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CIK: 0002007116
Total reported value
$263.8M
$263.8M
45 檔
36.3%
In Q4 2025, Physician Wealth Solutions Inc.'s U.S. equity holdings reached a combined market value of $263.8M, distributed across 45 disclosed stock positions.
In Q4 2025, Physician Wealth Solutions Inc. displayed an active expansion posture, initiating 0 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 13.04% | +1.08% | +1.34% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.23% | -0.45% | +8.41% | |
| 3 | DFIP | Dimensional Inflation-protec | ETF-Other | 6.93% | -0.15% | +6.08% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 5.98% | -0.03% | -1.38% | |
| 5 | AVRE | Avantis Real Estate ETF | ETF-Other | 5.39% | -0.17% | -1.41% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 5.04% | -0.25% | +1.79% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.00% | +0.24% | -2.29% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.96% | +0.27% | — | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 4.76% | -0.44% | +0.87% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.66% | -0.29% | +2.43% | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 3.47% | +0.01% | +0.63% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.24% | +0.30% | +10.05% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.12% | -0.06% | +6.85% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.86% | -0.62% | -17.65% | |
| 15 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.58% | -0.03% | +0.10% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.42% | +0.21% | +4.96% | |
| 17 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 2.41% | -0.05% | +7.22% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.86% | +0.04% | — | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.75% | +0.16% | +0.29% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.56% | +0.09% | — | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.14% | -0.09% | — | |
| 22 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.14% | +0.30% | +49.95% | |
| 23 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.03% | -0.22% | -17.07% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.01% | -0.10% | -1.86% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.88% | -0.07% | — | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.56% | +0.01% | -3.49% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.03% | — | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.34% | -0.02% | — | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.32% | -0.03% | — | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.32% | +0.47% | — | |
| 31 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.31% | -0.04% | -4.40% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.31% | -0.03% | — | |
| 33 | VMC | Vulcan Materials Co | Stock-Materials | 0.25% | — | — | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.20% | -0.03% | — | |
| 35 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.18% | -0.01% | — | |
| 36 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.17% | -0.01% | +0.37% | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.16% | — | — | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.16% | -0.02% | — | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.14% | — | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.13% | — | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | +0.01% | +2.33% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.12% | -0.04% | +900.00% | |
| 43 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.11% | — | — | |
| 44 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.10% | +0.01% | — | |
| 45 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 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 45 disclosed positions in Q4 2025.
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 36.3% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
VTES
前期市值: $828.7K
During Q4 2025, Physician Wealth Solutions Inc.'s top holdings by market value included DFAU (13.0%)、DFCF (9.2%)、DFIP (6.9%). The largest single position, DFAU, represented 13.0% of total portfolio value.
In Q4 2025, Physician Wealth Solutions Inc. made 26 total portfolio adjustments, initiating 0 new buys, adding to 17 positions, trimming 8 holdings, and fully liquidating 1 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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