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Physician Wealth Solutions Inc. Portfolio
$254.2M across 45 positions as of 2026-09-30, with 66% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.1%
-5.3% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 11
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +8.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +0.9% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.7% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.4% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.9% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -3.0% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DFAUDimensional US Core Equity Market ETF | $38.4M | 15.1% | 734,118 |
| DFCFDimensional Core Fixed Income ETF | $23.6M | 9.3% | 587,599 |
| DIMENSIONAL ETF TRUST | $18.1M | 7.1% | 464,572 |
| DFSVDimensional ETF Trust Dimensional US Small Cap Value ETF | $14.5M | 5.7% | 386,016 |
| DIMENSIONAL ETF TRUST | $13.1M | 5.2% | 157,689 |
| DIMENSIONAL ETF TRUST | $13.1M | 5.1% | 329,520 |
| DIMENSIONAL ETF TRUST | $12.5M | 4.9% | 332,904 |
| AVREAvantis Real Estate ETF | $11.8M | 4.7% | 266,862 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $11.4M | 4.5% | 264,022 |
| AVUVAvantis U.S. Small Cap Value ETF | $10.9M | 4.3% | 92,547 |
| VTEBVanguard Tax-Exempt Bond ETF | $10.1M | 4.0% | 213,821 |
| AVDEAvantis International Equity ETF | $8.7M | 3.4% | 96,708 |
| BNDXVanguard Total International Bond ETF | $8.5M | 3.4% | 182,301 |
| AVDVAvantis International Small Cap Value ETF | $8.2M | 3.2% | 75,084 |
| AVEMAvantis Emerging Markets Equity ETF | $6.5M | 2.6% | 68,940 |
| AVUSAvantis U.S. Equity ETF | $5M | 2.0% | 39,114 |
| DFATDimensional U.S. Targeted Value ETF | $4.9M | 1.9% | 73,187 |
| DFGRDimensional ETF Trust Dimensional Global Real Estate ETF | $4.6M | 1.8% | 171,798 |
| MUBiShares National Muni Bond ETF | $4.5M | 1.8% | 44,932 |
| DIMENSIONAL ETF TRUST | $4.1M | 1.6% | 52,865 |
| VANGUARD MUN BD FDS | $4M | 1.6% | 56,204 |
| BIVVanguard Intermediate-Term Bond ETF | $2.2M | 0.9% | 29,864 |
| SCHPSCHWAB STRATEGIC TR | $2M | 0.8% | 79,164 |
| AMDAdvanced Micro Devices Inc | $1.5M | 0.6% | 2,532 |
| SCHBSchwab U.S. Broad Market ETF | $1.4M | 0.5% | 46,639 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1.3M | 0.5% | 26,771 |
| VTIVanguard Total Stock Market ETF | $1.1M | 0.4% | 2,888 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $949.8K | 0.4% | 21,368 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $819.1K | 0.3% | 34,900 |
| VGSHVanguard Short-Term Treasury ETF | $759.6K | 0.3% | 13,196 |
| BSVVanguard Short-Term Bond ETF | $706.3K | 0.3% | 9,245 |
| VMCVulcan Materials Co | $514.9K | 0.2% | 2,105 |
| IAGGiShares International Aggregate Bond Fund | $459.9K | 0.2% | 9,347 |
| DIMENSIONAL ETF TRUST | $456.9K | 0.2% | 8,307 |
| SHViShares 0-1 Year Treasury Bond ETF | $446.8K | 0.2% | 4,050 |
| DFGXDimensional Global ex US Core Fixed Income ETF | $419.3K | 0.2% | 8,200 |
| VVVanguard Large-Cap ETF | $357.1K | 0.1% | 1,015 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $347.2K | 0.1% | 9,380 |
| VUGVanguard Growth ETF | $344.5K | 0.1% | 3,823 |
| AMZNAmazon.com Inc | $320.2K | 0.1% | 1,285 |
| NEARiShares Short Duration Bond Active ETF | $273.5K | 0.1% | 5,485 |
| DFA INVT DIMENSIONS GROUP IN | $261.4K | 0.1% | 6,238 |
| AVESAvantis Emerging Markets Value ETF | $259K | 0.1% | 3,977 |
| NFLXNetflix Inc | $210.8K | 0.1% | 3,030 |
| LCIDLucid Group Inc | $40.7K | 0.0% | 10,000 |
Quarter ending 2026-09-30.
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