Parkshore Wealth Management, Inc.

CIK 0002024251 · GRANITE BAY, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Parkshore Wealth Management, Inc. reported 72 positions worth $348.2M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: DFAC (30.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$348.2M
2026 Q2
Positions
72
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
76.7%
Est. Net Flow (Q)
2026 Q2
10 / 72 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFACDIMENSIONAL ETF TRUSTSH$105.3M30.24%2,373,136
2DFCFDIMENSIONAL ETF TRUSTSH$37.9M10.89%898,068
3AVUVAMERICAN CENTY ETF TRSH$24.9M7.14%199,235
4DFAIDIMENSIONAL ETF TRUSTSH$23.1M6.62%558,989
5DUHPDIMENSIONAL ETF TRUSTSH$15.5M4.46%372,203
6DFSDDIMENSIONAL ETF TRUSTSH$15.3M4.40%321,133
7DFSBDIMENSIONAL ETF TRUSTSH$12.3M3.53%235,814
8AAPLAPPLE INCSH$11.1M3.19%38,406
9AVUSAMERICAN CENTY ETF TRSH$11.0M3.15%85,738
10AVDVAMERICAN CENTY ETF TRSH$10.8M3.09%104,377

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Parkshore Wealth Management, Inc. hold as of Q2 2026?

Parkshore Wealth Management, Inc. reported 72 positions worth $348.2M in its Q2 2026 13F filing. Largest positions: DFAC (30.2%), DFCF (10.9%), AVUV (7.1%), DFAI (6.6%) and DUHP (4.5%).

What did Parkshore Wealth Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Parkshore Wealth Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.