Physician Wealth Solutions Inc.

NORTH LAS VEGAS, NV · CIK 2007116 · 13F filing filed 2025-10-14

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

$229.1m reported value +6.2% vs Q2 2025

46positions

64.6%in top 10

1 new 11 added 15 reduced 0 sold out vs Q2 2025

Holdings, Q3 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	648,220	$29.7m12.95%	12.95%	Reduced -610	-610 -0.1%
2	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	471,716	$20.2m8.81%	8.81%	Added +11.2k	+11,222 2.4%
3	DIMENSIONAL ETF TRUST INFLATION PROTE DFIP	DFIP	370,885	$15.7m6.84%	6.84%	Added +20.4k	+20,450 5.8%
4	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		434,313	$13.8m6.04%	6.04%	Reduced -1.5k	-1,542 -0.3%
5	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	296,184	$13.2m5.75%	5.75%	Reduced -1.8k	-1,759 -0.6%
6	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	365,026	$11.7m5.11%	5.11%	Reduced -1.0k	-1,020 -0.3%
7	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	157,689	$11.4m4.99%	4.99%	Reduced -1.8k	-1,807 -1.1%
8	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	338,706	$11.1m4.85%	4.85%	Added +5.8k	+5,829 1.8%
9	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	213,237	$10.7m4.66%	4.66%	Added +18.4k	+18,381 9.4%
10	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	292,884	$10.5m4.56%	4.56%	Reduced -4.5k	-4,471 -1.5%
11	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	206,759	$8.0m3.48%	3.48%	Added +1.2k	+1,165 0.6%
12	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	98,683	$7.8m3.40%	3.40%	Reduced -2.1k	-2,091 -2.1%
13	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	142,677	$7.1m3.08%	3.08%	Added +1.9k	+1,935 1.4%
14	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	68,109	$6.8m2.96%	2.96%	Added +380	+380 0.6%
15	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	64,599	$5.8m2.51%	2.51%	Added +31	+31 0.1%
16	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	70,602	$5.3m2.32%	2.32%	Added +438	+438 0.6%
17	VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM	VCRM	70,137	$5.3m2.30%	2.30%	Reduced -2.2k	-2,249 -3.1%
18	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	73,487	$4.3m1.87%	1.87%	Reduced -318	-318 -0.4%
19	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	36,863	$4.0m1.75%	1.75%	Reduced -1.9k	-1,862 -4.8%
20	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	52,865	$3.6m1.58%	1.58%	Unchanged
21	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	89,722	$2.8m1.23%	1.23%	Reduced -45	-45 -0.1%
22	ISHARES TR NATIONAL MUN ETF MUB	MUB	25,080	$2.7m1.17%	1.17%	Unchanged
23	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	31,126	$2.4m1.06%	1.06%	Reduced -794	-794 -2.5%
24	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	78,041	$2.1m0.92%	0.92%	Unchanged
25	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	67,554	$1.8m0.81%	0.81%	Added +9.8k	+9,820 17.0%
26	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	52,448	$1.3m0.59%	0.59%	Reduced -25	-25 -0.1%
27	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,896	$950.4k0.41%	0.41%	Unchanged
28	VANGUARD WELLINGTON FD SHORT TRM TAX EX VTES	VTES	8,130	$828.6k0.36%	0.36%	Unchanged
29	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	16,356	$828.1k0.36%	0.36%	Unchanged
30	ISHARES TR CORE INTL AGGR IAGG	IAGG	15,241	$780.8k0.34%	0.34%	Unchanged
31	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	16,067	$770.9k0.34%	0.34%	Reduced -7.5k	-7,471 -31.7%
32	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	9,245	$729.5k0.32%	0.32%	Unchanged
33	VULCAN MATLS CO COM VMC	VMC	2,105	$647.5k0.28%	0.28%	Unchanged
34	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,530	$571.1k0.25%	0.25%	Unchanged
35	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	8,038	$473.0k0.21%	0.21%	Unchanged
36	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	8,200	$442.5k0.19%	0.19%	New
37	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	7,897	$405.0k0.18%	0.18%	Added +4	+4 0.1%
38	ISHARES TR SHORT TREAS BD SHV	SHV	3,378	$373.2k0.16%	0.16%	Unchanged
39	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	8,307	$371.2k0.16%	0.16%	Unchanged
40	NETFLIX INC COM NFLX	NFLX	303	$363.3k0.16%	0.16%	Unchanged
41	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,015	$312.5k0.14%	0.14%	Unchanged
42	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	637	$305.5k0.13%	0.13%	Unchanged
43	AMAZON COM INC COM AMZN	AMZN	1,285	$282.1k0.12%	0.12%	Unchanged
44	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	5,800	$246.3k0.11%	0.11%	Unchanged
45	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		6,238	$235.6k0.10%	0.10%	Unchanged
46	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	3,977	$228.2k0.10%	0.10%	Reduced -382	-382 -8.8%