0002007116-25-000001.txt : 20250206 0002007116-25-000001.hdr.sgml : 20250206 20250206105717 ACCESSION NUMBER: 0002007116-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250206 DATE AS OF CHANGE: 20250206 EFFECTIVENESS DATE: 20250206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Physician Wealth Solutions Inc. CENTRAL INDEX KEY: 0002007116 ORGANIZATION NAME: IRS NUMBER: 463705575 STATE OF INCORPORATION: NV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23489 FILM NUMBER: 25595996 BUSINESS ADDRESS: STREET 1: 3844 ANDORIAN AVE CITY: NORTH LAS VEGAS STATE: NV ZIP: 89084 BUSINESS PHONE: 404-386-7641 MAIL ADDRESS: STREET 1: 3844 ANDORIAN AVE CITY: NORTH LAS VEGAS STATE: NV ZIP: 89084 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002007116 XXXXXXXX 12-31-2024 12-31-2024 Physician Wealth Solutions Inc.

3844 ANDORIAN AVE NORTH LAS VEGAS NV 89084

13F HOLDINGS REPORT 028-23489 000151570 N Setu Mazumdar 4043867641 Setu Mazumdar North Las Vegas NV 02-06-2025 0 41 199709669 false INFORMATION TABLE 2 form13fpws.xml ADVANCED MICRO DEVICES INC COM 007903107 426389 3530 SH SOLE 0 0 0 3530 AMAZON COM INC COM 023135106 281916 1285 SH SOLE 0 0 0 1285 AMERICAN CENTY ETF TR US SML CP VALU 025072877 3790795 39271 SH SOLE 0 0 0 39271 AMERICAN CENTY ETF TR US EQT ETF 025072885 2848745 29390 SH SOLE 0 0 0 29390 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 6131405 99909 SH SOLE 0 0 0 99909 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 4397942 67577 SH SOLE 0 0 0 67577 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 3263469 55511 SH SOLE 0 0 0 55511 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 13151792 313736 SH SOLE 0 0 0 313736 DIMENSIONAL ETF TRUST INFLATION PROTE 25434V856 14370734 354914 SH SOLE 0 0 0 354914 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 19805017 479889 SH SOLE 0 0 0 479889 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 1237052 25896 SH SOLE 0 0 0 25896 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 248627 7358 SH SOLE 0 0 0 7358 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 13918660 452198 SH SOLE 0 0 0 452198 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 7841069 295110 SH SOLE 0 0 0 295110 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 8520395 329673 SH SOLE 0 0 0 329673 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 9962363 380388 SH SOLE 0 0 0 380388 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 339922 8307 SH SOLE 0 0 0 8307 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 219820 5800 SH SOLE 0 0 0 5800 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 612832 23995 SH SOLE 0 0 0 23995 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 25820901 637711 SH SOLE 0 0 0 637711 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 9904455 155364 SH SOLE 0 0 0 155364 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 7401581 213980 SH SOLE 0 0 0 213980 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 3440454 52865 SH SOLE 0 0 0 52865 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 3389178 60891 SH SOLE 0 0 0 60891 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 2359640 94917 SH SOLE 0 0 0 94917 ISHARES TR SHORT TREAS BD 464288679 428548 3892 SH SOLE 0 0 0 3892 ISHARES TR NATIONAL MUN ETF 464288414 3219941 30220 SH SOLE 0 0 0 30220 ISHARES TR CORE INTL AGGR 46435G672 811300 16252 SH SOLE 0 0 0 16252 ISHARES U S ETF TR SHORT DURATION B 46431W507 398395 7889 SH SOLE 0 0 0 7889 NETFLIX INC COM 64110L106 270070 303 SH SOLE 0 0 0 303 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1290968 56871 SH SOLE 0 0 0 56871 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2177297 84293 SH SOLE 0 0 0 84293 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2749152 36788 SH SOLE 0 0 0 36788 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 7005342 142820 SH SOLE 0 0 0 142820 VANGUARD INDEX FDS LARGE CAP ETF 922908637 273746 1015 SH SOLE 0 0 0 1015 VANGUARD INDEX FDS GROWTH ETF 922908736 261450 637 SH SOLE 0 0 0 637 VANGUARD INDEX FDS TOTAL STK MKT 922908769 803064 2771 SH SOLE 0 0 0 2771 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 901968 18628 SH SOLE 0 0 0 18628 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 14452780 288306 SH SOLE 0 0 0 288306 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 439026 7546 SH SOLE 0 0 0 7546 VULCAN MATLS CO COM 929160109 541469 2105 SH SOLE 0 0 0 2105