BAYSHORE ASSET MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, BAYSHORE ASSET MANAGEMENT, LLC held in its portfolio 40 assets valued at $245,024,885 (i.e. $245.03M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($50.06M), DIMENSIONAL ETF TRUST ($46.38M), and DIMENSIONAL ETF TRUST ($23.95M).
The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BAYSHORE ASSET MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 840720 | 50056444 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 1171454 | 46377846 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 513951 | 23944976 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 450427 | 22476293 | INTERNATNAL VAL |
| AMERICAN CENTY ETF TR | 89253 | 8387143 | INTL SMCP VLU |
| AMERICAN CENTY ETF TR | 117532 | 8371827 | INTERNATIONAL LR |
| DIMENSIONAL ETF TRUST | 109819 | 8145294 | US EQUITY MARKET |
| AMERICAN CENTY ETF TR | 71409 | 7982067 | US EQT ETF |
| AMERICAN CENTY ETF TR | 75994 | 7749830 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 226112 | 7400660 | WORLD EX US CORE |
| VANGUARD INDEX FDS | 76626 | 6780649 | REAL ESTATE ETF |
| AMERICAN CENTY ETF TR | 91511 | 5336013 | EMERGING MKT VAL |
| DIMENSIONAL ETF TRUST | 75833 | 5283260 | US SMALL CAP ETF |
| AMERICAN CENTY ETF TR | 59414 | 4890952 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 47910 | 3630140 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 92630 | 3519940 | INTL SMALL CAP V |
| EA SERIES TRUST | 141471 | 3296279 | EA BRIDGEWAY OMN |
| DIMENSIONAL ETF TRUST | 82000 | 2696980 | US SMALL CAP VAL |
| ISHARES TR | 26509 | 2661001 | 0-3 MNTH TREASRY |
| META PLATFORMS INC | 2618 | 1728116 | CL A |
| MICROSOFT CORP | 3384 | 1636570 | COM |
| AMAZON COM INC | 6592 | 1521565 | COM |
| PALO ALTO NETWORKS INC | 7435 | 1369527 | COM |
| APPLE INC | 4994 | 1357669 | COM |
| AMERICAN CENTY ETF TR | 14503 | 1117021 | AVANTIS EMGMKT |
| AMERICAN CENTY ETF TR | 24297 | 1057670 | REAL ESTATE ETF |
| NVIDIA CORPORATION | 5225 | 974463 | COM |
| DIMENSIONAL ETF TRUST | 28608 | 946353 | EMERGING MKTS CO |
| SELECT SECTOR SPDR TR | 16200 | 717360 | STATE STREET TEC |
| DIMENSIONAL ETF TRUST | 10769 | 503987 | US CORE EQT MKT |
| AUTOMATIC DATA PROCESSING IN | 1521 | 391247 | COM |
| ROYAL CARIBBEAN GROUP | 1401 | 390767 | COM |
| HUMANA INC | 1392 | 356533 | COM |
| MCCORMICK & CO INC | 5000 | 340550 | COM NON VTG |
| DIMENSIONAL ETF TRUST | 8873 | 338152 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 13971 | 319953 | US REAL ESTATE E |
| AMERICAN CENTY ETF TR | 4715 | 276959 | AVANTIS US SMALL |
| VANGUARD INDEX FDS | 432 | 270920 | S&P 500 ETF SHS |
| WORKDAY INC | 1016 | 218216 | CL A |
| AMERICAN CENTY ETF TR | 2371 | 203693 | AVANTIS ALL EQT |
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