Physician Wealth Solutions Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Physician Wealth Solutions Inc. held in its portfolio 45 assets valued at $235,773,470 (i.e. $235.77M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($30.74M), DIMENSIONAL ETF TRUST ($21.77M), and DIMENSIONAL ETF TRUST ($16.35M).
The chart below shows the top 10 valuable assets, and the table below shows the top 45 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Physician Wealth Solutions Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 656918 | 30743782 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 511410 | 21765589 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 393446 | 16349655 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 428333 | 14087873 | US SMALL CAP VAL |
| AMERICAN CENTY ETF TR | 292005 | 12710998 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 344756 | 11880308 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 356677 | 11798877 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 157689 | 11695793 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 295443 | 11226842 | INTL SMALL CAP V |
| VANGUARD MUN BD FDS | 218414 | 10984040 | TAX EXEMPT BD |
| AMERICAN CENTY ETF TR | 99306 | 8174880 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 74953 | 7643737 | US SML CP VALU |
| VANGUARD CHARLOTTE FDS | 152450 | 7366365 | TOTAL INT BD ETF |
| DIMENSIONAL ETF TRUST | 170275 | 6741195 | US CORE EQUITY 2 |
| AMERICAN CENTY ETF TR | 64661 | 6076182 | INTL SMCP VLU |
| AMERICAN CENTY ETF TR | 74106 | 5707630 | AVANTIS EMGMKT |
| VANGUARD MUN BD FDS | 75204 | 5683166 | CORE TAX EXEMPT |
| DIMENSIONAL ETF TRUST | 73487 | 4375399 | US TARGETED VLU |
| AMERICAN CENTY ETF TR | 36970 | 4132492 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 52865 | 3683105 | US SMALL CAP ETF |
| ISHARES TR | 25080 | 2686319 | NATIONAL MUN ETF |
| DIMENSIONAL ETF TRUST | 101296 | 2676241 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 74404 | 2435236 | WORLD EX US CORE |
| VANGUARD BD INDEX FDS | 30547 | 2378970 | INTERMED TERM |
| SCHWAB STRATEGIC TR | 78041 | 2067315 | US TIPS ETF |
| SCHWAB STRATEGIC TR | 50619 | 1327732 | US BRD MKT ETF |
| VANGUARD INDEX FDS | 2896 | 970975 | TOTAL STK MKT |
| VANGUARD MALVERN FDS | 16356 | 808968 | STRM INFPROIDX |
| ISHARES TR | 15241 | 762202 | CORE INTL AGGR |
| ADVANCED MICRO DEVICES INC | 3530 | 755985 | COM |
| DIMENSIONAL ETF TRUST | 15360 | 739891 | NATL MUN BD ETF |
| VANGUARD BD INDEX FDS | 9245 | 728598 | SHORT TRM BOND |
| VULCAN MATLS CO | 2105 | 600388 | COM |
| VANGUARD SCOTTSDALE FDS | 8038 | 472072 | SHORT TERM TREAS |
| DIMENSIONAL ETF TRUST | 8200 | 431607 | GLOBAL EX US COR |
| ISHARES U S ETF TR | 7926 | 405019 | SHORT DURATION B |
| DIMENSIONAL ETF TRUST | 8307 | 387023 | US MKTWIDE VALUE |
| ISHARES TR | 3378 | 372087 | TRUST ISHARE 0-1 |
| VANGUARD INDEX FDS | 1015 | 319522 | LARGE CAP ETF |
| VANGUARD INDEX FDS | 637 | 310767 | GROWTH ETF |
| AMAZON COM INC | 1315 | 303528 | COM |
| NETFLIX INC | 3030 | 284093 | COM |
| DIMENSIONAL ETF TRUST | 5800 | 251894 | US SUSTAINABILTY |
| DIMENSIONAL ETF TRUST | 6238 | 237231 | US HIGH PROFITAB |
| AMERICAN CENTY ETF TR | 3977 | 231899 | EMERGING MKT VAL |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.