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CIK: 0002007116
Total reported value
$254.2M
$254.2M
45 檔
43.2%
According to the latest 13F quarterly dataset, Physician Wealth Solutions Inc. managed an equity portfolio of $254.2M at the end of Q2 2026, spanning 45 distinct U.S. exchange-listed positions.
In Q2 2026, Physician Wealth Solutions Inc. adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 14.41% | +0.71% | +3.03% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 8.69% | +0.59% | +3.83% | |
| 3 | DFIP | Dimensional Inflation-protec | ETF-Other | 7.24% | -0.10% | +8.14% | |
| 4 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 6.05% | -6.05% | EXIT | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.20% | -0.05% | -2.71% | |
| 6 | AVRE | Avantis Real Estate ETF | ETF-Other | 5.10% | -0.44% | -1.85% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.90% | +0.25% | — | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 4.80% | +0.13% | -1.03% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.57% | -0.28% | +3.65% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.44% | -0.46% | +1.12% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 4.20% | +0.30% | -2.93% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 3.82% | -0.39% | +4.07% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.17% | +0.19% | +6.19% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.98% | +0.25% | +4.74% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.78% | -0.23% | -1.53% | |
| 16 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 2.16% | -0.58% | +5.09% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.06% | -0.09% | +3.26% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.94% | -0.03% | -0.30% | |
| 19 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.83% | — | +19.51% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.65% | -0.04% | — | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 1.01% | +0.78% | -1.55% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.77% | -0.16% | -0.85% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.76% | +0.10% | -2.02% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.72% | +0.06% | — | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.54% | — | -2.76% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.53% | -0.16% | -56.48% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.02% | -0.28% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.40% | +0.12% | +2.44% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.29% | -0.11% | — | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.27% | +0.01% | — | |
| 31 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.26% | -0.26% | EXIT | |
| 32 | VMC | Vulcan Materials Co | Stock-Materials | 0.24% | -0.04% | — | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.23% | -0.09% | -48.17% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.21% | +0.09% | -1.24% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.18% | — | -1.47% | |
| 36 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.17% | +0.01% | — | |
| 37 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.17% | -0.01% | — | |
| 38 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | +0.01% | — | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.12% | +0.02% | +500.16% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.01% | — | |
| 41 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.11% | — | — | |
| 42 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.10% | -0.10% | EXIT | |
| 43 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.10% | — | — | |
| 44 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.10% | -0.10% | EXIT | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.08% | — | — |
According to official SEC Form 13F filings, Physician Wealth Solutions Inc. reported a total U.S. public equity portfolio value of $254.2M across 45 disclosed positions in Q2 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 43.2% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
DFSV
前期市值: $14.7M
During Q2 2026, Physician Wealth Solutions Inc.'s top holdings by market value included DFAU (14.4%)、DFCF (8.7%)、DFIP (7.2%). The largest single position, DFAU, represented 14.4% of total portfolio value.
In Q2 2026, Physician Wealth Solutions Inc. made 30 total portfolio adjustments, initiating 0 new buys, adding to 13 positions, trimming 17 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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