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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, DFSD, DFAI, AVUV, and represent 62.82% of Parkshore Wealth Management's stock portfolio.
Added to shares of these 10 stocks: Dfa Invt Dimensions Group In (+$21M), DFSD (+$14M), DFCF (+$12M), DFAC (+$9.5M), DFAI (+$5.9M), SPCX, DFAE, DFEV, AVUV, AVDV.
Started 4 new stock positions in GDX, Dfa Invt Dimensions Group In, Exxon Mobil Corp, SPCX.
Reduced shares in these 10 stocks: DUHP (-$16M), AAPL (-$8.2M), AMZN, , AVES, , IBM, AVUS, PWZ, VIOO.
Sold out of its positions in DUHP, XOM, IBM, PWZ, MPC, SBUX, VIOO.
Parkshore Wealth Management was a net buyer of stock by $49M.
Parkshore Wealth Management has $394M in assets under management (AUM), dropping by 13.04%.
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 September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	29.2	$115M	+9%	2.6M	44.45	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	12.3	$48M	+34%	1.2M	40.12	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	7.4	$29M	+95%	629k	46.47	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	7.4	$29M	+25%	702k	41.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.5	$26M	+9%	218k	117.77	View chart
Dfa Invt Dimensions Group In U.s. High Relati	5.3	$21M	NEW	499k	41.91	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.5	$14M	+40%	354k	39.31	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	3.3	$13M	+9%	259k	49.55	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.2	$13M	+11%	117k	109.38	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.7	$11M	-2%	84k	128.09	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.8	$7.0M		106k	66.44	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.4	$5.5M	+4%	203k	27.05	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.3	$5.0M	+95%	119k	42.40	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	1.2	$4.6M	NEW	31k	150.86	View chart
Apple (AAPL)	1.2	$4.6M	-64%	14k	333.02	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.2	$4.5M	+9%	55k	82.31	View chart
Tesla Motors (TSLA)	1.0	$3.8M		11k	354.81	View chart
American Express Company (AXP)	0.7	$2.9M		9.6k	304.09	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.6	$2.5M	-19%	39k	65.13	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$2.2M	-3%	43k	52.36	View chart
Lockheed Martin Corporation (LMT)	0.5	$2.1M		4.2k	509.28	View chart
Motorola Solutions Com New (MSI)	0.5	$2.1M		4.6k	445.95	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$1.9M	-6%	22k	90.44	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$1.9M		49k	37.61	View chart
NVIDIA Corporation (NVDA)	0.4	$1.5M	-3%	6.5k	228.39	View chart
Procter & Gamble Company (PG)	0.4	$1.4M	-3%	9.6k	145.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.1M		2.3k	497.95	View chart
Cadiz Com New (CDZI)	0.3	$1.0M		264k	3.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.0M		1.4k	739.65	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$995k	+14%	2.7k	374.30	View chart
Microsoft Corporation (MSFT)	0.2	$889k		1.7k	512.77	View chart
Ameriprise Financial (AMP)	0.2	$796k		1.6k	492.42	View chart
Amazon (AMZN)	0.2	$784k	-83%	3.1k	249.15	View chart
Bank of America Corporation (BAC)	0.2	$752k		14k	54.43	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$749k	-2%	17k	43.29	View chart
Advanced Micro Devices (AMD)	0.2	$697k	+9%	1.1k	611.76	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.2	$666k	-9%	17k	40.17	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$639k		4.0k	160.72	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$635k		833.00	762.33	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$584k	-3%	13k	44.35	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$555k	-4%	4.4k	125.25	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$529k		11k	47.67	View chart
Intel Corporation (INTC)	0.1	$506k	-26%	4.2k	120.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$504k		720.00	700.41	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$486k	-5%	14k	34.02	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$478k	-2%	1.9k	247.95	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$477k	-3%	1.3k	356.95	View chart
Direxion Shares Etf Trust Daily Small Cap (TNA)	0.1	$431k	+8%	7.5k	57.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$429k	+39%	1.1k	380.71	View chart
JPMorgan Chase & Co. (JPM)	0.1	$388k		1.2k	330.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$373k		1.1k	340.88	View chart
Ge Aerospace Com New (GE)	0.1	$355k		1.1k	312.37	View chart
Chevron Corporation (CVX)	0.1	$354k		1.7k	204.18	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$341k		4.9k	70.15	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$319k		1.2k	264.97	View chart
Ge Vernova (GEV)	0.1	$316k		332.00	950.72	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$314k		3.7k	84.97	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$291k	-7%	8.9k	32.63	View chart
Netflix (NFLX)	0.1	$287k		4.1k	69.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$280k		3.0k	94.54	View chart
CSX Corporation (CSX)	0.1	$272k		5.8k	46.51	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$263k		1.7k	155.70	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$242k	-3%	1.8k	137.68	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$238k		8.7k	27.47	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$229k	-6%	6.3k	36.45	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$228k		2.1k	109.62	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$226k		2.5k	90.12	View chart
Exxonmobil Holdings Corp Com Shs	0.1	$211k	NEW	1.3k	162.70	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$206k	NEW	2.3k	87.80	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 Q3 filed Oct. 13, 2026
Parkshore Wealth Management 2026 Q2 filed Aug. 7, 2026
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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