Latest Physician Wealth Solutions Inc. Stock Portfolio
$263Million | No. of Holdings #45
Physician Wealth Solutions Inc. Performance
2026 Q2+7.62%
YTD+8.52%
2025+12.73%
About Physician Wealth Solutions Inc. and 13F Hedge Fund Stock Holdings
On 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Physician Wealth Solutions Inc. reported an equity portfolio of $263.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Physician Wealth Solutions Inc. are DFAC, DFAC, DFAC. The fund has invested 14.4% of it's portfolio in DIMENSIONAL ETF TRUST and 8.7% of portfolio in DIMENSIONAL ETF TRUST. <br><br> They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), SCHWAB STRATEGIC TR (FNDA) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), DIMENSIONAL ETF TRUST (DFAC) and VANGUARD CHARLOTTE FDS (BNDX).
Physician Wealth Solutions Inc. Equity Portfolio Value
Last Reported on: 13 Jul, 2026
$263Million
as of Jul 13, 2026Physician Wealth Solutions Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Physician Wealth Solutions Inc. made a return of 7.62% in the last quarter. In trailing 12 months, it's portfolio return was 16.11%.
- Performance
- S&P 500
New Buys
No new stocks were added by Physician Wealth Solutions Inc.
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 500 |
| dimensional etf trust | 19.51 |
| dimensional etf trust | 8.14 |
| vanguard charlotte fds | 6.19 |
| vanguard mun bd fds | 5.09 |
| american centy etf tr | 4.74 |
| american centy etf tr | 4.07 |
| dimensional etf trust | 3.83 |
Additions to existing portfolio by Physician Wealth Solutions Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| dimensional etf trust | -56.48 |
| dimensional etf trust | -48.17 |
| dimensional etf trust | -3.47 |
| dimensional etf trust | -2.93 |
| schwab strategic tr | -2.76 |
| dimensional etf trust | -2.71 |
| vanguard bd index fds | -2.02 |
| dimensional etf trust | -1.99 |
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 98.8% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 98.8 |
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 | 98.8 |
Stocks belong to which Index?
About 1.2% of the stocks held by Physician Wealth Solutions Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 98.8 |
| S&P 500 | 1.2 |
| Top 5 Winners (%) | % | |
|---|---|---|
| AMD | advanced micro devices inc | 184.8 % |
| AEMB | american centy etf tr | 19.6 % |
| DFAC | dimensional etf trust | 17.4 % |
| DFAC | dimensional etf trust | 15.8 % |
| DFAC | dimensional etf trust | 15.6 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| DFAC | dimensional etf trust | 4.8 M |
| DFAC | dimensional etf trust | 2.1 M |
| DFAC | dimensional etf trust | 1.7 M |
| DFAC | dimensional etf trust | 1.6 M |
| AEMB | american centy etf tr | 1.4 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| VB | vanguard index fds | -70.4 % |
| NFLX | netflix inc. | -25.7 % |
| DFAC | dimensional etf trust | -1.1 % |
| BIV | vanguard bd index fds | -0.6 % |
| BIV | vanguard bd index fds | -0.6 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | vanguard index fds | -0.8 M |
| DFAC | dimensional etf trust | -0.2 M |
| NFLX | netflix inc. | -0.1 M |
| BIV | vanguard bd index fds | 0.0 M |
| FNDA | schwab strategic tr | 0.0 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 65.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Physician Wealth Solutions Inc. last quarter.
$263.75MTotal Value
45.00Positions
13 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares TrIshares TrAAXJ | 1.01% | 24,681 | $2.66M 1.01% | 1.55%decreased 1.55 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.18% | 4,222 | $465.9K 0.18% | 1.47%decreased 1.47 percentreduced | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 5.1% | 283,674 | $13.44M 5.1% | 1.85%decreased 1.85 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 4.57% | 96,685 | $12.06M 4.57% | 3.65%increased 3.65 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 3.82% | 112,850 | $10.07M 3.82% | 4.07%increased 4.07 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 2.98% | 76,304 | $7.86M 2.98% | 4.74%increased 4.74 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 2.78% | 75,871 | $7.32M 2.78% | 1.53%decreased 1.53 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 2.06% | 42,521 | $5.45M 2.06% | 3.26%increased 3.26 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.1% | 3,977 | $260.9K 0.1% | 0%unchanged 0 percentunchanged | |
 AGT Ishares TrIshares TrAGT | 0.29% | 15,241 | $771.2K 0.29% | 0%unchanged 0 percentunchanged | |
 Advanced Micro Devices Inc Physician Wealth Solutions Inc.'s holding in Advanced Micro Devices Inc over time | 0.77% | 3,500 | $2.03M 0.77% | 0.85%decreased 0.85 percentreduced | |
 Amazon Com Inc Amazon Com IncAMZN Physician Wealth Solutions Inc.'s holding in Amazon Com Inc over time | 0.12% | 1,285 | $306.3K 0.12% | 0%unchanged 0 percentunchanged | |
 BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.76% | 26,285 | $2.02M 0.76% | 2.02%decreased 2.02 percentreduced | |
BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 0.27% | 9,245 | $720.3K 0.27% | 0%unchanged 0 percentunchanged | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0.21% | 9,594 | $558.4K 0.21% | 1.24%decreased 1.24 percentreduced | |
 BNDX Vanguard Charlotte FdsVanguard Charlotte FdsBNDX | 3.17% | 172,397 | $8.35M 3.17% | 6.19%increased 6.19 percentadded | |
 CCRV Ishares U S Etf TrIshares U S Etf TrCCRV | 0.1% | 5,485 | $277.9K 0.1% | 0%unchanged 0 percentunchanged | |
 DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 14.41% | 735,418 | $38.01M 14.41% | 3.03%increased 3.03 percentadded | |
DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 8.69% | 542,729 | $22.91M 8.69% | 3.83%increased 3.83 percentadded | |
DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 7.24% | 462,726 | $19.09M 7.24% | 8.14%increased 8.14 percentadded | |