Physician Wealth Solutions Inc.
- SEC CIK
- 0002007116
- Latest filing
- Jul 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 9, 2024. Long positions only.
- Positions
- 37
- No filing for Q3 2023
- Portfolio value
- $100.2M
- No filing for Q3 2023
Physician Wealth Solutions Inc. did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 7,924 | $205.9K | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 669 | $208.0K | 0.2% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,015 | $221.4K | 0.2% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 4,978 | $251.5K | 0.3% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 8,307 | $309.2K | 0.3% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 15,262 | $372.7K | 0.4% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,659 | $403.0K | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 7,022 | $409.6K | 0.4% | – | – | – |
| VMCVulcan Materials CO | COM | 2,105 | $477.9K | 0.5% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,590 | $529.2K | 0.5% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,780 | $659.5K | 0.7% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 18,716 | $888.8K | 0.9% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,355 | $966.1K | 1.0% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 20,541 | $1.02M | 1.0% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 35,136 | $1.03M | 1.0% | – | – | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 27,331 | $1.33M | 1.3% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 38,749 | $2.02M | 2.0% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 45,450 | $2.24M | 2.2% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 40,229 | $2.27M | 2.3% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 26,771 | $2.40M | 2.4% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 30,140 | $2.46M | 2.5% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 25,503 | $2.76M | 2.8% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 52,835 | $3.15M | 3.1% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 61,067 | $3.20M | 3.2% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 42,200 | $3.22M | 3.2% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 125,150 | $3.23M | 3.2% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 53,265 | $3.33M | 3.3% | – | – | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 82,679 | $3.41M | 3.4% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 89,475 | $3.79M | 3.8% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 191,110 | $4.88M | 4.9% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 177,951 | $5.18M | 5.2% | – | – | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 126,058 | $5.46M | 5.4% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 225,905 | $5.64M | 5.6% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 95,071 | $5.75M | 5.7% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 155,149 | $8.04M | 8.0% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 174,816 | $8.92M | 8.9% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 286,755 | $9.53M | 9.5% | – | – | – |