Physician Wealth Solutions Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Physician Wealth Solutions Inc. reported 45 stock positions worth $263.8 million. Its top holding was Dimensional US Core Equity M (DFAU) at 14.4% of the portfolio, followed by Dimensional Core Fixed (DFCF, 8.7%) and Dimensional Inflation-Protec (DFIP, 7.2%). Compared with Q1 2026, it added to 12 and reduced 17. The biggest buy was Dimensional US Core Equity M (DFAU, shares +3%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- NORTH LAS VEGAS, NV
- CIK
- 0002007116
- Portfolio Value
- $263.8M (Q2 2026)
- SEC Filing
- 0001214659-26-008477 ↗ filed Jul 13, 2026
Holdings Value
Holdings 45 stocks · $263.8M
| DFAU Dimensional US Core Equity M | 14.41% | 735,418 | $38.0M | Add +3.0% |
| DFCF Dimensional Core Fixed Inc. | 8.69% | 542,729 | $22.9M | Add +3.8% |
| DFIP Dimensional Inflation-Protec | 7.24% | 462,726 | $19.1M | Add +8.1% |
| DFSV Dimensional US Small Cap Val | 6.05% | 411,042 | $15.9M | Reduce -2.0% |
| DFEM Dimensional Emrg MRKT Core | 5.20% | 337,691 | $13.7M | Reduce -2.7% |
| AVRE Avantis Real Estate ETF | 5.10% | 283,674 | $13.4M | Reduce -1.9% |
| DFUS Dimensional US Eq MKT ETF | 4.90% | 157,689 | $12.9M | No change |
| DFIC Dimensional International Co. | 4.80% | 339,783 | $12.7M | Reduce -1.0% |
| AVUV Avantis US Small Cap Value | 4.57% | 96,685 | $12.1M | Add +3.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 4.44% | 231,559 | $11.7M | Add +1.1% |
| DISV Dimensional International SM | 4.20% | 276,090 | $11.1M | Reduce -2.9% |
| AVDE Avantis International Equity | 3.82% | 112,850 | $10.1M | Add +4.1% |
| BNDX Vanguard Total Intl Bond ETF | 3.17% | 172,397 | $8.3M | Add +6.2% |
| AVDV Avantis Intl S/C Value ETF | 2.98% | 76,304 | $7.9M | Add +4.7% |
| AVEM Avantis Emerging Markets Eq | 2.78% | 75,871 | $7.3M | Reduce -1.5% |
| VCRM Vanguard Core Tax-Ex Bond | 2.16% | 74,716 | $5.7M | Add +5.1% |
| AVUS Avantis U.S. Equity ETF | 2.06% | 42,521 | $5.4M | Add +3.3% |
| DFAT Dimensional US Target Value | 1.94% | 73,270 | $5.1M | Reduce -0.3% |
| DFGR Dim Global Real Estate ETF | 1.83% | 166,172 | $4.8M | Add +19.5% |
| DFAS Dimensional US Small Cap ETF | 1.65% | 52,865 | $4.4M | No change |
| MUB iShares National Muni Bond E | 1.01% | 24,681 | $2.7M | Reduce -1.6% |
| AMD Advanced Micro Devices | 0.77% | 3,500 | $2.0M | Reduce -0.8% |
| BIV Vanguard Intermediate-Term B | 0.76% | 26,285 | $2.0M | Reduce -2.0% |
| SCHP Schwab U.S. Tips ETF | 0.72% | 72,007 | $1.9M | No change |
| SCHB Schwab US Broad Market ETF | 0.54% | 49,224 | $1.4M | Reduce -2.8% |
| DFAC Dimensional US Core Equity 2 | 0.53% | 31,222 | $1.4M | Reduce -56.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 2,888 | $1.1M | Reduce -0.3% |
| VTIP Vanguard Short-Term Tips | 0.40% | 20,831 | $1.0M | Add +2.4% |
| IAGG iShares Intl Aggregate Bond | 0.29% | 15,241 | $771K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.27% | 9,245 | $720K | No change |
| DFNM Dimensional National Muni BD | 0.26% | 14,392 | $696K | Reduce -3.5% |
| VMC Vulcan Materials Co. | 0.24% | 2,105 | $621K | No change |
| DFAX Dimensional World Ex US Core | 0.23% | 16,734 | $616K | Reduce -48.2% |
| VGSH Vanguard Short-Term Treasury | 0.21% | 9,594 | $558K | Reduce -1.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.18% | 4,222 | $466K | Reduce -1.5% |
