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
33.5%
The Q4 2024 SEC filing reveals that Physician Wealth Solutions Inc. held a total portfolio value of $263.8M, covering 41 public equity positions.
During Q4 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 | 12.93% | +1.08% | +1.09% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.92% | -0.45% | +1.40% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 7.24% | -0.29% | +3.11% | |
| 4 | DFIP | Dimensional Inflation-protec | ETF-Other | 7.20% | -0.15% | +0.51% | |
| 5 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 6.97% | -0.03% | -0.68% | |
| 6 | AVRE | Avantis Real Estate ETF | ETF-Other | 6.59% | -0.17% | +0.88% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.99% | +0.24% | +0.31% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.96% | +0.27% | — | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 4.27% | -0.25% | +1.98% | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 3.93% | -0.44% | +2.98% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.71% | -0.62% | -0.48% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.51% | -0.06% | +0.71% | |
| 13 | AVDE | Avantis International Equity | ETF-Other | 3.07% | +0.01% | +1.76% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.20% | -0.03% | +2.47% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.90% | +0.30% | +5.67% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.72% | +0.09% | — | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 1.70% | +0.04% | -0.01% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.63% | +0.21% | +10.01% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.61% | -0.09% | +1.49% | |
| 20 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.43% | +0.16% | -0.44% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.38% | -0.10% | +0.37% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.18% | -0.22% | +0.41% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.09% | -0.07% | +0.43% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.65% | +0.01% | — | |
| 25 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.62% | -0.04% | — | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.45% | -0.02% | +1.90% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.41% | -0.03% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.03% | — | |
| 29 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.31% | +0.30% | +62.00% | |
| 30 | VMC | Vulcan Materials Co | Stock-Materials | 0.27% | — | — | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.22% | -0.03% | +10.63% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.21% | -0.02% | +6.81% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.21% | +0.47% | — | |
| 34 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.20% | -0.01% | — | |
| 35 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.17% | — | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | +0.01% | — | |
| 37 | VV | Vanguard Large-cap ETF | ETF-Other | 0.14% | — | — | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.14% | -0.04% | — | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | — | — | |
| 40 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.12% | +0.01% | — | |
| 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 Q4 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, VTEB) accounted for 33.5% of total reported equity market value during Q4 2024.
During Q4 2024, Physician Wealth Solutions Inc.'s top holdings by market value included DFAU (12.9%)、DFCF (9.9%)、VTEB (7.2%). The largest single position, DFAU, represented 12.9% of total portfolio value.
In Q4 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.