StockDriftsStockDriftsTop 45 Physician Wealth Solutions Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 14.41% | 735.4K | $38.0M | +3.03%(+21.66K) | $36.69(+46.00%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 8.69% | 542.7K | $22.9M | +3.83%(+20.03K) | $42.14(-1.09%) | 2026-06-30 | |
| DFIP | DIMENSIONAL ETF TRUST | 7.24% | 462.7K | $19.1M | +8.14%(+34.81K) | $41.36(-1.98%) | 2026-06-30 | |
| DFSV | DIMENSIONAL ETF TRUST | 6.05% | 411.0K | $15.9M | -1.99%(-8.33K) | $28.68(+41.00%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.2% | 337.7K | $13.7M | -2.71%(-9.42K) | $24.91(+58.23%) | 2026-06-30 | |
| AVRE | AMERICAN CENTY ETF TR | 5.1% | 283.7K | $13.4M | -1.85%(-5.35K) | $41.88(+14.16%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.9% | 157.7K | $12.9M | +0.00%(+0) | $49.57(+70.69%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.8% | 339.8K | $12.7M | -1.03%(-3.55K) | $25.72(+52.47%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.57% | 96.7K | $12.1M | +3.65%(+3.41K) | $93.27(+36.67%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 4.44% | 231.6K | $11.7M | +1.12%(+2.57K) | $49.96(-0.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.53% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.48% |
Physician Wealth Solutions Inc. reports $263.75M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (14.4%), DFCF (8.7%) and DFIP (7.2%). The top 20 holdings account for 91.99% of reported assets. Its disclosed equity book has returned +31.53% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Physician Wealth Solutions Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2007116). View Physician Wealth Solutions Inc.’s 13F filings on SEC