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Physician Wealth Solutions Inc.
Physician Wealth Solutions Inc. is a registered investment adviser with the SEC headquartered in Castle Rock, Colorado. Founded to serve physicians and their families across the United States, the firm offers comprehensive financial planning, retirement distribution planning, tax-efficient wealth strategies, investment portfolio management, business planning, executive compensation consulting, and legacy/charitable planning services. As of 2025, the firm manages over $215 million in assets and operates with a dedicated team specializing in tailored financial solutions for medical professionals and business owners.
Investment Strategy
Physician Wealth Solutions employs a fiduciary approach integrating both active and passive investment philosophies. The firm builds customized, goals-based investment portfolios with a focus on tax-efficient global asset allocation, matching risk and investment vehicles to each client’s personal financial plan. Their services include comprehensive financial planning, retirement income strategies, business and executive compensation consulting, efficient asset location, and legacy/charitable planning. Coordination with other professional advisers ensures holistic management and protection of clients' wealth.
Latest 13F Filing Activity
Physician Wealth Solutions Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 45 equity positions with a total 13F market value of $229M. The fund increased holdings in Dimensional Etf Trust, Vanguard Mun BD FDS, Dimensional Etf Trust among other positions. Physician Wealth Solutions Inc. reduced exposure to Dimensional Etf Trust, Netflix Inc., Vanguard BD Index FDS among others.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 12.95% | $29.7M | 648,220 | $36.73 | $45.76 | +$2.2M |
D DFCF | DIMENSIONAL ETF TRUST | 8.81% | $20.2M | 471,716 | $42.62 | $42.76 | +$710.1K |
D DFIP | DIMENSIONAL ETF TRUST | 6.84% | $15.7M | 370,885 | $41.81 | $42.23 | +$1.0M |
D DFSV | DIMENSIONAL ETF TRUST | 6.04% | $13.8M | 434,313 | $29.45 | $31.84 | +$1.0M |
A AVRE | AMERICAN CENTY ETF TR | 5.75% | $13.2M | 296,184 | $43.15 | $44.48 | +$17.1K |
Industry Allocation
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