2026 Q1 Portfolio Activity
In 2026 Q1, Physician Wealth Solutions Inc. maintained a portfolio of 45 distinct positions. They heavily accumulated shares in AMERICAN CENTY ETF TR, increasing the position by 24.4%. The fund also reduced its exposure to DIMENSIONAL ETF TRUST by 57.9%.
Position History
hover any row below to update
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Total Positions
45
Quarter
2026 Q1
Top Holding
DFAU (13.3%)
Top 10 Concentration
65.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-45 of 45
Physician Wealth Solutions Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAU
DIMENSIONAL ETF...
|
ETF | 13.33% | 13.04% |
#1
Prev: #1
|
8.0 |
—
|
56,845 | 8.7% |
P
S
|
713,763 | $32,204,995 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 9.14% | 9.23% |
#2
Prev: #2
|
5.7 |
—
|
11,292 | 2.2% |
P
S
|
522,702 | $22,068,484 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFIP
DIMENSIONAL ETF...
|
ETF | 7.39% | 6.93% |
#3
Prev: #3
|
6.0 |
—
|
34,468 | 8.8% |
P
S
|
427,914 | $17,852,579 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 6.08% | 5.98% |
#4
Prev: #4
|
3.4 |
—
|
-8,962 | -2.1% |
P
S
|
419,371 | $14,694,761 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVRE
AMERICAN CENTY ...
|
ETF | 5.27% | 5.39% |
#5
Prev: #5
|
3.1 |
—
|
-2,981 | -1.0% |
P
S
|
289,024 | $12,722,839 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 5.05% | 5.04% |
#6
Prev: #6
|
2.5 |
—
|
-1,423 | -0.4% |
P
S
|
343,333 | $12,198,608 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 4.96% | 5.00% |
#7
Prev: #7
|
2.5 |
—
|
-9,567 | -2.7% |
P
S
|
347,110 | $11,992,666 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 4.73% | 4.66% |
#8
2
Prev: #10
|
2.4 |
—
|
10,578 | 4.8% |
P
S
|
228,992 | $11,424,411 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 4.64% | 4.76% |
#9
Prev: #9
|
2.4 |
—
|
-11,014 | -3.7% |
P
S
|
284,429 | $11,217,879 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 4.63% | 4.96% |
#10
2
Prev: #8
|
2.9 |
—
|
no change | no change |
P
S
|
157,689 | $11,181,727 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 4.27% | 3.24% |
#11
1
Prev: #12
|
4.2 |
—
|
18,323 | 24.4% |
P
S
|
93,276 | $10,304,249 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 3.81% | 3.47% |
#12
1
Prev: #11
|
3.5 |
—
|
9,135 | 9.2% |
P
S
|
108,441 | $9,200,148 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 3.23% | 3.12% |
#13
Prev: #13
|
3.3 |
—
|
9,904 | 6.5% |
P
S
|
162,354 | $7,801,122 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 3.01% | 2.58% |
#14
1
Prev: #15
|
3.2 |
—
|
8,193 | 12.7% |
P
S
|
72,854 | $7,275,195 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 2.57% | 2.42% |
#15
1
Prev: #16
|
1.5 |
—
|
2,947 | 4.0% |
P
S
|
77,053 | $6,208,917 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VCRM
VANGUARD MUN BD...
|
ETF | 2.21% | 2.41% |
#16
1
Prev: #17
|
1.4 |
—
|
-4,109 | -5.5% |
P
S
|
71,095 | $5,342,789 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 1.90% | 1.86% |
#17
1
Prev: #18
|
1.8 |
—
|
no change | no change |
P
S
|
73,487 | $4,589,246 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.90% | 1.75% |
#18
1
Prev: #19
|
2.8 |
—
|
4,207 | 11.4% |
P
S
|
41,177 | $4,578,051 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 1.56% | 1.56% |
#19
1
Prev: #20
|
1.6 |
—
|
no change | no change |
P
S
|
52,865 | $3,760,287 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 1.53% | 1.14% |
#20
2
Prev: #22
|
3.1 |
—
|
37,744 | 37.3% |
P
S
|
139,040 | $3,695,682 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 1.15% | 2.86% |
#21
7
Prev: #14
|
0.5 |
—
|
-98,529 | -57.9% |
P
S
|
71,746 | $2,788,033 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MUB
ISHARES TR
|
ETF | 1.10% | 1.14% |
#22
1
Prev: #21
|
0.9 |
—
|
-11 | -0.0% |
P
S
|
25,069 | $2,661,074 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.86% | 1.01% |
#23
1
Prev: #24
|
0.8 |
—
|
-3,721 | -12.2% |
P
S
|
26,826 | $2,070,401 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.79% | 0.88% |
#24
1
Prev: #25
|
0.8 |
—
|
-6,034 | -7.7% |
P
S
|
72,007 | $1,916,116 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.53% | 0.56% |
#25
1
Prev: #26
|
1.2 |
—
|
no change | no change |
P
S
|
50,619 | $1,270,533 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.45% | 1.03% |
#26
3
Prev: #23
|
0.2 |
—
|
-42,117 | -56.6% |
P
S
|
32,287 | $1,096,802 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.42% | 0.34% |
#27
1
Prev: #28
|
2.7 |
—
|
3,979 | 24.3% |
P
S
|
20,335 | $1,015,733 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.38% | 0.41% |
#28
1
Prev: #27
|
1.2 |
—
|
no change | no change |
P
S
|
2,896 | $929,105 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.32% | 0.32% |
#29
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
15,241 | $762,660 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.30% | 0.31% |
#30
2
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
9,245 | $724,900 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.30% | 0.32% |
#31
1
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
3,530 | $718,108 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 0.30% | 0.31% |
#32
1
Prev: #31
|
0.6 |
—
|
-451 | -2.9% |
P
S
|
14,909 | $714,588 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VMC
VULCAN MATLS CO
|
Basic Materials | 0.24% | 0.25% |
#33
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
2,105 | $573,192 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.24% | 0.20% |
#34
Prev: #34
|
2.6 |
—
|
1,676 | 20.9% |
P
S
|
9,714 | $568,658 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SHV
ISHARES TR
|
ETF | 0.20% | 0.16% |
#35
3
Prev: #38
|
2.6 |
—
|
907 | 26.9% |
P
S
|
4,285 | $473,021 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFGX
DIMENSIONAL ETF...
|
Bond/Debt | 0.18% | 0.18% |
#36
1
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
8,200 | $430,094 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.17% | 0.16% |
#37
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
8,307 | $402,557 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.13% | 0.14% |
#38
1
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
1,015 | $303,333 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NFLX
NETFLIX INC.
|
ETF | 0.12% | 0.12% |
#39
3
Prev: #42
|
1.0 |
—
|
no change | no change |
P
S
|
3,030 | $291,335 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NEAR
ISHARES U S ETF...
|
ETF | 0.12% | 0.17% |
#40
4
Prev: #36
|
0.0 |
—
|
-2,441 | -30.8% |
P
S
|
5,485 | $278,830 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.12% | 0.13% |
#41
1
Prev: #40
|
1.0 |
—
|
no change | no change |
P
S
|
637 | $278,235 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.11% | 0.13% |
#42
1
Prev: #41
|
0.5 |
—
|
-30 | -2.3% |
P
S
|
1,285 | $267,627 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVES
AMERICAN CENTY ...
|
ETF | 0.10% | 0.10% |
#43
2
Prev: #45
|
1.0 |
—
|
no change | no change |
P
S
|
3,977 | $238,540 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.10% | 0.11% |
#44
1
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
5,800 | $238,322 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 0.09% | 0.10% |
#45
1
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
6,238 | $229,309 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 |
Showing 1-45 of 45 holdings