Physician Wealth Solutions Inc. - Portfolio overview

Physician Wealth Solutions Inc. has 46 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 13.29%
2. DFCF - DIMENSIONAL ETF TRUST, 9.10%
3. DFIP - DIMENSIONAL ETF TRUST, 7.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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