Physician Wealth Solutions

NORTH LAS VEGAS, NVfiles as Physician Wealth Solutions Inc.

$264m in 45 US stocks at the end of 30 June 2026. The top 10 are 65.4% of the money. It changed about 3.3% of the portfolio this quarter.

Value

$264m

Stocks

Top 10 share

65.4%

Turnover

3.3%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFAU
14.4% of the fund
+3%
Dimensional ETF TrustDFCF
8.7% of the fund
+4%
Dimensional ETF TrustDFIP
7.2% of the fund
+8%
American Centy ETF TRAVUV
4.6% of the fund
+4%
American Centy ETF TRAVDE
3.8% of the fund
+4%
Vanguard Charlotte FDSBNDX
3.2% of the fund
+6%
American Centy ETF TRAVDV
3.0% of the fund
+5%
Vanguard MUN BD FDSVCRM
2.2% of the fund
+5%
American Centy ETF TRAVUS
2.1% of the fund
+3%
Dimensional ETF TrustDFGR
1.8% of the fund
+20%
Vanguard Malvern FDSVTIP
0.4% of the fund
+2%

Cut

Sold some of their stake.

Dimensional ETF TrustDFEM
5.2% of the fund
-3%
Dimensional ETF TrustDISV
4.2% of the fund
-3%
Vanguard BD Index FDSBIV
0.8% of the fund
-2%
Schwab Strategic TRSCHB
0.5% of the fund
-3%
Dimensional ETF TrustDFAC
0.5% of the fund
-56%
Dimensional ETF TrustDFNM
0.3% of the fund
-3%
Dimensional ETF TrustDFAX
0.2% of the fund
-48%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Dimensional ETF TrustDFAU
Share
14.4%
Value
$38m
Shares
735,418
+3%
Dimensional ETF TrustDFCF
Share
8.7%
Value
$23m
Shares
542,729
+4%
Dimensional ETF TrustDFIP
Share
7.2%
Value
$19m
Shares
462,726
+8%
Dimensional ETF TrustDFSV
Share
6.0%
Value
$16m
Shares
411,042
Held
Dimensional ETF TrustDFEM
Share
5.2%
Value
$14m
Shares
337,691
-3%
American Centy ETF TRAVRE
Share
5.1%
Value
$13m
Shares
283,674
Held
Dimensional ETF TrustDFUS
Share
4.9%
Value
$13m
Shares
157,689
Held
Dimensional ETF TrustDFIC
Share
4.8%
Value
$13m
Shares
339,783
Held
American Centy ETF TRAVUV
Share
4.6%
Value
$12m
Shares
96,685
+4%
Vanguard MUN BD FDSVTEB
Share
4.4%
Value
$12m
Shares
231,559
Held
Dimensional ETF TrustDISV
Share
4.2%
Value
$11m
Shares
276,090
-3%
American Centy ETF TRAVDE
Share
3.8%
Value
$10m
Shares
112,850
+4%
Vanguard Charlotte FDSBNDX
Share
3.2%
Value
$8m
Shares
172,397
+6%
American Centy ETF TRAVDV
Share
3.0%
Value
$8m
Shares
76,304
+5%
American Centy ETF TRAVEM
Share
2.8%
Value
$7m
Shares
75,871
Held
Vanguard MUN BD FDSVCRM
Share
2.2%
Value
$6m
Shares
74,716
+5%
American Centy ETF TRAVUS
Share
2.1%
Value
$5m
Shares
42,521
+3%
Dimensional ETF TrustDFAT
Share
1.9%
Value
$5m
Shares
73,270
Held
Dimensional ETF TrustDFGR
Share
1.8%
Value
$5m
Shares
166,172
+20%
Dimensional ETF TrustDFAS
Share
1.7%
Value
$4m
Shares
52,865
Held
Ishares TRMUB
Share
1.0%
Value
$3m
Shares
24,681
Held
Advanced Micro DevicesAMD
Share
0.8%
Value
$2m
Shares
3,500
Held
Vanguard BD Index FDSBIV
Share
0.8%
Value
$2m
Shares
26,285
-2%
Schwab Strategic TRSCHP
Share
0.7%
Value
$2m
Shares
72,007
Held
Schwab Strategic TRSCHB
Share
0.5%
Value
$1m
Shares
49,224
-3%
Dimensional ETF TrustDFAC
Share
0.5%
Value
$1m
Shares
31,222
-56%
Vanguard Index FDSVTI
Share
0.4%
Value
$1m
Shares
2,888
Held
Vanguard Malvern FDSVTIP
Share
0.4%
Value
$1m
Shares
20,831
+2%
Ishares TRIAGG
Share
0.3%
Value
$771,195
Shares
15,241
Held
Vanguard BD Index FDSBSV
Share
0.3%
Value
$720,278
Shares
9,245
Held
Dimensional ETF TrustDFNM
Share
0.3%
Value
$695,637
Shares
14,392
-3%
Vulcan MaterialsVMC
Share
0.2%
Value
$620,996
Shares
2,105
Held
Dimensional ETF TrustDFAX
Share
0.2%
Value
$616,463
Shares
16,734
-48%
Vanguard Scottsdale FDSVGSH
Share
0.2%
Value
$558,371
Shares
9,594
Held
Ishares TRSHV
Share
0.2%
Value
$465,898
Shares
4,222
Held
Dimensional ETF TrustDFUV
Share
0.2%
Value
$456,968
Shares
8,307
Held
Dimensional ETF TrustDFGX
Share
0.2%
Value
$439,477
Shares
8,200
Held
Vanguard Index FDSVV
Share
0.1%
Value
$349,069
Shares
1,015
Held
Vanguard Index FDSVUG
Share
0.1%
Value
$329,325
Shares
3,823
Held
Amazon.comAMZN
Share
0.1%
Value
$306,267
Shares
1,285
Held
Ishares U S ETF TRNEAR
Share
0.1%
Value
$277,870
Shares
5,485
Held
Dimensional ETF TrustDFSU
Share
0.1%
Value
$270,454
Shares
5,800
Held
American Centy ETF TRAVES
Share
<0.1%
Value
$260,891
Shares
3,977
Held
Dimensional ETF TrustDUHP
Share
<0.1%
Value
$260,312
Shares
6,238
Held
NetflixNFLX
Share
<0.1%
Value
$216,342
Shares
3,030
Held

