Physician Wealth Solutions Inc.

NORTH LAS VEGAS, NV · CIK 2007116 · 13F filing filed 2025-02-06

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

$199.7m reported value -0.4% vs Q3 2024

41positions

69.0%in top 10

0 new 20 added 6 reduced 0 sold out vs Q3 2024

Holdings, Q4 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	637,711	$25.8m12.93%	12.93%	Added +6.9k	+6,851 1.1%
2	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	479,889	$19.8m9.92%	9.92%	Added +6.6k	+6,605 1.4%
3	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	288,306	$14.5m7.24%	7.24%	Added +8.7k	+8,691 3.1%
4	DIMENSIONAL ETF TRUST INFLATION PROTE DFIP	DFIP	354,914	$14.4m7.20%	7.20%	Added +1.8k	+1,811 0.5%
5	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		452,198	$13.9m6.97%	6.97%	Reduced -3.1k	-3,092 -0.7%
6	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	313,736	$13.2m6.59%	6.59%	Added +2.7k	+2,745 0.9%
7	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	380,388	$10.0m4.99%	4.99%	Added +1.2k	+1,190 0.3%
8	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	155,364	$9.9m4.96%	4.96%	Unchanged
9	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	329,673	$8.5m4.27%	4.27%	Added +6.4k	+6,391 2.0%
10	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	295,110	$7.8m3.93%	3.93%	Added +8.5k	+8,530 3.0%
11	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	213,980	$7.4m3.71%	3.71%	Reduced -1.0k	-1,032 -0.5%
12	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	142,820	$7.0m3.51%	3.51%	Added +1.0k	+1,003 0.7%
13	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	99,909	$6.1m3.07%	3.07%	Added +1.7k	+1,727 1.8%
14	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	67,577	$4.4m2.20%	2.20%	Added +1.6k	+1,631 2.5%
15	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	39,271	$3.8m1.90%	1.90%	Added +2.1k	+2,108 5.7%
16	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	52,865	$3.4m1.72%	1.72%	Unchanged
17	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	60,891	$3.4m1.70%	1.70%	Reduced -4	-4 -0.0%
18	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	55,511	$3.3m1.63%	1.63%	Added +5.1k	+5,051 10.0%
19	ISHARES TR NATIONAL MUN ETF MUB	MUB	30,220	$3.2m1.61%	1.61%	Added +445	+445 1.5%
20	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	29,390	$2.8m1.43%	1.43%	Reduced -130	-130 -0.4%
21	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	36,788	$2.7m1.38%	1.38%	Added +134	+134 0.4%
22	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	94,917	$2.4m1.18%	1.18%	Added +384	+384 0.4%
23	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	84,293	$2.2m1.09%	1.09%	Reduced -83.6k	-83,565 -49.8%
24	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	56,871	$1.3m0.65%	0.65%	Reduced -113.7k	-113,742 -66.7%
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	18,628	$902.0k0.45%	0.45%	Added +348	+348 1.9%
27	ISHARES TR CORE INTL AGGR IAGG	IAGG	16,252	$811.3k0.41%	0.41%	Unchanged
28	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,771	$803.1k0.40%	0.40%	Unchanged
29	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	23,995	$612.8k0.31%	0.31%	Added +9.2k	+9,183 62.0%
30	VULCAN MATLS CO COM VMC	VMC	2,105	$541.5k0.27%	0.27%	Unchanged
31	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	7,546	$439.0k0.22%	0.22%	Added +725	+725 10.6%
32	ISHARES TR SHORT TREAS BD SHV	SHV	3,892	$428.5k0.21%	0.21%	Added +248	+248 6.8%
33	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,530	$426.4k0.21%	0.21%	Unchanged
34	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	7,889	$398.4k0.20%	0.20%	Unchanged
35	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	8,307	$339.9k0.17%	0.17%	Unchanged
36	AMAZON COM INC COM AMZN	AMZN	1,285	$281.9k0.14%	0.14%	Unchanged
37	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,015	$273.7k0.14%	0.14%	Unchanged
38	NETFLIX INC COM NFLX	NFLX	303	$270.1k0.14%	0.14%	Unchanged
39	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	637	$261.4k0.13%	0.13%	Unchanged
40	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		7,358	$248.6k0.12%	0.12%	Unchanged
41	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	5,800	$219.8k0.11%	0.11%	Unchanged