Physician Wealth Solutions Inc. Top Holdings and 13F Report (2025) About Physician Wealth Solutions Inc.Investment ActivityPhysician Wealth Solutions Inc. has $229.05 million in total holdings as of March 31, 2025.Physician Wealth Solutions Inc. owns shares of 46 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.48% of the portfolio was purchased this quarter.About 0.65% of the portfolio was sold this quarter.This quarter, Physician Wealth Solutions Inc. has purchased 45 new stocks and bought additional shares in 11 stocks.Physician Wealth Solutions Inc. sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $29,662,566Dimensional Core Fixed Income ETF $20,170,585Dimensional Inflation-Protected Securities ETF $15,662,455Dimensional US Small Cap Value ETF $13,828,527Avantis Real Estate ETF $13,174,279 Largest New Holdings this Quarter 25434V575 - DIMENSIONAL ETF TRUST $442,472 Holding Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 18,381 shares (about $920.34K)Dimensional Inflation-Protected Securities ETF 20,450 shares (about $863.60K)Dimensional Core Fixed Income ETF 11,222 shares (about $479.85K)DIMENSIONAL ETF TRUST 8,200 shares (about $442.47K)Dimensional Global Real Estate ETF 9,820 shares (about $268.18K) Largest Sales this Quarter Dimensional National Municipal Bond ETF 7,471 shares (about $358.46K)Avantis U.S. Equity ETF 1,862 shares (about $202.40K)VANGUARD MUN BD FDS 2,249 shares (about $169.24K)Avantis International Equity ETF 2,091 shares (about $164.98K)Dimensional International Small Cap Value ETF 4,471 shares (about $159.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPhysician Wealth Solutions Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$29,662,566$27,914 ▼-0.1%648,22012.9%ETFDFCFDimensional Core Fixed Income ETF$20,170,585$479,853 ▲2.4%471,7168.8%ETFDFIPDimensional Inflation-Protected Securities ETF$15,662,455$863,602 ▲5.8%370,8856.8%ETFDFSVDimensional US Small Cap Value ETF$13,828,527$49,097 ▼-0.4%434,3136.0%ETFAVREAvantis Real Estate ETF$13,174,279$78,240 ▼-0.6%296,1845.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$11,706,369$32,711 ▼-0.3%365,0265.1%ETFDFUSDimensional U.S. Equity ETF$11,422,991$130,899 ▼-1.1%157,6895.0%ETFDFICDimensional International Core Equity 2 ETF$11,106,169$191,133 ▲1.8%338,7064.8%ETFVTEBVanguard Tax-Exempt Bond ETF$10,676,777$920,337 ▲9.4%213,2374.7%ETFDISVDimensional International Small Cap Value ETF$10,453,026$159,570 ▼-1.5%292,8844.6%ETFDFACDimensional U.S. Core Equity 2 ETF$7,974,699$44,934 ▲0.6%206,7593.5%ETFAVDEAvantis International Equity ETF$7,786,089$164,980 ▼-2.1%98,6833.4%ETFBNDXVanguard Total International Bond ETF$7,056,825$95,705 ▲1.4%142,6773.1%ETFAVUVAvantis U.S. Small Cap Value ETF$6,778,902$37,821 ▲0.6%68,1093.0%ETFAVDVAvantis International Small Cap Value ETF$5,751,269$2,760 ▲0.0%64,5992.5%ETFAVEMAvantis Emerging Markets Equity ETF$5,302,896$32,898 ▲0.6%70,6022.3%ETFVANGUARD MUN BD FDS$5,277,809$169,237 ▼-3.1%70,1372.3%CORE TAX EXEMPTDFATDimensional U.S. Targeted Value ETF$4,277,662$18,511 ▼-0.4%73,4871.9%ETFAVUSAvantis U.S. Equity ETF$4,006,990$202,398 ▼-4.8%36,8631.7%ETFDFASDimensional U.S. Small Cap ETF$3,619,1380.0%52,8651.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,815,465$1,412 ▼-0.1%89,7221.2%ETFMUBiShares National Muni Bond ETF$2,670,7690.0%25,0801.2%ETFBIVVanguard Intermediate-Term Bond ETF$2,430,599$62,003 ▼-2.5%31,1261.1%ETFSCHPSchwab U.S. TIPS ETF$2,103,2140.0%78,0410.9%ETFDFGRDimensional Global Real Estate ETF$1,844,888$268,182 ▲17.0%67,5540.8%ETFSCHBSchwab US Broad Market ETF$1,348,434$643 ▼0.0%52,4480.6%ETFVTIVanguard Total Stock Market ETF$950,3980.0%2,8960.4%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$828,6500.0%8,1300.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$828,1040.0%16,3560.4%ManufacturingIAGGiShares Core International Aggregate Bond ETF$780,7960.0%15,2410.3%ETFDFNMDimensional National Municipal Bond ETF$770,895$358,459 ▼-31.7%16,0670.3%ETFBSVVanguard Short-Term Bond ETF$729,5230.0%9,2450.3%ETFVMCVulcan Materials$647,5400.0%2,1050.3%ConstructionAMDAdvanced Micro Devices$571,1190.0%3,5300.2%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$473,0360.0%8,0380.2%ETFDIMENSIONAL ETF TRUST$442,472$442,472 ▲New Holding8,2000.2%GLOBAL EX US CORNEARiShares Short Duration Bond Active ETF$404,958$205 ▲0.1%7,8970.2%ETFSHViShares Short Treasury Bond ETF$373,2350.0%3,3780.2%ETFDFUVDimensional US Marketwide Value ETF$371,2400.0%8,3070.2%ETFNFLXNetflix$363,2730.0%3030.2%Consumer DiscretionaryVVVanguard Large-Cap ETF$312,4780.0%1,0150.1%ETFVUGVanguard Growth ETF$305,5120.0%6370.1%ETFAMZNAmazon.com$282,1470.0%1,2850.1%Retail/WholesaleDFSUDimensional US Sustainability Core 1 ETF$246,3410.0%5,8000.1%ETFDUHPDimensional US High Profitability ETF$235,6090.0%6,2380.1%ETFAVESAvantis Emerging Markets Value ETF$228,160$21,915 ▼-8.8%3,9770.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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