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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 $241,555,741 across 45 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-13. Its ten largest share positions make up 65.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-004562

Period
2026-03-31
Reported value
$242M
Holdings
45
Top 10 weight
65.23%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAUadded+56,845$2.56M
AVUVadded+18,323$2.02M
DFIPadded+34,468$1.44M
DFGRadded+37,744$1M
AVDVadded+8,193$818K

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-98,529-$3.83M
DFAXreduced-42,117-$1.43M
DISVreduced-11,014-$434K
DFEMreduced-9,567-$331K
DFSVreduced-8,962-$314K

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, Q1 2026

Share positions as resolved from 13F-HR 0001214659-26-004562, largest first. % of portfolio is the value over $241,555,741, 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; 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; 2026Q1: 713,763 shares 713,763$32.2M13.33%+56,845Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 522,702 shares 522,702$22.1M9.14%+11,292Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 427,914 shares 427,914$17.9M7.39%+34,468Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 419,371 shares 419,371$14.7M6.08%-8,962Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 289,024 shares 289,024$12.7M5.27%-2,981Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 343,333 shares 343,333$12.2M5.05%-1,423Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 347,110 shares 347,110$12M4.96%-9,567Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 228,992 shares 228,992$11.4M4.73%+10,578Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 284,429 shares 284,429$11.2M4.64%-11,014Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 157,689 shares 157,689$11.2M4.63%0Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 93,276 shares 93,276$10.3M4.27%+18,323Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 108,441 shares 108,441$9.2M3.81%+9,135Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 162,354 shares 162,354$7.8M3.23%+9,904Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 72,854 shares 72,854$7.28M3.01%+8,193Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 77,053 shares 77,053$6.21M2.57%+2,947Timeline
VCRMVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,386 shares; 2025Q3: 70,137 shares; 2025Q4: 75,204 shares; 2026Q1: 71,095 shares 71,095$5.34M2.21%-4,109Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 73,487 shares 73,487$4.59M1.9%0Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 41,177 shares 41,177$4.58M1.9%+4,207Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 52,865 shares 52,865$3.76M1.56%0Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 139,040 shares 139,040$3.7M1.53%+37,744Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 71,746 shares 71,746$2.79M1.15%-98,529Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,069 shares 25,069$2.66M1.1%-11Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,826 shares 26,826$2.07M0.86%-3,721Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 72,007 shares 72,007$1.92M0.79%-6,034Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 50,619 shares 50,619$1.27M0.53%0Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 32,287 shares 32,287$1.1M0.45%-42,117Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,335 shares 20,335$1.02M0.42%+3,979Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,896 shares 2,896$929K0.38%0Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,241 shares 15,241$763K0.32%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,245 shares; 2025Q3: 9,245 shares; 2025Q4: 9,245 shares; 2026Q1: 9,245 shares 9,245$725K0.3%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,530 shares 3,530$718K0.3%0Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,909 shares 14,909$715K0.3%-451Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,105 shares 2,105$573K0.24%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,714 shares 9,714$569K0.24%+1,676Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,285 shares 4,285$473K0.2%+907Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares 8,200$430K0.18%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,307 shares 8,307$403K0.17%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,015 shares 1,015$303K0.13%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 3,030 shares; 2026Q1: 3,030 shares 3,030$291K0.12%0Timeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,485 shares 5,485$279K0.12%-2,441Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares; 2026Q1: 637 shares 637$278K0.12%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,285 shares 1,285$268K0.11%-30Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,359 shares; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares; 2026Q1: 3,977 shares 3,977$239K0.1%0Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,800 shares 5,800$238K0.1%0Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,238 shares 6,238$229K0.09%0Timeline

How Q1 2026 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 0001214659-26-004562 base2026-04-13acceptance time not in the bulk data set