Physician Wealth Solutions Inc. Top Holdings and 13F Report (2025) About Physician Wealth Solutions Inc.Investment ActivityPhysician Wealth Solutions Inc. has $199.03 million in total holdings as of March 31, 2025.Physician Wealth Solutions Inc. owns shares of 41 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.85% of the portfolio was purchased this quarter.About 1.75% of the portfolio was sold this quarter.This quarter, Physician Wealth Solutions Inc. has purchased 41 new stocks and bought additional shares in 14 stocks.Physician Wealth Solutions Inc. sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $23,321,763Dimensional Core Fixed Income ETF $20,193,325Dimensional Inflation-Protected Securities ETF $14,798,545Vanguard Tax-Exempt Bond ETF $13,799,917Avantis Real Estate ETF $13,245,271 Largest Purchases this Quarter iShares National Muni Bond ETF 7,156 shares (about $754.53K)Avantis Emerging Markets Equity ETF 11,947 shares (about $718.85K)Dimensional International Small Cap Value ETF 21,473 shares (about $625.29K)Dimensional Global Real Estate ETF 22,916 shares (about $601.78K)Dimensional International Core Equity 2 ETF 18,315 shares (about $508.61K) Largest Sales this Quarter Dimensional US Core Equity Market ETF 31,005 shares (about $1.19M)Dimensional U.S. Core Equity 2 ETF 17,376 shares (about $573.24K)Vanguard Tax-Exempt Bond ETF 10,194 shares (about $505.83K)Dimensional US Small Cap Value ETF 12,361 shares (about $347.96K)Avantis Real Estate ETF 5,778 shares (about $248.51K) 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$23,321,763$1,191,831 ▼-4.9%606,70611.7%ETFDFCFDimensional Core Fixed Income ETF$20,193,325$9,211 ▲0.0%480,10810.1%ETFDFIPDimensional Inflation-Protected Securities ETF$14,798,545$147,220 ▼-1.0%351,4187.4%ETFVTEBVanguard Tax-Exempt Bond ETF$13,799,917$505,826 ▼-3.5%278,1126.9%ETFAVREAvantis Real Estate ETF$13,245,271$248,512 ▼-1.8%307,9586.7%ETFDFSVDimensional US Small Cap Value ETF$12,381,416$347,962 ▼-2.7%439,8376.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,093,388$28,312 ▲0.3%381,4585.1%ETFDFICDimensional International Core Equity 2 ETF$9,663,627$508,608 ▲5.6%347,9884.9%ETFDFUSDimensional U.S. Equity ETF$9,396,4150.0%155,3644.7%ETFDISVDimensional International Small Cap Value ETF$9,218,885$625,293 ▲7.3%316,5834.6%ETFBNDXVanguard Total International Bond ETF$6,962,778$9,715 ▼-0.1%142,6213.5%ETFAVDEAvantis International Equity ETF$6,627,519$6,561 ▲0.1%100,0083.3%ETFDFACDimensional U.S. Core Equity 2 ETF$6,485,977$573,235 ▼-8.1%196,6043.3%ETFAVDVAvantis International Small Cap Value ETF$4,661,524$51,329 ▼-1.1%66,8412.3%ETFAVEMAvantis Emerging Markets Equity ETF$4,058,944$718,850 ▲21.5%67,4582.0%ETFMUBiShares National Muni Bond ETF$3,940,925$754,529 ▲23.7%37,3762.0%ETFAVUVAvantis U.S. Small Cap Value ETF$3,610,122$186,891 ▲5.5%41,4151.8%ETFDFATDimensional U.S. Targeted Value ETF$3,247,614$112,351 ▲3.6%63,0731.6%ETFDFASDimensional U.S. Small Cap ETF$3,158,6840.0%52,8651.6%ETFAVUSAvantis U.S. Equity ETF$2,842,229$127,206 ▲4.7%30,7671.4%ETFBIVVanguard Intermediate-Term Bond ETF$2,693,014$123,812 ▼-4.4%35,1711.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,492,556$5,738 ▲0.2%95,1361.3%ETFSCHPSchwab U.S. TIPS ETF$2,202,864$63,783 ▼-2.8%81,9211.1%ETFDFGRDimensional Global Real Estate ETF$1,231,886$601,776 ▲95.5%46,9110.6%ETFDFNMDimensional National Municipal Bond ETF$1,214,843$17,030 ▼-1.4%25,5380.6%ETFSCHBSchwab US Broad Market ETF$1,129,740$94,689 ▼-7.7%52,4730.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$914,118$15,419 ▼-1.7%18,3190.5%ManufacturingVTIVanguard Total Stock Market ETF$762,689$1,099 ▲0.1%2,7750.4%ETFIAGGiShares Core International Aggregate Bond ETF$761,898$50,540 ▼-6.2%15,2410.4%ETFVMCVulcan Materials$491,0970.0%2,1050.2%ConstructionVGSHVanguard Short-Term Treasury Index ETF$425,796$17,079 ▼-3.9%7,2550.2%ETFSHViShares Short Treasury Bond ETF$414,556$15,354 ▼-3.6%3,7530.2%ETFNEARiShares Short Duration Bond Active ETF$401,517$203 ▲0.1%7,8930.2%ETFAMDAdvanced Micro Devices$362,6720.0%3,5300.2%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$342,3310.0%8,3070.2%ETFNFLXNetflix$282,5570.0%3030.1%Consumer DiscretionaryVVVanguard Large-Cap ETF$260,8850.0%1,0150.1%ETFAMZNAmazon.com$244,4840.0%1,2850.1%Retail/WholesaleDUHPDimensional US High Profitability ETF$243,8440.0%7,3580.1%ETFVUGVanguard Growth ETF$236,2120.0%6370.1%ETFDFSUDimensional US Sustainability Core 1 ETF$207,6980.0%5,8000.1%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
