Physician Wealth Solutions
Physician Wealth Solutions reported 45 stocks worth $254M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are DFAU (15.1%), DFCF (9.3%) and DFIP (7.1%). Compared with Q2 2026, the fund opened new positions in DFSV, HYMB and DUHP, added to DFCF, DFIP and BNDX, trimmed DFAU, DFEM and DFIC and sold out of DFNM and DFSU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAU Dimensional ETF Trust | $38.4M | 15.1% | 734K | −1,300 (−0%) | 8 of 8 | |
| 2 |  DFCF Dimensional Core Fixed | $23.6M | 9.3% | 588K | +45K (+8%) | 8 of 8 | |
| 3 |  DFIP Dimensional Infltn Prtd | $18.1M | 7.1% | 465K | +1,846 (+0%) | 8 of 8 | |
| 4 |  DFSV DFA US Small Cap Value ETF | $14.5M | 5.7% | 386K | New position | 1 of 8 | |
| 5 |  DFUS Dimensional US Equity Market ETF | $13.1M | 5.2% | 158K | No change | 8 of 8 | |
| 6 |  DFEM Dimensional ETF Trust | $13.1M | 5.2% | 330K | −8,171 (−2%) | 8 of 8 | |
| 7 |  DFIC Dimensional Intern Core | $12.5M | 4.9% | 333K | −6,879 (−2%) | 8 of 8 | |
| 8 |  AVRE American Centy ETF TR | $11.8M | 4.7% | 267K | −17K (−6%) | 8 of 8 | |
| 9 |  DISV Dimensional ETF Trust | $11.4M | 4.5% | 264K | −12K (−4%) | 8 of 8 | |
| 10 |  AVUV American Centy ETF TR | $10.9M | 4.3% | 93K | −4,138 (−4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Physician Wealth Solutions 13F FAQ
What does Physician Wealth Solutions own?
Physician Wealth Solutions reported 45 stocks worth $254M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are DFAU (15.1%), DFCF (9.3%) and DFIP (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did Physician Wealth Solutions buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 9 added to, 19 trimmed and 4 sold out. New positions include DFSV, HYMB and DUHP. It sold all of DFNM and DFSU.
When will Physician Wealth Solutions file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Physician Wealth Solutions's portfolio worth?
The Q3 2026 filing reports $254M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.