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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, DUHP, and represent 59.35% of Parkshore Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFCF (+$7.0M), DFAC (+$5.2M), DFAI, DFSD, DUHP, DFSB, DFAW, TSLA, AVUV, AVDV.
Started 3 new stock positions in AMD, VIOO, SBUX.
Reduced shares in these 10 stocks: TNA, INTC, DFCA, DFGR, DFAT, IWS, AVES, IWP, CVX, IWD.
Parkshore Wealth Management was a net buyer of stock by $20M.
Parkshore Wealth Management has $348M in assets under management (AUM), dropping by 16.39%.
Central Index Key (CIK): 0002024251

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Portfolio Holdings for Parkshore Wealth Management

Parkshore Wealth Management holds 72 positions in its portfolio as reported in the June 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)	30.2	$105M	+5%	2.4M	44.36	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	10.9	$38M	+22%	898k	42.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	7.1	$25M	+3%	199k	124.76	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.6	$23M	+11%	559k	41.25	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	4.5	$16M	+11%	372k	41.73	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	4.4	$15M	+12%	321k	47.75	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	3.5	$12M	+8%	236k	52.11	View chart
Apple (AAPL)	3.2	$11M		38k	289.36	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.2	$11M		86k	128.08	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.1	$11M	+7%	104k	103.05	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.9	$10M	+2%	252k	40.21	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.1	$7.5M	-4%	107k	69.90	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.6	$5.6M	-7%	195k	28.97	View chart
Tesla Motors (TSLA)	1.3	$4.5M	+24%	11k	420.60	View chart
Amazon (AMZN)	1.3	$4.4M		19k	238.34	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	1.2	$4.2M	+26%	51k	82.79	View chart
American Express Company (AXP)	0.9	$3.2M		9.6k	338.24	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.9	$3.2M	-6%	48k	65.60	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.7	$2.6M	+22%	61k	42.67	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$2.3M		44k	51.69	View chart
Lockheed Martin Corporation (LMT)	0.6	$2.2M	-2%	4.3k	509.41	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.6	$2.1M	-2%	23k	91.21	View chart
Motorola Solutions Com New (MSI)	0.6	$1.9M		4.6k	415.27	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$1.8M		50k	37.26	View chart
Procter & Gamble Company (PG)	0.4	$1.5M	-2%	10k	146.64	View chart
NVIDIA Corporation (NVDA)	0.4	$1.3M		6.7k	200.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.1M		2.3k	500.39	View chart
Cadiz Com New (CDZI)	0.3	$1.1M		264k	4.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.0M	-3%	1.4k	736.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$861k		2.3k	370.06	View chart
Intel Corporation (INTC)	0.2	$800k	-43%	5.7k	139.63	View chart
Bank of America Corporation (BAC)	0.2	$787k		14k	56.98	View chart
Marathon Petroleum Corp (MPC)	0.2	$775k		3.0k	255.67	View chart
Ameriprise Financial (AMP)	0.2	$742k		1.6k	458.82	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.2	$721k	-3%	18k	39.54	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$710k		18k	40.13	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$659k	-24%	4.0k	164.60	View chart
Microsoft Corporation (MSFT)	0.2	$647k		1.7k	372.93	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.2	$645k	-14%	14k	47.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$622k		833.00	746.47	View chart
Advanced Micro Devices (AMD)	0.2	$604k	NEW	1.0k	580.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$577k	+176%	4.6k	124.16	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$555k	-12%	15k	36.87	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.2	$553k	-48%	11k	50.18	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$544k	-18%	1.4k	394.04	View chart
Direxion Shares Etf Trust Daily Small Cap (TNA)	0.1	$515k	-71%	6.9k	75.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$494k		719.00	686.98	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$481k	-20%	2.0k	242.38	View chart
Ge Aerospace Com New (GE)	0.1	$424k		1.1k	373.83	View chart
Ge Vernova (GEV)	0.1	$390k		332.00	1175.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$386k		1.1k	353.48	View chart
JPMorgan Chase & Co. (JPM)	0.1	$384k		1.2k	327.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$356k		4.8k	73.41	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$350k		9.7k	36.13	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$316k		3.7k	85.50	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$304k		1.2k	252.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$297k		807.00	368.38	View chart
Netflix (NFLX)	0.1	$294k	+13%	4.1k	71.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$292k	-3%	3.0k	98.99	View chart
Exxon Mobil Corporation (XOM)	0.1	$288k		2.1k	136.72	View chart
Chevron Corporation (CVX)	0.1	$287k	-36%	1.7k	165.74	View chart
CSX Corporation (CSX)	0.1	$278k		5.8k	47.53	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$267k	-38%	1.8k	146.41	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$261k		1.7k	154.32	View chart
International Business Machines (IBM)	0.1	$259k		921.00	281.19	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$245k	-16%	6.8k	36.26	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$244k		2.1k	117.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$241k	-27%	8.7k	27.70	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$223k		2.5k	89.20	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$218k		8.9k	24.51	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$216k	NEW	1.6k	137.50	View chart
Starbucks Corporation (SBUX)	0.1	$206k	NEW	2.0k	102.19	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 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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