Physician Wealth Solutions Inc.

NORTH LAS VEGAS, NV · CIK 2007116 · 13F filing filed 2025-07-11

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

$215.6m reported value +8.3% vs Q1 2025

45positions

64.4%in top 10

4 new 11 added 18 reduced 0 sold out vs Q1 2025

Holdings, Q2 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	648,830	$27.5m12.75%	12.75%	Added +42.1k	+42,124 6.9%
2	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	460,494	$19.5m9.02%	9.02%	Reduced -19.6k	-19,614 -4.1%
3	DIMENSIONAL ETF TRUST INFLATION PROTE DFIP	DFIP	350,435	$14.7m6.79%	6.79%	Reduced -983	-983 -0.3%
4	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	297,943	$13.2m6.10%	6.10%	Reduced -10.0k	-10,015 -3.2%
5	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		435,855	$12.8m5.95%	5.95%	Reduced -4.0k	-3,982 -0.9%
6	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	366,046	$10.9m5.04%	5.04%	Reduced -15.4k	-15,412 -4.0%
7	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	159,496	$10.7m4.96%	4.96%	Added +4.1k	+4,132 2.7%
8	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	332,877	$10.3m4.80%	4.80%	Reduced -15.1k	-15,111 -4.3%
9	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	297,355	$9.8m4.54%	4.54%	Reduced -19.2k	-19,228 -6.1%
10	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	194,856	$9.6m4.43%	4.43%	Reduced -83.3k	-83,256 -29.9%
11	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	100,774	$7.5m3.46%	3.46%	Added +766	+766 0.8%
12	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	205,594	$7.4m3.42%	3.42%	Added +9.0k	+8,990 4.6%
13	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	140,742	$7.0m3.23%	3.23%	Reduced -1.9k	-1,879 -1.3%
14	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	67,729	$6.2m2.86%	2.86%	Added +26.3k	+26,314 63.5%
15	VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM	VCRM	72,386	$5.3m2.47%	2.47%	New
16	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	64,568	$5.1m2.37%	2.37%	Reduced -2.3k	-2,273 -3.4%
17	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	70,164	$4.8m2.23%	2.23%	Added +2.7k	+2,706 4.0%
18	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	73,805	$4.0m1.85%	1.85%	Added +10.7k	+10,732 17.0%
19	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	38,725	$3.9m1.81%	1.81%	Added +8.0k	+7,958 25.9%
20	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	52,865	$3.4m1.56%	1.56%	Unchanged
21	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	89,767	$2.6m1.22%	1.22%	Reduced -5.4k	-5,369 -5.6%
22	ISHARES TR NATIONAL MUN ETF MUB	MUB	25,080	$2.6m1.22%	1.22%	Reduced -12.3k	-12,296 -32.9%
23	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	31,920	$2.5m1.14%	1.14%	Reduced -3.3k	-3,251 -9.2%
24	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	78,041	$2.1m0.97%	0.97%	Reduced -3.9k	-3,880 -4.7%
25	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	57,734	$1.5m0.72%	0.72%	Added +10.8k	+10,823 23.1%
26	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	52,473	$1.3m0.58%	0.58%	Unchanged
27	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	23,538	$1.1m0.52%	0.52%	Reduced -2.0k	-2,000 -7.8%
28	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,896	$880.2k0.41%	0.41%	Added +121	+121 4.4%
29	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	16,356	$822.2k0.38%	0.38%	Reduced -2.0k	-1,963 -10.7%
30	VANGUARD WELLINGTON FD SHORT TRM TAX EX VTES	VTES	8,130	$820.6k0.38%	0.38%	New
31	ISHARES TR CORE INTL AGGR IAGG	IAGG	15,241	$778.7k0.36%	0.36%	Unchanged
32	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	9,245	$727.6k0.34%	0.34%	New
33	VULCAN MATLS CO COM VMC	VMC	2,105	$549.0k0.25%	0.25%	Unchanged
34	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,530	$500.9k0.23%	0.23%	Unchanged
35	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	8,038	$472.5k0.22%	0.22%	Added +783	+783 10.8%
36	NETFLIX INC COM NFLX	NFLX	303	$405.8k0.19%	0.19%	Unchanged
37	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	7,893	$403.3k0.19%	0.19%	Unchanged
38	ISHARES TR SHORT TREAS BD SHV	SHV	3,378	$373.0k0.17%	0.17%	Reduced -375	-375 -10.0%
39	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	8,307	$351.2k0.16%	0.16%	Unchanged
40	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,015	$289.6k0.13%	0.13%	Unchanged
41	AMAZON COM INC COM AMZN	AMZN	1,285	$281.9k0.13%	0.13%	Unchanged
42	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	637	$279.3k0.13%	0.13%	Unchanged
43	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	4,359	$233.4k0.11%	0.11%	New
44	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	5,800	$227.7k0.11%	0.11%	Unchanged
45	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		6,238	$221.8k0.10%	0.10%	Reduced -1.1k	-1,120 -15.2%