# Physician Wealth Solutions Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2007116. Source: https://holderbook.com/funds/2007116-physician-wealth-solutions-inc/

- Reported value: $263.8M
- Positions: 45
- Weight of the ten largest: 65.4%
- Filed: 2026-07-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $38.0M | 735,418 | 14.4% | 11 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $22.9M | 542,729 | 8.7% | 11 |
| DIMENSIONAL ETF TRUST | [DFIP](https://holderbook.com/stocks/DFIP/) | $19.1M | 462,726 | 7.2% | 11 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $15.9M | 411,042 | 6.0% | 11 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $13.7M | 337,691 | 5.2% | 11 |
| AMERICAN CENTY ETF TR | [AVRE](https://holderbook.com/stocks/AVRE/) | $13.4M | 283,674 | 5.1% | 11 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $12.9M | 157,689 | 4.9% | 11 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $12.7M | 339,783 | 4.8% | 11 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $12.1M | 96,685 | 4.6% | 11 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $11.7M | 231,559 | 4.4% | 11 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $11.1M | 276,090 | 4.2% | 11 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $10.1M | 112,850 | 3.8% | 11 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $8.3M | 172,397 | 3.2% | 11 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $7.9M | 76,304 | 3.0% | 11 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $7.3M | 75,871 | 2.8% | 11 |
| VANGUARD MUN BD FDS | [VCRM](https://holderbook.com/stocks/VCRM/) | $5.7M | 74,716 | 2.2% | 5 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $5.4M | 42,521 | 2.1% | 11 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $5.1M | 73,270 | 1.9% | 11 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $4.8M | 166,172 | 1.8% | 11 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $4.4M | 52,865 | 1.7% | 11 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $2.7M | 24,681 | 1.0% | 11 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $2.0M | 3,500 | 0.8% | 11 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $2.0M | 26,285 | 0.8% | 11 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $1.9M | 72,007 | 0.7% | 11 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $1.4M | 49,224 | 0.5% | 11 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $1.4M | 31,222 | 0.5% | 11 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.1M | 2,888 | 0.4% | 11 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $1.0M | 20,831 | 0.4% | 11 |
| ISHARES TR | [IAGG](https://holderbook.com/stocks/IAGG/) | $771.2K | 15,241 | 0.3% | 11 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $720.3K | 9,245 | 0.3% | 5 |
| DIMENSIONAL ETF TRUST | [DFNM](https://holderbook.com/stocks/DFNM/) | $695.6K | 14,392 | 0.3% | 11 |
| VULCAN MATLS CO | [VMC](https://holderbook.com/stocks/VMC/) | $621.0K | 2,105 | 0.2% | 11 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $616.5K | 16,734 | 0.2% | 11 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $558.4K | 9,594 | 0.2% | 11 |
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $465.9K | 4,222 | 0.2% | 11 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $457.0K | 8,307 | 0.2% | 11 |
| DIMENSIONAL ETF TRUST | [DFGX](https://holderbook.com/stocks/DFGX/) | $439.5K | 8,200 | 0.2% | 4 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $349.1K | 1,015 | 0.1% | 11 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $329.3K | 3,823 | 0.1% | 11 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $306.3K | 1,285 | 0.1% | 10 |
| ISHARES U S ETF TR | [NEAR](https://holderbook.com/stocks/NEAR/) | $277.9K | 5,485 | 0.1% | 11 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $270.5K | 5,800 | 0.1% | 9 |
| AMERICAN CENTY ETF TR | [AVES](https://holderbook.com/stocks/AVES/) | $260.9K | 3,977 | 0.1% | 5 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $260.3K | 6,238 | 0.1% | 9 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $216.3K | 3,030 | 0.1% | 9 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.2% | +14.8% | -6.6% | 100% |
| Q1 2026 | +0.9% | -4.6% | +5.5% | 100% |
| Q4 2025 | +1.7% | +2.4% | -0.7% | 100% |
| Q3 2025 | +5.3% | +7.8% | -2.5% | 100% |
| Q2 2025 | +6.1% | +10.5% | -4.3% | 100% |
| Q1 2025 | -0.4% | -4.6% | +4.1% | 100% |
| Q4 2024 | -3.2% | +2.1% | -5.4% | 104% |
| Q3 2024 | +6.1% | +5.4% | +0.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $263.8M | 45 |
| Q1 2026 | $241.6M | 45 |
| Q4 2025 | $235.8M | 45 |
| Q3 2025 | $229.1M | 46 |
| Q2 2025 | $215.6M | 45 |
| Q1 2025 | $199.0M | 41 |
| Q4 2024 | $199.7M | 41 |
| Q3 2024 | $200.5M | 41 |
| Q2 2024 | $140.1M | 41 |
| Q1 2024 | $119.1M | 38 |
| Q4 2023 | $100.2M | 37 |