Physician Wealth Solutions Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Physician Wealth Solutions Inc. reported 41 stock positions worth $199.0 million. Its top holding was Dimensional US Core Equity M (DFAU) at 11.7% of the portfolio, followed by Dimensional Core Fixed (DFCF, 10.1%) and Dimensional Inflation-Protec (DFIP, 7.4%). Compared with Q4 2024, it added to 14 and reduced 16. The biggest buy was Dimensional International SM (DISV, shares +7%) and the biggest sale Dimensional US Core Equity M (DFAU, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- NORTH LAS VEGAS, NV
- CIK
- 0002007116
- Portfolio Value
- $199.0M (Q1 2025)
- SEC Filing
- 0002007116-25-000002 ↗ filed May 6, 2025
Holdings Value
Holdings 41 stocks · $199.0M
| DFAU Dimensional US Core Equity M | 11.72% | 606,706 | $23.3M | Reduce -4.9% |
| DFCF Dimensional Core Fixed Inc. | 10.15% | 480,108 | $20.2M | Add +0.1% |
| DFIP Dimensional Inflation-Protec | 7.44% | 351,418 | $14.8M | Reduce -1.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 6.93% | 278,112 | $13.8M | Reduce -3.5% |
| AVRE Avantis Real Estate ETF | 6.66% | 307,958 | $13.2M | Reduce -1.8% |
| DFSV Dimensional US Small Cap Val | 6.22% | 439,837 | $12.4M | Reduce -2.7% |
| DFEM Dimensional Emrg MRKT Core | 5.07% | 381,458 | $10.1M | Add +0.3% |
| DFIC Dimensional International Co. | 4.86% | 347,988 | $9.7M | Add +5.6% |
| DFUS Dimensional US Eq MKT ETF | 4.72% | 155,364 | $9.4M | No change |
| DISV Dimensional International SM | 4.63% | 316,583 | $9.2M | Add +7.3% |
| BNDX Vanguard Total Intl Bond ETF | 3.50% | 142,621 | $7.0M | Reduce -0.1% |
| AVDE Avantis International Equity | 3.33% | 100,008 | $6.6M | Add +0.1% |
| DFAC Dimensional US Core Equity 2 | 3.26% | 196,604 | $6.5M | Reduce -8.1% |
| AVDV Avantis Intl S/C Value ETF | 2.34% | 66,841 | $4.7M | Reduce -1.1% |
| AVEM Avantis Emerging Markets Eq | 2.04% | 67,458 | $4.1M | Add +21.5% |
| MUB iShares National Muni Bond E | 1.98% | 37,376 | $3.9M | Add +23.7% |
| AVUV Avantis US Small Cap Value | 1.81% | 41,415 | $3.6M | Add +5.5% |
| DFAT Dimensional US Target Value | 1.63% | 63,073 | $3.2M | Add +3.6% |
| DFAS Dimensional US Small Cap ETF | 1.59% | 52,865 | $3.2M | No change |
| AVUS Avantis U.S. Equity ETF | 1.43% | 30,767 | $2.8M | Add +4.7% |
| BIV Vanguard Intermediate-Term B | 1.35% | 35,171 | $2.7M | Reduce -4.4% |
| DFAX Dimensional World Ex US Core | 1.25% | 95,136 | $2.5M | Add +0.2% |
| SCHP Schwab U.S. Tips ETF | 1.11% | 81,921 | $2.2M | Reduce -2.8% |
| DFGR Dim Global Real Estate ETF | 0.62% | 46,911 | $1.2M | Add +95.5% |
| DFNM Dimensional National Muni BD | 0.61% | 25,538 | $1.2M | Reduce -1.4% |
| SCHB Schwab US Broad Market ETF | 0.57% | 52,473 | $1.1M | Reduce -7.7% |
| VTIP Vanguard Short-Term Tips | 0.46% | 18,319 | $914K | Reduce -1.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 2,775 | $763K | Add +0.1% |
| IAGG iShares Intl Aggregate Bond | 0.38% | 15,241 | $762K | Reduce -6.2% |
| VMC Vulcan Materials Co. | 0.25% | 2,105 | $491K | No change |
| VGSH Vanguard Short-Term Treasury | 0.21% | 7,255 | $426K | Reduce -3.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.21% | 3,753 | $415K | Reduce -3.6% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.20% | 7,893 | $402K | Add +0.1% |
| AMD Advanced Micro Devices | 0.18% | 3,530 | $363K | No change |
| DFUV Dimensional US Marketwide Va | 0.17% | 8,307 | $342K | No change |
| NFLX Netflix Inc. | 0.14% | 303 | $283K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 1,015 | $261K | No change |
| AMZN Amazon.com Inc. | 0.12% | 1,285 | $244K | No change |
| DUHP Dimensional US High Profi Et | 0.12% | 7,358 | $244K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 637 | $236K | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.10% | 5,800 | $208K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| DFAU Dimensional US Core Equity M | Reduce -4.9% | 11.72% | −1.21 |
| DFSV Dimensional US Small Cap Val | Reduce -2.7% | 6.22% | −0.75 |
| DFAC Dimensional US Core Equity 2 | Reduce -8.1% | 3.26% | −0.45 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -3.5% | 6.93% | −0.30 |
| SCHB Schwab US Broad Market ETF | Reduce -7.7% | 0.57% | −0.08 |
| BIV Vanguard Intermediate-Term B | Reduce -4.4% | 1.35% | −0.02 |
| IAGG iShares Intl Aggregate Bond | Reduce -6.2% | 0.38% | −0.02 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.1% | 3.50% | −0.01 |
| DFNM Dimensional National Muni BD | Reduce -1.4% | 0.61% | −0.01 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -3.6% | 0.21% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -3.9% | 0.21% | −0.01 |
| VTIP Vanguard Short-Term Tips | Reduce -1.7% | 0.46% | +0.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -2.8% | 1.11% | +0.02 |
| AVRE Avantis Real Estate ETF | Reduce -1.8% | 6.66% | +0.07 |
| AVDV Avantis Intl S/C Value ETF | Reduce -1.1% | 2.34% | +0.14 |
| DFIP Dimensional Inflation-Protec | Reduce -1.0% | 7.44% | +0.24 |
Portfolio Buys Q4 2024 → Q1 2025
| DISV Dimensional International SM | Add +7.3% | 4.63% | +0.71 |
| DFIC Dimensional International Co. | Add +5.6% | 4.86% | +0.59 |
| AVEM Avantis Emerging Markets Eq | Add +21.5% | 2.04% | +0.41 |
| MUB iShares National Muni Bond E | Add +23.7% | 1.98% | +0.37 |
| DFGR Dim Global Real Estate ETF | Add +95.5% | 0.62% | +0.31 |
| AVDE Avantis International Equity | Add +0.1% | 3.33% | +0.26 |
| DFCF Dimensional Core Fixed Inc. | Add +0.1% | 10.15% | +0.23 |
| DFEM Dimensional Emrg MRKT Core | Add +0.3% | 5.07% | +0.08 |
| DFAX Dimensional World Ex US Core | Add +0.2% | 1.25% | +0.07 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +0.1% | 0.20% | +0.00 |
| AVUS Avantis U.S. Equity ETF | Add +4.7% | 1.43% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.38% | −0.02 |
| DFAT Dimensional US Target Value | Add +3.6% | 1.63% | −0.07 |
| AVUV Avantis US Small Cap Value | Add +5.5% | 1.81% | −0.08 |
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 |