Physician Wealth Solutions Inc.

NORTH LAS VEGAS, NV · CIK 2007116 · 13F filing filed 2026-01-12

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

$235.8m reported value +2.9% vs Q3 2025

45positions

65.0%in top 10

0 new 16 added 8 reduced 1 sold out vs Q3 2025

Holdings, Q4 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	656,918	$30.7m13.04%	13.04%	Added +8.7k	+8,698 1.3%
2	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	511,410	$21.8m9.23%	9.23%	Added +39.7k	+39,694 8.4%
3	DIMENSIONAL ETF TRUST INFLATION PROTE DFIP	DFIP	393,446	$16.3m6.93%	6.93%	Added +22.6k	+22,561 6.1%
4	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		428,333	$14.1m5.98%	5.98%	Reduced -6.0k	-5,980 -1.4%
5	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	292,005	$12.7m5.39%	5.39%	Reduced -4.2k	-4,179 -1.4%
6	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	344,756	$11.9m5.04%	5.04%	Added +6.0k	+6,050 1.8%
7	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	356,677	$11.8m5.00%	5.00%	Reduced -8.3k	-8,349 -2.3%
8	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	157,689	$11.7m4.96%	4.96%	Unchanged
9	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	295,443	$11.2m4.76%	4.76%	Added +2.6k	+2,559 0.9%
10	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	218,414	$11.0m4.66%	4.66%	Added +5.2k	+5,177 2.4%
11	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	99,306	$8.2m3.47%	3.47%	Added +623	+623 0.6%
12	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	74,953	$7.6m3.24%	3.24%	Added +6.8k	+6,844 10.1%
13	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	152,450	$7.4m3.12%	3.12%	Added +9.8k	+9,773 6.8%
14	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	170,275	$6.7m2.86%	2.86%	Reduced -36.5k	-36,484 -17.6%
15	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	64,661	$6.1m2.58%	2.58%	Added +62	+62 0.1%
16	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	74,106	$5.7m2.42%	2.42%	Added +3.5k	+3,504 5.0%
17	VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM	VCRM	75,204	$5.7m2.41%	2.41%	Added +5.1k	+5,067 7.2%
18	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	73,487	$4.4m1.86%	1.86%	Unchanged
19	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	36,970	$4.1m1.75%	1.75%	Added +107	+107 0.3%
20	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	52,865	$3.7m1.56%	1.56%	Unchanged
21	ISHARES TR NATIONAL MUN ETF MUB	MUB	25,080	$2.7m1.14%	1.14%	Unchanged
22	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	101,296	$2.7m1.14%	1.14%	Added +33.7k	+33,742 50.0%
23	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	74,404	$2.4m1.03%	1.03%	Reduced -15.3k	-15,318 -17.1%
24	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	30,547	$2.4m1.01%	1.01%	Reduced -579	-579 -1.9%
25	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	78,041	$2.1m0.88%	0.88%	Unchanged
26	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	50,619	$1.3m0.56%	0.56%	Reduced -1.8k	-1,829 -3.5%
27	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,896	$971.0k0.41%	0.41%	Unchanged
28	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	16,356	$809.0k0.34%	0.34%	Unchanged
29	ISHARES TR CORE INTL AGGR IAGG	IAGG	15,241	$762.2k0.32%	0.32%	Unchanged
30	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,530	$756.0k0.32%	0.32%	Unchanged
31	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	15,360	$739.9k0.31%	0.31%	Reduced -707	-707 -4.4%
32	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	9,245	$728.6k0.31%	0.31%	Unchanged
33	VULCAN MATLS CO COM VMC	VMC	2,105	$600.4k0.25%	0.25%	Unchanged
34	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	8,038	$472.1k0.20%	0.20%	Unchanged
35	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	8,200	$431.6k0.18%	0.18%	Unchanged
36	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	7,926	$405.0k0.17%	0.17%	Added +29	+29 0.4%
37	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	8,307	$387.0k0.16%	0.16%	Unchanged
38	ISHARES TR SHORT TREAS BD SHV	SHV	3,378	$372.1k0.16%	0.16%	Unchanged
39	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,015	$319.5k0.14%	0.14%	Unchanged
40	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	637	$310.8k0.13%	0.13%	Unchanged
41	AMAZON COM INC COM AMZN	AMZN	1,315	$303.5k0.13%	0.13%	Added +30	+30 2.3%
42	NETFLIX INC COM NFLX	NFLX	3,030	$284.1k0.12%	0.12%	Unchanged
43	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	5,800	$251.9k0.11%	0.11%	Unchanged
44	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		6,238	$237.2k0.10%	0.10%	Unchanged
45	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	3,977	$231.9k0.10%	0.10%	Unchanged

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
VANGUARD WELLINGTON FD VTES	VTES	8,130	$828.6k8.1k shares