StockDrifts LogoStockDrifts

Parkshore Wealth Management, Inc.

Portfolio Manager
Parkshore Wealth Management, Inc.
Performance
+1.98% (2025 Q4)
AUM (13F)
$299.13M
# of Holdings
69
Performance Rank
Allocation (Top 20)
89.26%

Parkshore Wealth Management, Inc. Holdings Map

Top 50 Parkshore Wealth Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL ETF TRUST
29.3%2.26M$87.6M
+15.43%(+301.50K)
2025-Q1: 1.44M shares2025-Q2: 1.73M shares2025-Q3: 1.83M shares2025-Q4: 1.95M shares2026-Q1: 2.26M shares
$35.38(+22.92%)
2026-03-31
DFCF
DIMENSIONAL ETF TRUST
10.34%732.4K$30.9M
+29.30%(+165.98K)
2025-Q1: 312.9K shares2025-Q2: 365.2K shares2025-Q3: 465.8K shares2025-Q4: 566.4K shares2026-Q1: 732.4K shares
$42.33(-0.31%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
7.13%193.1K$21.3M
+5.68%(+10.38K)
2025-Q1: 72.7K shares2025-Q2: 76.4K shares2025-Q3: 176.7K shares2025-Q4: 182.7K shares2026-Q1: 193.1K shares
$96.13(+23.55%)
2026-03-31
DFAI
DIMENSIONAL ETF TRUST
6.54%501.9K$19.6M
+35.43%(+131.30K)
2025-Q1: 319.3K shares2025-Q2: 251.7K shares2025-Q3: 301.9K shares2025-Q4: 370.6K shares2026-Q1: 501.9K shares
$33.99(+22.11%)
2026-03-31
DFSD
DIMENSIONAL ETF TRUST
4.56%285.0K$13.6M
+23.42%(+54.09K)
2025-Q1: 106.5K shares2025-Q2: 155.2K shares2025-Q3: 196.1K shares2025-Q4: 230.9K shares2026-Q1: 285.0K shares
$47.70(+0.36%)
2026-03-31
DUHP
DIMENSIONAL ETF TRUST
4.08%332.4K$12.2M
+22.67%(+61.42K)
2025-Q1: 164.6K shares2025-Q2: 198.8K shares2025-Q3: 232.7K shares2025-Q4: 271.0K shares2026-Q1: 332.4K shares
$35.30(+13.98%)
2026-03-31
DFSB
DIMENSIONAL ETF TRUST
3.74%216.4K$11.2M
+22.38%(+39.58K)
2025-Q1: 89.6K shares2025-Q2: 128.5K shares2025-Q3: 159.8K shares2025-Q4: 176.8K shares2026-Q1: 216.4K shares
$52.02(-0.01%)
2026-03-31
AAPL
APPLE INC
3.26%38.4K$9.7M
-0.17%(-64)
2025-Q1: 39.4K shares2025-Q2: 39.1K shares2025-Q3: 38.3K shares2025-Q4: 38.4K shares2026-Q1: 38.4K shares
$232.46(+28.28%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
3.26%97.5K$9.7M
+10.76%(+9.47K)
2025-Q1: 83.0K shares2025-Q2: 68.9K shares2025-Q3: 77.3K shares2025-Q4: 88.0K shares2026-Q1: 97.5K shares
$74.69(+47.44%)
2026-03-31
AVUS
AMERICAN CENTY ETF TR
3.17%85.3K$9.5M
-1.38%(-1.20K)
2025-Q1: 70.4K shares2025-Q2: 90.6K shares2025-Q3: 87.5K shares2025-Q4: 86.5K shares2026-Q1: 85.3K shares
$96.11(+30.99%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Parkshore Wealth Management, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all