Physician Wealth Solutions Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Physician Wealth Solutions Inc. reported 45 stock positions worth $241.6 million. Its top holding was Dimensional US Core Equity M (DFAU) at 13.3% of the portfolio, followed by Dimensional Core Fixed (DFCF, 9.1%) and Dimensional Inflation-Protec (DFIP, 7.4%). Compared with Q4 2025, it added to 14 and reduced 14. The biggest buy was Avantis US Small Cap Value (AVUV, shares +24%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- NORTH LAS VEGAS, NV
- CIK
- 0002007116
- Portfolio Value
- $241.6M (Q1 2026)
- SEC Filing
- 0001214659-26-004562 ↗ filed Apr 13, 2026
Holdings Value
Holdings 45 stocks · $241.6M
| DFAU Dimensional US Core Equity M | 13.33% | 713,763 | $32.2M | Add +8.7% |
| DFCF Dimensional Core Fixed Inc. | 9.14% | 522,702 | $22.1M | Add +2.2% |
| DFIP Dimensional Inflation-Protec | 7.39% | 427,914 | $17.9M | Add +8.8% |
| DFSV Dimensional US Small Cap Val | 6.08% | 419,371 | $14.7M | Reduce -2.1% |
| AVRE Avantis Real Estate ETF | 5.27% | 289,024 | $12.7M | Reduce -1.0% |
| DFIC Dimensional International Co. | 5.05% | 343,333 | $12.2M | Reduce -0.4% |
| DFEM Dimensional Emrg MRKT Core | 4.96% | 347,110 | $12.0M | Reduce -2.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 4.73% | 228,992 | $11.4M | Add +4.8% |
| DISV Dimensional International SM | 4.64% | 284,429 | $11.2M | Reduce -3.7% |
| DFUS Dimensional US Eq MKT ETF | 4.63% | 157,689 | $11.2M | No change |
| AVUV Avantis US Small Cap Value | 4.27% | 93,276 | $10.3M | Add +24.4% |
| AVDE Avantis International Equity | 3.81% | 108,441 | $9.2M | Add +9.2% |
| BNDX Vanguard Total Intl Bond ETF | 3.23% | 162,354 | $7.8M | Add +6.5% |
| AVDV Avantis Intl S/C Value ETF | 3.01% | 72,854 | $7.3M | Add +12.7% |
| AVEM Avantis Emerging Markets Eq | 2.57% | 77,053 | $6.2M | Add +4.0% |
| VCRM Vanguard Core Tax-Ex Bond | 2.21% | 71,095 | $5.3M | Reduce -5.5% |
| DFAT Dimensional US Target Value | 1.90% | 73,487 | $4.6M | No change |
| AVUS Avantis U.S. Equity ETF | 1.90% | 41,177 | $4.6M | Add +11.4% |
| DFAS Dimensional US Small Cap ETF | 1.56% | 52,865 | $3.8M | No change |
| DFGR Dim Global Real Estate ETF | 1.53% | 139,040 | $3.7M | Add +37.3% |
| DFAC Dimensional US Core Equity 2 | 1.15% | 71,746 | $2.8M | Reduce -57.9% |
| MUB iShares National Muni Bond E | 1.10% | 25,069 | $2.7M | Reduce -0.0% |
| BIV Vanguard Intermediate-Term B | 0.86% | 26,826 | $2.1M | Reduce -12.2% |
| SCHP Schwab U.S. Tips ETF | 0.79% | 72,007 | $1.9M | Reduce -7.7% |
| SCHB Schwab US Broad Market ETF | 0.53% | 50,619 | $1.3M | No change |
| DFAX Dimensional World Ex US Core | 0.45% | 32,287 | $1.1M | Reduce -56.6% |
| VTIP Vanguard Short-Term Tips | 0.42% | 20,335 | $1.0M | Add +24.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 2,896 | $929K | No change |
| IAGG iShares Intl Aggregate Bond | 0.32% | 15,241 | $763K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.30% | 9,245 | $725K | No change |
| AMD Advanced Micro Devices | 0.30% | 3,530 | $718K | No change |
| DFNM Dimensional National Muni BD | 0.30% | 14,909 | $715K | Reduce -2.9% |
| VMC Vulcan Materials Co. | 0.24% | 2,105 | $573K | No change |
| VGSH Vanguard Short-Term Treasury | 0.24% | 9,714 | $569K | Add +20.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.20% | 4,285 | $473K | Add +26.9% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.18% | 8,200 | $430K | No change |
| DFUV Dimensional US Marketwide Va | 0.17% | 8,307 | $403K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 1,015 | $303K | No change |
| NFLX Netflix Inc. | 0.12% | 3,030 | $291K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.12% | 5,485 | $279K | Reduce -30.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.12% | 637 | $278K | No change |
| AMZN Amazon.com Inc. | 0.11% | 1,285 | $268K | Reduce -2.3% |
| AVES Avantis Emerging Markets Val | 0.10% | 3,977 | $239K | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.10% | 5,800 | $238K | No change |
| DUHP Dimensional US High Profi Et | 0.09% | 6,238 | $229K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| DFAC Dimensional US Core Equity 2 | Reduce -57.9% | 1.15% | −1.71 |
| DFAX Dimensional World Ex US Core | Reduce -56.6% | 0.45% | −0.58 |
| VCRM Vanguard Core Tax-Ex Bond | Reduce -5.5% | 2.21% | −0.20 |
| BIV Vanguard Intermediate-Term B | Reduce -12.2% | 0.86% | −0.15 |
| AVRE Avantis Real Estate ETF | Reduce -1.0% | 5.27% | −0.12 |
| DISV Dimensional International SM | Reduce -3.7% | 4.64% | −0.12 |
| SCHP Schwab U.S. Tips ETF | Reduce -7.7% | 0.79% | −0.08 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -30.8% | 0.12% | −0.06 |
| DFEM Dimensional Emrg MRKT Core | Reduce -2.7% | 4.96% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -0.0% | 1.10% | −0.04 |
| DFNM Dimensional National Muni BD | Reduce -2.9% | 0.30% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 0.11% | −0.02 |
| DFIC Dimensional International Co. | Reduce -0.4% | 5.05% | +0.01 |
| DFSV Dimensional US Small Cap Val | Reduce -2.1% | 6.08% | +0.11 |
Portfolio Buys Q4 2025 → Q1 2026
| AVUV Avantis US Small Cap Value | Add +24.4% | 4.27% | +1.02 |
| DFIP Dimensional Inflation-Protec | Add +8.8% | 7.39% | +0.46 |
| AVDV Avantis Intl S/C Value ETF | Add +12.7% | 3.01% | +0.43 |
| DFGR Dim Global Real Estate ETF | Add +37.3% | 1.53% | +0.39 |
| AVDE Avantis International Equity | Add +9.2% | 3.81% | +0.34 |
| DFAU Dimensional US Core Equity M | Add +8.7% | 13.33% | +0.29 |
| AVEM Avantis Emerging Markets Eq | Add +4.0% | 2.57% | +0.15 |
| AVUS Avantis U.S. Equity ETF | Add +11.4% | 1.90% | +0.14 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.5% | 3.23% | +0.11 |
| VTIP Vanguard Short-Term Tips | Add +24.3% | 0.42% | +0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +4.8% | 4.73% | +0.07 |
| SHV iShares 0-1 Year Treasury Bo | Add +26.9% | 0.20% | +0.04 |
| VGSH Vanguard Short-Term Treasury | Add +20.9% | 0.24% | +0.04 |
| DFCF Dimensional Core Fixed Inc. | Add +2.2% | 9.14% | −0.10 |
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 |