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The Analysis of Physician Wealth Solutions Inc.'s Holdings & P&L

Currently, Physician Wealth Solutions Inc. holds 45 types of securities in its portfolio with a total value $241.6M. In the most recent quarter, they have increased their positions in DFAU (+56.8K shares, valued at $2.6M), AVUV (+18.3K shares, valued at $2.0M), DFIP (+34.5K shares, valued at $1.4M); decreased their positions in DFAC (-98.5K shares, valued at $3.8M), DFAX (-42.1K shares, valued at $1.4M), DISV (-11.0K shares, valued at $434.4K).

1M P&L

+5.2M+2.04%

3M P&L

+3.8M+1.48%

HY P&L

+22.6M+9.55%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A239.7M

99.2%

2Semiconductors718.1K

0.3%

3Building Materials573.2K

0.2%

Top Industries by Stock Count

1N/A41 stocks

91.1%

2Semiconductors1 stocks

2.2%

3Internet Retail1 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST713.8K shares8.65%2026-03-312026-04-13

DFCF DIMENSIONAL ETF TRUST522.7K shares2.21%2026-03-312026-04-13

DFIP DIMENSIONAL ETF TRUST427.9K shares8.76%2026-03-312026-04-13

DFSV DIMENSIONAL ETF TRUST419.4K shares-2.09%2026-03-312026-04-13

AVRE AMERICAN CENTY ETF TR289.0K shares-1.02%2026-03-312026-04-13

DFIC DIMENSIONAL ETF TRUST343.3K shares-0.41%2026-03-312026-04-13

DFEM DIMENSIONAL ETF TRUST347.1K shares-2.68%2026-03-312026-04-13

VTEB VANGUARD MUN BD FDS229.0K shares4.84%2026-03-312026-04-13

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DISV DIMENSIONAL ETF TRUST284.4K shares-3.73%2026-03-312026-04-13

DFUS DIMENSIONAL ETF TRUST157.7K shares0.00%2026-03-312026-04-13

AVUV AMERICAN CENTY ETF TR93.3K shares24.45%2026-03-312026-04-13

AVDE AMERICAN CENTY ETF TR108.4K shares9.20%2026-03-312026-04-13

BNDX VANGUARD CHARLOTTE FDS162.4K shares6.50%2026-03-312026-04-13

AVDV AMERICAN CENTY ETF TR72.9K shares12.67%2026-03-312026-04-13

AVEM AMERICAN CENTY ETF TR77.1K shares3.98%2026-03-312026-04-13

VCRM VANGUARD MUN BD FDS71.1K shares-5.46%2026-03-312026-04-13

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DFAT DIMENSIONAL ETF TRUST73.5K shares0.00%2026-03-312026-04-13

AVUS AMERICAN CENTY ETF TR41.2K shares11.38%2026-03-312026-04-13

DFAS DIMENSIONAL ETF TRUST52.9K shares0.00%2026-03-312026-04-13

DFGR DIMENSIONAL ETF TRUST139.0K shares37.26%2026-03-312026-04-13

DFAC DIMENSIONAL ETF TRUST71.7K shares-57.86%2026-03-312026-04-13

MUB ISHARES TR25.1K shares-0.04%2026-03-312026-04-13

BIV VANGUARD BD INDEX FDS26.8K shares-12.18%2026-03-312026-04-13

SCHP SCHWAB STRATEGIC TR72.0K shares-7.73%2026-03-312026-04-13

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SCHB SCHWAB STRATEGIC TR50.6K shares0.00%2026-03-312026-04-13

DFAX DIMENSIONAL ETF TRUST32.3K shares-56.61%2026-03-312026-04-13

VTIP VANGUARD MALVERN FDS20.3K shares24.33%2026-03-312026-04-13

VTI VANGUARD INDEX FDS2.9K shares0.00%2026-03-312026-04-13

IAGG ISHARES TR15.2K shares0.00%2026-03-312026-04-13

BSV VANGUARD BD INDEX FDS9.2K shares0.00%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC3.5K shares0.00%2026-03-312026-04-13

DFNM DIMENSIONAL ETF TRUST14.9K shares-2.94%2026-03-312026-04-13

Sponsored

VMC VULCAN MATLS CO2.1K shares0.00%2026-03-312026-04-13

VGSH VANGUARD SCOTTSDALE FDS9.7K shares20.85%2026-03-312026-04-13

SHV ISHARES TR4.3K shares26.85%2026-03-312026-04-13

DFGX DIMENSIONAL ETF TRUST8.2K shares0.00%2026-03-312026-04-13

DFUV DIMENSIONAL ETF TRUST8.3K shares0.00%2026-03-312026-04-13

VV VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-13

NFLX NETFLIX INC.3.0K shares0.00%2026-03-312026-04-13

NEAR ISHARES U S ETF TR5.5K shares-30.80%2026-03-312026-04-13

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VUG VANGUARD INDEX FDS637 shares0.00%2026-03-312026-04-13

