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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 $235,773,470 across 45 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-12. Its ten largest share positions make up 65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-000345

Period
2025-12-31
Reported value
$236M
Holdings
45
Top 10 weight
65%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFCFadded+39,694$1.69M
DFIPadded+22,561$938K
DFGRadded+33,742$891K
AVUVadded+6,844$698K
BNDXadded+9,773$472K

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
DFACreduced-36,484-$1.44M
VTESexited-8,130-$829K
DFAXreduced-15,318-$501K
DFEMreduced-8,349-$276K
DFSVreduced-5,980-$197K

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, Q4 2025

Share positions as resolved from 13F-HR 0001214659-26-000345, largest first. % of portfolio is the value over $235,773,470, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,860 shares; 2024Q4: 637,711 shares; 2025Q1: 606,706 shares; 2025Q2: 648,830 shares; 2025Q3: 648,220 shares; 2025Q4: 656,918 shares 656,918$30.7M13.04%+8,698Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,284 shares; 2024Q4: 479,889 shares; 2025Q1: 480,108 shares; 2025Q2: 460,494 shares; 2025Q3: 471,716 shares; 2025Q4: 511,410 shares 511,410$21.8M9.23%+39,694Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,103 shares; 2024Q4: 354,914 shares; 2025Q1: 351,418 shares; 2025Q2: 350,435 shares; 2025Q3: 370,885 shares; 2025Q4: 393,446 shares 393,446$16.3M6.93%+22,561Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,290 shares; 2024Q4: 452,198 shares; 2025Q1: 439,837 shares; 2025Q2: 435,855 shares; 2025Q3: 434,313 shares; 2025Q4: 428,333 shares 428,333$14.1M5.98%-5,980Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,991 shares; 2024Q4: 313,736 shares; 2025Q1: 307,958 shares; 2025Q2: 297,943 shares; 2025Q3: 296,184 shares; 2025Q4: 292,005 shares 292,005$12.7M5.39%-4,179Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,282 shares; 2024Q4: 329,673 shares; 2025Q1: 347,988 shares; 2025Q2: 332,877 shares; 2025Q3: 338,706 shares; 2025Q4: 344,756 shares 344,756$11.9M5.04%+6,050Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,198 shares; 2024Q4: 380,388 shares; 2025Q1: 381,458 shares; 2025Q2: 366,046 shares; 2025Q3: 365,026 shares; 2025Q4: 356,677 shares 356,677$11.8M5%-8,349Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,364 shares; 2024Q4: 155,364 shares; 2025Q1: 155,364 shares; 2025Q2: 159,496 shares; 2025Q3: 157,689 shares; 2025Q4: 157,689 shares 157,689$11.7M4.96%0Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,580 shares; 2024Q4: 295,110 shares; 2025Q1: 316,583 shares; 2025Q2: 297,355 shares; 2025Q3: 292,884 shares; 2025Q4: 295,443 shares 295,443$11.2M4.76%+2,559Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,615 shares; 2024Q4: 288,306 shares; 2025Q1: 278,112 shares; 2025Q2: 194,856 shares; 2025Q3: 213,237 shares; 2025Q4: 218,414 shares 218,414$11M4.66%+5,177Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,182 shares; 2024Q4: 99,909 shares; 2025Q1: 100,008 shares; 2025Q2: 100,774 shares; 2025Q3: 98,683 shares; 2025Q4: 99,306 shares 99,306$8.17M3.47%+623Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,163 shares; 2024Q4: 39,271 shares; 2025Q1: 41,415 shares; 2025Q2: 67,729 shares; 2025Q3: 68,109 shares; 2025Q4: 74,953 shares 74,953$7.64M3.24%+6,844Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,817 shares; 2024Q4: 142,820 shares; 2025Q1: 142,621 shares; 2025Q2: 140,742 shares; 2025Q3: 142,677 shares; 2025Q4: 152,450 shares 152,450$7.37M3.12%+9,773Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,012 shares; 2024Q4: 213,980 shares; 2025Q1: 196,604 shares; 2025Q2: 205,594 shares; 2025Q3: 206,759 shares; 2025Q4: 170,275 shares 170,275$6.74M2.86%-36,484Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,946 shares; 2024Q4: 67,577 shares; 2025Q1: 66,841 shares; 2025Q2: 64,568 shares; 2025Q3: 64,599 shares; 2025Q4: 64,661 shares 64,661$6.08M2.58%+62Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,460 shares; 2024Q4: 55,511 shares; 2025Q1: 67,458 shares; 2025Q2: 70,164 shares; 2025Q3: 70,602 shares; 2025Q4: 74,106 shares 74,106$5.71M2.42%+3,504Timeline
VCRMVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,386 shares; 2025Q3: 70,137 shares; 2025Q4: 75,204 shares 75,204$5.68M2.41%+5,067Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,895 shares; 2024Q4: 60,891 shares; 2025Q1: 63,073 shares; 2025Q2: 73,805 shares; 2025Q3: 73,487 shares; 2025Q4: 73,487 shares 73,487$4.38M1.86%0Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,520 shares; 2024Q4: 29,390 shares; 2025Q1: 30,767 shares; 2025Q2: 38,725 shares; 2025Q3: 36,863 shares; 2025Q4: 36,970 shares 36,970$4.13M1.75%+107Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,865 shares; 2024Q4: 52,865 shares; 2025Q1: 52,865 shares; 2025Q2: 52,865 shares; 2025Q3: 52,865 shares; 2025Q4: 52,865 shares 52,865$3.68M1.56%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,775 shares; 2024Q4: 30,220 shares; 2025Q1: 37,376 shares; 2025Q2: 25,080 shares; 2025Q3: 25,080 shares; 2025Q4: 25,080 shares 25,080$2.69M1.14%0Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,812 shares; 2024Q4: 23,995 shares; 2025Q1: 46,911 shares; 2025Q2: 57,734 shares; 2025Q3: 67,554 shares; 2025Q4: 101,296 shares 101,296$2.68M1.14%+33,742Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,533 shares; 2024Q4: 94,917 shares; 2025Q1: 95,136 shares; 2025Q2: 89,767 shares; 2025Q3: 89,722 shares; 2025Q4: 74,404 shares 74,404$2.44M1.03%-15,318Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,654 shares; 2024Q4: 36,788 shares; 2025Q1: 35,171 shares; 2025Q2: 31,920 shares; 2025Q3: 31,126 shares; 2025Q4: 30,547 shares 30,547$2.38M1.01%-579Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,929 shares; 2024Q4: 84,293 shares; 2025Q1: 81,921 shares; 2025Q2: 78,041 shares; 2025Q3: 78,041 shares; 2025Q4: 78,041 shares 78,041$2.07M0.88%0Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,871 shares; 2024Q4: 56,871 shares; 2025Q1: 52,473 shares; 2025Q2: 52,473 shares; 2025Q3: 52,448 shares; 2025Q4: 50,619 shares 50,619$1.33M0.56%-1,829Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,771 shares; 2025Q1: 2,775 shares; 2025Q2: 2,896 shares; 2025Q3: 2,896 shares; 2025Q4: 2,896 shares 2,896$971K0.41%0Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,280 shares; 2024Q4: 18,628 shares; 2025Q1: 18,319 shares; 2025Q2: 16,356 shares; 2025Q3: 16,356 shares; 2025Q4: 16,356 shares 16,356$809K0.34%0Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,252 shares; 2024Q4: 16,252 shares; 2025Q1: 15,241 shares; 2025Q2: 15,241 shares; 2025Q3: 15,241 shares; 2025Q4: 15,241 shares 15,241$762K0.32%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares; 2025Q4: 3,530 shares 3,530$756K0.32%0Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,896 shares; 2024Q4: 25,896 shares; 2025Q1: 25,538 shares; 2025Q2: 23,538 shares; 2025Q3: 16,067 shares; 2025Q4: 15,360 shares 15,360$740K0.31%-707Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,245 shares; 2025Q3: 9,245 shares; 2025Q4: 9,245 shares 9,245$729K0.31%0Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares; 2025Q4: 2,105 shares 2,105$600K0.25%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 7,546 shares; 2025Q1: 7,255 shares; 2025Q2: 8,038 shares; 2025Q3: 8,038 shares; 2025Q4: 8,038 shares 8,038$472K0.2%0Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares 8,200$432K0.18%0Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,889 shares; 2024Q4: 7,889 shares; 2025Q1: 7,893 shares; 2025Q2: 7,893 shares; 2025Q3: 7,897 shares; 2025Q4: 7,926 shares 7,926$405K0.17%+29Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,307 shares; 2024Q4: 8,307 shares; 2025Q1: 8,307 shares; 2025Q2: 8,307 shares; 2025Q3: 8,307 shares; 2025Q4: 8,307 shares 8,307$387K0.16%0Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,892 shares; 2025Q1: 3,753 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares; 2025Q4: 3,378 shares 3,378$372K0.16%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares 1,015$320K0.14%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares 637$311K0.13%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,315 shares 1,315$304K0.13%+30Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 3,030 shares 3,030$284K0.12%+2,727Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares 5,800$252K0.11%0Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 7,358 shares; 2025Q1: 7,358 shares; 2025Q2: 6,238 shares; 2025Q3: 6,238 shares; 2025Q4: 6,238 shares 6,238$237K0.1%0Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,359 shares; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares 3,977$232K0.1%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VTESVANGUARD WELLINGTON FD8,130$829Kshares

How Q4 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 0001214659-26-000345 base2026-01-12acceptance time not in the bulk data set