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Parkshore Wealth Management, Inc.

What Parkshore Wealth Management, Inc. reported holding on Form 13F for the quarter ended Sep 30, 2026.

CIK 2024251 · Filed Oct 13, 2026

Positions
69
Reported value
$393.6M
Opened
5
Closed
8
Other managers included
0

Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR

Quarters on file

  1. Sep 30, 2025$245.4M
    68 positions
  2. Dec 31, 2025$266.4M
    69 positions
  3. Mar 31, 2026$299.1M
    69 positions
  4. Jun 30, 2026$348.2M
    72 positions
  5. Sep 30, 2026$393.6M
    69 positions
SecuritySharesChangeValueOf portfolio
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF
2.6M+9.0%$115M29.2%
DIMENSIONAL ETF TRUSTCORE FIXE IN ETF
1.2M+34.0%$48.3M12.3%
DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF
629.3K+96.0%$29.2M7.4%
DIMENSIONAL ETF TRUSTINTL CORE EQT MK
702.1K+25.6%$29.1M7.4%
AMERICAN CENTY ETF TRUS SML CP VALU
217.6K+9.2%$25.6M6.5%
DFA INVT DIMENSIONS GROUP INU.S. HIGH RELATI
499.3KNew$20.9M5.3%
DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG
354.3K+40.6%$13.9M3.5%
DIMENSIONAL ETF TRUSTGLOBAL SUSTAINA
259.3K+10.0%$12.9M3.3%
AMERICAN CENTY ETF TRINTL SMCP VLU
116.8K+11.9%$12.8M3.2%
AMERICAN CENTY ETF TRUS EQT ETF
84K−2.0%$10.8M2.7%
DIMENSIONAL ETF TRUSTUS TARGETED VLU
105.8K−1.2%$7M1.8%
DIMENSIONAL ETF TRUSTGLOBAL REAL EST
202.9K+4.1%$5.5M1.4%
DIMENSIONAL ETF TRUSTEMERGING MKTS VA
118.6K+95.0%$5M1.3%
SPCXSpace Exploration Technologies Corp
30.7KNew$4.6M1.2%
AAPLApple Inc.
13.7K−64.3%$4.6M1.2%
DIMENSIONAL ETF TRUSTWORLD EQUITY ETF
55.3K+9.1%$4.5M1.2%
TSLATesla, Inc.
10.6K±0%$3.8M1%
AXPAmerican Express Co
9.6K±0%$2.9M0.7%
AMERICAN CENTY ETF TREMERGING MKT VAL
38.8K−19.4%$2.5M0.6%
DIMENSIONAL ETF TRUSTUS CORE EQT MKT
42.9K−3.0%$2.2M0.6%
LMTLockheed Martin Corp
4.2K−1.9%$2.1M0.5%
MSIMotorola Solutions, Inc.
4.6K±0%$2.1M0.5%
AMERICAN CENTY ETF TRUS LARGE CAP VLU
21.5K−7.0%$1.9M0.5%
DIMENSIONAL ETF TRUSTINTL CORE EQUITY
49.3K−0.7%$1.9M0.5%
NVDANVIDIA Corp
6.5K−3.5%$1.5M0.4%
PGProcter & Gamble Co
9.6K−3.9%$1.4M0.4%
BERKSHIRE HATHAWAY INC DELCL B NEW
2.3K±0%$1.1M0.3%
CDZICadiz Inc
263.8K±0%$1M0.3%
QQQInvesco QQQ Trust, Series 1
1.4K−0.8%$1M0.3%
VANGUARD INDEX FDSMRNGSTR TTL STK
2.7KNew$995.3K0.3%
MSFTMicrosoft Corp
1.7K±0%$889.2K0.2%
AMPAmeriprise Financial Inc
1.6K±0%$795.7K0.2%
AMZNAmazon Com Inc
3.1K−83.1%$784.1K0.2%
BACBank of America Corp
13.8K±0%$752.1K0.2%
DIMENSIONAL ETF TRUSTINTL SMALL CAP V
17.3K−2.2%$749.1K0.2%
AMDAdvanced Micro Devices Inc
1.1K+9.6%$696.8K0.2%
DIMENSIONAL ETF TRUSTUS LARG VALU ETF
16.6K−9.1%$665.9K0.2%
ISHARES TRRUS MDCP VAL ETF
4K−0.7%$638.9K0.2%
SPYSPDR S&P 500 ETF Trust
833±0%$635K0.2%
AMERICAN CENTY ETF TRREAL ESTATE ETF
13.2K−3.2%$584.1K0.1%
ISHARES TRRUS 1000 GRW ETF
4.4K−4.6%$555.4K0.1%
DIMENSIONAL ETF TRUSTCALIF MUN BD ETF
11.1K+0.7%$529.4K0.1%
INTCIntel Corp
4.2K−26.6%$505.5K0.1%
VANGUARD INDEX FDSS&P 500 ETF SHS
720+0.1%$504.3K0.1%
SCHWAB STRATEGIC TRUS MID-CAP ETF
14.3K−5.2%$485.8K0.1%
ISHARES TRRUS 1000 VAL ETF
1.9K−2.8%$477.8K0.1%
ISHARES TRRUS 2000 GRW ETF
1.3K−3.1%$477.2K0.1%
DIREXION SHARES ETF TRUSTDAILY SMALL CAP
7.5K+8.8%$430.6K0.1%
GLDSPDR Gold Trust
1.1K+39.5%$428.7K0.1%
JPMJPMorgan Chase & Co
1.2K±0%$387.8K0.1%
GOOGAlphabet Inc.
1.1K+0.2%$372.9K0.1%
GEGeneral Electric Co
1.1K±0%$354.5K0.1%
CVXChevron Corp
1.7K±0%$353.6K0.1%
VANGUARD BD INDEX FDSTOTAL BND MRKT
4.9K+0.1%$340.5K0.1%
ISHARES TRU.S. TECH ETF
1.2K±0%$319K0.1%
GEVGE Vernova Inc.
332±0%$315.6K0.1%
VANGUARD STAR FDSVG TL INTL STK F
3.7K±0%$313.6K0.1%
SCHWAB STRATEGIC TRUS SML CAP ETF
8.9K−7.9%$291.1K0.1%
NFLXNetflix Inc
4.1K±0%$286.7K0.1%
ISHARES TRCORE US AGGBD ET
3K+0.5%$280.4K0.1%
CSXCSX Corp
5.8K±0%$271.9K0.1%
ISHARES TRESG OPTIMIZED
1.7K±0%$262.8K0.1%
ISHARES TRRUS MD CP GR ETF
1.8K−3.5%$242.4K0.1%
SCHWAB STRATEGIC TRINTL EQTY ETF
8.7K−0.5%$237.6K0.1%
SCHWAB STRATEGIC TREMRG MKTEQ ETF
6.3K−7.0%$229K0.1%
ISHARES TRS&P MC 400GR ETF
2.1K±0%$227.7K0.1%
AMERICAN CENTY ETF TRINTL EQT ETF
2.5K+0.2%$225.6K0.1%
XOMExxonMobil Holdings Corp
1.3KNew$210.5K0.1%
VANECK ETF TRUSTGOLD MINERS ETF
2.3KNew$206K0.1%