AMZN AMAZON COM INC1.3K shares-2.28%2026-03-312026-04-13

AVES AMERICAN CENTY ETF TR4.0K shares0.00%2026-03-312026-04-13

DFSU DIMENSIONAL ETF TRUST5.8K shares0.00%2026-03-312026-04-13

DUHP DIMENSIONAL ETF TRUST6.2K shares0.00%2026-03-312026-04-13

DFAU

DIMENSIONAL ETF TRUST

8.65%

Shares713.8K

Event2026-03-31

Filed2026-04-13

DFCF

DIMENSIONAL ETF TRUST

2.21%

Shares522.7K

Event2026-03-31

Filed2026-04-13

DFIP

DIMENSIONAL ETF TRUST

8.76%

Shares427.9K

Event2026-03-31

Filed2026-04-13

DFSV

DIMENSIONAL ETF TRUST

-2.09%

Shares419.4K

Event2026-03-31

Filed2026-04-13

AVRE

AMERICAN CENTY ETF TR

-1.02%

Shares289.0K

Event2026-03-31

Filed2026-04-13

DFIC

DIMENSIONAL ETF TRUST

-0.41%

Shares343.3K

Event2026-03-31

Filed2026-04-13

DFEM

DIMENSIONAL ETF TRUST

-2.68%

Shares347.1K

Event2026-03-31

Filed2026-04-13

VTEB

VANGUARD MUN BD FDS

4.84%

Shares229.0K

Event2026-03-31

Filed2026-04-13

DISV

DIMENSIONAL ETF TRUST

-3.73%

Shares284.4K

Event2026-03-31

Filed2026-04-13

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares157.7K

Event2026-03-31

Filed2026-04-13

AVUV

AMERICAN CENTY ETF TR

24.45%

Shares93.3K

Event2026-03-31

Filed2026-04-13

AVDE

AMERICAN CENTY ETF TR

9.20%

Shares108.4K

Event2026-03-31

Filed2026-04-13

BNDX

VANGUARD CHARLOTTE FDS

6.50%

Shares162.4K

Event2026-03-31

Filed2026-04-13

AVDV

AMERICAN CENTY ETF TR

12.67%

Shares72.9K

Event2026-03-31

Filed2026-04-13

AVEM

AMERICAN CENTY ETF TR

3.98%

Shares77.1K

Event2026-03-31

Filed2026-04-13

VCRM

VANGUARD MUN BD FDS

-5.46%

Shares71.1K

Event2026-03-31

Filed2026-04-13

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares73.5K

Event2026-03-31

Filed2026-04-13

AVUS

AMERICAN CENTY ETF TR

11.38%

Shares41.2K

Event2026-03-31

Filed2026-04-13

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares52.9K

Event2026-03-31

Filed2026-04-13

DFGR

DIMENSIONAL ETF TRUST

37.26%

Shares139.0K

Event2026-03-31

Filed2026-04-13

DFAC

DIMENSIONAL ETF TRUST

-57.86%

Shares71.7K

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

-0.04%

Shares25.1K

Event2026-03-31

Filed2026-04-13

BIV

VANGUARD BD INDEX FDS

-12.18%

Shares26.8K

Event2026-03-31

Filed2026-04-13

SCHP

SCHWAB STRATEGIC TR

-7.73%

Shares72.0K

Event2026-03-31

Filed2026-04-13

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares50.6K

Event2026-03-31

Filed2026-04-13

DFAX

DIMENSIONAL ETF TRUST

-56.61%

Shares32.3K

Event2026-03-31

Filed2026-04-13

VTIP

VANGUARD MALVERN FDS

24.33%

Shares20.3K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-13

IAGG

ISHARES TR

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-13

BSV

VANGUARD BD INDEX FDS

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-13

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-13

DFNM

DIMENSIONAL ETF TRUST

-2.94%

Shares14.9K

Event2026-03-31

Filed2026-04-13

VMC

VULCAN MATLS CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-13

VGSH

VANGUARD SCOTTSDALE FDS

20.85%

Shares9.7K

Event2026-03-31

Filed2026-04-13

SHV

ISHARES TR

26.85%

Shares4.3K

Event2026-03-31

Filed2026-04-13

DFGX

DIMENSIONAL ETF TRUST

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-13

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-13

NFLX

NETFLIX INC.

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-13

NEAR

ISHARES U S ETF TR

-30.80%

Shares5.5K

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

0.00%

Shares637

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-2.28%

Shares1.3K

Event2026-03-31

Filed2026-04-13

AVES

AMERICAN CENTY ETF TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-13

DFSU

DIMENSIONAL ETF TRUST

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-13

DUHP

DIMENSIONAL ETF TRUST

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available