Latest Physician Wealth Solutions Inc. Stock Portfolio

Physician Wealth Solutions Inc. Performance:

2026 Q1: 0.84%YTD: 0.84%2025: 12.73%

Performance for 2026 Q1 is 0.84%, and YTD is 0.84%, and 2025 is 12.73%.

About Physician Wealth Solutions Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Physician Wealth Solutions Inc. reported an equity portfolio of $241.6 Millions as of 31 Mar, 2026.

The top stock holdings of Physician Wealth Solutions Inc. are DFAC, DFAC, DFAC. The fund has invested 13.3% of it's portfolio in DIMENSIONAL ETF TRUST and 9.1% of portfolio in DIMENSIONAL ETF TRUST.

They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES U S ETF TR (CCRV) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (AAXJ) and AMERICAN CENTY ETF TR (AEMB).

Physician Wealth Solutions Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Physician Wealth Solutions Inc. made a return of 0.84% in the last quarter. In trailing 12 months, it's portfolio return was 14.12%.

Performance
S&P 500

New Buys

No new stocks were added by Physician Wealth Solutions Inc.

Additions

Ticker	% Inc.
dimensional etf trust	37.26
ishares tr	26.85
american centy etf tr	24.45
vanguard malvern fds	24.33
vanguard scottsdale fds	20.85
american centy etf tr	12.67
american centy etf tr	11.38
american centy etf tr	9.2

Additions to existing portfolio by Physician Wealth Solutions Inc.

Reductions

Ticker	% Reduced
dimensional etf trust	-57.86
dimensional etf trust	-56.61
ishares u s etf tr	-30.8
vanguard bd index fds	-12.18
schwab strategic tr	-7.73
vanguard mun bd fds	-5.46
dimensional etf trust	-3.73
dimensional etf trust	-2.94

Physician Wealth Solutions Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Physician Wealth Solutions Inc.

Sector Distribution

Physician Wealth Solutions Inc. has about 99.2% of it's holdings in Others sector.

Sector	%
Others	99.2

Market Cap. Distribution

Physician Wealth Solutions Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	99.2

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.

Index	%
Others	99.2

Top 5 Winners (%)		%
AEMB	american centy etf tr	7.5 %
DFAC	dimensional etf trust	6.5 %
AEMB	american centy etf tr	5.9 %
DFAC	dimensional etf trust	4.9 %
AEMB	american centy etf tr	4.5 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	0.9 M
AEMB	american centy etf tr	0.7 M
DFAC	dimensional etf trust	0.5 M
DFAC	dimensional etf trust	0.4 M
AEMB	american centy etf tr	0.4 M

Top 5 Losers (%)		%
VB	vanguard index fds	-10.5 %
AMZN	amazon com inc	-9.7 %
DFAC	dimensional etf trust	-5.4 %
VB	vanguard index fds	-5.1 %
AMD	advanced micro devices inc	-5.0 %

Top 5 Losers ($)		$
DFAC	dimensional etf trust	-1.2 M
DFAC	dimensional etf trust	-0.5 M
DFAC	dimensional etf trust	-0.2 M
VTEB	vanguard mun bd fds	-0.1 M
DFAC	dimensional etf trust	-0.1 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 65.2% 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.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	1.10	25,069	2,661,070	reduced	-0.04

AAXJ	ishares tr	0.20	4,285	473,021	added	26.85

AEMB	american centy etf tr	5.27	289,024	12,722,800	reduced	-1.02

AEMB	american centy etf tr	4.27	93,276	10,304,200	added	24.45

AEMB	american centy etf tr	3.81	108,441	9,200,150	added	9.2

AEMB	american centy etf tr	3.01	72,854	7,275,200	added	12.67

AEMB	american centy etf tr	2.57	77,053	6,208,920	added	3.98

AEMB	american centy etf tr	1.90	41,177	4,578,050	added	11.38

AEMB	american centy etf tr	0.10	3,977	238,540	unchanged	0.00

AGT	ishares tr	0.32	15,241	762,660	unchanged	0.00

AMD	advanced micro devices inc	0.30	3,530	718,108	unchanged	0.00

AMZN	amazon com inc	0.11	1,285	267,627	reduced	-2.28

BIV	vanguard bd index fds	0.86	26,826	2,070,400	reduced	-12.18

BIV	vanguard bd index fds	0.30	9,245	724,900	unchanged	0.00

BNDW	vanguard scottsdale fds	0.23	9,714	568,658	added	20.85

BNDX	vanguard charlotte fds	3.23	162,354	7,801,120	added	6.5

CCRV	ishares u s etf tr	0.12	5,485	278,830	reduced	-30.8

DFAC	dimensional etf trust	13.33	713,763	32,205,000	added	8.65

DFAC	dimensional etf trust	9.14	522,702	22,068,500	added	2.21

DFAC	dimensional etf trust	7.39	427,914	17,852,600	added	8.76