13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002007116
Total reported value
$263.8M
$263.8M
41 檔
33.4%
As reported in its official Q3 2024 Form 13F filing, Physician Wealth Solutions Inc.'s tracked investment portfolio stood at $263.8M with 41 total positions.
During Q3 2024, Physician Wealth Solutions Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 12.61% | +1.08% | +56.72% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.91% | -0.45% | +132.13% | |
| 3 | DFIP | Dimensional Inflation-protec | ETF-Other | 7.28% | -0.15% | +144.08% | |
| 4 | AVRE | Avantis Real Estate ETF | ETF-Other | 7.07% | -0.17% | +21.81% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 7.02% | -0.29% | +50.04% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.00% | -0.03% | +31.19% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.15% | +0.24% | +9.51% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.87% | +0.27% | +0.00% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 4.33% | -0.25% | +18.74% | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 3.93% | -0.44% | +19.08% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.71% | -0.62% | +215.84% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.52% | -0.06% | +74.15% | |
| 13 | AVDE | Avantis International Equity | ETF-Other | 3.14% | +0.01% | +1.63% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.20% | -0.03% | +6.07% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.78% | +0.30% | +13.56% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.71% | +0.09% | — | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 1.69% | +0.04% | -0.00% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.59% | -0.09% | +12.32% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.58% | +0.21% | +12.20% | |
| 20 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.41% | +0.16% | -1.83% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.39% | -0.10% | -4.32% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.22% | -0.22% | +128.68% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.10% | -0.07% | +108.77% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.64% | +0.01% | +241.63% | |
| 25 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.62% | -0.04% | — | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.44% | -0.02% | +11.97% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.42% | -0.03% | -20.88% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.03% | — | |
| 29 | VMC | Vulcan Materials Co | Stock-Materials | 0.29% | — | — | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.26% | +0.47% | -1.67% | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.21% | +0.30% | +17.95% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.20% | -0.02% | +9.63% | |
| 33 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.20% | -0.01% | +57.59% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.20% | -0.03% | +8.98% | |
| 35 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.17% | — | — | |
| 36 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | — | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | — | — | |
| 38 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.13% | +0.01% | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.01% | -0.08% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.11% | -0.04% | — | |
| 41 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.11% | — | — |
According to official SEC Form 13F filings, Physician Wealth Solutions Inc. reported a total U.S. public equity portfolio value of $263.8M across 41 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, DFCF, DFIP) accounted for 33.4% of total reported equity market value during Q3 2024.
During Q3 2024, Physician Wealth Solutions Inc.'s top holdings by market value included DFAU (12.6%)、DFCF (9.9%)、DFIP (7.3%). The largest single position, DFAU, represented 12.6% of total portfolio value.
In Q3 2024, Physician Wealth Solutions Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.