Physician Wealth Solutions Inc.

NORTH LAS VEGAS, NV · CIK 2007116 · 13F filing filed 2025-05-06

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

$199.0m reported value -0.3% vs Q4 2024

41positions

68.4%in top 10

0 new 14 added 16 reduced 0 sold out vs Q4 2024

Holdings, Q1 2025

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	606,706	$23.3m11.72%	11.72%	Reduced -31.0k	-31,005 -4.9%
2	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	480,108	$20.2m10.15%	10.15%	Added +219	+219 0.1%
3	DIMENSIONAL ETF TRUST INFLATION PROTE DFIP	DFIP	351,418	$14.8m7.44%	7.44%	Reduced -3.5k	-3,496 -1.0%
4	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	278,112	$13.8m6.93%	6.93%	Reduced -10.2k	-10,194 -3.5%
5	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	307,958	$13.2m6.66%	6.66%	Reduced -5.8k	-5,778 -1.8%
6	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		439,837	$12.4m6.22%	6.22%	Reduced -12.4k	-12,361 -2.7%
7	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	381,458	$10.1m5.07%	5.07%	Added +1.1k	+1,070 0.3%
8	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	347,988	$9.7m4.86%	4.86%	Added +18.3k	+18,315 5.6%
9	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	155,364	$9.4m4.72%	4.72%	Unchanged
10	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	316,583	$9.2m4.63%	4.63%	Added +21.5k	+21,473 7.3%
11	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	142,621	$7.0m3.50%	3.50%	Reduced -199	-199 -0.1%
12	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	100,008	$6.6m3.33%	3.33%	Added +99	+99 0.1%
13	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	196,604	$6.5m3.26%	3.26%	Reduced -17.4k	-17,376 -8.1%
14	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	66,841	$4.7m2.34%	2.34%	Reduced -736	-736 -1.1%
15	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	67,458	$4.1m2.04%	2.04%	Added +11.9k	+11,947 21.5%
16	ISHARES TR NATIONAL MUN ETF MUB	MUB	37,376	$3.9m1.98%	1.98%	Added +7.2k	+7,156 23.7%
17	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	41,415	$3.6m1.81%	1.81%	Added +2.1k	+2,144 5.5%
18	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	63,073	$3.2m1.63%	1.63%	Added +2.2k	+2,182 3.6%
19	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	52,865	$3.2m1.59%	1.59%	Unchanged
20	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	30,767	$2.8m1.43%	1.43%	Added +1.4k	+1,377 4.7%
21	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	35,171	$2.7m1.35%	1.35%	Reduced -1.6k	-1,617 -4.4%
22	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	95,136	$2.5m1.25%	1.25%	Added +219	+219 0.2%
23	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	81,921	$2.2m1.11%	1.11%	Reduced -2.4k	-2,372 -2.8%
24	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	46,911	$1.2m0.62%	0.62%	Added +22.9k	+22,916 95.5%
25	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	25,538	$1.2m0.61%	0.61%	Reduced -358	-358 -1.4%
26	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	52,473	$1.1m0.57%	0.57%	Reduced -4.4k	-4,398 -7.7%
27	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	18,319	$914.1k0.46%	0.46%	Reduced -309	-309 -1.7%
28	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,775	$762.7k0.38%	0.38%	Added +4	+4 0.1%
29	ISHARES TR CORE INTL AGGR IAGG	IAGG	15,241	$761.9k0.38%	0.38%	Reduced -1.0k	-1,011 -6.2%
30	VULCAN MATLS CO COM VMC	VMC	2,105	$491.1k0.25%	0.25%	Unchanged
31	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	7,255	$425.8k0.21%	0.21%	Reduced -291	-291 -3.9%
32	ISHARES TR SHORT TREAS BD SHV	SHV	3,753	$414.6k0.21%	0.21%	Reduced -139	-139 -3.6%
33	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	7,893	$401.5k0.20%	0.20%	Added +4	+4 0.1%
34	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,530	$362.7k0.18%	0.18%	Unchanged
35	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	8,307	$342.3k0.17%	0.17%	Unchanged
36	NETFLIX INC COM NFLX	NFLX	303	$282.6k0.14%	0.14%	Unchanged
37	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,015	$260.9k0.13%	0.13%	Unchanged
38	AMAZON COM INC COM AMZN	AMZN	1,285	$244.5k0.12%	0.12%	Unchanged
39	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		7,358	$243.8k0.12%	0.12%	Unchanged
40	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	637	$236.2k0.12%	0.12%	Unchanged
41	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	5,800	$207.7k0.10%	0.10%	Unchanged