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Parkshore Wealth Management

Latest statistics and disclosures from Parkshore Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFCF, AVUV, DFAI, DFSD, and represent 54.54% of Parkshore Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFCF, DFAI, DFSD, DUHP, AVDV, DFSB, DFAE, AVUV, DFEV.
Started 1 new stock position in AVDE.
Reduced shares in these 10 stocks: DFGR, AVRE, NVDA, AVUS, DFAT, DFAU, TNA, INTC, CVX, SCHZ.
Parkshore Wealth Management was a net buyer of stock by $17M.
Parkshore Wealth Management has $266M in assets under management (AUM), dropping by 8.56%.
Central Index Key (CIK): 0002024251

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Portfolio Holdings for Parkshore Wealth Management

Parkshore Wealth Management holds 69 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	29.0	$77M	+6%	2.0M	39.59	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	9.1	$24M	+21%	566k	42.56	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.0	$19M	+3%	183k	101.98	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.3	$14M	+22%	371k	38.11	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.2	$11M	+17%	231k	47.95	View chart
Apple (AAPL)	3.9	$10M		38k	271.86	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.9	$10M	+16%	271k	38.03	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.6	$9.7M		87k	111.78	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	3.4	$9.2M	+10%	177k	51.80	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.1	$8.3M	+13%	88k	93.97	View chart
Dimensional Etf Trust Global Real Est (DFGR)	2.9	$7.6M	-25%	289k	26.42	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.5	$6.6M		112k	59.54	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.4	$6.5M	+12%	199k	32.57	View chart
Amazon (AMZN)	1.6	$4.3M		19k	230.82	View chart
Tesla Motors (TSLA)	1.4	$3.8M		8.6k	449.72	View chart
American Express Company (AXP)	1.3	$3.5M		9.6k	369.97	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	1.1	$3.0M		51k	58.31	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.0	$2.7M	+16%	36k	73.98	View chart
Lockheed Martin Corporation (LMT)	0.8	$2.1M	+10%	4.4k	483.65	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.8	$2.1M		45k	46.80	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$1.8M		24k	75.77	View chart
Motorola Solutions Com New (MSI)	0.7	$1.8M		4.6k	383.32	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$1.7M	+11%	49k	34.46	View chart
Procter & Gamble Company (PG)	0.5	$1.5M		10k	143.31	View chart
Cadiz Com New (CDZI)	0.5	$1.4M		256k	5.61	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.4	$1.2M	-29%	27k	43.53	View chart
NVIDIA Corporation (NVDA)	0.4	$1.1M	-15%	6.1k	186.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.1M		2.3k	502.65	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.4	$1.1M	+83%	33k	33.74	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.4	$961k	+8%	19k	50.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$903k		1.5k	614.28	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.3	$810k	-2%	18k	45.54	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$802k		5.7k	141.05	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$796k		1.7k	473.23	View chart
Microsoft Corporation (MSFT)	0.3	$795k		1.6k	483.48	View chart
Ameriprise Financial (AMP)	0.3	$793k		1.6k	490.41	View chart
Bank of America Corporation (BAC)	0.3	$747k		14k	55.00	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$710k		19k	38.00	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$597k	+6%	17k	34.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$585k		2.8k	210.30	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$579k		19k	30.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$563k		825.00	682.09	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$547k		1.7k	322.98	View chart
Marathon Petroleum Corp (MPC)	0.2	$490k		3.0k	162.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$420k		669.00	627.20	View chart
Chevron Corporation (CVX)	0.2	$413k	-2%	2.7k	152.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$411k	+20%	5.5k	74.06	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$408k		3.0k	136.92	View chart
Intel Corporation (INTC)	0.1	$398k	-3%	11k	36.90	View chart
JPMorgan Chase & Co. (JPM)	0.1	$376k	+6%	1.2k	322.22	View chart
Ge Aerospace Com New (GE)	0.1	$361k		1.2k	308.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$342k		1.1k	313.82	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$321k		3.2k	99.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$320k		807.00	396.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$318k	+2%	13k	24.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$294k		10k	28.48	View chart
Netflix (NFLX)	0.1	$293k	+906%	3.1k	93.76	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$275k	+2%	8.4k	32.75	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$272k		11k	24.16	View chart
International Business Machines (IBM)	0.1	$270k		910.00	296.16	View chart
Exxon Mobil Corporation (XOM)	0.1	$245k		2.0k	120.32	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$241k		1.2k	199.74	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$237k		1.7k	139.37	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$227k	-3%	9.7k	23.37	View chart
Ge Vernova (GEV)	0.1	$221k		338.00	653.07	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$218k	+3%	4.8k	45.53	View chart
CSX Corporation (CSX)	0.1	$212k		5.9k	36.25	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$212k		2.2k	96.87	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$204k	NEW	2.5k	82.33	View chart

Past Filings by Parkshore Wealth Management

SEC 13F filings are viewable for Parkshore Wealth Management going back to 2025

Parkshore Wealth Management 2025 Q4 filed Feb. 9, 2026
Parkshore Wealth Management 2025 Q3 filed Nov. 14, 2025
Parkshore Wealth Management 2025 Q2 filed July 14, 2025
Parkshore Wealth Management 2025 Q1 filed May 29, 2025

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