Physician Wealth Solutions Inc. 13F Holdings · Q2 2026
Physician Wealth Solutions Inc. reported 45 securities worth $263.75M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAU (14.41%), DFCF (8.69%), DFIP (7.24%). Among its top 25 positions this quarter: 11 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $38.0M | 14.41% | 735,418 | Added |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $22.9M | 8.69% | 542,729 | Added |
| 3 | DFIP | DIMENSIONAL ETF TRUST | $19.1M | 7.24% | 462,726 | Added |
| 4 | DFSV | DIMENSIONAL ETF TRUST | $15.9M | 6.05% | 411,042 | Trimmed |
| 5 | DFEM | DIMENSIONAL ETF TRUST | $13.7M | 5.20% | 337,691 | Trimmed |
| 6 | AVRE | AMERICAN CENTY ETF TR | $13.4M | 5.10% | 283,674 | Trimmed |
| 7 | DFUS | DIMENSIONAL ETF TRUST | $12.9M | 4.90% | 157,689 | Hold |
| 8 | DFIC | DIMENSIONAL ETF TRUST | $12.7M | 4.80% | 339,783 | Trimmed |
| 9 | AVUV | AMERICAN CENTY ETF TR | $12.1M | 4.57% | 96,685 | Added |
| 10 | VTEB | VANGUARD MUN BD FDS | $11.7M | 4.44% | 231,559 | Added |
| 11 | DISV | DIMENSIONAL ETF TRUST | $11.1M | 4.20% | 276,090 | Trimmed |
| 12 | AVDE | AMERICAN CENTY ETF TR | $10.1M | 3.82% | 112,850 | Added |
| 13 | BNDX | VANGUARD CHARLOTTE FDS | $8.3M | 3.17% | 172,397 | Added |
| 14 | AVDV | AMERICAN CENTY ETF TR | $7.9M | 2.98% | 76,304 | Added |
| 15 | AVEM | AMERICAN CENTY ETF TR | $7.3M | 2.78% | 75,871 | Trimmed |
| 16 | VCRM | VANGUARD MUN BD FDS | $5.7M | 2.16% | 74,716 | Added |
| 17 | AVUS | AMERICAN CENTY ETF TR | $5.4M | 2.06% | 42,521 | Added |
| 18 | DFAT | DIMENSIONAL ETF TRUST | $5.1M | 1.94% | 73,270 | Trimmed |
| 19 | DFGR | DIMENSIONAL ETF TRUST | $4.8M | 1.83% | 166,172 | Added |
| 20 | DFAS | DIMENSIONAL ETF TRUST | $4.4M | 1.65% | 52,865 | Hold |
| 21 | MUB | ISHARES TR | $2.7M | 1.01% | 24,681 | Trimmed |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $2.0M | 0.77% | 3,500 | Trimmed |
| 23 | BIV | VANGUARD BD INDEX FDS | $2.0M | 0.76% | 26,285 | Trimmed |
| 24 | SCHP | SCHWAB STRATEGIC TR | $1.9M | 0.72% | 72,007 | Hold |
| 25 | SCHB | SCHWAB STRATEGIC TR | $1.4M | 0.54% | 49,224 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR