StockDriftsStockDriftsTop 50 Parkshore Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 29.22% | 2.59M | $115.0M | +9.01%(+213.79K) | $36.39(+23.31%) | 2026-09-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 12.27% | 1.20M | $48.3M | +34.04%(+305.72K) | $42.01(-3.62%) | 2026-09-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 7.43% | 629.3K | $29.2M | +95.95%(+308.14K) | $47.41(-1.42%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 7.39% | 702.1K | $29.1M | +25.59%(+143.07K) | $35.94(+14.93%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 6.51% | 217.6K | $25.6M | +9.22%(+18.38K) | $98.83(+21.10%) | 2026-09-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 3.54% | 354.3K | $13.9M | +40.63%(+102.37K) | $31.95(+17.28%) | 2026-09-30 | |
| DFSB | DIMENSIONAL ETF TRUST | 3.26% | 259.3K | $12.9M | +9.98%(+23.52K) | $51.89(-3.84%) | 2026-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.25% | 116.8K | $12.8M | +11.88%(+12.40K) | $79.52(+34.98%) | 2026-09-30 | |
| AVUS | AMERICAN CENTY ETF TR | 2.73% | 84.0K | $10.8M | -2.04%(-1.75K) | $96.22(+33.99%) | 2026-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 1.79% | 105.8K | $7.0M | -1.17%(-1.25K) | $55.15(+22.69%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.92% |
Parkshore Wealth Management INC reports $393.58M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (29.2%), DFCF (12.3%) and DFSD (7.4%). The top 20 holdings account for 86.35% of reported assets. Its disclosed equity book has returned +21.37% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Parkshore Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2024251). View Parkshore Wealth Management INC’s 13F filings on SEC