Physician Wealth Solutions Inc.

Est. AUM

$241.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$32.2M	713763	13.33%	SOLE
2	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$22.1M	522702	9.14%	SOLE
3	DIMENSIONAL ETF TRUST	INFLATION PROTE	$17.9M	427914	7.39%	SOLE
4	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$14.7M	419371	6.08%	SOLE
5	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$12.7M	289024	5.27%	SOLE
6	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$12.2M	343333	5.05%	SOLE
7	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$12.0M	347110	4.96%	SOLE
8	VANGUARD MUN BD FDS	TAX EXEMPT BD	$11.4M	228992	4.73%	SOLE
9	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$11.2M	284429	4.64%	SOLE
10	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$11.2M	157689	4.63%	SOLE
11	AMERICAN CENTY ETF TR	US SML CP VALU	$10.3M	93276	4.27%	SOLE
12	AMERICAN CENTY ETF TR	INTL EQT ETF	$9.2M	108441	3.81%	SOLE
13	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$7.8M	162354	3.23%	SOLE
14	AMERICAN CENTY ETF TR	INTL SMCP VLU	$7.3M	72854	3.01%	SOLE
15	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$6.2M	77053	2.57%	SOLE
16	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$5.3M	71095	2.21%	SOLE
17	DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.6M	73487	1.90%	SOLE
18	AMERICAN CENTY ETF TR	US EQT ETF	$4.6M	41177	1.90%	SOLE
19	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.8M	52865	1.56%	SOLE
20	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$3.7M	139040	1.53%	SOLE
21	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.8M	71746	1.15%	SOLE
22	ISHARES TR	NATIONAL MUN ETF	$2.7M	25069	1.10%	SOLE
23	VANGUARD BD INDEX FDS	INTERMED TERM	$2.1M	26826	0.86%	SOLE
24	SCHWAB STRATEGIC TR	US TIPS ETF	$1.9M	72007	0.79%	SOLE
25	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.3M	50619	0.53%	SOLE
26	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.1M	32287	0.45%	SOLE
27	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.0M	20335	0.42%	SOLE
28	VANGUARD INDEX FDS	TOTAL STK MKT	$929K	2896	0.38%	SOLE
29	ISHARES TR	CORE INTL AGGR	$763K	15241	0.32%	SOLE
30	VANGUARD BD INDEX FDS	SHORT TRM BOND	$725K	9245	0.30%	SOLE
31	ADVANCED MICRO DEVICES INC	COM	$718K	3530	0.30%	SOLE
32	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$715K	14909	0.30%	SOLE
33	VULCAN MATLS CO	COM	$573K	2105	0.24%	SOLE
34	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$569K	9714	0.24%	SOLE
35	ISHARES TR	TRUST ISHARE 0-1	$473K	4285	0.20%	SOLE
36	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$430K	8200	0.18%	SOLE
37	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$403K	8307	0.17%	SOLE
38	VANGUARD INDEX FDS	LARGE CAP ETF	$303K	1015	0.13%	SOLE
39	NETFLIX INC.	COM	$291K	3030	0.12%	SOLE
40	ISHARES U S ETF TR	SHORT DURATION B	$279K	5485	0.12%	SOLE
41	VANGUARD INDEX FDS	GROWTH ETF	$278K	637	0.12%	SOLE
42	AMAZON COM INC	COM	$268K	1285	0.11%	SOLE
43	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$239K	3977	0.10%	SOLE
44	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$238K	5800	0.10%	SOLE
45	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$229K	6238	0.09%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.