AI Portfolio Summary
In 2025 Q4, Physician Wealth Solutions Inc. maintained a portfolio of 46 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 1.3%. Conversely, Physician Wealth Solutions Inc. completely exited their position in VANGUARD WELLINGTON .
Total Positions
46
Quarter
2025 Q4
Top Holding
DFAU (13.0%)
Top 10 Concentration
65.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 46
| 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 | 13.04% | 12.95% |
#1
Prev: #1
|
7.2 | 8,698 | 1.3% |
P
S
|
656,918 | $30,743,782 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 9.23% | 8.81% |
#2
Prev: #2
|
5.7 | 39,694 | 8.4% |
P
S
|
511,410 | $21,765,589 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIP
DIMENSIONAL ETF...
|
ETF | 6.93% | 6.84% |
#3
Prev: #3
|
4.8 | 22,561 | 6.1% |
P
S
|
393,446 | $16,349,655 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 5.98% | 6.04% |
#4
Prev: #4
|
2.4 | -5,980 | -1.4% |
P
S
|
428,333 | $14,087,873 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVRE
AMERICAN CENTY ...
|
ETF | 5.39% | 5.75% |
#5
Prev: #5
|
2.2 | -4,179 | -1.4% |
P
S
|
292,005 | $12,710,998 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 5.04% | 4.85% |
#6
2
Prev: #8
|
4.0 | 6,050 | 1.8% |
P
S
|
344,756 | $11,880,308 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 5.00% | 5.11% |
#7
1
Prev: #6
|
2.0 | -8,349 | -2.3% |
P
S
|
356,677 | $11,798,877 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 4.96% | 4.99% |
#8
1
Prev: #7
|
2.0 | no change | no change |
P
S
|
157,689 | $11,695,793 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 4.76% | 4.56% |
#9
1
Prev: #10
|
3.9 | 2,559 | 0.9% |
P
S
|
295,443 | $11,226,842 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 4.66% | 4.66% |
#10
1
Prev: #9
|
3.9 | 5,177 | 2.4% |
P
S
|
218,414 | $10,984,040 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 3.47% | 3.40% |
#11
1
Prev: #12
|
3.4 | 623 | 0.6% |
P
S
|
99,306 | $8,174,880 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 3.24% | 2.96% |
#12
2
Prev: #14
|
3.3 | 6,844 | 10.0% |
P
S
|
74,953 | $7,643,737 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 3.12% | 3.08% |
#13
Prev: #13
|
3.3 | 9,773 | 6.8% |
P
S
|
152,450 | $7,366,365 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 2.86% | 3.48% |
#14
3
Prev: #11
|
1.2 | -36,484 | -17.6% |
P
S
|
170,275 | $6,741,195 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 2.58% | 2.51% |
#15
Prev: #15
|
3.0 | 62 | 0.1% |
P
S
|
64,661 | $6,076,182 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 2.42% | 2.32% |
#16
Prev: #16
|
3.0 | 3,504 | 5.0% |
P
S
|
74,106 | $5,707,630 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCRM
VANGUARD MUN BD...
|
ETF | 2.41% | 2.30% |
#17
Prev: #17
|
3.0 | 5,067 | 7.2% |
P
S
|
75,204 | $5,683,166 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 1.86% | 1.87% |
#18
Prev: #18
|
0.7 | no change | no change |
P
S
|
73,487 | $4,375,399 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.75% | 1.75% |
#19
Prev: #19
|
2.7 | 107 | 0.3% |
P
S
|
36,970 | $4,132,492 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 1.56% | 1.58% |
#20
Prev: #20
|
0.6 | no change | no change |
P
S
|
52,865 | $3,683,105 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES TR
|
ETF | 1.14% | 1.17% |
#21
1
Prev: #22
|
0.5 | no change | no change |
P
S
|
25,080 | $2,686,319 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 1.14% | 0.81% |
#22
3
Prev: #25
|
2.6 | 33,742 | 49.9% |
P
S
|
101,296 | $2,676,241 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 1.03% | 1.23% |
#23
2
Prev: #21
|
0.5 | -15,318 | -17.1% |
P
S
|
74,404 | $2,435,236 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 1.01% | 1.06% |
#24
1
Prev: #23
|
0.4 | -579 | -1.9% |
P
S
|
30,547 | $2,378,970 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.88% | 0.92% |
#25
1
Prev: #24
|
0.4 | no change | no change |
P
S
|
78,041 | $2,067,315 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTES
VANGUARD WELLIN...
|
ETF | 0.00% | 0.36% |
Sold All 😨
(Was: #28) |
0.3 | -8,130 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 46 holdings