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 MUN BD FD INC 228,99211.4M $
6Dimensional International Smal 284,42911.2M $
7DIMENSIONAL ETF TRUST 157,68911.2M $
8AMERICAN CENTURY INVEST 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 TRUST 25,0692.7M $
18VANGUARD BOND INDEX FUNDS 26,8262.1M $
19SCHWAB STRATEGIC TRUST 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 assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

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

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