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Parkshore Wealth Management

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

Central Index Key (CIK): 0002024251

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Positions held by Parkshore Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Parkshore Wealth Management

Parkshore Wealth Management holds 62 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	27.5	$47M	1.4M	32.99	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	7.7	$13M	313k	42.06	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.8	$10M	319k	31.23	View chart
Apple (AAPL)	5.1	$8.8M	39k	222.13	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.8	$6.5M	70k	92.38	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.7	$6.3M	73k	87.17	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.5	$6.0M	229k	26.26	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.4	$5.8M	83k	69.74	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.2	$5.5M	165k	33.14	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.9	$5.1M	107k	47.52	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.8	$4.8M	93k	51.49	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	2.7	$4.6M	90k	51.50	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.1	$3.6M	139k	25.89	View chart
Amazon (AMZN)	2.1	$3.6M	19k	190.26	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	1.8	$3.1M	65k	47.16	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	1.8	$3.0M	70k	43.01	View chart
American Express Company (AXP)	1.5	$2.6M	9.5k	269.06	View chart
Tesla Motors (TSLA)	1.4	$2.3M	9.0k	259.16	View chart
Motorola Solutions Com New (MSI)	1.2	$2.0M	4.6k	437.81	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.1	$1.9M	51k	38.44	View chart
Procter & Gamble Company (PG)	1.1	$1.9M	11k	170.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.1	$1.8M	28k	65.21	View chart
Lockheed Martin Corporation (LMT)	1.0	$1.8M	3.9k	446.69	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.0	$1.7M	27k	61.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.3M	2.4k	532.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$1.1M	5.9k	188.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.0M	2.8k	361.13	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$824k	6.5k	125.97	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$776k	1.4k	559.23	View chart
Ameriprise Financial (AMP)	0.5	$775k	1.6k	484.25	View chart
NVIDIA Corporation (NVDA)	0.4	$766k	7.1k	108.38	View chart
Cadiz Com New (CDZI)	0.4	$749k	256k	2.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$717k	1.5k	468.94	View chart
Microsoft Corporation (MSFT)	0.4	$706k	1.9k	375.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$565k	1.1k	514.04	View chart
Bank of America Corporation (BAC)	0.3	$563k	14k	41.73	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$537k	21k	26.20	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.3	$516k	18k	29.26	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$494k	16k	30.57	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.3	$490k	21k	23.85	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$478k	1.9k	255.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$472k	1.3k	370.74	View chart
Chevron Corporation (CVX)	0.3	$452k	2.7k	167.31	View chart
Marathon Petroleum Corp (MPC)	0.3	$437k	3.0k	145.69	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$407k	3.5k	117.49	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$362k	4.4k	82.31	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$336k	12k	29.12	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$334k	5.0k	66.27	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$321k	16k	19.78	View chart
Ge Aerospace Com New (GE)	0.2	$321k	1.6k	200.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$316k	3.2k	98.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$311k	4.2k	73.45	View chart
Netflix (NFLX)	0.2	$289k	310.00	932.53	View chart
Intel Corporation (INTC)	0.2	$285k	13k	22.71	View chart
JPMorgan Chase & Co. (JPM)	0.2	$268k	1.1k	245.30	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$268k	12k	23.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$259k	11k	23.43	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$252k	9.1k	27.57	View chart
Exxon Mobil Corporation (XOM)	0.1	$240k	2.0k	118.91	View chart
Costco Wholesale Corporation (COST)	0.1	$227k	240.00	944.72	View chart
International Business Machines (IBM)	0.1	$223k	897.00	248.72	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$214k	3.5k	60.18	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 Q1 filed May 29, 2025

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