Physician Wealth Solutions Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Physician Wealth Solutions Inc. reported 46 stock positions worth $229.1 million. Its top holding was Dimensional US Core Equity M (DFAU) at 12.9% of the portfolio, followed by Dimensional Core Fixed (DFCF, 8.8%) and Dimensional Inflation-Protec (DFIP, 6.8%). Compared with Q2 2025, it opened 1 new position, added to 11 and reduced 15. The biggest buy was Vanguard Tax-Exempt Bond ETF (VTEB, shares +9%) and the biggest sale Avantis Real Estate ETF (AVRE, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NORTH LAS VEGAS, NV
- CIK
- 0002007116
- Portfolio Value
- $229.1M (Q3 2025)
- SEC Filing
- 0001214659-25-014905 ↗ filed Oct 14, 2025
Holdings Value
Holdings 46 stocks · $229.1M
| DFAU Dimensional US Core Equity M | 12.95% | 648,220 | $29.7M | Reduce -0.1% |
| DFCF Dimensional Core Fixed Inc. | 8.81% | 471,716 | $20.2M | Add +2.4% |
| DFIP Dimensional Inflation-Protec | 6.84% | 370,885 | $15.7M | Add +5.8% |
| DFSV Dimensional US Small Cap Val | 6.04% | 434,313 | $13.8M | Reduce -0.3% |
| AVRE Avantis Real Estate ETF | 5.75% | 296,184 | $13.2M | Reduce -0.6% |
| DFEM Dimensional Emrg MRKT Core | 5.11% | 365,026 | $11.7M | Reduce -0.3% |
| DFUS Dimensional US Eq MKT ETF | 4.99% | 157,689 | $11.4M | Reduce -1.1% |
| DFIC Dimensional International Co. | 4.85% | 338,706 | $11.1M | Add +1.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 4.66% | 213,237 | $10.7M | Add +9.4% |
| DISV Dimensional International SM | 4.56% | 292,884 | $10.5M | Reduce -1.5% |
| DFAC Dimensional US Core Equity 2 | 3.48% | 206,759 | $8.0M | Add +0.6% |
| AVDE Avantis International Equity | 3.40% | 98,683 | $7.8M | Reduce -2.1% |
| BNDX Vanguard Total Intl Bond ETF | 3.08% | 142,677 | $7.1M | Add +1.4% |
| AVUV Avantis US Small Cap Value | 2.96% | 68,109 | $6.8M | Add +0.6% |
| AVDV Avantis Intl S/C Value ETF | 2.51% | 64,599 | $5.8M | Add +0.1% |
| AVEM Avantis Emerging Markets Eq | 2.32% | 70,602 | $5.3M | Add +0.6% |
| VCRM Vanguard Core Tax-Ex Bond | 2.30% | 70,137 | $5.3M | Reduce -3.1% |
| DFAT Dimensional US Target Value | 1.87% | 73,487 | $4.3M | Reduce -0.4% |
| AVUS Avantis U.S. Equity ETF | 1.75% | 36,863 | $4.0M | Reduce -4.8% |
| DFAS Dimensional US Small Cap ETF | 1.58% | 52,865 | $3.6M | No change |
| DFAX Dimensional World Ex US Core | 1.23% | 89,722 | $2.8M | Reduce -0.1% |
| MUB iShares National Muni Bond E | 1.17% | 25,080 | $2.7M | No change |
| BIV Vanguard Intermediate-Term B | 1.06% | 31,126 | $2.4M | Reduce -2.5% |
| SCHP Schwab U.S. Tips ETF | 0.92% | 78,041 | $2.1M | No change |
| DFGR Dim Global Real Estate ETF | 0.81% | 67,554 | $1.8M | Add +17.0% |
| SCHB Schwab US Broad Market ETF | 0.59% | 52,448 | $1.3M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 2,896 | $950K | No change |
| VTES Vanguard SH Term Tax-Ex Bond | 0.36% | 8,130 | $829K | No change |
| VTIP Vanguard Short-Term Tips | 0.36% | 16,356 | $828K | No change |
| IAGG iShares Intl Aggregate Bond | 0.34% | 15,241 | $781K | No change |
| DFNM Dimensional National Muni BD | 0.34% | 16,067 | $771K | Reduce -31.7% |
| BSV Vanguard Short-Term Bond ETF | 0.32% | 9,245 | $730K | No change |
| VMC Vulcan Materials Co. | 0.28% | 2,105 | $648K | No change |
| AMD Advanced Micro Devices | 0.25% | 3,530 | $571K | No change |
| VGSH Vanguard Short-Term Treasury | 0.21% | 8,038 | $473K | No change |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.19% | 8,200 | $442K | New |
| NEAR iShares SH Dba ETF Usd Inc. | 0.18% | 7,897 | $405K | Add +0.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.16% | 3,378 | $373K | No change |
| DFUV Dimensional US Marketwide Va | 0.16% | 8,307 | $371K | No change |
| NFLX Netflix Inc. | 0.16% | 303 | $363K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.14% | 1,015 | $312K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 637 | $306K | No change |
| AMZN Amazon.com Inc. | 0.12% | 1,285 | $282K | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.11% | 5,800 | $246K | No change |
| DUHP Dimensional US High Profi Et | 0.10% | 6,238 | $236K | No change |
| AVES Avantis Emerging Markets Val | 0.10% | 3,977 | $228K | Reduce -8.8% |
Portfolio Sells Q2 2025 → Q3 2025
| AVRE Avantis Real Estate ETF | Reduce -0.6% | 5.75% | −0.35 |
| DFNM Dimensional National Muni BD | Reduce -31.7% | 0.34% | −0.18 |
| VCRM Vanguard Core Tax-Ex Bond | Reduce -3.1% | 2.30% | −0.17 |
| BIV Vanguard Intermediate-Term B | Reduce -2.5% | 1.06% | −0.08 |
| AVUS Avantis U.S. Equity ETF | Reduce -4.8% | 1.75% | −0.06 |
| AVDE Avantis International Equity | Reduce -2.1% | 3.40% | −0.06 |
| AVES Avantis Emerging Markets Val | Reduce -8.8% | 0.10% | −0.01 |
| DFAX Dimensional World Ex US Core | Reduce -0.1% | 1.23% | +0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -0.1% | 0.59% | +0.01 |
| DFAT Dimensional US Target Value | Reduce -0.4% | 1.87% | +0.02 |
| DISV Dimensional International SM | Reduce -1.5% | 4.56% | +0.03 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.1% | 4.99% | +0.03 |
| DFEM Dimensional Emrg MRKT Core | Reduce -0.3% | 5.11% | +0.07 |
| DFSV Dimensional US Small Cap Val | Reduce -0.3% | 6.04% | +0.09 |
| DFAU Dimensional US Core Equity M | Reduce -0.1% | 12.95% | +0.20 |
Portfolio Buys Q2 2025 → Q3 2025
| VTEB Vanguard Tax-Exempt Bond ETF | Add +9.4% | 4.66% | +0.23 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | New | 0.19% | +0.19 |
| AVDV Avantis Intl S/C Value ETF | Add +0.1% | 2.51% | +0.14 |
| AVUV Avantis US Small Cap Value | Add +0.6% | 2.96% | +0.10 |
| DFGR Dim Global Real Estate ETF | Add +17.0% | 0.81% | +0.09 |
| AVEM Avantis Emerging Markets Eq | Add +0.6% | 2.32% | +0.09 |
| DFAC Dimensional US Core Equity 2 | Add +0.6% | 3.48% | +0.06 |
| DFIC Dimensional International Co. | Add +1.8% | 4.85% | +0.05 |
| DFIP Dimensional Inflation-Protec | Add +5.8% | 6.84% | +0.04 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +0.1% | 0.18% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.4% | 3.08% | −0.15 |
| DFCF Dimensional Core Fixed Inc. | Add +2.4% | 8.81% | −0.22 |
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 |