Parkshore Wealth Management, Inc.
CIK 0002024251 · GRANITE BAY, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
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
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
30.2%
DFCF
DIMENSIONAL ETF TRUST
10.9%
AVUV
AMERICAN CENTY ETF TR
7.1%
DFAI
DIMENSIONAL ETF TRUST
6.6%
DUHP
DIMENSIONAL ETF TRUST
4.5%
DFSD
DIMENSIONAL ETF TRUST
4.4%
DFSB
DIMENSIONAL ETF TRUST
3.5%
AAPL
APPLE INC
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.