Latest Physician Wealth Solutions Inc. Stock Portfolio
About Physician Wealth Solutions Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Physician Wealth Solutions Inc. reported an equity portfolio of $215.6 Millions as of 30 Jun, 2025.
The top stock holdings of Physician Wealth Solutions Inc. are DFAC, DFAC, DFAC. The fund has invested 12.8% of it's portfolio in DIMENSIONAL ETF TRUST and 9% of portfolio in DIMENSIONAL ETF TRUST.
They significantly reduced their stock positions in ISHARES TR (AAXJ), VANGUARD MUN BD FDS (VTEB) and DIMENSIONAL ETF TRUST (DFAC). Physician Wealth Solutions Inc. opened new stock positions in VANGUARD MUN BD FDS (VTEB), VANGUARD WELLINGTON FD (VFLQ) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), DIMENSIONAL ETF TRUST (DFAC) and VANGUARD SCOTTSDALE FDS (BNDW).
The top stock holdings of Physician Wealth Solutions Inc. are DFAC, DFAC, DFAC. The fund has invested 12.8% of it's portfolio in DIMENSIONAL ETF TRUST and 9% of portfolio in DIMENSIONAL ETF TRUST.
They significantly reduced their stock positions in ISHARES TR (AAXJ), VANGUARD MUN BD FDS (VTEB) and DIMENSIONAL ETF TRUST (DFAC). Physician Wealth Solutions Inc. opened new stock positions in VANGUARD MUN BD FDS (VTEB), VANGUARD WELLINGTON FD (VFLQ) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), DIMENSIONAL ETF TRUST (DFAC) and VANGUARD SCOTTSDALE FDS (BNDW).
Physician Wealth Solutions Inc. Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard mun bd fds | 5,325,440 |
| vanguard wellington fd | 820,561 |
| vanguard bd index fds | 727,582 |
| american centy etf tr | 233,396 |
New stocks bought by Physician Wealth Solutions Inc.
Additions
| Ticker | % Inc. |
|---|---|
| american centy etf tr | 63.54 |
| american centy etf tr | 25.87 |
| dimensional etf trust | 23.07 |
| dimensional etf trust | 17.02 |
| vanguard scottsdale fds | 10.79 |
| dimensional etf trust | 6.94 |
| dimensional etf trust | 4.57 |
| vanguard index fds | 4.36 |
Additions to existing portfolio by Physician Wealth Solutions Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -32.9 |
| vanguard mun bd fds | -29.94 |
| dimensional etf trust | -15.22 |
| vanguard malvern fds | -10.72 |
| ishares tr | -9.99 |
| vanguard bd index fds | -9.24 |
| dimensional etf trust | -7.83 |
| dimensional etf trust | -6.07 |
Physician Wealth Solutions Inc. reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 99.2 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 99.2 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 99.2 |
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.
Last Reported on: 11 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| DFAC | dimensional etf trust | 12.75 | 648,830 | 27,484,400 | added | 6.94 | ||
Historical Trend of DIMENSIONAL ETF TRUST Position Held By Physician Wealth Solutions Inc.What % of Portfolio is DFAC?:Number of DFAC shares held:Change in No. of Shares Held: | ||||||||
| DFAC | dimensional etf trust | 9.03 | 460,494 | 19,460,500 | reduced | -4.09 | ||
| DFAC | dimensional etf trust | 6.80 | 350,435 | 14,651,700 | reduced | -0.28 | ||
| AEMB | american centy etf tr | 6.10 | 297,943 | 13,157,200 | reduced | -3.25 | ||
| DFAC | dimensional etf trust | 5.95 | 435,855 | 12,827,200 | reduced | -0.91 | ||
| DFAC | dimensional etf trust | 5.04 | 366,046 | 10,864,300 | reduced | -4.04 | ||
| DFAC | dimensional etf trust | 4.96 | 159,496 | 10,689,400 | added | 2.66 | ||
| DFAC | dimensional etf trust | 4.80 | 332,877 | 10,349,100 | reduced | -4.34 | ||
| DFAC | dimensional etf trust | 4.54 | 297,355 | 9,785,970 | reduced | -6.07 | ||
| VTEB | vanguard mun bd fds | 4.43 | 194,856 | 9,553,790 | reduced | -29.94 | ||
| AEMB | american centy etf tr | 3.46 | 100,774 | 7,458,280 | added | 0.77 | ||
| DFAC | dimensional etf trust | 3.42 | 205,594 | 7,368,500 | added | 4.57 | ||
| BNDX | vanguard charlotte fds | 3.23 | 140,742 | 6,968,160 | reduced | -1.32 | ||
| AEMB | american centy etf tr | 2.86 | 67,729 | 6,170,110 | added | 63.54 | ||
| VTEB | vanguard mun bd fds | 2.47 | 72,386 | 5,325,440 | new | |||
| AEMB | american centy etf tr | 2.37 | 64,568 | 5,118,970 | reduced | -3.4 | ||
| AEMB | american centy etf tr | 2.23 | 70,164 | 4,809,020 | added | 4.01 | ||
| DFAC | dimensional etf trust | 1.85 | 73,805 | 3,982,500 | added | 17.02 | ||
| AEMB | american centy etf tr | 1.81 | 38,725 | 3,904,230 | added | 25.87 | ||
| DFAC | dimensional etf trust | 1.56 | 52,865 | 3,368,030 | unchanged | 0.00 | ||
