StockDriftsStockDriftsTop 50 Parkshore Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 30.24% | 2.37M | $105.3M | +5.23%(+117.88K) | $35.67(+28.95%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 10.89% | 898.1K | $37.9M | +22.62%(+165.65K) | $42.30(-1.47%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 7.14% | 199.2K | $24.9M | +3.18%(+6.13K) | $96.76(+31.74%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.62% | 559.0K | $23.1M | +11.38%(+57.10K) | $34.56(+25.36%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.46% | 372.2K | $15.5M | +11.98%(+39.81K) | $35.67(+19.54%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.4% | 321.1K | $15.3M | +12.66%(+36.10K) | $47.70(-0.59%) | 2026-06-30 | |
| DFSB | DIMENSIONAL ETF TRUST | 3.53% | 235.8K | $12.3M | +8.96%(+19.38K) | $52.00(-2.03%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.19% | 38.4K | $11.1M | +0.09%(+33) | $232.49(+31.91%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 3.15% | 85.7K | $11.0M | +0.51%(+437) | $96.22(+36.65%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.09% | 104.4K | $10.8M | +7.05%(+6.87K) | $76.34(+43.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.87% |
Parkshore Wealth Management, Inc. reports $348.17M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (30.2%), DFCF (10.9%) and AVUV (7.1%). The top 20 holdings account for 90.39% of reported assets. Its disclosed equity book has returned +22.69% cumulatively over 6 quarters. Figures reflect the Q2 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