Physician Wealth Solutions Inc.

Updated 5 days ago

Managed by Physician Wealth Solutions Inc. • Latest filing Q3 2026

Portfolio value

$254.2M

Q3 2026

Filings

4

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

10.5%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table

Period	Portfolio value
Q4 2025	$235.8M
Q1 2026	$241.6M
Q2 2026	$263.8M
Q3 2026	$254.2M

Top holdings

45 positions as of Q3 2026

#	Stock	Value	Shares	% Portfolio	Change
1	? N/A DIMENSIONAL ETF TRUST	$38.4M	734.1K	15.12%	Trimmed(-0.2%)
2	H HONA History → DIMENSIONAL ETF TRUST	$23.6M	587.6K	9.28%	Added(+8.3%)
3	N NSC History → DIMENSIONAL ETF TRUST	$18.1M	464.6K	7.14%	Added(+0.4%)
4	? N/A DFA INVT DIMENSIONS GROUP IN	$14.5M	386.0K	5.69%	—
5	? N/A DIMENSIONAL ETF TRUST	$13.1M	157.7K	5.15%	Unchanged
6	? N/A DIMENSIONAL ETF TRUST	$13.1M	329.5K	5.15%	Trimmed(-2.4%)
7	? N/A DIMENSIONAL ETF TRUST	$12.5M	332.9K	4.93%	Trimmed(-2.0%)
8	? N/A AMERICAN CENTY ETF TR	$11.8M	266.9K	4.66%	Trimmed(-5.9%)
9	? N/A DIMENSIONAL ETF TRUST	$11.4M	264.0K	4.50%	Trimmed(-4.4%)
10	? N/A AMERICAN CENTY ETF TR	$10.9M	92.5K	4.29%	Trimmed(-4.3%)
11	V VGES History → VANGUARD MUN BD FDS	$10.1M	213.8K	3.98%	Trimmed(-7.7%)
12	? N/A AMERICAN CENTY ETF TR	$8.7M	96.7K	3.43%	Trimmed(-14.3%)
13	V VGES History → VANGUARD CHARLOTTE FDS	$8.5M	182.3K	3.36%	Added(+5.7%)
14	? N/A AMERICAN CENTY ETF TR	$8.2M	75.1K	3.23%	Trimmed(-1.6%)
15	? N/A AMERICAN CENTY ETF TR	$6.5M	68.9K	2.55%	Trimmed(-9.1%)
16	? N/A AMERICAN CENTY ETF TR	$5M	39.1K	1.97%	Trimmed(-8.0%)
17	? N/A DIMENSIONAL ETF TRUST	$4.9M	73.2K	1.91%	Trimmed(-0.1%)
18	? N/A DIMENSIONAL ETF TRUST	$4.6M	171.8K	1.83%	Added(+3.4%)
19	E ETHA History → ISHARES TR	$4.5M	44.9K	1.79%	Added(+82.0%)
20	? N/A DIMENSIONAL ETF TRUST	$4.1M	52.9K	1.61%	Unchanged

?

1.N/A

DIMENSIONAL ETF TRUST

-0.2%

Value

$38.4M

Shares

734.1K

% Port

15.12%

H

2.HONA History →

DIMENSIONAL ETF TRUST

+8.3%

Value

$23.6M

Shares

587.6K

% Port

9.28%

N

3.NSC History →

DIMENSIONAL ETF TRUST

+0.4%

Value

$18.1M

Shares

464.6K

% Port

7.14%

?

4.N/A

DFA INVT DIMENSIONS GROUP IN

Value

$14.5M

Shares

386.0K

% Port

5.69%

?

5.N/A

DIMENSIONAL ETF TRUST

Unchanged

Value

$13.1M

Shares

157.7K

% Port

5.15%

?

6.N/A

DIMENSIONAL ETF TRUST

-2.4%

Value

$13.1M

Shares

329.5K

% Port

5.15%

?

7.N/A

DIMENSIONAL ETF TRUST

-2.0%

Value

$12.5M

Shares

332.9K

% Port

4.93%

?

8.N/A

AMERICAN CENTY ETF TR

-5.9%

Value

$11.8M

Shares

266.9K

% Port

4.66%

?

9.N/A

DIMENSIONAL ETF TRUST

-4.4%

Value

$11.4M

Shares

264.0K

% Port

4.50%

?

10.N/A

AMERICAN CENTY ETF TR

-4.3%

Value

$10.9M

Shares

92.5K

% Port

4.29%

V

11.VGES History →

VANGUARD MUN BD FDS

-7.7%

Value

$10.1M

Shares

213.8K

% Port

3.98%

?

12.N/A

AMERICAN CENTY ETF TR

-14.3%

Value

$8.7M

Shares

96.7K

% Port

3.43%

V

13.VGES History →

VANGUARD CHARLOTTE FDS

+5.7%

Value

$8.5M

Shares

182.3K

% Port

3.36%

?

14.N/A

AMERICAN CENTY ETF TR

-1.6%

Value

$8.2M

Shares

75.1K

% Port

3.23%

?

15.N/A

AMERICAN CENTY ETF TR

-9.1%

Value

$6.5M

Shares

68.9K

% Port

2.55%

?

16.N/A

AMERICAN CENTY ETF TR

-8.0%

Value

$5M

Shares

39.1K

% Port

1.97%

?

17.N/A

DIMENSIONAL ETF TRUST

-0.1%

Value

$4.9M

Shares

73.2K

% Port

1.91%

?

18.N/A

DIMENSIONAL ETF TRUST

+3.4%

Value

$4.6M

Shares

171.8K

% Port

1.83%

E

19.ETHA History →

ISHARES TR

+82.0%

Value

$4.5M

Shares

44.9K

% Port

1.79%

?

20.N/A

DIMENSIONAL ETF TRUST

Unchanged

Value

$4.1M

Shares

52.9K

% Port

1.61%

View full portfolio (45 holdings) →

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