Physician Wealth Solutions Inc.: 13F holdings
CIK 20071162026Q2
| Positions | 45 |
|---|---|
| Reported value | $263.8m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PAVE DIMENSIONAL ETF TRUST | 735,418 | $38.0m | 14.4% |
| DFCF DIMENSIONAL ETF TRUST | 542,729 | $22.9m | 8.7% |
| DIMENSIONAL ETF TRUST | 462,726 | $19.1m | 7.2% |
| DIMENSIONAL ETF TRUST | 411,042 | $15.9m | 6.0% |
| DFEM DIMENSIONAL ETF TRUST | 337,691 | $13.7m | 5.2% |
| NNN AMERICAN CENTY ETF TR | 283,674 | $13.4m | 5.1% |
| DFUS DIMENSIONAL ETF TRUST | 157,689 | $12.9m | 4.9% |
| DFIC DIMENSIONAL ETF TRUST | 339,783 | $12.7m | 4.8% |
| AVUV AMERICAN CENTY ETF TR | 96,685 | $12.1m | 4.6% |
| VTEB VANGUARD MUN BD FDS | 231,559 | $11.7m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2007116")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.