Latest Physician Wealth Solutions Inc. Stock Portfolio
$254Million | No. of Holdings #45
Physician Wealth Solutions Inc. Performance
2026 Q3-1.72%
YTD+6.66%
2025+12.73%
About Physician Wealth Solutions Inc. and 13F Hedge Fund Stock Holdings
On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Physician Wealth Solutions Inc. reported an equity portfolio of $254.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Physician Wealth Solutions Inc. are DFAC, DFAC, DFAC. The fund has invested 15.1% of it's portfolio in DIMENSIONAL ETF TRUST and 9.3% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off DIMENSIONAL ETF TRUST (DFAC) stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (AGT) and ADVANCED MICRO DEVICES INC (AMD). Physician Wealth Solutions Inc. opened new stock positions in DFA INVT DIMENSIONS GROUP IN, SPDR SERIES TRUST (BIL) and LUCID GROUP INC (LCID). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD MALVERN FDS (VTIP).
Physician Wealth Solutions Inc. Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$254Million
as of Oct 14, 2026Physician Wealth Solutions Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Physician Wealth Solutions Inc. made a return of -1.72% in the last quarter. In trailing 12 months, it's portfolio return was 8.41%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| dfa invt dimensions group in | 14,464,000 |
| spdr series trust | 819,103 |
| dfa invt dimensions group in | 261,435 |
| lucid group inc | 40,700 |
New stocks bought by Physician Wealth Solutions Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 82.05 |
| vanguard scottsdale fds | 37.54 |
| vanguard malvern fds | 28.52 |
| vanguard bd index fds | 13.62 |
| schwab strategic tr | 9.94 |
| dimensional etf trust | 8.27 |
| vanguard charlotte fds | 5.74 |
| dimensional etf trust | 3.39 |
Additions to existing portfolio by Physician Wealth Solutions Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| dimensional etf trust | -43.95 |
| ishares tr | -38.67 |
| dimensional etf trust | -31.56 |
| advanced micro devices inc | -27.66 |
| vanguard mun bd fds | -24.78 |
| american centy etf tr | -14.3 |
| american centy etf tr | -9.14 |
| american centy etf tr | -8.01 |
Physician Wealth Solutions Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| dimensional etf trust | -15,944,300 |
| dimensional etf trust | -695,637 |
| dimensional etf trust | -260,312 |
| dimensional etf trust | -270,454 |
Physician Wealth Solutions Inc. got rid off the above stocks
Sector Distribution
Physician Wealth Solutions Inc. has about 99% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 99 |
Market Cap. Distribution
Physician Wealth Solutions Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 99 |
Stocks belong to which Index?
About 0% of the stocks held by Physician Wealth Solutions Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 99 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| DFAC | dimensional etf trust | 0.9 M |
| DFAC | dimensional etf trust | 0.5 M |
| AEMB | american centy etf tr | 0.5 M |
| DFAC | dimensional etf trust | 0.2 M |
| DFAC | dimensional etf trust | 0.1 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| VMC | vulcan matls co | -17.1 % |
| DFAC | dimensional etf trust | -6.5 % |
| AEMB | american centy etf tr | -6.2 % |
| VTEB | vanguard mun bd fds | -6.1 % |
| DFAC | dimensional etf trust | -6.0 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| DFAC | dimensional etf trust | -1.2 M |
| DFAC | dimensional etf trust | -1.0 M |
| AEMB | american centy etf tr | -0.8 M |
| VTEB | vanguard mun bd fds | -0.7 M |
| AEMB | american centy etf tr | -0.7 M |
Physician Wealth Solutions Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Physician Wealth Solutions Inc.
Physician Wealth Solutions Inc. has 45 stocks in it's portfolio. About 65.9% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Physician Wealth Solutions Inc. last quarter.
$254.17MTotal Value
49.00Positions
14 Oct, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares TrIshares TrAAXJ | 1.79% | 44,932 | $4.54M 1.79% | 82.05%increased 82.05 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.18% | 4,050 | $446.8K 0.18% | 4.07%decreased 4.07 percentreduced | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 4.66% | 266,862 | $11.84M 4.66% | 5.93%decreased 5.93 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 4.29% | 92,547 | $10.90M 4.29% | 4.28%decreased 4.28 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 3.43% | 96,708 | $8.71M 3.43% | 14.3%decreased 14.3 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 3.23% | 75,084 | $8.21M 3.23% | 1.6%decreased 1.6 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 2.55% | 68,940 | $6.48M 2.55% | 9.14%decreased 9.14 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 1.97% | 39,114 | $5.01M 1.97% | 8.01%decreased 8.01 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.1% | 3,977 | $259.0K 0.1% | 0%unchanged 0 percentunchanged | |
 AGT Ishares TrIshares TrAGT | 0.18% | 9,347 | $459.9K 0.18% | 38.67%decreased 38.67 percentreduced | |
 Advanced Micro Devices Inc Physician Wealth Solutions Inc.'s holding in Advanced Micro Devices Inc over time | 0.61% | 2,532 | $1.55M 0.61% | 27.66%decreased 27.66 percentreduced | |
 Amazon Com Inc Amazon Com IncAMZN Physician Wealth Solutions Inc.'s holding in Amazon Com Inc over time | 0.13% | 1,285 | $320.2K 0.13% | 0%unchanged 0 percentunchanged | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 0.32% | 34,900 | $819.1K 0.32% | Newnew position | |
 BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.86% | 29,864 | $2.18M 0.86% | 13.62%increased 13.62 percentadded | |
BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.28% | 9,245 | $706.3K 0.28% | 0%unchanged 0 percentunchanged | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0.3% | 13,196 | $759.6K 0.3% | 37.54%increased 37.54 percentadded | |
 BNDX Vanguard Charlotte FdsVanguard Charlotte FdsBNDX | 3.36% | 182,301 | $8.54M 3.36% | 5.74%increased 5.74 percentadded | |
 CCRV Ishares U S Etf TrIshares U S Etf TrCCRV | 0.11% | 5,485 | $273.5K 0.11% | 0%unchanged 0 percentunchanged | |
 DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 15.12% | 734,118 | $38.44M 15.12% | 0.18%decreased 0.18 percentreduced | |
DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 9.28% | 587,599 | $23.57M 9.28% | 8.27%increased 8.27 percentadded | |