13F HOLDINGS REPORT
Physician Wealth Solutions Inc.
Quarter ended Q4 2025 · Filed January 12, 2026 · Accession 0001214659-26-000345
Total Value
$235.8M
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V104 | 656,918 | $30.7M | 13.04% |
| 2 | DIMENSIONAL ETF TRUST | 25434V872 | 511,410 | $21.8M | 9.23% |
| 3 | DIMENSIONAL ETF TRUST | 25434V856 | 393,446 | $16.3M | 6.93% |
| 4 | DIMENSIONAL ETF TRUST | 25434V815 | 428,333 | $14.1M | 5.98% |
| 5 | AMERICAN CENTY ETF TR | 025072356 | 292,005 | $12.7M | 5.39% |
| 6 | DIMENSIONAL ETF TRUST | 25434V799 | 344,756 | $11.9M | 5.04% |
| 7 | DIMENSIONAL ETF TRUST | 25434V732 | 356,677 | $11.8M | 5.00% |
| 8 | DIMENSIONAL ETF TRUST | 25434V401 | 157,689 | $11.7M | 4.96% |
| 9 | DIMENSIONAL ETF TRUST | 25434V781 | 295,443 | $11.2M | 4.76% |
| 10 | VANGUARD MUN BD FDS | 922907746 | 218,414 | $11.0M | 4.66% |
| 11 | AMERICAN CENTY ETF TR | 025072703 | 99,306 | $8.2M | 3.47% |
| 12 | AMERICAN CENTY ETF TR | 025072877 | 74,953 | $7.6M | 3.24% |
| 13 | VANGUARD CHARLOTTE FDS | 92203J407 | 152,450 | $7.4M | 3.12% |
| 14 | DIMENSIONAL ETF TRUST | 25434V708 | 170,275 | $6.7M | 2.86% |
| 15 | AMERICAN CENTY ETF TR | 025072802 | 64,661 | $6.1M | 2.58% |
| 16 | AMERICAN CENTY ETF TR | 025072604 | 74,106 | $5.7M | 2.42% |
| 17 | VANGUARD MUN BD FDS | 922907712 | 75,204 | $5.7M | 2.41% |
| 18 | DIMENSIONAL ETF TRUST | 25434V609 | 73,487 | $4.4M | 1.86% |
| 19 | AMERICAN CENTY ETF TR | 025072885 | 36,970 | $4.1M | 1.75% |
| 20 | DIMENSIONAL ETF TRUST | 25434V500 | 52,865 | $3.7M | 1.56% |
| 21 | ISHARES TR | 464288414 | 25,080 | $2.7M | 1.14% |
| 22 | DIMENSIONAL ETF TRUST | 25434V658 | 101,296 | $2.7M | 1.14% |
| 23 | DIMENSIONAL ETF TRUST | 25434V880 | 74,404 | $2.4M | 1.03% |
| 24 | VANGUARD BD INDEX FDS | 921937819 | 30,547 | $2.4M | 1.01% |
| 25 | SCHWAB STRATEGIC TR | 808524870 | 78,041 | $2.1M | 0.88% |
| 26 | SCHWAB STRATEGIC TR | 808524102 | 50,619 | $1.3M | 0.56% |
| 27 | VANGUARD INDEX FDS | 922908769 | 2,896 | $970,975 | 0.41% |
| 28 | VANGUARD MALVERN FDS | 922020805 | 16,356 | $808,968 | 0.34% |
| 29 | ISHARES TR | 46435G672 | 15,241 | $762,202 | 0.32% |
| 30 | ADVANCED MICRO DEVICES INC | AMD | 3,530 | $755,985 | 0.32% |
| 31 | DIMENSIONAL ETF TRUST | 25434V849 | 15,360 | $739,891 | 0.31% |
| 32 | VANGUARD BD INDEX FDS | 921937827 | 9,245 | $728,598 | 0.31% |
| 33 | VULCAN MATLS CO | 929160109 | 2,105 | $600,388 | 0.25% |
| 34 | VANGUARD SCOTTSDALE FDS | 92206C102 | 8,038 | $472,072 | 0.20% |
| 35 | DIMENSIONAL ETF TRUST | 25434V575 | 8,200 | $431,607 | 0.18% |
| 36 | ISHARES U S ETF TR | 46431W507 | 7,926 | $405,019 | 0.17% |
| 37 | DIMENSIONAL ETF TRUST | 25434V724 | 8,307 | $387,023 | 0.16% |
| 38 | ISHARES TR | 464288679 | 3,378 | $372,087 | 0.16% |
| 39 | VANGUARD INDEX FDS | 922908637 | 1,015 | $319,522 | 0.14% |
| 40 | VANGUARD INDEX FDS | 922908736 | 637 | $310,767 | 0.13% |
| 41 | AMAZON COM INC | AMZN | 1,315 | $303,528 | 0.13% |
| 42 | NETFLIX INC | NFLX | 3,030 | $284,093 | 0.12% |
| 43 | DIMENSIONAL ETF TRUST | 25434V716 | 5,800 | $251,894 | 0.11% |
| 44 | DIMENSIONAL ETF TRUST | 25434V831 | 6,238 | $237,231 | 0.10% |
| 45 | AMERICAN CENTY ETF TR | 025072372 | 3,977 | $231,899 | 0.10% |