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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 57.87% of Parkshore Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$12M), DFCF (+$7.0M), DFAI (+$5.1M), DFSD, DUHP, DFSB, DFAE, AVUV, AVDV, VTI.
Started 2 new stock positions in VTI, VXUS.
Reduced shares in these 10 stocks: DFGR, AVRE, SCHZ, SCHC, AVUS, SCHM, IWD, IWS, PWZ, BND.
Sold out of its positions in SCHZ, SCHC.
Parkshore Wealth Management was a net buyer of stock by $33M.
Parkshore Wealth Management has $299M in assets under management (AUM), dropping by 12.29%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	29.3	$88M	+15%	2.3M	38.86	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	10.3	$31M	+29%	732k	42.22	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.1	$21M	+5%	193k	110.47	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.5	$20M	+35%	502k	38.96	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.6	$14M	+23%	285k	47.88	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	4.1	$12M	+22%	332k	36.76	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	3.7	$11M	+22%	216k	51.74	View chart
Apple (AAPL)	3.3	$9.7M		38k	253.79	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.3	$9.7M	+10%	98k	99.86	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.2	$9.5M		85k	111.18	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.8	$8.3M	+23%	246k	33.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.3	$7.0M		112k	62.45	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.9	$5.6M	-26%	211k	26.58	View chart
Amazon (AMZN)	1.3	$3.9M		19k	208.27	View chart
Tesla Motors (TSLA)	1.1	$3.2M		8.6k	371.75	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	1.0	$3.1M		51k	59.98	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.0	$2.9M	+10%	40k	73.78	View chart
American Express Company (AXP)	1.0	$2.9M		9.6k	302.47	View chart
Lockheed Martin Corporation (LMT)	0.9	$2.7M		4.4k	604.36	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$2.0M		45k	45.12	View chart
Motorola Solutions Com New (MSI)	0.7	$2.0M		4.6k	433.98	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.6	$1.9M		24k	80.61	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$1.8M	+49%	50k	35.78	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$1.7M		49k	35.53	View chart
Procter & Gamble Company (PG)	0.5	$1.5M		10k	144.44	View chart
Cadiz Com New (CDZI)	0.4	$1.3M	+3%	264k	4.91	View chart
NVIDIA Corporation (NVDA)	0.4	$1.2M	+7%	6.6k	174.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.1M		2.3k	479.20	View chart
Direxion Shares Etf Trust Daily Small Cap (TNA)	0.4	$1.1M	+37%	24k	44.13	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.4	$1.1M	+12%	22k	49.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$826k	-2%	1.4k	577.02	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$770k	-7%	5.3k	145.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$754k	NEW	2.3k	320.86	View chart
Marathon Petroleum Corp (MPC)	0.2	$740k		3.0k	244.15	View chart
Ameriprise Financial (AMP)	0.2	$718k		1.6k	444.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$718k		1.7k	426.39	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$699k	-5%	18k	39.44	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$698k	-41%	16k	44.02	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$678k	+8%	19k	35.71	View chart
Bank of America Corporation (BAC)	0.2	$671k		14k	48.75	View chart
Microsoft Corporation (MSFT)	0.2	$636k	+4%	1.7k	370.17	View chart
Chevron Corporation (CVX)	0.2	$566k		2.7k	206.88	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$540k		831.00	650.01	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$534k	-10%	17k	30.96	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$533k	-10%	2.5k	213.67	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$529k		1.7k	313.84	View chart
Intel Corporation (INTC)	0.1	$449k	-5%	10k	44.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$426k	+6%	712.00	597.75	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$382k		3.0k	128.10	View chart
Exxon Mobil Corporation (XOM)	0.1	$356k	+3%	2.1k	169.63	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$352k	-13%	4.8k	73.64	View chart
Netflix (NFLX)	0.1	$348k	+16%	3.6k	96.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$347k		807.00	430.29	View chart
JPMorgan Chase & Co. (JPM)	0.1	$345k		1.2k	294.24	View chart
Ge Aerospace Com New (GE)	0.1	$322k	-3%	1.1k	283.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$313k		1.1k	286.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$302k	-5%	3.0k	99.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$299k	-8%	12k	24.75	View chart
Ge Vernova (GEV)	0.1	$290k		332.00	872.73	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$287k	-4%	9.9k	29.08	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$285k	NEW	3.7k	77.12	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$268k	-3%	8.1k	32.95	View chart
CSX Corporation (CSX)	0.1	$240k		5.9k	41.05	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$223k		1.7k	132.12	View chart
International Business Machines (IBM)	0.1	$222k		917.00	242.29	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$219k		1.2k	181.47	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$210k	-21%	8.8k	23.87	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$210k		2.5k	84.84	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$209k	-5%	2.1k	100.64	View chart

Past Filings by Parkshore Wealth Management

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

Parkshore Wealth Management 2026 Q1 filed May 13, 2026
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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