Physician Wealth Solutions Inc.

NORTH LAS VEGAS, NV · CIK 2007116 · 13F filing filed 2024-04-22

SEC-registered investment adviser since 2017 · corporation

Assets managed$298.9m
Staff1 · 1 in investment roles
Main clients (by assets)High net worth individuals 97%, Individuals 3%
Form ADV · 2026-02-09SEC adviser record

$119.1m reported value +18.9% vs Q4 2023

38positions

63.1%in top 10

1 new 21 added 9 reduced 0 sold out vs Q4 2023

Holdings, Q1 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	329,962	$12.1m10.12%	10.12%	Added +43.2k	+43,207 15.1%
2	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	180,141	$9.1m7.65%	7.65%	Added +5.3k	+5,325 3.0%
3	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	155,196	$8.8m7.42%	7.42%	Added +47	+47 0.0%
4	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	187,325	$7.9m6.65%	6.65%	Added +61.3k	+61,267 48.6%
5	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	291,517	$7.4m6.24%	6.24%	Added +65.6k	+65,612 29.0%
6	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		234,241	$7.1m5.92%	5.92%	Added +56.3k	+56,290 31.6%
7	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	96,055	$6.1m5.14%	5.14%	Added +984	+984 1.0%
8	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	224,043	$6.0m5.03%	5.03%	Added +32.9k	+32,933 17.2%
9	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	137,216	$5.8m4.83%	4.83%	Added +47.7k	+47,741 53.4%
10	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	177,896	$4.8m4.06%	4.06%	Added +52.7k	+52,746 42.1%
11	DIMENSIONAL ETF TRUST INFLATION PROTE DFIP	DFIP	116,215	$4.8m4.03%	4.03%	Added +33.5k	+33,536 40.6%
12	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	58,091	$3.8m3.21%	3.21%	Added +4.8k	+4,826 9.1%
13	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	60,911	$3.3m2.78%	2.78%	Reduced -156	-156 -0.3%
14	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	52,835	$3.3m2.77%	2.77%	Unchanged
15	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	38,423	$2.9m2.43%	2.43%	Reduced -3.8k	-3,777 -8.9%
16	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	56,975	$2.8m2.35%	2.35%	Added +11.5k	+11,525 25.4%
17	ISHARES TR NATIONAL MUN ETF MUB	MUB	26,024	$2.8m2.35%	2.35%	Added +521	+521 2.0%
18	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	29,878	$2.7m2.25%	2.25%	Reduced -262	-262 -0.9%
19	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	28,367	$2.7m2.23%	2.23%	Added +1.6k	+1,596 6.0%
20	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	42,812	$2.5m2.08%	2.08%	Added +2.6k	+2,583 6.4%
21	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	39,721	$2.1m1.74%	1.74%	Added +972	+972 2.5%
22	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	49,062	$1.6m1.32%	1.32%	Added +13.9k	+13,926 39.6%
23	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	26,338	$1.3m1.06%	1.06%	Reduced -993	-993 -3.6%
24	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	17,218	$1.1m0.88%	0.88%	Reduced -137	-137 -0.8%
25	ISHARES TR CORE INTL AGGR IAGG	IAGG	20,541	$1.0m0.86%	0.86%	Unchanged
26	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,783	$723.3k0.61%	0.61%	Added +3	+3 0.1%
27	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	14,414	$690.3k0.58%	0.58%	Reduced -4.3k	-4,302 -23.0%
28	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,590	$648.0k0.54%	0.54%	Unchanged
29	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	24,030	$611.3k0.51%	0.51%	Added +8.8k	+8,768 57.5%
30	VULCAN MATLS CO COM VMC	VMC	2,105	$574.5k0.48%	0.48%	Unchanged
31	ISHARES TR SHORT TREAS BD SHV	SHV	3,221	$356.0k0.30%	0.30%	Reduced -438	-438 -12.0%
32	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	6,087	$353.5k0.30%	0.30%	Reduced -935	-935 -13.3%
33	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	8,307	$339.8k0.29%	0.29%	Unchanged
34	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	4,978	$251.2k0.21%	0.21%	Unchanged
35	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,015	$243.4k0.20%	0.20%	Unchanged
36	AMAZON COM INC COM AMZN	AMZN	1,286	$232.0k0.19%	0.19%	New
37	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	637	$219.3k0.18%	0.18%	Reduced -32	-32 -4.8%
38	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	8,126	$207.5k0.17%	0.17%	Added +202	+202 2.5%