Physician Wealth Solutions Inc.

NORTH LAS VEGAS, NV · CIK 2007116 · 13F filing filed 2026-04-13

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

$241.6m reported value +2.5% vs Q4 2025

45positions

65.2%in top 10

0 new 14 added 14 reduced 0 sold out vs Q4 2025

Holdings, Q1 2026

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	713,763	$32.2m13.33%	13.33%	Added +56.8k	+56,845 8.7%
2	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	522,702	$22.1m9.14%	9.14%	Added +11.3k	+11,292 2.2%
3	DIMENSIONAL ETF TRUST INFLATION PROTE DFIP	DFIP	427,914	$17.9m7.39%	7.39%	Added +34.5k	+34,468 8.8%
4	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		419,371	$14.7m6.08%	6.08%	Reduced -9.0k	-8,962 -2.1%
5	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	289,024	$12.7m5.27%	5.27%	Reduced -3.0k	-2,981 -1.0%
6	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	343,333	$12.2m5.05%	5.05%	Reduced -1.4k	-1,423 -0.4%
7	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	347,110	$12.0m4.96%	4.96%	Reduced -9.6k	-9,567 -2.7%
8	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	228,992	$11.4m4.73%	4.73%	Added +10.6k	+10,578 4.8%
9	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	284,429	$11.2m4.64%	4.64%	Reduced -11.0k	-11,014 -3.7%
10	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	157,689	$11.2m4.63%	4.63%	Unchanged
11	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	93,276	$10.3m4.27%	4.27%	Added +18.3k	+18,323 24.4%
12	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	108,441	$9.2m3.81%	3.81%	Added +9.1k	+9,135 9.2%
13	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	162,354	$7.8m3.23%	3.23%	Added +9.9k	+9,904 6.5%
14	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	72,854	$7.3m3.01%	3.01%	Added +8.2k	+8,193 12.7%
15	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	77,053	$6.2m2.57%	2.57%	Added +2.9k	+2,947 4.0%
16	VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM	VCRM	71,095	$5.3m2.21%	2.21%	Reduced -4.1k	-4,109 -5.5%
17	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	73,487	$4.6m1.90%	1.90%	Unchanged
18	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	41,177	$4.6m1.90%	1.90%	Added +4.2k	+4,207 11.4%
19	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	52,865	$3.8m1.56%	1.56%	Unchanged
20	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	139,040	$3.7m1.53%	1.53%	Added +37.7k	+37,744 37.3%
21	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	71,746	$2.8m1.15%	1.15%	Reduced -98.5k	-98,529 -57.9%
22	ISHARES TR NATIONAL MUN ETF MUB	MUB	25,069	$2.7m1.10%	1.10%	Reduced -11	-11 -0.0%
23	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	26,826	$2.1m0.86%	0.86%	Reduced -3.7k	-3,721 -12.2%
24	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	72,007	$1.9m0.79%	0.79%	Reduced -6.0k	-6,034 -7.7%
25	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	50,619	$1.3m0.53%	0.53%	Unchanged
26	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	32,287	$1.1m0.45%	0.45%	Reduced -42.1k	-42,117 -56.6%
27	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	20,335	$1.0m0.42%	0.42%	Added +4.0k	+3,979 24.3%
28	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,896	$929.1k0.38%	0.38%	Unchanged
29	ISHARES TR CORE INTL AGGR IAGG	IAGG	15,241	$762.7k0.32%	0.32%	Unchanged
30	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	9,245	$724.9k0.30%	0.30%	Unchanged
31	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,530	$718.1k0.30%	0.30%	Unchanged
32	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	14,909	$714.6k0.30%	0.30%	Reduced -451	-451 -2.9%
33	VULCAN MATLS CO COM VMC	VMC	2,105	$573.2k0.24%	0.24%	Unchanged
34	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	9,714	$568.7k0.24%	0.24%	Added +1.7k	+1,676 20.9%
35	ISHARES TR SHORT TREAS BD SHV	SHV	4,285	$473.0k0.20%	0.20%	Added +907	+907 26.9%
36	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	8,200	$430.1k0.18%	0.18%	Unchanged
37	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	8,307	$402.6k0.17%	0.17%	Unchanged
38	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,015	$303.3k0.13%	0.13%	Unchanged
39	NETFLIX INC COM NFLX	NFLX	3,030	$291.3k0.12%	0.12%	Unchanged
40	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	5,485	$278.8k0.12%	0.12%	Reduced -2.4k	-2,441 -30.8%
41	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	637	$278.2k0.12%	0.12%	Unchanged
42	AMAZON COM INC COM AMZN	AMZN	1,285	$267.6k0.11%	0.11%	Reduced -30	-30 -2.3%
43	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	3,977	$238.5k0.10%	0.10%	Unchanged
44	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	5,800	$238.3k0.10%	0.10%	Unchanged
45	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		6,238	$229.3k0.09%	0.09%	Unchanged