Institutional Manager · CIK 0002007116
Physician Wealth Solutions Inc.
NORTH LAS VEGAS, NV · File #028-23489
Latest AUM
$235.8M
Positions
45
Top-10 Concentration
65.0%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202545 pos · $235.8M
- 13F HOLDINGS REPORTQ/E Sep 202546 pos · $229.1M
- 13F HOLDINGS REPORTQ/E Jun 202545 pos · $215.6M
- 13F HOLDINGS REPORTQ/E Mar 202541 pos · $199.0M
- 13F HOLDINGS REPORTQ/E Dec 202441 pos · $199.7M
- 13F HOLDINGS REPORTQ/E Sep 202441 pos · $200.5M
- 13F HOLDINGS REPORTQ/E Jun 202441 pos · $140.1M
- 13F HOLDINGS REPORTQ/E Mar 202438 pos · $119.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |