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CIK: 0002007116
Total reported value
$263.8M
$263.8M
45 檔
37.7%
The Q1 2026 SEC filing reveals that Physician Wealth Solutions Inc. held a total portfolio value of $263.8M, covering 45 public equity positions.
During Q1 2026, Physician Wealth Solutions Inc. performed routine portfolio adjustments (0 new buys, 14 additions, 14 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 13.33% | +1.08% | +8.65% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.14% | -0.45% | +2.21% | |
| 3 | DFIP | Dimensional Inflation-protec | ETF-Other | 7.39% | -0.15% | +8.76% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 6.08% | -0.03% | -2.09% | |
| 5 | AVRE | Avantis Real Estate ETF | ETF-Other | 5.27% | -0.17% | -1.02% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 5.05% | -0.25% | -0.41% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.96% | +0.24% | -2.68% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.73% | -0.29% | +4.84% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 4.64% | -0.44% | -3.73% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.63% | +0.27% | — | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.27% | +0.30% | +24.45% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 3.81% | +0.01% | +9.20% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.23% | -0.06% | +6.50% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.01% | -0.03% | +12.67% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.57% | +0.21% | +3.98% | |
| 16 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 2.21% | -0.05% | -5.46% | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 1.90% | +0.04% | — | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.90% | +0.16% | +11.38% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.56% | +0.09% | — | |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.53% | +0.30% | +37.26% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.15% | -0.62% | -57.86% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 1.10% | -0.09% | -0.04% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.86% | -0.10% | -12.18% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.79% | -0.07% | -7.73% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.53% | +0.01% | — | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.45% | -0.22% | -56.61% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.42% | -0.02% | +24.33% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | +0.03% | — | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.32% | -0.03% | — | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.30% | -0.03% | — | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.30% | +0.47% | — | |
| 32 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.30% | -0.04% | -2.94% | |
| 33 | VMC | Vulcan Materials Co | Stock-Materials | 0.24% | — | — | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.24% | -0.03% | +20.85% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.20% | -0.02% | +26.85% | |
| 36 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.18% | -0.01% | — | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.17% | — | — | |
| 38 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | — | — | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.12% | -0.04% | — | |
| 40 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.12% | -0.01% | -30.80% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.12% | — | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | +0.01% | -2.28% | |
| 43 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.10% | — | — | |
| 44 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.10% | — | — | |
| 45 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.09% | +0.01% | — |
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 Q1 2026.
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 37.7% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
DFSV
前期市值: $14.1M
During Q1 2026, Physician Wealth Solutions Inc.'s top holdings by market value included DFAU (13.3%)、DFCF (9.1%)、DFIP (7.4%). The largest single position, DFAU, represented 13.3% of total portfolio value.
In Q1 2026, Physician Wealth Solutions Inc. made 28 total portfolio adjustments, initiating 0 new buys, adding to 14 positions, trimming 14 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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