Physician Wealth Solutions Inc.

CIK 0002007116 · NORTH LAS VEGAS, NV · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

Physician Wealth Solutions Inc. reported 45 positions worth $263.8M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: DFAU (14.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$263.8M
2026 Q2
Positions
45
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.4%
Est. Net Flow (Q)
2026 Q2
10 / 45 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFAUDIMENSIONAL ETF TRUSTSH$38.0M14.41%735,418
2DFCFDIMENSIONAL ETF TRUSTSH$22.9M8.69%542,729
3DFIPDIMENSIONAL ETF TRUSTSH$19.1M7.24%462,726
4DFSVDIMENSIONAL ETF TRUSTSH$15.9M6.05%411,042
5DFEMDIMENSIONAL ETF TRUSTSH$13.7M5.20%337,691
6AVREAMERICAN CENTY ETF TRSH$13.4M5.10%283,674
7DFUSDIMENSIONAL ETF TRUSTSH$12.9M4.90%157,689
8DFICDIMENSIONAL ETF TRUSTSH$12.7M4.80%339,783
9AVUVAMERICAN CENTY ETF TRSH$12.1M4.57%96,685
10VTEBVANGUARD MUN BD FDSSH$11.7M4.44%231,559

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Physician Wealth Solutions Inc. hold as of Q2 2026?

Physician Wealth Solutions Inc. reported 45 positions worth $263.8M in its Q2 2026 13F filing. Largest positions: DFAU (14.4%), DFCF (8.7%), DFIP (7.2%), DFSV (6.0%) and DFEM (5.2%).

What did Physician Wealth Solutions Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Physician Wealth Solutions Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.