PW

Physician Wealth Solutions Inc.

Diversified strategyMomentum followerSector-focused

Total reported value

$241.6M

Reporting period: 2026-03-31 · Number of holdings: 45

Physician Wealth Solutions Inc. disclosed 45 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $241.6M and a quarterly turnover rate of 8.3%.

Personality snowflake

Concentration
23.09
Portfolio Stability
8.34
Momentum/Contrarian
100
Sector conviction
87.69
Diversification
90
Sizing Uniformity
87.22

Recent moves

  • Trim DFAC

    -57.9%　-$4.0M

  • Add AVUV

    +24.4%　$2.7M

  • Trim DFAX

    -56.6%　-$1.3M

  • Add DFIP

    +8.8%　$1.5M

  • Add AVDV

    +12.7%　$1.2M

  • Add DFGR

    +37.3%　$1.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1DFAUDimensional US Core Equity METF-Other13.33%+0.29%+8.65%
2DFCFDimensional Core Fixed INCETF-Other9.14%-0.09%+2.21%
3DFIPDimensional Inflation-protecETF-Other7.39%+0.46%+8.76%
4DFSVDimensional US Small Cap ValETF-Small Cap6.08%+0.10%-2.09%
5AVREAvantis Real Estate ETFETF-Other5.27%-0.12%-1.02%
6DFICDimensional International CoETF-Other5.05%+0.01%-0.41%
7DFEMDimensional Emrg Mrkt CoreETF-Other4.96%-0.04%-2.68%
8VTEBVanguard Tax-exempt Bond ETFETF-Other4.73%+0.07%+4.84%
9DISVDimensional International SmETF-Other4.64%-0.12%-3.73%
10DFUSDimensional US Eq Mkt ETFETF-Other4.63%-0.33%—
11AVUVAvantis US Small Cap ValueETF-Small Cap4.27%+1.03%+24.45%
12AVDEAvantis International EquityETF-Other3.81%+0.34%+9.20%
13BNDXVanguard Total Intl Bond ETFETF-Other3.23%+0.11%+6.50%
14AVDVAvantis Intl S/c Value ETFETF-Other3.01%+0.43%+12.67%
15AVEMAvantis Emerging Markets EqETF-Emerging Markets2.57%+0.15%+3.98%
16VCRMVanguard Core Tax-ex BondETF-Other2.21%-0.20%-5.46%
17DFATDimensional US Target ValueETF-Other1.90%+0.04%—
18AVUSAvantis U.s. Equity ETFETF-Other1.90%+0.15%+11.38%
19DFASDimensional US Small Cap ETFETF-Small Cap1.56%——
20DFGRDim Global Real Estate ETFETF-Other1.53%+0.39%+37.26%
21DFACDimensional US Core Equity 2ETF-Other1.15%-1.71%-57.86%
22MUBIshares National Muni Bond EETF-Other1.10%-0.04%-0.04%
23BIVVanguard Intermediate-term BETF-Other0.86%-0.15%-12.18%
24SCHPSchwab U.s. Tips ETFETF-Other0.79%-0.09%-7.73%
25SCHBSchwab US Broad Market ETFETF-Other0.53%-0.03%—
26DFAXDimensional World Ex US CoreETF-Other0.45%-0.58%-56.61%
27VTIPVanguard Short-term TipsETF-Other0.42%+0.08%+24.33%
28VTIVanguard Total Stock Mkt ETFETF-Other0.38%-0.03%—
29IAGGIshares Intl Aggregate BondETF-Other0.32%——
30BSVVanguard Short-term Bond ETFETF-Other0.30%-0.01%—
31AMDAdvanced Micro DevicesStock-Tech0.30%-0.02%—
32DFNMDimensional National Muni BdETF-Other0.30%-0.01%-2.94%
33VMCVulcan Materials CoStock-Materials0.24%-0.01%—
34VGSHVanguard Short-term TreasuryETF-Gov Bonds0.24%+0.04%+20.85%
35SHVIshares 0-1 Year Treasury BoETF-Gov Bonds0.20%+0.04%+26.85%
36DFGXDimsnl Intr Cf In Etf-usd InETF-Other0.18%——
37DFUVDimensional US Marketwide VaETF-Other0.17%+0.01%—
38VVVanguard Large-cap ETFETF-Other0.13%-0.01%—
39NFLXNetflix INCStock-Comm Services0.12%——
40NEARIshares Sh Dba ETF Usd INCETF-Other0.12%-0.05%-30.80%
41VUGVanguard Growth ETFETF-Other0.12%-0.01%—
42AMZNAmazon.com INCStock-Consumer Disc0.11%-0.02%-2.28%
43AVESAvantis Emerging Markets ValETF-Emerging Markets0.10%——
44DFSUDimensional US Sus Core1 ETFETF-Other0.10%-0.01%—
45DUHPDimensional US High Profi EtETF-Other0.09%-0.01%—

Holding changes this quarter

Physician Wealth Solutions Inc.'s most significant position changes for 2026-03-31: Trim: Dimensional US Core Equity 2 (DFAC) — shares -57.86%; Add: Avantis US Small Cap Value (AVUV) — shares +24.45%; Trim: Dimensional World Ex US Core (DFAX) — shares -56.61%; Add: Dimensional Inflation-protec (DFIP) — shares +8.76%; Add: Avantis Intl S/c Value ETF (AVDV) — shares +12.67%.

