Physician Wealth Solutions Inc.
Q3 2026 13F filing
Updated 5 days ago45 disclosed positions worth $254.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $38.4M | 734.1K | 15.12% | — |
| 2 | H DIMENSIONAL ETF TRUST | $23.6M | 587.6K | 9.28% | — |
| 3 | N DIMENSIONAL ETF TRUST | $18.1M | 464.6K | 7.14% | — |
| 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% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $13.1M | 329.5K | 5.15% | — |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $12.5M | 332.9K | 4.93% | — |
| 8 | ? N/A AMERICAN CENTY ETF TR | $11.8M | 266.9K | 4.66% | — |
| 9 | ? N/A DIMENSIONAL ETF TRUST | $11.4M | 264.0K | 4.50% | — |
| 10 | ? N/A AMERICAN CENTY ETF TR | $10.9M | 92.5K | 4.29% | — |
| 11 | V VANGUARD MUN BD FDS | $10.1M | 213.8K | 3.98% | — |
| 12 | ? N/A AMERICAN CENTY ETF TR | $8.7M | 96.7K | 3.43% | — |
| 13 | V VANGUARD CHARLOTTE FDS | $8.5M | 182.3K | 3.36% | — |
| 14 | ? N/A AMERICAN CENTY ETF TR | $8.2M | 75.1K | 3.23% | — |
| 15 | ? N/A AMERICAN CENTY ETF TR | $6.5M | 68.9K | 2.55% | — |
| 16 | ? N/A AMERICAN CENTY ETF TR | $5M | 39.1K | 1.97% | — |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $4.9M | 73.2K | 1.91% | — |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $4.6M | 171.8K | 1.83% | — |
| 19 | E ISHARES TR | $4.5M | 44.9K | 1.79% | — |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $4.1M | 52.9K | 1.61% | — |
| 21 | V VANGUARD MUN BD FDS | $4M | 56.2K | 1.58% | — |
| 22 | V VANGUARD BD INDEX FDS | $2.2M | 29.9K | 0.86% | — |
| 23 | S SCHWAB STRATEGIC TR | $2M | 79.2K | 0.78% | — |
| 24 | A ADVANCED MICRO DEVICES INC | $1.5M | 2.5K | 0.61% | — |
| 25 | S SCHWAB STRATEGIC TR | $1.4M | 46.6K | 0.54% | — |
| 26 | V VANGUARD MALVERN FDS | $1.3M | 26.8K | 0.52% | — |
| 27 | V VANGUARD INDEX FDS | $1.1M | 2.9K | 0.43% | — |
| 28 | ? N/A DIMENSIONAL ETF TRUST | $950K | 21.4K | 0.37% | — |
| 29 | S SPDR SERIES TRUST | $819K | 34.9K | 0.32% | — |
| 30 | V VANGUARD SCOTTSDALE FDS | $760K | 13.2K | 0.30% | — |
| 31 | V VANGUARD BD INDEX FDS | $706K | 9.2K | 0.28% | — |
| 32 | V VULCAN MATLS CO | $515K | 2.1K | 0.20% | — |
| 33 | E ISHARES TR | $460K | 9.3K | 0.18% | — |
| 34 | ? N/A DIMENSIONAL ETF TRUST | $457K | 8.3K | 0.18% | — |
| 35 | E ISHARES TR | $447K | 4.0K | 0.18% | — |
| 36 | ? N/A DIMENSIONAL ETF TRUST | $419K | 8.2K | 0.17% | — |
| 37 | V VANGUARD INDEX FDS | $357K | 1.0K | 0.14% | — |
| 38 | D DIMENSIONAL ETF TRUST | $347K | 9.4K | 0.14% | — |
| 39 | V VANGUARD INDEX FDS | $345K | 3.8K | 0.14% | — |
| 40 | A AMAZON COM INC | $320K | 1.3K | 0.13% | — |
| 41 | E ISHARES U S ETF TR | $273K | 5.5K | 0.11% | — |
| 42 | ? N/A DFA INVT DIMENSIONS GROUP IN | $261K | 6.2K | 0.10% | — |
| 43 | ? N/A AMERICAN CENTY ETF TR | $259K | 4.0K | 0.10% | — |
| 44 | N NETFLIX INC. | $211K | 3.0K | 0.08% | — |
| 45 | L LUCID GROUP INC | $41K | 10.0K | 0.02% | — |