Physician Wealth Solutions Inc.

NORTH LAS VEGAS, NV · CIK 2007116 · 13F filing filed 2024-11-01

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

Kindwealth
Others nearbyNorth Las Vegas, NV

$200.5m reported value +43.1% vs Q2 2024

41positions

69.2%in top 10

0 new 25 added 6 reduced 0 sold out vs Q2 2024

Holdings, Q3 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	630,860	$25.3m12.61%	12.61%	Added +228.3k	+228,314 56.7%
2	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	473,284	$19.9m9.91%	9.91%	Added +269.4k	+269,398 132.1%
3	DIMENSIONAL ETF TRUST INFLATION PROTE DFIP	DFIP	353,103	$14.6m7.28%	7.28%	Added +208.4k	+208,435 144.1%
4	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	310,991	$14.2m7.07%	7.07%	Added +55.7k	+55,686 21.8%
5	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	279,615	$14.1m7.02%	7.02%	Added +93.2k	+93,249 50.0%
6	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		455,290	$14.0m7.00%	7.00%	Added +108.2k	+108,233 31.2%
7	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	379,198	$10.3m5.15%	5.15%	Added +32.9k	+32,921 9.5%
8	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	155,364	$9.8m4.87%	4.87%	Added +5	+5 0.0%
9	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	323,282	$8.7m4.33%	4.33%	Added +51.0k	+51,030 18.7%
10	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	286,580	$7.9m3.93%	3.93%	Added +45.9k	+45,925 19.1%
11	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	215,012	$7.4m3.71%	3.71%	Added +146.9k	+146,936 215.8%
12	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	141,817	$7.1m3.52%	3.52%	Added +60.4k	+60,381 74.2%
13	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	98,182	$6.3m3.14%	3.14%	Added +1.6k	+1,578 1.6%
14	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	65,946	$4.4m2.20%	2.20%	Added +3.8k	+3,771 6.1%
15	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	37,163	$3.6m1.78%	1.78%	Added +4.4k	+4,437 13.6%
16	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	52,865	$3.4m1.71%	1.71%	Unchanged
17	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	60,895	$3.4m1.69%	1.69%	Reduced -2	-2 0.0%
18	ISHARES TR NATIONAL MUN ETF MUB	MUB	29,775	$3.2m1.59%	1.59%	Added +3.3k	+3,265 12.3%
19	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	50,460	$3.2m1.58%	1.58%	Added +5.5k	+5,487 12.2%
20	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	29,520	$2.8m1.41%	1.41%	Reduced -550	-550 -1.8%
21	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	36,654	$2.8m1.39%	1.39%	Reduced -1.7k	-1,654 -4.3%
22	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	94,533	$2.5m1.22%	1.22%	Added +53.2k	+53,194 128.7%
23	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	83,929	$2.2m1.10%	1.10%	Added +43.7k	+43,727 108.8%
24	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	56,871	$1.3m0.64%	0.64%	Added +40.2k	+40,224 241.6%
25	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	25,896	$1.2m0.62%	0.62%	Unchanged
26	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	18,280	$891.7k0.44%	0.44%	Added +2.0k	+1,954 12.0%
27	ISHARES TR CORE INTL AGGR IAGG	IAGG	16,252	$837.5k0.42%	0.42%	Reduced -4.3k	-4,289 -20.9%
28	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,771	$793.5k0.40%	0.40%	Unchanged
29	VULCAN MATLS CO COM VMC	VMC	2,105	$581.5k0.29%	0.29%	Unchanged
30	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,530	$524.6k0.26%	0.26%	Reduced -60	-60 -1.7%
31	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	14,812	$414.4k0.21%	0.21%	Added +2.3k	+2,254 17.9%
32	ISHARES TR SHORT TREAS BD SHV	SHV	3,644	$402.8k0.20%	0.20%	Added +320	+320 9.6%
33	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	7,889	$400.6k0.20%	0.20%	Added +2.9k	+2,883 57.6%
34	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	6,821	$398.7k0.20%	0.20%	Added +562	+562 9.0%
35	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	8,307	$346.9k0.17%	0.17%	Unchanged
36	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,015	$270.3k0.13%	0.13%	Unchanged
37	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	637	$251.1k0.13%	0.13%	Unchanged
38	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		7,358	$250.7k0.13%	0.13%	Unchanged
39	AMAZON COM INC COM AMZN	AMZN	1,285	$247.7k0.12%	0.12%	Reduced -1	-1 -0.1%
40	NETFLIX INC COM NFLX	NFLX	303	$228.4k0.11%	0.11%	Unchanged
41	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	5,800	$217.8k0.11%	0.11%	Unchanged