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Physician Wealth Solutions Inc.

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13F filer, CIK 2007116, NORTH LAS VEGAS, NV

Physician Wealth Solutions Inc. reported $229,054,878 across 46 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-14. Its ten largest share positions make up 64.55% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-014905

Period
2025-09-30
Reported value
$229M
Holdings
46
Top 10 weight
64.55%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTEBadded+18,381$920K
DFIPadded+20,450$864K
DFCFadded+11,222$480K
DFGXnew+8,200$442K
DFGRadded+9,820$268K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFNMreduced-7,471-$358K
AVUSreduced-1,862-$202K
VCRMreduced-2,249-$169K
AVDEreduced-2,091-$165K
DISVreduced-4,471-$160K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001214659-25-014905, largest first. % of portfolio is the value over $229,054,878, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,860 shares; 2024Q4: 637,711 shares; 2025Q1: 606,706 shares; 2025Q2: 648,830 shares; 2025Q3: 648,220 shares 648,220$29.7M12.95%-610Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,284 shares; 2024Q4: 479,889 shares; 2025Q1: 480,108 shares; 2025Q2: 460,494 shares; 2025Q3: 471,716 shares 471,716$20.2M8.81%+11,222Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,103 shares; 2024Q4: 354,914 shares; 2025Q1: 351,418 shares; 2025Q2: 350,435 shares; 2025Q3: 370,885 shares 370,885$15.7M6.84%+20,450Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,290 shares; 2024Q4: 452,198 shares; 2025Q1: 439,837 shares; 2025Q2: 435,855 shares; 2025Q3: 434,313 shares 434,313$13.8M6.04%-1,542Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,991 shares; 2024Q4: 313,736 shares; 2025Q1: 307,958 shares; 2025Q2: 297,943 shares; 2025Q3: 296,184 shares 296,184$13.2M5.75%-1,759Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,198 shares; 2024Q4: 380,388 shares; 2025Q1: 381,458 shares; 2025Q2: 366,046 shares; 2025Q3: 365,026 shares 365,026$11.7M5.11%-1,020Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,364 shares; 2024Q4: 155,364 shares; 2025Q1: 155,364 shares; 2025Q2: 159,496 shares; 2025Q3: 157,689 shares 157,689$11.4M4.99%-1,807Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,282 shares; 2024Q4: 329,673 shares; 2025Q1: 347,988 shares; 2025Q2: 332,877 shares; 2025Q3: 338,706 shares 338,706$11.1M4.85%+5,829Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,615 shares; 2024Q4: 288,306 shares; 2025Q1: 278,112 shares; 2025Q2: 194,856 shares; 2025Q3: 213,237 shares 213,237$10.7M4.66%+18,381Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,580 shares; 2024Q4: 295,110 shares; 2025Q1: 316,583 shares; 2025Q2: 297,355 shares; 2025Q3: 292,884 shares 292,884$10.5M4.56%-4,471Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,012 shares; 2024Q4: 213,980 shares; 2025Q1: 196,604 shares; 2025Q2: 205,594 shares; 2025Q3: 206,759 shares 206,759$7.97M3.48%+1,165Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,182 shares; 2024Q4: 99,909 shares; 2025Q1: 100,008 shares; 2025Q2: 100,774 shares; 2025Q3: 98,683 shares 98,683$7.79M3.4%-2,091Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,817 shares; 2024Q4: 142,820 shares; 2025Q1: 142,621 shares; 2025Q2: 140,742 shares; 2025Q3: 142,677 shares 142,677$7.06M3.08%+1,935Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,163 shares; 2024Q4: 39,271 shares; 2025Q1: 41,415 shares; 2025Q2: 67,729 shares; 2025Q3: 68,109 shares 68,109$6.78M2.96%+380Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,946 shares; 2024Q4: 67,577 shares; 2025Q1: 66,841 shares; 2025Q2: 64,568 shares; 2025Q3: 64,599 shares 64,599$5.75M2.51%+31Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,460 shares; 2024Q4: 55,511 shares; 2025Q1: 67,458 shares; 2025Q2: 70,164 shares; 2025Q3: 70,602 shares 70,602$5.3M2.32%+438Timeline
VCRMVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,386 shares; 2025Q3: 70,137 shares 70,137$5.28M2.3%-2,249Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,895 shares; 2024Q4: 60,891 shares; 2025Q1: 63,073 shares; 2025Q2: 73,805 shares; 2025Q3: 73,487 shares 73,487$4.28M1.87%-318Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,520 shares; 2024Q4: 29,390 shares; 2025Q1: 30,767 shares; 2025Q2: 38,725 shares; 2025Q3: 36,863 shares 36,863$4.01M1.75%-1,862Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,865 shares; 2024Q4: 52,865 shares; 2025Q1: 52,865 shares; 2025Q2: 52,865 shares; 2025Q3: 52,865 shares 52,865$3.62M1.58%0Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,533 shares; 2024Q4: 94,917 shares; 2025Q1: 95,136 shares; 2025Q2: 89,767 shares; 2025Q3: 89,722 shares 89,722$2.82M1.23%-45Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,775 shares; 2024Q4: 30,220 shares; 2025Q1: 37,376 shares; 2025Q2: 25,080 shares; 2025Q3: 25,080 shares 25,080$2.67M1.17%0Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,654 shares; 2024Q4: 36,788 shares; 2025Q1: 35,171 shares; 2025Q2: 31,920 shares; 2025Q3: 31,126 shares 31,126$2.43M1.06%-794Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,929 shares; 2024Q4: 84,293 shares; 2025Q1: 81,921 shares; 2025Q2: 78,041 shares; 2025Q3: 78,041 shares 78,041$2.1M0.92%0Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,812 shares; 2024Q4: 23,995 shares; 2025Q1: 46,911 shares; 2025Q2: 57,734 shares; 2025Q3: 67,554 shares 67,554$1.84M0.81%+9,820Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,871 shares; 2024Q4: 56,871 shares; 2025Q1: 52,473 shares; 2025Q2: 52,473 shares; 2025Q3: 52,448 shares 52,448$1.35M0.59%-25Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,771 shares; 2025Q1: 2,775 shares; 2025Q2: 2,896 shares; 2025Q3: 2,896 shares 2,896$950K0.41%0Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,130 shares; 2025Q3: 8,130 shares 8,130$829K0.36%0Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,280 shares; 2024Q4: 18,628 shares; 2025Q1: 18,319 shares; 2025Q2: 16,356 shares; 2025Q3: 16,356 shares 16,356$828K0.36%0Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,252 shares; 2024Q4: 16,252 shares; 2025Q1: 15,241 shares; 2025Q2: 15,241 shares; 2025Q3: 15,241 shares 15,241$781K0.34%0Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,896 shares; 2024Q4: 25,896 shares; 2025Q1: 25,538 shares; 2025Q2: 23,538 shares; 2025Q3: 16,067 shares 16,067$771K0.34%-7,471Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,245 shares; 2025Q3: 9,245 shares 9,245$730K0.32%0Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares 2,105$648K0.28%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares 3,530$571K0.25%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 7,546 shares; 2025Q1: 7,255 shares; 2025Q2: 8,038 shares; 2025Q3: 8,038 shares 8,038$473K0.21%0Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,200 shares 8,200$442K0.19%newTimeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,889 shares; 2024Q4: 7,889 shares; 2025Q1: 7,893 shares; 2025Q2: 7,893 shares; 2025Q3: 7,897 shares 7,897$405K0.18%+4Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,892 shares; 2025Q1: 3,753 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares 3,378$373K0.16%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,307 shares; 2024Q4: 8,307 shares; 2025Q1: 8,307 shares; 2025Q2: 8,307 shares; 2025Q3: 8,307 shares 8,307$371K0.16%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares 303$363K0.16%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares 1,015$312K0.14%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares 637$306K0.13%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares 1,285$282K0.12%0Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares 5,800$246K0.11%0Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 7,358 shares; 2025Q1: 7,358 shares; 2025Q2: 6,238 shares; 2025Q3: 6,238 shares 6,238$236K0.1%0Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,359 shares; 2025Q3: 3,977 shares 3,977$228K0.1%-382Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-014905 base2025-10-14acceptance time not in the bulk data set