Investor
Physician Wealth Solutions Inc.
CIK 0002007116 · filed 2026-04-13 · SEC filing
13F book
$241.6M
Positions
45
Largest name
13.3%
Dimensional Etf Trust
Est. mark
$1.98M
Price effect on 45 names still held. Flow $3.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 713.8K | $32.2M | 13.3% | −$1.1M | Added$1.46M |
| Dimensional Etf Trust | — | 522.7K | $22.1M | 9.1% | −$173.9K | Added$302.9K |
| Dimensional Etf Trust | — | 427.9K | $17.9M | 7.4% | $64.9K | Added$1.5M |
| Dimensional Etf Trust | — | 419.4K | $14.7M | 6.1% | $901.6K | Cut$606.9K |
| American Centy Etf Tr | — | 289K | $12.7M | 5.3% | $141.6K | Cut$11.8K |
| Dimensional Etf Trust | — | 343.3K | $12.2M | 5.1% | $367.3K | Cut$318.3K |
| Dimensional Etf Trust | — | 347.1K | $12M | 5.0% | $510.3K | Cut$193.8K |
| Vanguard Mun Bd Fds | — | 229K | $11.4M | 4.7% | −$87.4K | Added$440.4K |
| Dimensional Etf Trust | — | 284.4K | $11.2M | 4.6% | $409.6K | Cut−$8.96K |
| Dimensional Etf Trust | — | 157.7K | $11.2M | 4.6% | −$514.1K | Held |
| American Centy Etf Tr | — | 93.3K | $10.3M | 4.3% | $636.4K | Added$2.66M |
| American Centy Etf Tr | — | 108.4K | $9.2M | 3.8% | $250.3K | Added$1.03M |
| Vanguard Charlotte Fds | — | 162.4K | $7.8M | 3.2% | −$41.1K | Added$434.8K |
| American Centy Etf Tr | — | 72.9K | $7.28M | 3.0% | $380.9K | Added$1.2M |
| American Centy Etf Tr | — | 77.1K | $6.21M | 2.6% | $263.8K | Added$501.3K |
| Vanguard Mun Bd Fds | — | 71.1K | $5.34M | 2.2% | −$29.9K | Cut−$340.4K |
| Dimensional Etf Trust | — | 73.5K | $4.59M | 1.9% | $213.8K | Held |
| American Centy Etf Tr | — | 41.2K | $4.58M | 1.9% | −$22.2K | Added$445.6K |
| Dimensional Etf Trust | — | 52.9K | $3.76M | 1.6% | $77.2K | Held |
| Dimensional Etf Trust | — | 139K | $3.7M | 1.5% | $16.2K | Added$1.02M |
| Dimensional Etf Trust | — | 71.7K | $2.79M | 1.2% | −$52.4K | Cut−$3.95M |
| Ishares Tr | — | 25.1K | $2.66M | 1.1% | −$24.1K | Cut−$25.2K |
| Vanguard Bd Index Fds | — | 26.8K | $2.07M | 0.9% | −$18.8K | Cut−$308.6K |
| Schwab Us Tips Etf | — | 72K | $1.92M | 0.8% | $8.64K | Cut−$151.2K |
| Schwab Strategic Tr | — | 50.6K | $1.27M | 0.5% | −$57.2K | Held |
| Dimensional Etf Trust | — | 32.3K | $1.1M | 0.5% | $40.1K | Cut−$1.34M |
| Vanguard Malvern Fds | — | 20.3K | $1.02M | 0.4% | $8.01K | Added$206.8K |
| Vanguard Index Fds | — | 2.9K | $929.1K | 0.4% | −$41.9K | Held |
| Ishares Tr | — | 15.2K | $762.7K | 0.3% | $458 | Held |
| Vanguard Bd Index Fds | — | 9.24K | $724.9K | 0.3% | −$3.7K | Held |
| Advanced Micro Devices Inc | AMD | 3.53K | $718.1K | 0.3% | −$37.9K | Held |
| Dimensional Etf Trust | — | 14.9K | $714.6K | 0.3% | −$3.58K | Cut−$25.3K |
| Vulcan Matls Co | — | 2.1K | $573.2K | 0.2% | −$27.2K | Held |
| Vanguard Scottsdale Fds | — | 9.71K | $568.7K | 0.2% | −$1.53K | Added$96.6K |
| Ishares Tr | — | 4.29K | $473K | 0.2% | $810 | Added$100.9K |
| Dimensional Etf Trust | — | 8.2K | $430.1K | 0.2% | −$1.51K | Held |
| Dimensional Etf Trust | — | 8.31K | $402.6K | 0.2% | $15.5K | Held |
| Vanguard Index Fds | — | 1.01K | $303.3K | 0.1% | −$16.2K | Held |
| Netflix Inc | NFLX | 3.03K | $291.3K | 0.1% | $7.24K | Held |
| Ishares U S Etf Tr | — | 5.49K | $278.8K | 0.1% | −$1.45K | Cut−$126.2K |
| Vanguard Growth Etf | — | 637 | $278.2K | 0.1% | −$32.5K | Held |
| Amazon Com Inc | AMZN | 1.28K | $267.6K | 0.1% | −$29K | Cut−$35.9K |
| American Centy Etf Tr | — | 3.98K | $238.5K | 0.1% | $6.64K | Held |
| Dimensional Etf Trust | — | 5.8K | $238.3K | 0.1% | −$13.6K | Held |
| Dimensional Etf Trust | — | 6.24K | $229.3K | 0.1% | −$7.92K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.