Q3 2026 13F · SEC CIK 2007116

Physician Wealth Solutions Inc.

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $254.2M
Reported positions: 45
Top holdings a year, 3 yrs: +10.0%
Assets under management: $298.9M

Physician Wealth Solutions Inc. is a wealth manager that reported 45 positions worth $254.2M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Dimensional ETF Trust (DFAU, 15.1%), Dimensional ETF Trust (DFCF, 9.3%), Dimensional ETF Trust (DFIP, 7.1%). A portfolio copying its top holdings returned 10.0% a year over the last 3 years, against 18.1% for the S&P 500.

Physician Wealth Solutions Inc. holdings all 45 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Physician Wealth Solutions Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFAUDimensional ETF Trust	15.1%	14.4%	734,118	-0.2%	$38.4M
DFCFDimensional ETF Trust	9.3%	8.7%	587,599	+8.3%	$23.6M
DFIPDimensional ETF Trust	7.1%	7.2%	464,572	+0.4%	$18.1M
DFSVDfa Invt Dimensions Group in	5.7%	New	386,016	—	$14.5M
DFUSDimensional ETF Trust	5.2%	4.9%	157,689	+0.0%	$13.1M
DFEMDimensional ETF Trust	5.1%	5.2%	329,520	-2.4%	$13.1M
DFICDimensional ETF Trust	4.9%	4.8%	332,904	-2.0%	$12.5M
AVREAvantis Real Estate ETF	4.7%	5.1%	266,862	-5.9%	$11.8M
DISVDimensional ETF Trust	4.5%	4.2%	264,022	-4.4%	$11.4M
AVUVAmerican Centy ETF Tr	4.3%	4.6%	92,547	-4.3%	$10.9M
VTEBVanguard Mun Bd Fds	4.0%	4.4%	213,821	-7.7%	$10.1M
AVDEAvantis International Equity ETF	3.4%	3.8%	96,708	-14.3%	$8.7M
BNDXVanguard Charlotte Fds	3.4%	3.2%	182,301	+5.7%	$8.5M
AVDVAmerican Centy ETF Tr	3.2%	3.0%	75,084	-1.6%	$8.2M
AVEMAmerican Centy ETF Tr	2.5%	2.8%	68,940	-9.1%	$6.5M
AVUSAvantis U.S. Equity ETF	2.0%	2.1%	39,114	-8.0%	$5.0M
DFATDimensional ETF Trust	1.9%	1.9%	73,187	-0.1%	$4.9M
DFGRDimensional ETF Trust	1.8%	1.8%	171,798	+3.4%	$4.6M
MUBIshares Tr	1.8%	1.0%	44,932	+82.1%	$4.5M
DFASDimensional ETF Trust	1.6%	1.6%	52,865	+0.0%	$4.1M
VCRMVanguard Mun Bd Fds	1.6%	2.2%	56,204	-24.8%	$4.0M
BIVVanguard Bd Index Fds	0.9%	0.8%	29,864	+13.6%	$2.2M
SCHPSchwab Strategic Tr	0.8%	0.7%	79,164	+9.9%	$2.0M
AMDAdvanced Micro Devices Inc	0.6%	0.8%	2,532	-27.7%	$1.5M
SCHBSchwab Strategic Tr	0.5%	0.5%	46,639	-5.3%	$1.4M
VTIPVanguard Malvern Fds	0.5%	0.4%	26,771	+28.5%	$1.3M
VTIVanguard Index Fds	0.4%	0.4%	2,888	+0.0%	$1.1M
DFACDimensional ETF Trust	0.4%	0.5%	21,368	-31.6%	$950K
HYMBSpdr Series Trust	0.3%	New	34,900	—	$819K
VGSHVanguard Scottsdale Fds	0.3%	0.2%	13,196	+37.5%	$760K
BSVVanguard Bd Index Fds	0.3%	0.3%	9,245	+0.0%	$706K
VMCVulcan Matls Co	0.2%	0.2%	2,105	+0.0%	$515K
IAGGIshares Tr	0.2%	0.3%	9,347	-38.7%	$460K
DFUVDimensional ETF Trust	0.2%	0.2%	8,307	+0.0%	$457K
SHVIshares Tr	0.2%	0.2%	4,050	-4.1%	$447K
DFGXDimensional Global ex US Core Fixed Inco	0.2%	0.2%	8,200	+0.0%	$419K
VVVanguard Index Fds	0.1%	0.1%	1,015	+0.0%	$357K
DFAXDimensional ETF Trust	0.1%	0.2%	9,380	-43.9%	$347K
VUGVanguard Index Fds	0.1%	0.1%	3,823	+0.0%	$345K
AMZNAmazon Com Inc	0.1%	0.1%	1,285	+0.0%	$320K
NEARIshares U S ETF Tr	0.1%	0.1%	5,485	+0.0%	$273K
DUHPDfa Invt Dimensions Group in	0.1%	New	6,238	—	$261K
AVESAmerican Centy ETF Tr	0.1%	0.1%	3,977	+0.0%	$259K
NFLXNetflix Inc.	0.1%	0.1%	3,030	+0.0%	$211K
LCIDLucid Group Inc	0.0%	New	10,000	—	$41K

