Institutional Fund
Physician Wealth Solutions Inc.
North Las Vegas, NVCIK 20071165 filings on record
Portfolio Value
$241.56M
Q1 2026
Holdings
45
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+2.5%
from $235.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust13.3%
- Dimensional ETF Trust9.1%
- Dimensional ETF Trust7.4%
- Dimensional ETF Trust6.1%
- American Centy ETF Tr5.3%
- Dimensional ETF Trust5.1%
- Other53.7%
Portfolio Holdings
45 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 713.8K | $32.20M | 13.3% | +56.8K | Added |
| 2 | Dimensional ETF Trust | 522.7K | $22.07M | 9.1% | +11.3K | Added |
| 3 | Dimensional ETF Trust | 427.9K | $17.85M | 7.4% | +34.5K | Added |
| 4 | Dimensional ETF Trust | 419.4K | $14.69M | 6.1% | −9.0K | Reduced |
| 5 | American Centy ETF Tr | 289.0K | $12.72M | 5.3% | −3.0K | Reduced |
| 6 | Dimensional ETF Trust | 343.3K | $12.20M | 5.1% | −1.4K | Reduced |
| 7 | Dimensional ETF Trust | 347.1K | $11.99M | 5.0% | −9.6K | Reduced |
| 8 | Vanguard Mun Bd Fds | 229.0K | $11.42M | 4.7% | +10.6K | Added |
| 9 | Dimensional ETF Trust | 284.4K | $11.22M | 4.6% | −11.0K | Reduced |
| 10 | Dimensional ETF Trust | 157.7K | $11.18M | 4.6% | 0 | Held |
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