Parkshore Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Parkshore Wealth Management, Inc. held in its portfolio 69 assets valued at $266,381,228 (i.e. $266.38M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($77.35M), DIMENSIONAL ETF TRUST ($24.11M), and AMERICAN CENTY ETF TR ($18.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 69 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Parkshore Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1953753 | 77349101 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 566442 | 24107765 | CORE FIXED INCOM |
| AMERICAN CENTY ETF TR | 182721 | 18633868 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 370585 | 14122997 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 230945 | 11073833 | SHORT DURATION F |
| APPLE INC | 38437 | 10449411 | COM |
| DIMENSIONAL ETF TRUST | 270975 | 10305172 | US HIGH PROFITAB |
| AMERICAN CENTY ETF TR | 86498 | 9668702 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 176848 | 9160728 | GLOBAL SUSTAINA |
| AMERICAN CENTY ETF TR | 88031 | 8272290 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 288934 | 7633632 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 111473 | 6637115 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 198771 | 6473983 | EMGR CRE EQT MNG |
| AMAZON COM INC | 18607 | 4294868 | COM |
| TESLA INC | 8559 | 3849153 | COM |
| AMERICAN EXPRESS CO | 9558 | 3536149 | COM |
| AMERICAN CENTY ETF TR | 51403 | 2997317 | EMERGING MKT VAL |
| DIMENSIONAL ETF TRUST | 36234 | 2680602 | WORLD EQUITY ETF |
| LOCKHEED MARTIN CORP | 4382 | 2119344 | COM |
| DIMENSIONAL ETF TRUST | 44731 | 2093422 | US CORE EQT MKT |
| AMERICAN CENTY ETF TR | 23764 | 1800606 | US LARGE CAP VLU |
| MOTOROLA SOLUTIONS INC | 4600 | 1763272 | COM NEW |
| DIMENSIONAL ETF TRUST | 49150 | 1693704 | INTL CORE EQUITY |
| PROCTER AND GAMBLE CO | 10190 | 1460306 | COM |
| CADIZ INC | 255618 | 1434017 | COM NEW |
| AMERICAN CENTY ETF TR | 27220 | 1184876 | REAL ESTATE ETF |
| NVIDIA CORPORATION | 6147 | 1146465 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2268 | 1140010 | CL B NEW |
| DIMENSIONAL ETF TRUST | 33055 | 1115286 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 19187 | 960868 | CALIF MUN BD ETF |
| INVESCO QQQ TR | 1470 | 902993 | UNIT SER 1 |
| DIREXION SHS ETF TR | 17776 | 809526 | DLY SMCAP BULL3X |
| ISHARES TR | 5689 | 802431 | RUS MDCP VAL ETF |
| ISHARES TR | 1683 | 796443 | RUS 1000 GRW ETF |
| MICROSOFT CORP | 1644 | 794844 | COM |
| AMERIPRISE FINL INC | 1616 | 792500 | COM |
| BANK AMERICA CORP | 13578 | 746785 | COM |
| DIMENSIONAL ETF TRUST | 18677 | 709721 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 17438 | 596537 | US LARGE CAP VAL |
| ISHARES TR | 2782 | 585066 | RUS 1000 VAL ETF |
| SCHWAB STRATEGIC TR | 19252 | 578918 | US MID-CAP ETF |
| SPDR S&P 500 ETF TR | 825 | 562721 | TR UNIT |
| ISHARES TR | 1694 | 547129 | RUS 2000 GRW ETF |
| MARATHON PETE CORP | 3016 | 490449 | COM |
| VANGUARD INDEX FDS | 669 | 419595 | S&P 500 ETF SHS |
| CHEVRON CORP NEW | 2710 | 413059 | COM |
| VANGUARD BD INDEX FDS | 5549 | 410980 | TOTAL BND MRKT |
| ISHARES TR | 2980 | 408026 | RUS MD CP GR ETF |
| INTEL CORP | 10776 | 397636 | COM |
| JPMORGAN CHASE & CO. | 1167 | 376031 | COM |
| GE AEROSPACE | 1173 | 361450 | COM NEW |
| ALPHABET INC | 1091 | 342374 | CAP STK CL C |
| ISHARES TR | 3218 | 321447 | CORE US AGGBD ET |
| SPDR GOLD TR | 807 | 319822 | GOLD SHS |
| SCHWAB STRATEGIC TR | 13221 | 317836 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 10311 | 293671 | US SML CAP ETF |
| NETFLIX INC | 3120 | 292531 | COM |
| SCHWAB STRATEGIC TR | 8399 | 275074 | EMRG MKTEQ ETF |
| INVESCO EXCH TRADED FD TR II | 11239 | 271538 | CALIF AMT MUN |
| INTERNATIONAL BUSINESS MACHS | 910 | 269508 | COM |
| EXXON MOBIL CORP | 2033 | 244608 | COM |
| ISHARES TR | 1204 | 240482 | U.S. TECH ETF |
| ISHARES TR | 1701 | 237060 | ESG OPTIMIZED |
| SCHWAB STRATEGIC TR | 9706 | 226837 | US AGGREGATE B |
| GE VERNOVA INC | 338 | 220738 | COM |
| SCHWAB STRATEGIC TR | 4784 | 217835 | INTL SCEQT ETF |
| CSX CORP | 5858 | 212367 | COM |
| ISHARES TR | 2188 | 211952 | S&P MC 400GR ETF |
| AMERICAN CENTY ETF TR | 2476 | 203846 | INTL EQT ETF |
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