Physician Wealth Solutions Inc. Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$235.8M
Holdings
45
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 656,918 | $30.7M | 13.04% | |
| 2 | DFCFDIMENSIONAL ETF TRUST | 511,410 | $21.8M | 9.23% | |
| 3 | DFIPDIMENSIONAL ETF TRUST | 393,446 | $16.3M | 6.93% | |
| 4 | DFSVDIMENSIONAL ETF TRUST | 428,333 | $14.1M | 5.97% | |
| 5 | AVREAMERICAN CENTY ETF TR | 292,005 | $12.7M | 5.39% | |
| 6 | DFICDIMENSIONAL ETF TRUST | 344,756 | $11.9M | 5.04% | |
| 7 | DFEMDIMENSIONAL ETF TRUST | 356,677 | $11.8M | 5.00% | |
| 8 | DFUSDIMENSIONAL ETF TRUST | 157,689 | $11.7M | 4.96% | |
| 9 | DISVDIMENSIONAL ETF TRUST | 295,443 | $11.2M | 4.76% | |
| 10 | VTEBVANGUARD MUN BD FDS | 218,414 | $11.0M | 4.66% | |
| 11 | AVDEAMERICAN CENTY ETF TR | 99,306 | $8.2M | 3.47% | |
| 12 | AVUVAMERICAN CENTY ETF TR | 74,953 | $7.6M | 3.24% | |
| 13 | BNDXVANGUARD CHARLOTTE FDS | 152,450 | $7.4M | 3.12% | |
| 14 | DFACDIMENSIONAL ETF TRUST | 170,275 | $6.7M | 2.86% | |
| 15 | AVDVAMERICAN CENTY ETF TR | 64,661 | $6.1M | 2.58% | |
| 16 | AVEMAMERICAN CENTY ETF TR | 74,106 | $5.7M | 2.42% | |
| 17 | VCRMVANGUARD MUN BD FDS | 75,204 | $5.7M | 2.41% | |
| 18 | DFATDIMENSIONAL ETF TRUST | 73,487 | $4.4M | 1.86% | |
| 19 | AVUSAMERICAN CENTY ETF TR | 36,970 | $4.1M | 1.75% | |
| 20 | DFASDIMENSIONAL ETF TRUST | 52,865 | $3.7M | 1.56% | |
| 21 | MUBISHARES TR | 25,080 | $2.7M | 1.14% | |
| 22 | DFGRDIMENSIONAL ETF TRUST | 101,296 | $2.7M | 1.13% | |
| 23 | DFAXDIMENSIONAL ETF TRUST | 74,404 | $2.4M | 1.03% | |
| 24 | BIVVANGUARD BD INDEX FDS | 30,547 | $2.4M | 1.01% | |
| 25 | SCHPSCHWAB STRATEGIC TR | 78,041 | $2.1M | 0.88% | |
| 26 | SCHBSCHWAB STRATEGIC TR | 50,619 | $1.3M | 0.56% | |
| 27 | VTIVANGUARD INDEX FDS | 2,896 | $970K | 0.41% | |
| 28 | VTIPVANGUARD MALVERN FDS | 16,356 | $808K | 0.34% | |
| 29 | IAGGISHARES TR | 15,241 | $762K | 0.32% | |
| 30 | AMDADVANCED MICRO DEVICES INC | 3,530 | $755K | 0.32% | |
| 31 | DFNMDIMENSIONAL ETF TRUST | 15,360 | $739K | 0.31% | |
| 32 | BSVVANGUARD BD INDEX FDS | 9,245 | $728K | 0.31% | |
| 33 | VMCVULCAN MATLS CO | 2,105 | $600K | 0.25% | |
| 34 | VGSHVANGUARD SCOTTSDALE FDS | 8,038 | $472K | 0.20% | |
| 35 | DFGXDIMENSIONAL ETF TRUST | 8,200 | $431K | 0.18% | |
| 36 | NEARISHARES U S ETF TR | 7,926 | $405K | 0.17% | |
| 37 | DFUVDIMENSIONAL ETF TRUST | 8,307 | $387K | 0.16% | |
| 38 | SHVISHARES TR | 3,378 | $372K | 0.16% | |
| 39 | VVVANGUARD INDEX FDS | 1,015 | $319K | 0.14% | |
| 40 | VUGVANGUARD INDEX FDS | 637 | $310K | 0.13% | |
| 41 | AMZNAMAZON COM INC | 1,315 | $303K | 0.13% | |
| 42 | NFLXNETFLIX INC | 3,030 | $284K | 0.12% | |
| 43 | DFSUDIMENSIONAL ETF TRUST | 5,800 | $251K | 0.11% | |
| 44 | DUHPDIMENSIONAL ETF TRUST | 6,238 | $237K | 0.10% | |
| 45 | AVESAMERICAN CENTY ETF TR | 3,977 | $231K | 0.10% |