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Physician Wealth Solutions Inc.
Period ended Sep 30, 2026 · Latest filing Oct 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $254,173,599
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · US CORE EQT MKT · 25434V104 · shares: $38,438,425
- DIMENSIONAL ETF TRUST · CORE FIXE IN ETF · 25434V872 · shares: $23,574,480
- DIMENSIONAL ETF TRUST · INFLATION PROTE · 25434V856 · shares: $18,146,172
- DFA INVT DIMENSIONS GROUP IN · U.S. SML CP VAL · 25239Y170 · shares: $14,464,034
- DIMENSIONAL ETF TRUST · US EQUI MARK ETF · 25434V401 · shares: $13,092,918
- DIMENSIONAL ETF TRUST · EMERGING MKTS CO · 25434V732 · shares: $13,088,522
- DIMENSIONAL ETF TRUST · INTL CORE EQUITY · 25434V799 · shares: $12,520,523
- AMERICAN CENTY ETF TR · REAL ESTATE ETF · 025072356 · shares: $11,835,323
- DIMENSIONAL ETF TRUST · INTL SMALL CAP V · 25434V781 · shares: $11,429,503
- AMERICAN CENTY ETF TR · US SML CP VALU · 025072877 · shares: $10,899,221
Reported holdings
45 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 734,118 shares | $38,438,425 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | — | 587,599 shares | $23,574,480 |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | — | 464,572 shares | $18,146,172 |
| DFA INVT DIMENSIONS GROUP IN | U.S. SML CP VAL | 25239Y170 | — | 386,016 shares | $14,464,034 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 157,689 shares | $13,092,918 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 329,520 shares | $13,088,522 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 332,904 shares | $12,520,523 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | — | 266,862 shares | $11,835,323 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 264,022 shares | $11,429,503 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 92,547 shares | $10,899,221 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 213,821 shares | $10,126,585 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 96,708 shares | $8,714,389 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 182,301 shares | $8,544,460 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 75,084 shares | $8,212,721 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 68,940 shares | $6,481,730 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 39,114 shares | $5,010,114 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 73,187 shares | $4,862,535 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | — | 171,798 shares | $4,647,149 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 44,932 shares | $4,542,625 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 52,865 shares | $4,092,808 |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | 922907712 | — | 56,204 shares | $4,022,547 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 29,864 shares | $2,175,867 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 79,164 shares | $1,989,401 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 2,532 shares | $1,548,976 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 46,639 shares | $1,366,999 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 26,771 shares | $1,317,669 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 2,888 shares | $1,080,805 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 21,368 shares | $949,795 |
| SPDR SERIES TRUST | ST NUVE HIGH ETF | 78464A284 | — | 34,900 shares | $819,103 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 13,196 shares | $759,562 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 9,245 shares | $706,318 |
| VULCAN MATLS CO | COM | 929160109 | — | 2,105 shares | $514,946 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 9,347 shares | $459,872 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 8,307 shares | $456,885 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | — | 4,050 shares | $446,796 |
| DIMENSIONAL ETF TRUST | INTL COR FIX ETF | 25434V575 | — | 8,200 shares | $419,336 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 1,015 shares | $357,128 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 9,380 shares | $347,230 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 3,823 shares | $344,503 |
| AMAZON COM INC | COM | 023135106 | — | 1,285 shares | $320,158 |
| ISHARES U S ETF TR | SHOR DURA BD ETF | 46431W507 | — | 5,485 shares | $273,482 |
| DFA INVT DIMENSIONS GROUP IN | U.S. HIGH RELATI | 25239Y196 | — | 6,238 shares | $261,435 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | — | 3,977 shares | $259,022 |
| NETFLIX INC. | COM | 64110L106 | — | 3,030 shares | $210,827 |
| LUCID GROUP INC | COM NEW | 549498202 | — | 10,000 shares | $40,700 |