13F HOLDINGS REPORT
Physician Wealth Solutions Inc.
Quarter ended Q3 2025 · Filed October 14, 2025 · Accession 0001214659-25-014905
Total Value
$229.1M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V104 | 648,220 | $29.7M | 12.95% |
| 2 | DIMENSIONAL ETF TRUST | 25434V872 | 471,716 | $20.2M | 8.81% |
| 3 | DIMENSIONAL ETF TRUST | 25434V856 | 370,885 | $15.7M | 6.84% |
| 4 | DIMENSIONAL ETF TRUST | 25434V815 | 434,313 | $13.8M | 6.04% |
| 5 | AMERICAN CENTY ETF TR | 025072356 | 296,184 | $13.2M | 5.75% |
| 6 | DIMENSIONAL ETF TRUST | 25434V732 | 365,026 | $11.7M | 5.11% |
| 7 | DIMENSIONAL ETF TRUST | 25434V401 | 157,689 | $11.4M | 4.99% |
| 8 | DIMENSIONAL ETF TRUST | 25434V799 | 338,706 | $11.1M | 4.85% |
| 9 | VANGUARD MUN BD FDS | 922907746 | 213,237 | $10.7M | 4.66% |
| 10 | DIMENSIONAL ETF TRUST | 25434V781 | 292,884 | $10.5M | 4.56% |
| 11 | DIMENSIONAL ETF TRUST | 25434V708 | 206,759 | $8.0M | 3.48% |
| 12 | AMERICAN CENTY ETF TR | 025072703 | 98,683 | $7.8M | 3.40% |
| 13 | VANGUARD CHARLOTTE FDS | 92203J407 | 142,677 | $7.1M | 3.08% |
| 14 | AMERICAN CENTY ETF TR | 025072877 | 68,109 | $6.8M | 2.96% |
| 15 | AMERICAN CENTY ETF TR | 025072802 | 64,599 | $5.8M | 2.51% |
| 16 | AMERICAN CENTY ETF TR | 025072604 | 70,602 | $5.3M | 2.32% |
| 17 | VANGUARD MUN BD FDS | 922907712 | 70,137 | $5.3M | 2.30% |
| 18 | DIMENSIONAL ETF TRUST | 25434V609 | 73,487 | $4.3M | 1.87% |
| 19 | AMERICAN CENTY ETF TR | 025072885 | 36,863 | $4.0M | 1.75% |
| 20 | DIMENSIONAL ETF TRUST | 25434V500 | 52,865 | $3.6M | 1.58% |
| 21 | DIMENSIONAL ETF TRUST | 25434V880 | 89,722 | $2.8M | 1.23% |
| 22 | ISHARES TR | 464288414 | 25,080 | $2.7M | 1.17% |
| 23 | VANGUARD BD INDEX FDS | 921937819 | 31,126 | $2.4M | 1.06% |
| 24 | SCHWAB STRATEGIC TR | 808524870 | 78,041 | $2.1M | 0.92% |
| 25 | DIMENSIONAL ETF TRUST | 25434V658 | 67,554 | $1.8M | 0.81% |
| 26 | SCHWAB STRATEGIC TR | 808524102 | 52,448 | $1.3M | 0.59% |
| 27 | VANGUARD INDEX FDS | 922908769 | 2,896 | $950,398 | 0.41% |
| 28 | VANGUARD WELLINGTON FD | 921935870 | 8,130 | $828,650 | 0.36% |
| 29 | VANGUARD MALVERN FDS | 922020805 | 16,356 | $828,104 | 0.36% |
| 30 | ISHARES TR | 46435G672 | 15,241 | $780,796 | 0.34% |
| 31 | DIMENSIONAL ETF TRUST | 25434V849 | 16,067 | $770,895 | 0.34% |
| 32 | VANGUARD BD INDEX FDS | 921937827 | 9,245 | $729,523 | 0.32% |
| 33 | VULCAN MATLS CO | 929160109 | 2,105 | $647,540 | 0.28% |
| 34 | ADVANCED MICRO DEVICES INC | AMD | 3,530 | $571,119 | 0.25% |
| 35 | VANGUARD SCOTTSDALE FDS | 92206C102 | 8,038 | $473,036 | 0.21% |
| 36 | DIMENSIONAL ETF TRUST | 25434V575 | 8,200 | $442,472 | 0.19% |
| 37 | ISHARES U S ETF TR | 46431W507 | 7,897 | $404,958 | 0.18% |
| 38 | ISHARES TR | 464288679 | 3,378 | $373,235 | 0.16% |
| 39 | DIMENSIONAL ETF TRUST | 25434V724 | 8,307 | $371,240 | 0.16% |
| 40 | NETFLIX INC | NFLX | 303 | $363,273 | 0.16% |
| 41 | VANGUARD INDEX FDS | 922908637 | 1,015 | $312,478 | 0.14% |
| 42 | VANGUARD INDEX FDS | 922908736 | 637 | $305,512 | 0.13% |
| 43 | AMAZON COM INC | AMZN | 1,285 | $282,147 | 0.12% |
| 44 | DIMENSIONAL ETF TRUST | 25434V716 | 5,800 | $246,341 | 0.11% |
| 45 | DIMENSIONAL ETF TRUST | 25434V831 | 6,238 | $235,609 | 0.10% |
| 46 | AMERICAN CENTY ETF TR | 025072372 | 3,977 | $228,160 | 0.10% |