Parkshore Wealth Management, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Parkshore Wealth Management, Inc. 13F Holdings
CIK 0002024251 · Granite Bay, CA
As of Sep 30, 2025, Parkshore Wealth Management, Inc. reported
68 positions worth $245.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 1,832,199 | $70.7M | 28.80% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 465,807 |
|
9.9M8.12% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 176,711 |
7.6M | 7.17% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 301,856 |
1.0M | 4.47% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 387,241 |
0.6M | 4.31% |
| APPLE INC | AAPL | Technology | 38,307 | $9.8M | 3.98% |
| AVANTIS US EQUITY ETF | AVUS | — | 87,525 | $9.5M | 3.88% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 196,117 | $9.5M | 3.85% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 232,747 | $8.8M | 3.58% |
| DIMENSIONAL ETF TRUST | DFSB | — | 159,752 | $8.5M | 3.47% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 77,279 | $6.9M | 2.80% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 112,642 | $6.6M | 2.67% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 176,240 | $5.6M | 2.26% |
| AMAZON.COM INC | AMZN | Equity | 18,467 | $4.1M | 1.65% |
| TESLA INC | TSLA | Consumer Cyclical | 8,511 | $3.8M | 1.54% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 9,541 | $3.2M | 1.29% |
| AMERICAN CENTY ETF TR | AVES | — | 51,485 | $3.0M | 1.20% |
| DIMENSIONAL WORLD EQUITY ETF | DFAW | — | 31,112 | $2.2M | 0.91% |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 4,600 | $2.1M | 0.86% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 45,461 | $2.1M | 0.85% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 3,963 | $2.0M | 0.81% |
| AVANTIS REAL ESTATE ETF | AVRE | — | 38,583 |
.7M | 0.70% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 23,675 |
.7M | 0.70% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 10,138 |
.6M | 0.63% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 44,220 |
.4M | 0.59% |