Physician Wealth Solutions Inc. holds a focused book of 45 stocks worth $263.8M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they trimmed Dimensional US Small Cap Val. Their largest long position is Dimensional US Core Equity M at 14% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2007116/holdings"
Use Arkolith to show Physician Wealth Solutions Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US CORE EQT MKT | $38.0M | 735.4K | 14.4% | ▲+3.0% Added · +22K sh | |
| 2 | Dimensional ETF Trust CORE FIXE IN ETF | $22.9M | 542.7K | 8.7% | ▲+3.8% Added · +20K sh | |
| 3 | Dimensional ETF Trust INFLATION PROTE | $19.1M | 462.7K | 7.2% | ▲+8.1% Added · +35K sh | |
| 4 | Dimensional ETF Trust US SMALL CAP ETF | $15.9M | 411.0K | 6.0% | ▼−2.0% Reduced · −8K sh | |
| 5 | Dimensional ETF Trust EMERGING MKTS CO | $13.7M | 337.7K | 5.2% | ▼−2.7% Reduced · −9K sh | |
| 6 | American Centy ETF TR REAL ESTATE ETF | $13.4M | 283.7K | 5.1% | ▼−1.9% Reduced · −5K sh | |
| 7 | Dimensional ETF Trust US EQUI MARK ETF | $12.9M | 157.7K | 4.9% | —Held | |
| 8 | Dimensional ETF Trust INTL CORE EQUITY | $12.7M | 339.8K | 4.8% | ▼−1.0% Reduced · −4K sh | |
| 9 | American Centy ETF TR US SML CP VALU | $12.1M | 96.7K | 4.6% | ▲+3.6% Added · +3K sh | |
| 10 | Vanguard Mun BD FDS TAX EXEMPT BD | $11.7M | 231.6K | 4.4% | ▲+1.1% Added · +3K sh | |
| 11 | Dimensional ETF Trust INTL SMALL CAP V | $11.1M | 276.1K | 4.2% | ▼−2.9% Reduced · −8K sh | |
| 12 | American Centy ETF TR INTL EQT ETF | $10.1M | 112.8K | 3.8% | ▲+4.1% Added · +4K sh | |
| 13 | Vanguard Charlotte FDS TOTAL INT BD ETF | $8.3M | 172.4K | 3.2% | ▲+6.2% Added · +10K sh | |
| 14 | American Centy ETF TR INTL SMCP VLU | $7.9M | 76.3K | 3.0% | ▲+4.7% Added · +3K sh | |
| 15 | American Centy ETF TR AVANTIS EMGMKT | $7.3M | 75.9K | 2.8% | ▼−1.5% Reduced · −1K sh | |
| 16 | Vanguard Mun BD FDS CORE TAX EXEMPT | $5.7M | 74.7K | 2.2% | ▲+5.1% Added · +4K sh | |
| 17 | American Centy ETF TR US EQT ETF | $5.4M | 42.5K | 2.1% | ▲+3.3% Added · +1K sh | |
| 18 | Dimensional ETF Trust US TARGETED VLU | $5.1M | 73.3K | 1.9% | ▼−0.3% Reduced · −217 sh | |
| 19 | Dimensional ETF Trust GLOBAL REAL EST | $4.8M | 166.2K | 1.8% | ▲+20% Added · +27K sh | |
| 20 | Dimensional ETF Trust US SMALL CAP ETF | $4.4M | 52.9K | 1.7% | —Held | |
| 21 | Ishares TR NATIONAL MUN ETF | $2.7M | 24.7K | 1.0% | ▼−1.5% Reduced · −388 sh | |
| 22 | Advanced Micro Devices Inc COM | $2.0M | 3.5K | 0.8% | ▼−0.8% Reduced · −30 sh | |
| 23 | Vanguard BD Index FDS INTERMED TERM | $2.0M | 26.3K | 0.8% | ▼−2.0% Reduced · −541 sh | |
| 24 | Schwab Strategic TR US TIPS ETF | $1.9M | 72.0K | 0.7% | —Held | |
| 25 | Schwab Strategic TR US BRD MKT ETF | $1.4M | 49.2K | 0.5% | ▼−2.8% Reduced · −1K sh | |
| 26 | Dimensional ETF Trust US COR EQU 2 ETF | $1.4M | 31.2K | 0.5% | ▼−56% Reduced · −41K sh | |
| 27 | Vanguard Index FDS TOTAL STK MKT | $1.1M | 2.9K | 0.4% | ▼−0.3% Reduced · −8 sh | |
| 28 | Vanguard Malvern FDS STRM INFPROIDX | $1.0M | 20.8K | 0.4% | ▲+2.4% Added · +496 sh | |
| 29 | Ishares TR CORE INTL AGGR | $771K | 15.2K | 0.3% | —Held | |
| 30 | Vanguard BD Index FDS SHORT TRM BOND | $720K | 9.2K | 0.3% | —Held | |
| 31 | Dimensional ETF Trust NATL MUN BD ETF | $696K | 14.4K | 0.3% | ▼−3.5% Reduced · −517 sh | |
| 32 | Vulcan Matls Co COM | $621K | 2.1K | 0.2% | —Held | |
| 33 | Dimensional ETF Trust WORLD EX US CORE | $616K | 16.7K | 0.2% | ▼−48% Reduced · −16K sh | |
| 34 | Vanguard Scottsdale FDS SHORT TERM TREAS | $558K | 9.6K | 0.2% | ▼−1.2% Reduced · −120 sh | |
| 35 | Ishares TR TRUST ISHARE 0-1 | $466K | 4.2K | 0.2% | ▼−1.5% Reduced · −63 sh | |
| 36 | Dimensional ETF Trust US MKTWIDE VALUE | $457K | 8.3K | 0.2% | —Held | |
| 37 | Dimensional ETF Trust INTL COR FIX ETF | $439K | 8.2K | 0.2% | —Held | |
| 38 | Vanguard Index FDS LARGE CAP ETF | $349K | 1.0K | 0.1% | —Held | |
| 39 | Vanguard Index FDS GROWTH ETF | $329K | 3.8K | 0.1% | ▲+500% Added · +3K sh | |
| 40 | Amazon Com Inc COM | $306K | 1.3K | 0.1% | —Held | |
| 41 | Ishares U S ETF TR SHOR DURA BD ETF | $278K | 5.5K | 0.1% | —Held | |
| 42 | Dimensional ETF Trust US SUSTAINABILTY | $270K | 5.8K | 0.1% | —Held | |
| 43 | American Centy ETF TR EMERGING MKT VAL | $261K | 4.0K | 0.1% | —Held | |
| 44 | Dimensional ETF Trust US HIGH PROF ETF | $260K | 6.2K | 0.1% | —Held | |
| 45 | Netflix Inc. COM | $216K | 3.0K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 45 | $263.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 45 | $241.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 45 | $235.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 46 | $229.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 45 | $215.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 41 | $199.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 41 | $199.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 41 | $200.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.