Physician Wealth Solutions Inc.

NORTH LAS VEGAS, NV · CIK 2007116 · 13F filing filed 2026-07-13

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

$263.8m reported value +9.2% vs Q1 2026

45positions

65.4%in top 10

0 new 13 added 17 reduced 0 sold out vs Q1 2026

Holdings, Q2 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	735,418	$38.0m14.41%	14.41%	Added +21.7k	+21,655 3.0%
2	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	542,729	$22.9m8.69%	8.69%	Added +20.0k	+20,027 3.8%
3	DIMENSIONAL ETF TRUST INFLATION PROTE DFIP	DFIP	462,726	$19.1m7.24%	7.24%	Added +34.8k	+34,812 8.1%
4	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		411,042	$15.9m6.05%	6.05%	Reduced -8.3k	-8,329 -2.0%
5	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	337,691	$13.7m5.20%	5.20%	Reduced -9.4k	-9,419 -2.7%
6	AMERICAN CENTY ETF TR REAL ESTATE ETF AVRE	AVRE	283,674	$13.4m5.10%	5.10%	Reduced -5.3k	-5,350 -1.9%
7	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	157,689	$12.9m4.90%	4.90%	Unchanged
8	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	339,783	$12.7m4.80%	4.80%	Reduced -3.5k	-3,550 -1.0%
9	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	96,685	$12.1m4.57%	4.57%	Added +3.4k	+3,409 3.6%
10	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	231,559	$11.7m4.44%	4.44%	Added +2.6k	+2,567 1.1%
11	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	276,090	$11.1m4.20%	4.20%	Reduced -8.3k	-8,339 -2.9%
12	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	112,850	$10.1m3.82%	3.82%	Added +4.4k	+4,409 4.1%
13	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	172,397	$8.3m3.17%	3.17%	Added +10.0k	+10,043 6.2%
14	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	76,304	$7.9m2.98%	2.98%	Added +3.5k	+3,450 4.7%
15	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	75,871	$7.3m2.78%	2.78%	Reduced -1.2k	-1,182 -1.5%
16	VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM	VCRM	74,716	$5.7m2.16%	2.16%	Added +3.6k	+3,621 5.1%
17	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	42,521	$5.4m2.06%	2.06%	Added +1.3k	+1,344 3.3%
18	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	73,270	$5.1m1.94%	1.94%	Reduced -217	-217 -0.3%
19	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	166,172	$4.8m1.83%	1.83%	Added +27.1k	+27,132 19.5%
20	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	52,865	$4.4m1.65%	1.65%	Unchanged
21	ISHARES TR NATIONAL MUN ETF MUB	MUB	24,681	$2.7m1.01%	1.01%	Reduced -388	-388 -1.6%
22	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,500	$2.0m0.77%	0.77%	Reduced -30	-30 -0.8%
23	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	26,285	$2.0m0.76%	0.76%	Reduced -541	-541 -2.0%
24	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	72,007	$1.9m0.72%	0.72%	Unchanged
25	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	49,224	$1.4m0.54%	0.54%	Reduced -1.4k	-1,395 -2.8%
26	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	31,222	$1.4m0.53%	0.53%	Reduced -40.5k	-40,524 -56.5%
27	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,888	$1.1m0.41%	0.41%	Reduced -8	-8 -0.3%
28	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	20,831	$1.0m0.40%	0.40%	Added +496	+496 2.4%
29	ISHARES TR CORE INTL AGGR IAGG	IAGG	15,241	$771.2k0.29%	0.29%	Unchanged
30	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	9,245	$720.3k0.27%	0.27%	Unchanged
31	DIMENSIONAL ETF TRUST NATL MUN BD ETF DFNM	DFNM	14,392	$695.6k0.26%	0.26%	Reduced -517	-517 -3.5%
32	VULCAN MATLS CO COM VMC	VMC	2,105	$621.0k0.24%	0.24%	Unchanged
33	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	16,734	$616.5k0.23%	0.23%	Reduced -15.6k	-15,553 -48.2%
34	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	9,594	$558.4k0.21%	0.21%	Reduced -120	-120 -1.2%
35	ISHARES TR SHORT TREAS BD SHV	SHV	4,222	$465.9k0.18%	0.18%	Reduced -63	-63 -1.5%
36	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	8,307	$457.0k0.17%	0.17%	Unchanged
37	DIMENSIONAL ETF TRUST GLOBAL EX US COR DFGX	DFGX	8,200	$439.5k0.17%	0.17%	Unchanged
38	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,015	$349.1k0.13%	0.13%	Unchanged
39	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,823	$329.3k0.12%	0.12%	Added +1	+1 0.0%
40	AMAZON COM INC COM AMZN	AMZN	1,285	$306.3k0.12%	0.12%	Unchanged
41	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	5,485	$277.9k0.11%	0.11%	Unchanged
42	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	5,800	$270.5k0.10%	0.10%	Unchanged
43	AMERICAN CENTY ETF TR EMERGING MKT VAL AVES	AVES	3,977	$260.9k0.10%	0.10%	Unchanged
44	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		6,238	$260.3k0.10%	0.10%	Unchanged
45	NETFLIX INC COM NFLX	NFLX	3,030	$216.3k0.08%	0.08%	Unchanged