physician Wealth Solutions Inc. Q2 2025 Filing
Filed July 11, 2025
Portfolio Value
$215.6B
Holdings
45
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 648,830 | $27.5B | 12.75% | |
| 2 | DFCFDIMENSIONAL ETF TRUST | 460,494 | $19.5B | 9.02% | |
| 3 | DFIPDIMENSIONAL ETF TRUST | 350,435 | $14.7B | 6.79% | |
| 4 | AVREAMERICAN CENTY ETF TR | 297,943 | $13.2B | 6.10% | |
| 5 | DFSVDIMENSIONAL ETF TRUST | 435,855 | $12.8B | 5.95% | |
| 6 | DFEMDIMENSIONAL ETF TRUST | 366,046 | $10.9B | 5.04% | |
| 7 | DFUSDIMENSIONAL ETF TRUST | 159,496 | $10.7B | 4.96% | |
| 8 | DFICDIMENSIONAL ETF TRUST | 332,877 | $10.3B | 4.80% | |
| 9 | DISVDIMENSIONAL ETF TRUST | 297,355 | $9.8B | 4.54% | |
| 10 | VTEBVANGUARD MUN BD FDS | 194,856 | $9.6B | 4.43% | |
| 11 | AVDEAMERICAN CENTY ETF TR | 100,774 | $7.5B | 3.46% | |
| 12 | DFACDIMENSIONAL ETF TRUST | 205,594 | $7.4B | 3.42% | |
| 13 | BNDXVANGUARD CHARLOTTE FDS | 140,742 | $7.0B | 3.23% | |
| 14 | AVUVAMERICAN CENTY ETF TR | 67,729 | $6.2B | 2.86% | |
| 15 | VCRMVANGUARD MUN BD FDS | 72,386 | $5.3B | 2.47% | |
| 16 | AVDVAMERICAN CENTY ETF TR | 64,568 | $5.1B | 2.37% | |
| 17 | AVEMAMERICAN CENTY ETF TR | 70,164 | $4.8B | 2.23% | |
| 18 | DFATDIMENSIONAL ETF TRUST | 73,805 | $4.0B | 1.85% | |
| 19 | AVUSAMERICAN CENTY ETF TR | 38,725 | $3.9B | 1.81% | |
| 20 | DFASDIMENSIONAL ETF TRUST | 52,865 | $3.4B | 1.56% | |
| 21 | DFAXDIMENSIONAL ETF TRUST | 89,767 | $2.6B | 1.22% | |
| 22 | MUBISHARES TR | 25,080 | $2.6B | 1.22% | |
| 23 | BIVVANGUARD BD INDEX FDS | 31,920 | $2.5B | 1.14% | |
| 24 | SCHPSCHWAB STRATEGIC TR | 78,041 | $2.1B | 0.97% | |
| 25 | DFGRDIMENSIONAL ETF TRUST | 57,734 | $1.5B | 0.72% | |
| 26 | SCHBSCHWAB STRATEGIC TR | 52,473 | $1.3B | 0.58% | |
| 27 | DFNMDIMENSIONAL ETF TRUST | 23,538 | $1.1B | 0.52% | |
| 28 | VTIVANGUARD INDEX FDS | 2,896 | $880.2M | 0.41% | |
| 29 | VTIPVANGUARD MALVERN FDS | 16,356 | $822.2M | 0.38% | |
| 30 | VTESVANGUARD WELLINGTON FD | 8,130 | $820.6M | 0.38% | |
| 31 | IAGGISHARES TR | 15,241 | $778.7M | 0.36% | |
| 32 | BSVVANGUARD BD INDEX FDS | 9,245 | $727.6M | 0.34% | |
| 33 | VMCVULCAN MATLS CO | 2,105 | $549.0M | 0.25% | |
| 34 | AMDADVANCED MICRO DEVICES INC | 3,530 | $500.9M | 0.23% | |
| 35 | VGSHVANGUARD SCOTTSDALE FDS | 8,038 | $472.5M | 0.22% | |
| 36 | NFLXNETFLIX INC | 303 | $405.8M | 0.19% | |
| 37 | NEARISHARES U S ETF TR | 7,893 | $403.3M | 0.19% | |
| 38 | SHVISHARES TR | 3,378 | $373.0M | 0.17% | |
| 39 | DFUVDIMENSIONAL ETF TRUST | 8,307 | $351.2M | 0.16% | |
| 40 | VVVANGUARD INDEX FDS | 1,015 | $289.6M | 0.13% | |
| 41 | AMZNAMAZON COM INC | 1,285 | $281.9M | 0.13% | |
| 42 | VUGVANGUARD INDEX FDS | 637 | $279.3M | 0.13% | |
| 43 | AVESAMERICAN CENTY ETF TR | 4,359 | $233.4M | 0.11% | |
| 44 | DFSUDIMENSIONAL ETF TRUST | 5,800 | $227.7M | 0.11% | |
| 45 | DUHPDIMENSIONAL ETF TRUST | 6,238 | $221.8M | 0.10% |