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Physician Wealth Solutions Inc.

CIK 2007116 · latest 13F filed 14 October 2026 · Read the filing on EDGAR

Physician Wealth Solutions Inc. reported 45 US-listed holdings worth $254.2 million in its 13F for the quarter ended 30 September 2026, filed 14 October 2026. Its largest: Dimensional ETF Trust (15.1%), Dimensional ETF Trust (9.3%) and Dimensional ETF Trust (7.1%). Against the quarter before, it opened 4 positions, added to 9, trimmed 19 and sold out of 4.

Reported holdings$254.2M-3.6% on Q2 2026
Positions45as many as Q2 2026
The largest ten65.9%of its reported holdings
Latest 13FQ3 2026filed 14 October 2026
Where the money is
OpenedAdded toHeldTrimmed
DFAU15.1%DFCF9.3%DFIP7.1%DFSV5.7%DFUS5.2%DFEM5.1%DFIC4.9%AVRE4.7%DISV4.5%AVUV4.3%VTEB4.0%AVDE3.4%BNDX3.4%AVDV3.2%31 more20.1%

The 14 largest of its 45 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $200.5 million in 41 positions$201MQ3 24Q4 2024: $199.7 million in 41 positions$200MQ4 24Q1 2025: $199.0 million in 41 positions$199MQ1 25Q2 2025: $215.6 million in 45 positions$216MQ2 25Q3 2025: $229.1 million in 46 positions$229MQ3 25Q4 2025: $235.8 million in 45 positions$236MQ4 25Q1 2026: $241.6 million in 45 positions$242MQ1 26Q2 2026: $263.8 million in 45 positions$264MQ2 26Q3 2026: $254.2 million in 45 positions$254MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +17.2% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +17.2%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 4Added 9Held 13Trimmed 19Sold out 4
Opened: 4Added: 9Held: 13Trimmed: 19Sold out: 4

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 4

  1. DFA US Small Cap Value ETF DFSV$14.5 million
  2. SPDR Ser Trust HYMB$819,103
  3. Dfa Invt Dimensions Group in DUHP$261,435
  4. Lucid Group Inc. Com New LCID$40,700

Added to 9

  1. iShares Trust MUB+20,251 shares · +82%
  2. Dimensional ETF Trust DFCF+44,870 shares · +8%
  3. Vanguard Charlotte FDS BNDX+9,904 shares · +6%
  4. Vanguard Shrt-Term Infl-Prot Se VTIP+5,940 shares · +29%
  5. Vanguard Intermed Term Bond ETF BIV+3,579 shares · +14%
  6. Vanguard Short Term Government VGSH+3,602 shares · +38%
  7. Schwab Strategic Trust SCHP+7,157 shares · +10%
  8. Dimensional ETF Trust DFGR+5,626 shares · +3%

and 1 more in the table below

Trimmed 19

  1. American Century ETF Trust AVDE-16,142 shares · -14%
  2. Vanguard Mun BD FDS VCRM-18,512 shares · -25%
  3. Vanguard Mun BD FDS VTEB-17,738 shares · -8%
  4. American Centy ETF Trust AVRE-16,812 shares · -6%
  5. American Century ETF Trust AVEM-6,931 shares · -9%
  6. Advanced Micro Devices Inc. AMD-968 shares · -28%
  7. Dimensional ETF Trust DISV-12,068 shares · -4%
  8. American Centy ETF Trust AVUV-4,138 shares · -4%

and 11 more in the table below

Sold out of 4

  1. Dimensional ETF Trust DFSV$15.9 million last quarter
  2. Dimensional ETF Trust DFNM$695,637 last quarter
  3. Dimensional ETF Trust DFSU$270,454 last quarter
  4. Dimensional ETF Trust DUHP$260,312 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Dimensional ETF Trust DFAU734.1K$38.4 million15.12%-1.3K
Dimensional ETF Trust DFCF587.6K$23.6 million9.27%+44.9K
Dimensional ETF Trust DFIP464.6K$18.1 million7.14%+1.8K
DFA US Small Cap Value ETF DFSV386.0K$14.5 million5.69%new
Dimensional ETF Trust DFUS157.7K$13.1 million5.15%no change
Dimensional ETF Trust DFEM329.5K$13.1 million5.15%-8.2K
Dimensional ETF Trust DFIC332.9K$12.5 million4.93%-6.9K
American Centy ETF Trust AVRE266.9K$11.8 million4.66%-16.8K
Dimensional ETF Trust DISV264.0K$11.4 million4.50%-12.1K
American Centy ETF Trust AVUV92.5K$10.9 million4.29%-4.1K
Vanguard Mun BD FDS VTEB213.8K$10.1 million3.98%-17.7K
American Century ETF Trust AVDE96.7K$8.7 million3.43%-16.1K
Vanguard Charlotte FDS BNDX182.3K$8.5 million3.36%+9.9K
American Century ETF Trust AVDV75.1K$8.2 million3.23%-1.2K
American Century ETF Trust AVEM68.9K$6.5 million2.55%-6.9K
American Centy ETF Trust AVUS39.1K$5.0 million1.97%-3.4K
Dimensional ETF Trust DFAT73.2K$4.9 million1.91%-83
Dimensional ETF Trust DFGR171.8K$4.6 million1.83%+5.6K
iShares Trust MUB44.9K$4.5 million1.79%+20.3K
Dimensional ETF Trust DFAS52.9K$4.1 million1.61%no change
Vanguard Mun BD FDS VCRM56.2K$4.0 million1.58%-18.5K
Vanguard Intermed Term Bond ETF BIV29.9K$2.2 million0.86%+3.6K
Schwab Strategic Trust SCHP79.2K$2.0 million0.78%+7.2K
Advanced Micro Devices Inc. AMD2.5K$1.5 million0.61%-968
Schwab Strategic Trust SCHB46.6K$1.4 million0.54%-2.6K
Vanguard Shrt-Term Infl-Prot Se VTIP26.8K$1.3 million0.52%+5.9K
VG Totl STK Vprs VTI2.9K$1.1 million0.43%no change
Dimensional ETF Trust DFAC21.4K$949,7950.37%-9.9K
SPDR Ser Trust HYMB34.9K$819,1030.32%new
Vanguard Short Term Government VGSH13.2K$759,5620.30%+3.6K
Vanguard BD Index FDS BSV9.2K$706,3180.28%no change
Vulcan Materials Co. VMC2.1K$514,9460.20%no change
iShares Trust IAGG9.3K$459,8720.18%-5.9K
Dimensional ETF Trust DFUV8.3K$456,8850.18%no change
iShares SHV4.0K$446,7960.18%-172
Dimensional ETF Trust DFGX8.2K$419,3360.16%no change
Vanguard Large Cap ETF VV1.0K$357,1280.14%no change
Dimensional ETF Trust DFAX9.4K$347,2300.14%-7.4K
Vanguard Growth ETF VUG3.8K$344,5030.14%no change
Amazon.com Inc. AMZN1.3K$320,1580.13%no change
iShares U S ETF Trust NEAR5.5K$273,4820.11%no change
Dfa Invt Dimensions Group in DUHP6.2K$261,4350.10%new
American Centy ETF Trust AVES4.0K$259,0220.10%no change
Netflix Inc. NFLX3.0K$210,8270.08%no change
Lucid Group Inc. Com New LCID10.0K$40,7000.02%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.