Holders — by stockHoldings — by fund
Physician Wealth Solutions Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002007116
$263.8M
disclosed book value
45
positions
14.4%
largest position share
Positions, as of 2026-06-30
top 45 of 45 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 735,418 | $38.0M | 14.4% |
| 2 | DFCFDIMENSIONAL ETF TRUST | 542,729 | $22.9M | 8.7% |
| 3 | DFIPDIMENSIONAL ETF TRUST | 462,726 | $19.1M | 7.2% |
| 4 | DFSVDIMENSIONAL ETF TRUST | 411,042 | $15.9M | 6% |
| 5 | DFEMDIMENSIONAL ETF TRUST | 337,691 | $13.7M | 5.2% |
| 6 | AVREAMERICAN CENTY ETF TR | 283,674 | $13.4M | 5.1% |
| 7 | DFUSDIMENSIONAL ETF TRUST | 157,689 | $12.9M | 4.9% |
| 8 | DFICDIMENSIONAL ETF TRUST | 339,783 | $12.7M | 4.8% |
| 9 | AVUVAMERICAN CENTY ETF TR | 96,685 | $12.1M | 4.6% |
| 10 | VTEBVANGUARD MUN BD FDS | 231,559 | $11.7M | 4.4% |
| 11 | DISVDIMENSIONAL ETF TRUST | 276,090 | $11.1M | 4.2% |
| 12 | AVDEAMERICAN CENTY ETF TR | 112,850 | $10.1M | 3.8% |
| 13 | BNDXVANGUARD CHARLOTTE FDS | 172,397 | $8.3M | 3.2% |
| 14 | AVDVAMERICAN CENTY ETF TR | 76,304 | $7.9M | 3% |
| 15 | AVEMAMERICAN CENTY ETF TR | 75,871 | $7.3M | 2.8% |
| 16 | VCRMVANGUARD MUN BD FDS | 74,716 | $5.7M | 2.2% |
| 17 | AVUSAMERICAN CENTY ETF TR | 42,521 | $5.4M | 2.1% |
| 18 | DFATDIMENSIONAL ETF TRUST | 73,270 | $5.1M | 1.9% |
| 19 | DFGRDIMENSIONAL ETF TRUST | 166,172 | $4.8M | 1.8% |
| 20 | DFASDIMENSIONAL ETF TRUST | 52,865 | $4.4M | 1.7% |
| 21 | MUBISHARES TR | 24,681 | $2.7M | 1% |
| 22 | AMDADVANCED MICRO DEVICES INC | 3,500 | $2.0M | 0.8% |
| 23 | BIVVANGUARD BD INDEX FDS | 26,285 | $2.0M | 0.8% |
| 24 | SCHPSCHWAB STRATEGIC TR | 72,007 | $1.9M | 0.7% |
| 25 | SCHBSCHWAB STRATEGIC TR | 49,224 | $1.4M | 0.5% |
| 26 | DFACDIMENSIONAL ETF TRUST | 31,222 | $1.4M | 0.5% |
| 27 | VTIVANGUARD INDEX FDS | 2,888 | $1.1M | 0.4% |
| 28 | VTIPVANGUARD MALVERN FDS | 20,831 | $1.0M | 0.4% |
| 29 | IAGGISHARES TR | 15,241 | $771,195 | 0.3% |
| 30 | BSVVANGUARD BD INDEX FDS | 9,245 | $720,278 | 0.3% |
| 31 | DFNMDIMENSIONAL ETF TRUST | 14,392 | $695,637 | 0.3% |
| 32 | VMCVULCAN MATLS CO | 2,105 | $620,996 | 0.2% |
| 33 | DFAXDIMENSIONAL ETF TRUST | 16,734 | $616,463 | 0.2% |
| 34 | VGSHVANGUARD SCOTTSDALE FDS | 9,594 | $558,371 | 0.2% |
| 35 | SHVISHARES TR | 4,222 | $465,898 | 0.2% |
| 36 | DFUVDIMENSIONAL ETF TRUST | 8,307 | $456,968 | 0.2% |
| 37 | DFGXDIMENSIONAL ETF TRUST | 8,200 | $439,477 | 0.2% |
| 38 | VVVANGUARD INDEX FDS | 1,015 | $349,069 | 0.1% |
| 39 | VUGVANGUARD INDEX FDS | 3,823 | $329,325 | 0.1% |
| 40 | AMZNAMAZON COM INC | 1,285 | $306,267 | 0.1% |
| 41 | NEARISHARES U S ETF TR | 5,485 | $277,870 | 0.1% |
| 42 | DFSUDIMENSIONAL ETF TRUST | 5,800 | $270,454 | 0.1% |
| 43 | AVESAMERICAN CENTY ETF TR | 3,977 | $260,891 | 0.1% |
| 44 | DUHPDIMENSIONAL ETF TRUST | 6,238 | $260,312 | 0.1% |
| 45 | NFLXNETFLIX INC. | 3,030 | $216,342 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.