Physician Wealth Solutions Inc. Top Holdings and 13F Report (2025) About Physician Wealth Solutions Inc.Investment ActivityPhysician Wealth Solutions Inc. has $199.71 million in total holdings as of December 31, 2024.Physician Wealth Solutions Inc. owns shares of 41 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.38% of the portfolio was purchased this quarter.About 0.07% of the portfolio was sold this quarter.This quarter, Physician Wealth Solutions Inc. has purchased 41 new stocks and bought additional shares in 21 stocks.Physician Wealth Solutions Inc. sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $25,820,901Dimensional Core Fixed Income ETF $19,805,017Vanguard Tax-Exempt Bond ETF $14,452,780Dimensional Inflation-Protected Securities ETF $14,370,734Dimensional US Small Cap Value ETF $13,918,660 Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 8,691 shares (about $435.68K)Avantis Emerging Markets Equity ETF 5,051 shares (about $296.95K)Dimensional US Core Equity Market ETF 6,851 shares (about $277.40K)Dimensional Core Fixed Income ETF 6,605 shares (about $272.59K)Dimensional Global Real Estate ETF 9,183 shares (about $234.53K) Largest Sales this Quarter Dimensional US Small Cap Value ETF 3,092 shares (about $95.17K)Dimensional U.S. Core Equity 2 ETF 1,032 shares (about $35.70K)Avantis U.S. Equity ETF 130 shares (about $12.60K)Dimensional U.S. Targeted Value ETF 4 shares (about $222.64) 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$25,820,901$277,397 ▲1.1%637,71112.9%ETFDFCFDimensional Core Fixed Income ETF$19,805,017$272,588 ▲1.4%479,8899.9%ETFVTEBVanguard Tax-Exempt Bond ETF$14,452,780$435,680 ▲3.1%288,3067.2%ETFDFIPDimensional Inflation-Protected Securities ETF$14,370,734$73,329 ▲0.5%354,9147.2%ETFDFSVDimensional US Small Cap Value ETF$13,918,660$95,172 ▼-0.7%452,1987.0%ETFAVREAvantis Real Estate ETF$13,151,792$115,070 ▲0.9%313,7366.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$9,962,363$31,166 ▲0.3%380,3885.0%ETFDFUSDimensional U.S. Equity ETF$9,904,4550.0%155,3645.0%ETFDFICDimensional International Core Equity 2 ETF$8,520,395$165,175 ▲2.0%329,6734.3%ETFDISVDimensional International Small Cap Value ETF$7,841,069$226,642 ▲3.0%295,1103.9%ETFDFACDimensional U.S. Core Equity 2 ETF$7,401,581$35,697 ▼-0.5%213,9803.7%ETFBNDXVanguard Total International Bond ETF$7,005,342$49,197 ▲0.7%142,8203.5%ETFAVDEAvantis International Equity ETF$6,131,405$105,986 ▲1.8%99,9093.1%ETFAVDVAvantis International Small Cap Value ETF$4,397,942$106,146 ▲2.5%67,5772.2%ETFAVUVAvantis U.S. Small Cap Value ETF$3,790,795$203,483 ▲5.7%39,2711.9%ETFDFASDimensional U.S. Small Cap ETF$3,440,4540.0%52,8651.7%ETFDFATDimensional U.S. Targeted Value ETF$3,389,178$223 ▼0.0%60,8911.7%ETFAVEMAvantis Emerging Markets Equity ETF$3,263,469$296,946 ▲10.0%55,5111.6%ETFMUBiShares National Muni Bond ETF$3,219,941$47,415 ▲1.5%30,2201.6%ETFAVUSAvantis U.S. Equity ETF$2,848,745$12,601 ▼-0.4%29,3901.4%ETFBIVVanguard Intermediate-Term Bond ETF$2,749,152$10,014 ▲0.4%36,7881.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,359,640$9,546 ▲0.4%94,9171.2%ETFSCHPSchwab U.S. TIPS ETF$2,177,297$9,402 ▲0.4%84,2931.1%ETFSCHBSchwab US Broad Market ETF$1,290,9680.0%56,8710.6%ETFDFNMDimensional National Municipal Bond ETF$1,237,0520.0%25,8960.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$901,968$16,850 ▲1.9%18,6280.5%ManufacturingIAGGiShares Core International Aggregate Bond ETF$811,3000.0%16,2520.4%ETFVTIVanguard Total Stock Market ETF$803,0640.0%2,7710.4%ETFDFGRDimensional Global Real Estate ETF$612,832$234,534 ▲62.0%23,9950.3%ETFVMCVulcan Materials$541,4690.0%2,1050.3%ConstructionVGSHVanguard Short-Term Treasury Index ETF$439,026$42,180 ▲10.6%7,5460.2%ETFSHViShares Short Treasury Bond ETF$428,548$27,307 ▲6.8%3,8920.2%ETFAMDAdvanced Micro Devices$426,3890.0%3,5300.2%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$398,3950.0%7,8890.2%ETFDFUVDimensional US Marketwide Value ETF$339,9220.0%8,3070.2%ETFAMZNAmazon.com$281,9160.0%1,2850.1%Retail/WholesaleVVVanguard Large-Cap ETF$273,7460.0%1,0150.1%ETFNFLXNetflix$270,0700.0%3030.1%Consumer DiscretionaryVUGVanguard Growth ETF$261,4500.0%6370.1%ETFDUHPDimensional US High Profitability ETF$248,6270.0%7,3580.1%ETFDFSUDimensional US Sustainability Core 1 ETF$219,8200.0%5,8000.1%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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