Physician Wealth Solutions Inc. Top Holdings and 13F Report (2025) About Physician Wealth Solutions Inc.Investment ActivityPhysician Wealth Solutions Inc. has $215.64 million in total holdings as of March 31, 2025.Physician Wealth Solutions Inc. owns shares of 45 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 6.44% of the portfolio was purchased this quarter.About 4.37% of the portfolio was sold this quarter.This quarter, Physician Wealth Solutions Inc. has purchased 41 new stocks and bought additional shares in 11 stocks.Physician Wealth Solutions Inc. sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $27,484,421Dimensional Core Fixed Income ETF $19,460,476Dimensional Inflation-Protected Securities ETF $14,651,669Avantis Real Estate ETF $13,157,169Dimensional US Small Cap Value ETF $12,827,218 Largest New Holdings this Quarter 922907712 - VANGUARD MUN BD FDS $5,325,438 Holding921935870 - Vanguard Short-Term Tax-Exempt Bond ETF $820,561 Holding921937827 - Vanguard Short-Term Bond ETF $727,582 Holding025072372 - Avantis Emerging Markets Value ETF $233,396 Holding Largest Purchases this Quarter VANGUARD MUN BD FDS 72,386 shares (about $5.33M)Avantis U.S. Small Cap Value ETF 26,314 shares (about $2.40M)Dimensional US Core Equity Market ETF 42,124 shares (about $1.78M)Vanguard Short-Term Tax-Exempt Bond ETF 8,130 shares (about $820.56K)Avantis U.S. Equity ETF 7,958 shares (about $802.32K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 83,256 shares (about $4.08M)iShares National Muni Bond ETF 12,296 shares (about $1.28M)Dimensional Core Fixed Income ETF 19,614 shares (about $828.89K)Dimensional International Small Cap Value ETF 19,228 shares (about $632.79K)Dimensional International Core Equity 2 ETF 15,111 shares (about $469.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPhysician Wealth Solutions Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$27,484,421$1,784,371 ▲6.9%648,83012.7%ETFDFCFDimensional Core Fixed Income ETF$19,460,476$828,888 ▼-4.1%460,4949.0%ETFDFIPDimensional Inflation-Protected Securities ETF$14,651,669$41,099 ▼-0.3%350,4356.8%ETFAVREAvantis Real Estate ETF$13,157,169$442,263 ▼-3.3%297,9436.1%ETFDFSVDimensional US Small Cap Value ETF$12,827,218$117,190 ▼-0.9%435,8555.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,864,259$457,429 ▼-4.0%366,0465.0%ETFDFUSDimensional U.S. Equity ETF$10,689,422$276,927 ▲2.7%159,4965.0%ETFDFICDimensional International Core Equity 2 ETF$10,349,144$469,801 ▼-4.3%332,8774.8%ETFDISVDimensional International Small Cap Value ETF$9,785,967$632,794 ▼-6.1%297,3554.5%ETFVTEBVanguard Tax-Exempt Bond ETF$9,553,790$4,082,042 ▼-29.9%194,8564.4%ETFAVDEAvantis International Equity ETF$7,458,284$56,692 ▲0.8%100,7743.5%ETFDFACDimensional U.S. Core Equity 2 ETF$7,368,504$322,202 ▲4.6%205,5943.4%ETFBNDXVanguard Total International Bond ETF$6,968,157$93,030 ▼-1.3%140,7423.2%ETFAVUVAvantis U.S. Small Cap Value ETF$6,170,106$2,397,203 ▲63.5%67,7292.9%ETFVANGUARD MUN BD FDS$5,325,438$5,325,438 ▲New Holding72,3862.5%CORE TAX EXEMPTAVDVAvantis International Small Cap Value ETF$5,118,969$180,204 ▼-3.4%64,5682.4%ETFAVEMAvantis Emerging Markets Equity ETF$4,809,022$185,469 ▲4.0%70,1642.2%ETFDFATDimensional U.S. Targeted Value ETF$3,982,503$579,097 ▲17.0%73,8051.8%ETFAVUSAvantis U.S. Equity ETF$3,904,230$802,321 ▲25.9%38,7251.8%ETFDFASDimensional U.S. Small Cap ETF$3,368,0290.0%52,8651.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,636,471$157,688 ▼-5.6%89,7671.2%ETFMUBiShares National Muni Bond ETF$2,620,358$1,284,686 ▼-32.9%25,0801.2%ETFBIVVanguard Intermediate-Term Bond ETF$2,468,663$251,429 ▼-9.2%31,9201.1%ETFSCHPSchwab U.S. TIPS ETF$2,082,143$103,519 ▼-4.7%78,0411.0%ETFDFGRDimensional Global Real Estate ETF$1,548,998$290,380 ▲23.1%57,7340.7%ETFSCHBSchwab US Broad Market ETF$1,250,4280.0%52,4730.6%ETFDFNMDimensional National Municipal Bond ETF$1,116,407$94,860 ▼-7.8%23,5380.5%ETFVTIVanguard Total Stock Market ETF$880,190$36,776 ▲4.4%2,8960.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$822,216$98,680 ▼-10.7%16,3560.4%ManufacturingVTESVanguard Short-Term Tax-Exempt Bond ETF$820,561$820,561 ▲New Holding8,1300.4%ETFIAGGiShares Core International Aggregate Bond ETF$778,6630.0%15,2410.4%ETFBSVVanguard Short-Term Bond ETF$727,582$727,582 ▲New Holding9,2450.3%ETFVMCVulcan Materials$549,0260.0%2,1050.3%ConstructionAMDAdvanced Micro Devices$500,9070.0%3,5300.2%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$472,474$46,025 ▲10.8%8,0380.2%ETFNFLXNetflix$405,7560.0%3030.2%Consumer DiscretionaryNEARiShares Short Duration Bond Active ETF$403,3320.0%7,8930.2%ETFSHViShares Short Treasury Bond ETF$372,999$41,408 ▼-10.0%3,3780.2%ETFDFUVDimensional US Marketwide Value ETF$351,2200.0%8,3070.2%ETFVVVanguard Large-Cap ETF$289,5800.0%1,0150.1%ETFAMZNAmazon.com$281,9160.0%1,2850.1%Retail/WholesaleVUGVanguard Growth ETF$279,2610.0%6370.1%ETFAVESAvantis Emerging Markets Value ETF$233,396$233,396 ▲New Holding4,3590.1%ETFDFSUDimensional US Sustainability Core 1 ETF$227,6500.0%5,8000.1%ETFDUHPDimensional US High Profitability ETF$221,823$39,827 ▼-15.2%6,2380.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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