CIK 2024251
Parkshore Wealth Management, Inc.
Institutional 13F holdings & portfolio
Holdings
69
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 69
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 2.0M | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 566K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 183K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 371K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 231K | $1M+ | SH |
| AAPL | APPLE INC | 38K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 271K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 86K | $1M+ | SH |
| DFSB | DIMENSIONAL ETF TRUST | 177K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 88K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 289K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 111K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 199K | $1M+ | SH |
| AMZN | AMAZON COM INC | 19K | $1M+ | SH |
| TSLA | TESLA INC | 9K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 10K | $1M+ | SH |
| AVES | AMERICAN CENTY ETF TR | 51K | $1M+ | SH |
| DFAW | DIMENSIONAL ETF TRUST | 36K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 4K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 45K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 24K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 5K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 49K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 10K | $1M+ | SH |
| CDZI | CADIZ INC | 256K | $1M+ | SH |
| AVRE | AMERICAN CENTY ETF TR | 27K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 6K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 33K | $1M+ | SH |
| DFCA | DIMENSIONAL ETF TRUST | 19K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| TNA | DIREXION SHS ETF TR | 18K | $500K+ | SH |
| IWS | ISHARES TR | 6K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC | 2K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 14K | $500K+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 19K | $500K+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 825 | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 3K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 669 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| INTC | INTEL CORP | 11K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |