Physician Wealth Solutions Inc. Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$229.1B
Holdings
46
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 648,220 | $29.7B | 12.95% | |
| 2 | DFCFDIMENSIONAL ETF TRUST | 471,716 | $20.2B | 8.81% | |
| 3 | DFIPDIMENSIONAL ETF TRUST | 370,885 | $15.7B | 6.84% | |
| 4 | DFSVDIMENSIONAL ETF TRUST | 434,313 | $13.8B | 6.04% | |
| 5 | AVREAMERICAN CENTY ETF TR | 296,184 | $13.2B | 5.75% | |
| 6 | DFEMDIMENSIONAL ETF TRUST | 365,026 | $11.7B | 5.11% | |
| 7 | DFUSDIMENSIONAL ETF TRUST | 157,689 | $11.4B | 4.99% | |
| 8 | DFICDIMENSIONAL ETF TRUST | 338,706 | $11.1B | 4.85% | |
| 9 | VTEBVANGUARD MUN BD FDS | 213,237 | $10.7B | 4.66% | |
| 10 | DISVDIMENSIONAL ETF TRUST | 292,884 | $10.5B | 4.56% | |
| 11 | DFACDIMENSIONAL ETF TRUST | 206,759 | $8.0B | 3.48% | |
| 12 | AVDEAMERICAN CENTY ETF TR | 98,683 | $7.8B | 3.40% | |
| 13 | BNDXVANGUARD CHARLOTTE FDS | 142,677 | $7.1B | 3.08% | |
| 14 | AVUVAMERICAN CENTY ETF TR | 68,109 | $6.8B | 2.96% | |
| 15 | AVDVAMERICAN CENTY ETF TR | 64,599 | $5.8B | 2.51% | |
| 16 | AVEMAMERICAN CENTY ETF TR | 70,602 | $5.3B | 2.32% | |
| 17 | VCRMVANGUARD MUN BD FDS | 70,137 | $5.3B | 2.30% | |
| 18 | DFATDIMENSIONAL ETF TRUST | 73,487 | $4.3B | 1.87% | |
| 19 | AVUSAMERICAN CENTY ETF TR | 36,863 | $4.0B | 1.75% | |
| 20 | DFASDIMENSIONAL ETF TRUST | 52,865 | $3.6B | 1.58% | |
| 21 | DFAXDIMENSIONAL ETF TRUST | 89,722 | $2.8B | 1.23% | |
| 22 | MUBISHARES TR | 25,080 | $2.7B | 1.17% | |
| 23 | BIVVANGUARD BD INDEX FDS | 31,126 | $2.4B | 1.06% | |
| 24 | SCHPSCHWAB STRATEGIC TR | 78,041 | $2.1B | 0.92% | |
| 25 | DFGRDIMENSIONAL ETF TRUST | 67,554 | $1.8B | 0.81% | |
| 26 | SCHBSCHWAB STRATEGIC TR | 52,448 | $1.3B | 0.59% | |
| 27 | VTIVANGUARD INDEX FDS | 2,896 | $950.4M | 0.41% | |
| 28 | VTESVANGUARD WELLINGTON FD | 8,130 | $828.6M | 0.36% | |
| 29 | VTIPVANGUARD MALVERN FDS | 16,356 | $828.1M | 0.36% | |
| 30 | IAGGISHARES TR | 15,241 | $780.8M | 0.34% | |
| 31 | DFNMDIMENSIONAL ETF TRUST | 16,067 | $770.9M | 0.34% | |
| 32 | BSVVANGUARD BD INDEX FDS | 9,245 | $729.5M | 0.32% | |
| 33 | VMCVULCAN MATLS CO | 2,105 | $647.5M | 0.28% | |
| 34 | AMDADVANCED MICRO DEVICES INC | 3,530 | $571.1M | 0.25% | |
| 35 | VGSHVANGUARD SCOTTSDALE FDS | 8,038 | $473.0M | 0.21% | |
| 36 | DFGXDIMENSIONAL ETF TRUST | 8,200 | $442.5M | 0.19% | |
| 37 | NEARISHARES U S ETF TR | 7,897 | $405.0M | 0.18% | |
| 38 | SHVISHARES TR | 3,378 | $373.2M | 0.16% | |
| 39 | DFUVDIMENSIONAL ETF TRUST | 8,307 | $371.2M | 0.16% | |
| 40 | NFLXNETFLIX INC | 303 | $363.3M | 0.16% | |
| 41 | VVVANGUARD INDEX FDS | 1,015 | $312.5M | 0.14% | |
| 42 | VUGVANGUARD INDEX FDS | 637 | $305.5M | 0.13% | |
| 43 | AMZNAMAZON COM INC | 1,285 | $282.1M | 0.12% | |
| 44 | DFSUDIMENSIONAL ETF TRUST | 5,800 | $246.3M | 0.11% | |
| 45 | DUHPDIMENSIONAL ETF TRUST | 6,238 | $235.6M | 0.10% | |
| 46 | AVESAMERICAN CENTY ETF TR | 3,977 | $228.2M | 0.10% |