Position changes disclosed by Physician Wealth Solutions Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AVUVAvantis US Small Cap Value+1%+24.45%Add
2DFIPDimensional Inflation-protec+0.5%+8.76%Add
3AVDVAvantis Intl S/c Value ETF+0.4%+12.67%Add
4DFGRDim Global Real Estate ETF+0.4%+37.26%Add
5AVDEAvantis International Equity+0.3%+9.20%Add
6DFAUDimensional US Core Equity M+0.3%+8.65%Add
7AVEMAvantis Emerging Markets Eq+0.2%+3.98%Add
8AVUSAvantis U.s. Equity ETF+0.2%+11.38%Add
9BNDXVanguard Total Intl Bond ETF+0.1%+6.50%Add
10DFSVDimensional US Small Cap Val+0.1%-2.09%Trim
11VTIPVanguard Short-term Tips+0.1%+24.33%Add
12VTEBVanguard Tax-exempt Bond ETF+0.1%+4.84%Add
13DFATDimensional US Target Value0%—Unchanged
14SHVIshares 0-1 Year Treasury Bo0%+26.85%Add
15VGSHVanguard Short-term Treasury0%+20.85%Add
16DFICDimensional International Co0%-0.41%Trim
17DFUVDimensional US Marketwide Va0%—Unchanged
18DFASDimensional US Small Cap ETF——Unchanged
19NFLXNetflix INC——Unchanged
20AVESAvantis Emerging Markets Val——Unchanged
21DFGXDimsnl Intr Cf In Etf-usd In——Unchanged
22IAGGIshares Intl Aggregate Bond——Unchanged
23VUGVanguard Growth ETF0%—Unchanged
24VMCVulcan Materials Co0%—Unchanged
25DFNMDimensional National Muni Bd0%-2.94%Trim
26VVVanguard Large-cap ETF0%—Unchanged
27DFSUDimensional US Sus Core1 ETF0%—Unchanged
28DUHPDimensional US High Profi Et0%—Unchanged
29BSVVanguard Short-term Bond ETF0%—Unchanged
30AMDAdvanced Micro Devices0%—Unchanged
31AMZNAmazon.com INC0%-2.28%Trim
32SCHBSchwab US Broad Market ETF0%—Unchanged
33VTIVanguard Total Stock Mkt ETF0%—Unchanged
34DFEMDimensional Emrg Mrkt Core0%-2.68%Trim
35MUBIshares National Muni Bond E0%-0.04%Trim
36NEARIshares Sh Dba ETF Usd INC-0.1%-30.80%Trim
37DFCFDimensional Core Fixed INC-0.1%+2.21%Add
38SCHPSchwab U.s. Tips ETF-0.1%-7.73%Trim
39AVREAvantis Real Estate ETF-0.1%-1.02%Trim
40DISVDimensional International Sm-0.1%-3.73%Trim
41BIVVanguard Intermediate-term B-0.2%-12.18%Trim
42VCRMVanguard Core Tax-ex Bond-0.2%-5.46%Trim
43DFUSDimensional US Eq Mkt ETF-0.3%—Unchanged
44DFAXDimensional World Ex US Core-0.6%-56.61%Trim
45DFACDimensional US Core Equity 2-1.7%-57.86%Trim

FAQ

What is Physician Wealth Solutions Inc. and what type of investor is it?
Physician Wealth Solutions Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $241.6M, spread across 45 disclosed positions.
What are Physician Wealth Solutions Inc.'s largest equity positions?
Based on the latest 13F filing, Physician Wealth Solutions Inc.'s top holdings by market value are: 1. Dimensional US Core Equity M (DFAU) — $32.2M (13.3%) 2. Dimensional Core Fixed INC (DFCF) — $22.1M (9.1%) 3. Dimensional Inflation-protec (DFIP) — $17.9M (7.4%) 4. Dimensional US Small Cap Val (DFSV) — $14.7M (6.1%) 5. Avantis Real Estate ETF (AVRE) — $12.7M (5.3%)
What changes did Physician Wealth Solutions Inc. make in its most recent portfolio filing?
In the latest reported quarter, Physician Wealth Solutions Inc. made 28 notable position adjustments: 0 new positions were initiated, 14 existing holdings were added to, 14 positions were partially reduced, and 0 were completely exited. The largest of these moves: Trim: Dimensional US Core Equity 2 (DFAC) — shares -57.86%; Add: Avantis US Small Cap Value (AVUV) — shares +24.45%; Trim: Dimensional World Ex US Core (DFAX) — shares -56.61%; Add: Dimensional Inflation-protec (DFIP) — shares +8.76%; Add: Avantis Intl S/c Value ETF (AVDV) — shares +12.67%
What sectors does Physician Wealth Solutions Inc. focus on?
Physician Wealth Solutions Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 38.8% • Materials: 31.0% • Communication Services: 15.8% • Consumer Discretionary: 14.5%