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CIK: 0002007116
Total reported value
$263.8M
$263.8M
41 檔
32.4%
In Q1 2025, Physician Wealth Solutions Inc.'s U.S. equity holdings reached a combined market value of $263.8M, distributed across 41 disclosed stock positions.
During Q1 2025, 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 | 11.72% | +1.08% | -4.86% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.15% | -0.45% | +0.05% | |
| 3 | DFIP | Dimensional Inflation-protec | ETF-Other | 7.44% | -0.15% | -0.98% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 6.93% | -0.29% | -3.54% | |
| 5 | AVRE | Avantis Real Estate ETF | ETF-Other | 6.66% | -0.17% | -1.84% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 6.22% | -0.03% | -2.73% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.07% | +0.24% | +0.28% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 4.86% | -0.25% | +5.56% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.72% | +0.27% | — | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 4.63% | -0.44% | +7.28% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.50% | -0.06% | -0.14% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 3.33% | +0.01% | +0.10% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.26% | -0.62% | -8.12% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.34% | -0.03% | -1.09% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.04% | +0.21% | +21.52% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.98% | -0.09% | +23.68% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.81% | +0.30% | +5.46% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.63% | +0.04% | +3.58% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.59% | +0.09% | — | |
| 20 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.43% | +0.16% | +4.69% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.35% | -0.10% | -4.40% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.25% | -0.22% | +0.23% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.11% | -0.07% | -2.81% | |
| 24 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.62% | +0.30% | +95.50% | |
| 25 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.61% | -0.04% | -1.38% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.57% | +0.01% | -7.73% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.46% | -0.02% | -1.66% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | +0.03% | +0.14% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.38% | -0.03% | -6.22% | |
| 30 | VMC | Vulcan Materials Co | Stock-Materials | 0.25% | — | — | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.21% | -0.03% | -3.86% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.21% | -0.02% | -3.57% | |
| 33 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.20% | -0.01% | +0.05% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.18% | +0.47% | — | |
| 35 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.17% | — | — | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.14% | -0.04% | — | |
| 37 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | — | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.01% | — | |
| 39 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.12% | +0.01% | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.12% | — | — | |
| 41 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.10% | — | — |
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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, DFCF, DFIP) accounted for 32.4% of total reported equity market value during Q1 2025.
During Q1 2025, Physician Wealth Solutions Inc.'s top holdings by market value included DFAU (11.7%)、DFCF (10.2%)、DFIP (7.4%). The largest single position, DFAU, represented 11.7% of total portfolio value.
In Q1 2025, 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.
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