§ 13F · FUND PROFILE
Physician Wealth Solutions Inc..
AUM · $264M (13F)Positions · 45Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 735K | $38M | 14.4% | +3% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 543K | $23M | 8.7% | +4% |
| 3 | DFIP | DIMENSIONAL ETF TRUST | 463K | $19M | 7.2% | +8% |
| 4 | DFSV | DIMENSIONAL ETF TRUST | 411K | $16M | 6.0% | −2% |
| 5 | DFEM | DIMENSIONAL ETF TRUST | 338K | $14M | 5.2% | −3% |
| 6 | AVRE | AMERICAN CENTY ETF TR | 284K | $13M | 5.1% | −2% |
| 7 | DFUS | DIMENSIONAL ETF TRUST | 158K | $13M | 4.9% | ±0% |
| 8 | DFIC | DIMENSIONAL ETF TRUST | 340K | $13M | 4.8% | −1% |
| 9 | AVUV | AMERICAN CENTY ETF TR | 97K | $12M | 4.6% | +4% |
| 10 | VTEB | VANGUARD MUN BD FDS | 232K | $12M | 4.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PHYSICIAN SIGNAL
AC read
Physician Wealth Solutions Inc. is a Other fund managing $264 million in assets. The fund runs a portfolio of 45 positions.
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