Physician Wealth Solutions Inc.
- SEC CIK
- 0002007116
- Latest filing
- Jul 13, 2026
The latest 13F from Physician Wealth Solutions Inc. covers Q2 2026 (filed Jul 13, 2026): 45 long positions worth $263.8M. The top 10 holdings make up 65.4% of the portfolio, and the largest is Dimensional ETF Trust at 14.4%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 0
- Added
- 12
- Est. +$6.45M
- Reduced
- 17
- Est. −$4.11M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- Dimensional ETF Trust25434V10414.4%$38.0M
- Dimensional ETF Trust25434V8728.7%$22.9M
- Dimensional ETF Trust25434V8567.2%$19.1M
- Dimensional ETF Trust25434V8156.0%$15.9M
- Dimensional ETF Trust25434V7325.2%$13.7M
Biggest buys
New and added positions, by estimated amount bought
- Dimensional ETF Trust25434V856+$1.44MAdded
- Dimensional ETF Trust25434V104+$1.12MAdded
- Dimensional ETF Trust25434V872+$845.3KAdded
- Dimensional ETF Trust25434V658+$786.0KAdded
- Vanguard Total International Bond ETF92203J407+$486.4KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Dimensional ETF Trust25434V104+1.08 pp13.3% → 14.4%
- American Centy ETF Tr025072877+0.31 pp4.3% → 4.6%
- Dimensional ETF Trust25434V658+0.30 pp1.5% → 1.8%
- American Centy ETF Tr025072885+0.17 pp1.9% → 2.1%
- American Centy ETF Tr025072703+0.01 pp3.8% → 3.8%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Dimensional U.S. Core Equity 2 ETF25434V708−$1.80MReduced
- Dimensional World Ex U.S. Core Equity 2 ETF25434V880−$573.0KReduced
- Dimensional ETF Trust25434V732−$382.8KReduced
- Dimensional ETF Trust25434V781−$334.6KReduced
- Dimensional ETF Trust25434V815−$323.1KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Dimensional U.S. Core Equity 2 ETF25434V708−0.63 pp1.2% → 0.5%
- Dimensional ETF Trust25434V781−0.44 pp4.6% → 4.2%
- Dimensional ETF Trust25434V799−0.25 pp5.1% → 4.8%
- Dimensional World Ex U.S. Core Equity 2 ETF25434V880−0.22 pp0.5% → 0.2%
- American Centy ETF Tr025072356−0.17 pp5.3% → 5.1%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $263.8M
- +$22.2M (+9.2%) vs. prior quarter
- Positions
- 45
- 0 vs. prior quarter
- Top 10 concentration
- 65.4%
- Top 10 as share of value
- Turnover
- 1.6%
- Q2 2026, one quarter
- Average holding period
- 10.8 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.
13F filings by quarter
11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $263.8M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 13, 2026 | 45 | $263.8M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 13, 2026 | 45 | $241.6M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 12, 2026 | 45 | $235.8M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 14, 2025 | 46 | $229.1M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 11, 2025 | 45 | $215.6M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q1 2025 | SEC |
| Q1 2025 | May 6, 2025 | 41 | $199.0M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 6, 2025 | 41 | $199.7M | Dimensional ETF TrustDimensional ETF TrustVanguard Mun BD FDS | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 1, 2024 | 41 | $200.5M | Dimensional ETF TrustDimensional ETF TrustDimensional ETF Trust | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 15, 2024 | 41 | $140.1M | Dimensional ETF TrustAmerican Centy ETF TrDimensional ETF Trust | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 22, 2024 | 38 | $119.1M | Dimensional ETF TrustVanguard Mun BD FDSDimensional ETF Trust | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 9, 2024 | 37 | $100.2M | Dimensional ETF TrustVanguard Mun BD FDSDimensional ETF Trust | – | SEC |