Parkshore Wealth Management

Parkshore Wealth Management as of March 31, 2026

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