| DFUV Dimensional US Marketwide Va | 0.17% | 8,307 | $457K | No change |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.17% | 8,200 | $439K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 1,015 | $349K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 3,823 | $329K | No change |
| AMZN Amazon.com Inc. | 0.12% | 1,285 | $306K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.11% | 5,485 | $278K | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.10% | 5,800 | $270K | No change |
| AVES Avantis Emerging Markets Val | 0.10% | 3,977 | $261K | No change |
| DUHP Dimensional US High Profi Et | 0.10% | 6,238 | $260K | No change |
| NFLX Netflix Inc. | 0.08% | 3,030 | $216K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| DFAC Dimensional US Core Equity 2 | Reduce -56.5% | 0.53% | −0.63 |
| DISV Dimensional International SM | Reduce -2.9% | 4.20% | −0.44 |
| DFIC Dimensional International Co. | Reduce -1.0% | 4.80% | −0.25 |
| DFAX Dimensional World Ex US Core | Reduce -48.2% | 0.23% | −0.22 |
| AVRE Avantis Real Estate ETF | Reduce -1.9% | 5.10% | −0.17 |
| MUB iShares National Muni Bond E | Reduce -1.6% | 1.01% | −0.09 |
| BIV Vanguard Intermediate-Term B | Reduce -2.0% | 0.76% | −0.09 |
| DFSV Dimensional US Small Cap Val | Reduce -2.0% | 6.05% | −0.04 |
| DFNM Dimensional National Muni BD | Reduce -3.5% | 0.26% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.2% | 0.21% | −0.02 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -1.5% | 0.18% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -2.8% | 0.54% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.41% | +0.02 |
| DFAT Dimensional US Target Value | Reduce -0.3% | 1.94% | +0.04 |
| AVEM Avantis Emerging Markets Eq | Reduce -1.5% | 2.78% | +0.21 |
| DFEM Dimensional Emrg MRKT Core | Reduce -2.7% | 5.20% | +0.24 |
| AMD Advanced Micro Devices | Reduce -0.8% | 0.77% | +0.47 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAU Dimensional US Core Equity M | Add +3.0% | 14.41% | +1.08 |
| AVUV Avantis US Small Cap Value | Add +3.6% | 4.57% | +0.31 |
| DFGR Dim Global Real Estate ETF | Add +19.5% | 1.83% | +0.30 |
| AVUS Avantis U.S. Equity ETF | Add +3.3% | 2.06% | +0.17 |
| AVDE Avantis International Equity | Add +4.1% | 3.82% | +0.01 |
| VTIP Vanguard Short-Term Tips | Add +2.4% | 0.40% | −0.02 |
| AVDV Avantis Intl S/C Value ETF | Add +4.7% | 2.98% | −0.03 |
| VCRM Vanguard Core Tax-Ex Bond | Add +5.1% | 2.16% | −0.05 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.2% | 3.17% | −0.06 |
| DFIP Dimensional Inflation-Protec | Add +8.1% | 7.24% | −0.15 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +1.1% | 4.44% | −0.29 |
| DFCF Dimensional Core Fixed Inc. | Add +3.8% | 8.69% | −0.45 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 45 | $263.8M | DFAU, DFCF, DFIP, DFSV, DFEM |
| Q1 2026 | 45 | $241.6M | DFAU, DFCF, DFIP, DFSV, AVRE |
| Q4 2025 | 45 | $235.8M | DFAU, DFCF, DFIP, DFSV, AVRE |
| Q3 2025 | 46 | $229.1M | DFAU, DFCF, DFIP, DFSV, AVRE |
| Q2 2025 | 45 | $215.6M | DFAU, DFCF, DFIP, AVRE, DFSV |
| Q1 2025 | 41 | $199.0M | DFAU, DFCF, DFIP, VTEB, AVRE |
| Q4 2024 | 41 | $199.7M | DFAU, DFCF, VTEB, DFIP, DFSV |
| Q3 2024 | 41 | $200.5M | DFAU, DFCF, DFIP, AVRE, VTEB |
| Q2 2024 | 41 | $140.1M | DFAU, AVRE, DFSV, VTEB, DFEM |
| Q1 2024 | 38 | $119.1M | DFAU, VTEB, DFUS, AVRE, DFEM |