Loading…
CIK 0002007116 • 7 13F filings • May 6, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("physician-wealth-solutions-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $756K | 0.3%Prev: 0.2% | 3,530 SH | Increased |
| AMAZON COM INC | COM | $304K | 0.1%Prev: 0.1% | 1,315 SH | Increased+30 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $5.7M | 2.4%Prev: 2.3% | 74,106 SH | Increased+3,504 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $232K | 0.1%Prev: 0.1% | 3,977 SH | Increased |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $8.2M | 3.5%Prev: 3.4% | 99,306 SH | Increased+623 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $6.1M | 2.6%Prev: 2.5% | 64,661 SH | Increased+62 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $12.7M | 5.4%Prev: 5.8% | 292,005 SH | Decreased-4,179 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $4.1M | 1.8%Prev: 1.7% | 36,970 SH | Increased+107 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $7.6M | 3.2%Prev: 3.0% | 74,953 SH | Increased+6,844 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $21.8M | 9.2%Prev: 8.8% | 511,410 SH | Increased+39,694 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $11.8M | 5.0%Prev: 5.1% | 356,677 SH | Increased-8,349 SH |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | $432K | 0.2%Prev: 0.2% | 8,200 SH | Decreased |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $2.7M | 1.1%Prev: 0.8% | 101,296 SH | Increased+33,742 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $16.3M | 6.9%Prev: 6.8% | 393,446 SH | Increased+22,561 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $11.9M | 5.0%Prev: 4.8% | 344,756 SH | Increased+6,050 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $11.2M | 4.8%Prev: 4.6% | 295,443 SH | Increased+2,559 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $740K | 0.3%Prev: 0.3% | 15,360 SH | Decreased-707 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $30.7M | 13.0%Prev: 12.9% | 656,918 SH | Increased+8,698 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $6.7M | 2.9%Prev: 3.5% | 170,275 SH | Decreased-36,484 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $11.7M | 5.0%Prev: 5.0% | 157,689 SH | Increased |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $237K | 0.1%Prev: 0.1% | 6,238 SH | Increased |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $387K | 0.2%Prev: 0.2% | 8,307 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.7M | 1.6%Prev: 1.6% | 52,865 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $14.1M | 6.0%Prev: 6.0% | 428,333 SH | Increased-5,980 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $252K | 0.1%Prev: 0.1% | 5,800 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $4.4M | 1.9%Prev: 1.9% | 73,487 SH | Increased |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.4M | 1.0%Prev: 1.2% | 74,404 SH | Decreased-15,318 SH |
| ISHARES TR | CORE INTL AGGR | $762K | 0.3%Prev: 0.3% | 15,241 SH | Decreased |
| ISHARES TR | NATIONAL MUN ETF | $2.7M | 1.1%Prev: 1.2% | 25,080 SH | Increased |
| ISHARES TR | TRUST ISHARE 0-1 | $372K | 0.2% | 3,378 SH | New |
| ISHARES U S ETF TR | SHORT DURATION B | $405K | 0.2%Prev: 0.2% | 7,926 SH | Increased+29 SH |
| NETFLIX INC | COM | $284K | 0.1%Prev: 0.2% | 3,030 SH | Decreased+2,727 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.3M | 0.6%Prev: 0.6% | 50,619 SH | Decreased-1,829 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $2.1M | 0.9%Prev: 0.9% | 78,041 SH | Decreased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $2.4M | 1.0%Prev: 1.1% | 30,547 SH | Decreased-579 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $729K | 0.3%Prev: 0.3% | 9,245 SH | Decreased |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $7.4M | 3.1%Prev: 3.1% | 152,450 SH | Increased+9,773 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $311K | 0.1%Prev: 0.1% | 637 SH | Increased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $320K | 0.1%Prev: 0.1% | 1,015 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $971K | 0.4%Prev: 0.4% | 2,896 SH | Increased |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $809K | 0.3%Prev: 0.4% | 16,356 SH | Decreased |
| VANGUARD MUN BD FDS | CORE TAX EXEMPT | $5.7M | 2.4%Prev: 2.3% | 75,204 SH | Increased+5,067 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $11.0M | 4.7%Prev: 4.7% | 218,414 SH | Increased+5,177 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $472K | 0.2%Prev: 0.2% | 8,038 SH | Decreased |
| VULCAN MATLS CO | COM | $600K | 0.3%Prev: 0.3% | 2,105 SH | Decreased |
| 13F-HR |
| 0001214659-25-014905 |
| $229.1M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008477 | $263.8M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010300 | $215.6M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004562 | $241.6M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0002007116-25-000002 | $199.0M | View |