Titelia

Holdings of Physician Wealth Solutions Inc.

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Net assets
-
Positions
37 in 1 countries
Top ten
73.3 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 522,70222.1M $
2Dimensional Inflation-Protecte 427,91417.9M $
3Avantis Real Estate ETF 289,02412.7M $
4Dimensional International Core 343,33312.2M $
5Vanguard Tax-Exempt Bond Index ETF 228,99211.4M $
6Dimensional International Smal 284,42911.2M $
7Dimensional ETF Trust 157,68911.2M $
8American Century ETF Trust 93,27610.3M $
9Avantis International Equity ETF 108,4419.2M $
10Vanguard Charlotte Funds 162,3547.8M $
11Avantis International Small Cap Value ETF 72,8547.3M $
12Avantis Emerging Markets Equity ETF 77,0536.2M $
13Dimensional U S Targeted Value ETF 73,4874.6M $
14Avantis US Equity ETF 41,1774.6M $
15Dimensional U S Small Cap ETF 52,8653.8M $
16Dimensional ETF Trust 71,7462.8M $
17iShares National Muni Bond ETF 25,0692.7M $
18Vanguard Bond Index Funds 26,8262.1M $
19Schwab US TIPS ETF 72,0071.9M $
20Schwab US Broad Market ETF 50,6191.3M $
21Vanguard Malvern Funds 20,3351M $
22Vanguard Total Stock Market ETF 2,896929.1K $
23iShares Trust 15,241762.7K $
24Vanguard Short-term Bond Etf 9,245724.9K $
25Advanced Micro Devices Inc 3,530718.1K $
26DFA Dimensional National Municipal Bond ETF 14,909714.6K $
27Vulcan Materials Co 2,105573.2K $
28Vanguard Scottsdale Funds 9,714568.7K $
29iShares 0-1 Year Treasury Bond ETF 4,285473K $
30DFA Dimensional US Marketwide Value ETF 8,307402.6K $
31Vanguard Large-Cap ETF 1,015303.3K $
32Netflix Inc 3,030291.3K $
33ISHARES U S ETF TR 5,485278.8K $
34Vanguard Growth ETF 637278.2K $
35Amazon.com Inc 1,285267.6K $
36Avantis Emerging Markets Value ETF 3,977238.5K $
37Dimensional ETF Trust 6,238229.3K $

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Sector breakdown

  • Technology 0.4 %
  • Materials 0.3 %
  • Communication 0.2 %
  • Consumer discretionary 0.2 %
  • Unattributed 98.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States37171.9M $100.00 %
Cite this page

Titelia. "Holdings of Physician Wealth Solutions Inc.". https://titelia.com/en/funds/US13F2007116