What Physician Wealth Solutions Inc. bought and sold in Q3 2026, against Q2 2026.

Sold out

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +8.9% /yr; S&P 500 +11.7%
3 years: +10.0% /yr; S&P 500 +18.1%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$254.2M	45
Q2 2026	$263.8M	45
Q1 2026	$241.6M	45
Q4 2025	$235.8M	45
Q3 2025	$229.1M	46
Q2 2025	$215.6M	45
Q1 2025	$199.0M	41
Q4 2024	$199.7M	41
Q3 2024	$200.5M	41
Q2 2024	$140.1M	41
Q1 2024	$119.1M	38
Q4 2023	$100.2M	37

Questions about Physician Wealth Solutions Inc.'s portfolio

What stocks does Physician Wealth Solutions Inc. own?

Physician Wealth Solutions Inc.'s latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 45 positions worth $254.2M. The largest are Dimensional ETF Trust (DFAU) at 15.1%, Dimensional ETF Trust (DFCF) at 9.3%, Dimensional ETF Trust (DFIP) at 7.1%, Dfa Invt Dimensions Group in (DFSV) at 5.7% and Dimensional ETF Trust (DFUS) at 5.2%.

What did Physician Wealth Solutions Inc. buy last quarter?

In Q3 2026, Physician Wealth Solutions Inc. added a new position in Dfa Invt Dimensions Group in (DFSV), a new position in Spdr Series Trust (HYMB), a new position in Dfa Invt Dimensions Group in (DUHP), a new position in Lucid Group Inc (LCID), Ishares Tr (MUB) (+82.1% shares), Vanguard Scottsdale Fds (VGSH) (+37.5% shares) and Vanguard Malvern Fds (VTIP) (+28.5% shares), compared with its Q2 2026 filing.

What did Physician Wealth Solutions Inc. sell last quarter?

In Q3 2026, Physician Wealth Solutions Inc. sold all of Dimensional US Small Cap (DFSV), sold all of Dimensional ETF Trust (DFNM), sold all of Dimensional ETF Trust (DFSU), sold all of Dimensional ETF Trust (DUHP), Dimensional ETF Trust (DFAX) (-43.9% shares), Ishares Tr (IAGG) (-38.7% shares) and Dimensional ETF Trust (DFAC) (-31.6% shares), compared with its Q2 2026 filing.

How has Physician Wealth Solutions Inc.'s portfolio performed?

A portfolio copying Physician Wealth Solutions Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.0% a year over the last 3 years, against +18.1% for the S&P 500. Over 1 year: +8.9% against +11.7%.

When is Physician Wealth Solutions Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Physician Wealth Solutions Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Physician Wealth Solutions Inc. manage?

Physician Wealth Solutions Inc. reported $298.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $254.2M.