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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, DFGR, and represent 52.87% of Parkshore Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVUV (+$10M), DFCF, DFAC, DFGR, DFSD, DFAI, DFSB, DUHP, DFAE, AVDV.
Started 6 new stock positions in DFEV, CSX, SCHC, IJK, GLD, GEV.
Reduced shares in these 10 stocks: TNA, AVRE, IWD, IWF, AVUS, VOO, AVDE, , AAPL, PG.
Sold out of its positions in AVDE, COST.
Parkshore Wealth Management was a net buyer of stock by $25M.
Parkshore Wealth Management has $245M in assets under management (AUM), dropping by 19.93%.
Central Index Key (CIK): 0002024251

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Portfolio Holdings for Parkshore Wealth Management

Parkshore Wealth Management holds 68 positions in its portfolio as reported in the September 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)	28.8	$71M	+5%	1.8M	38.57	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	8.1	$20M	+27%	466k	42.76	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.2	$18M	+131%	177k	99.53	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.5	$11M	+19%	302k	36.35	View chart
Dimensional Etf Trust Global Real Est (DFGR)	4.3	$11M	+24%	387k	27.31	View chart
Apple (AAPL)	4.0	$9.8M		38k	254.63	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.9	$9.5M	-3%	88k	108.70	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.9	$9.5M	+26%	196k	48.19	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.6	$8.8M	+17%	233k	37.77	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	3.5	$8.5M	+24%	160k	53.27	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.8	$6.9M	+12%	77k	89.03	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.7	$6.6M		113k	58.21	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.3	$5.6M	+16%	176k	31.53	View chart
Amazon (AMZN)	1.7	$4.1M		19k	219.57	View chart
Tesla Motors (TSLA)	1.5	$3.8M		8.5k	444.72	View chart
American Express Company (AXP)	1.3	$3.2M		9.5k	332.15	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	1.2	$3.0M	+2%	52k	57.37	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.9	$2.2M	+10%	31k	71.86	View chart
Motorola Solutions Com New (MSI)	0.9	$2.1M		4.6k	457.29	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.8	$2.1M	-3%	46k	45.76	View chart
Lockheed Martin Corporation (LMT)	0.8	$2.0M		4.0k	499.20	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.7	$1.7M	-34%	39k	44.48	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$1.7M	-4%	24k	72.26	View chart
Procter & Gamble Company (PG)	0.6	$1.6M	-9%	10k	153.65	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$1.4M	+6%	44k	32.79	View chart
NVIDIA Corporation (NVDA)	0.6	$1.4M	+3%	7.3k	186.57	View chart
Cadiz Com New (CDZI)	0.5	$1.2M		256k	4.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.1M	-7%	2.2k	502.74	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.4	$882k		18k	49.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$882k		1.5k	600.44	View chart
Microsoft Corporation (MSFT)	0.3	$848k	-11%	1.6k	518.08	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.3	$824k	-60%	18k	45.24	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$791k		5.7k	139.66	View chart
Ameriprise Financial (AMP)	0.3	$791k		1.6k	491.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$787k	-38%	1.7k	468.44	View chart
Bank of America Corporation (BAC)	0.3	$697k		14k	51.59	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$673k		19k	35.69	View chart
Marathon Petroleum Corp (MPC)	0.2	$578k		3.0k	192.74	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$574k	NEW	18k	31.89	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$568k		19k	29.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$564k	-51%	2.8k	203.59	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$550k		825.00	666.34	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$541k		1.7k	320.12	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$539k		16k	32.90	View chart
Chevron Corporation (CVX)	0.2	$433k	+2%	2.8k	155.27	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$424k		3.0k	142.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$408k	-40%	667.00	612.24	View chart
Intel Corporation (INTC)	0.2	$375k	-10%	11k	33.55	View chart
Netflix (NFLX)	0.2	$372k		310.00	1198.92	View chart
Ge Aerospace Com New (GE)	0.1	$349k	-9%	1.2k	300.92	View chart
JPMorgan Chase & Co. (JPM)	0.1	$344k		1.1k	315.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$343k	+8%	4.6k	74.36	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$320k		3.2k	100.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$299k		13k	23.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$287k	NEW	807.00	355.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$286k		10k	27.90	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$274k		8.2k	33.37	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$267k		11k	23.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$266k	-4%	1.1k	243.62	View chart
International Business Machines (IBM)	0.1	$256k		906.00	282.17	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$236k		1.2k	195.86	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$235k		10k	23.47	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$230k		1.7k	135.65	View chart
Exxon Mobil Corporation (XOM)	0.1	$228k		2.0k	112.76	View chart
Ge Vernova (GEV)	0.1	$211k	NEW	343.00	614.23	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$210k	NEW	4.6k	45.51	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$210k	NEW	2.2k	95.91	View chart
CSX Corporation (CSX)	0.1	$207k	NEW	5.8k	35.51	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 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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