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFAU	14.4%	$38m	735,418	+3%
Dimensional ETF TrustDFCF	8.7%	$23m	542,729	+4%
Dimensional ETF TrustDFIP	7.2%	$19m	462,726	+8%
Dimensional ETF TrustDFSV	6.0%	$16m	411,042	Held
Dimensional ETF TrustDFEM	5.2%	$14m	337,691	-3%
American Centy ETF TRAVRE	5.1%	$13m	283,674	Held
Dimensional ETF TrustDFUS	4.9%	$13m	157,689	Held
Dimensional ETF TrustDFIC	4.8%	$13m	339,783	Held
American Centy ETF TRAVUV	4.6%	$12m	96,685	+4%
Vanguard MUN BD FDSVTEB	4.4%	$12m	231,559	Held
Dimensional ETF TrustDISV	4.2%	$11m	276,090	-3%
American Centy ETF TRAVDE	3.8%	$10m	112,850	+4%
Vanguard Charlotte FDSBNDX	3.2%	$8m	172,397	+6%
American Centy ETF TRAVDV	3.0%	$8m	76,304	+5%
American Centy ETF TRAVEM	2.8%	$7m	75,871	Held
Vanguard MUN BD FDSVCRM	2.2%	$6m	74,716	+5%
American Centy ETF TRAVUS	2.1%	$5m	42,521	+3%
Dimensional ETF TrustDFAT	1.9%	$5m	73,270	Held
Dimensional ETF TrustDFGR	1.8%	$5m	166,172	+20%
Dimensional ETF TrustDFAS	1.7%	$4m	52,865	Held
Ishares TRMUB	1.0%	$3m	24,681	Held
Advanced Micro DevicesAMD	0.8%	$2m	3,500	Held
Vanguard BD Index FDSBIV	0.8%	$2m	26,285	-2%
Schwab Strategic TRSCHP	0.7%	$2m	72,007	Held
Schwab Strategic TRSCHB	0.5%	$1m	49,224	-3%
Dimensional ETF TrustDFAC	0.5%	$1m	31,222	-56%
Vanguard Index FDSVTI	0.4%	$1m	2,888	Held
Vanguard Malvern FDSVTIP	0.4%	$1m	20,831	+2%
Ishares TRIAGG	0.3%	$771,195	15,241	Held
Vanguard BD Index FDSBSV	0.3%	$720,278	9,245	Held
Dimensional ETF TrustDFNM	0.3%	$695,637	14,392	-3%
Vulcan MaterialsVMC	0.2%	$620,996	2,105	Held
Dimensional ETF TrustDFAX	0.2%	$616,463	16,734	-48%
Vanguard Scottsdale FDSVGSH	0.2%	$558,371	9,594	Held
Ishares TRSHV	0.2%	$465,898	4,222	Held
Dimensional ETF TrustDFUV	0.2%	$456,968	8,307	Held
Dimensional ETF TrustDFGX	0.2%	$439,477	8,200	Held
Vanguard Index FDSVV	0.1%	$349,069	1,015	Held
Vanguard Index FDSVUG	0.1%	$329,325	3,823	Held
Amazon.comAMZN	0.1%	$306,267	1,285	Held
Ishares U S ETF TRNEAR	0.1%	$277,870	5,485	Held
Dimensional ETF TrustDFSU	0.1%	$270,454	5,800	Held
American Centy ETF TRAVES	<0.1%	$260,891	3,977	Held
Dimensional ETF TrustDUHP	<0.1%	$260,312	6,238	Held
NetflixNFLX	<0.1%	$216,342	3,030	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 22.3% since 30 June 2025.

Where the money is

Technology0.8%

Materials0.2%

Retail & consumer0.1%

Media & telecom0.1%

Other98.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.