Parkshore Wealth Management, Inc.
Q2 2025 13F Holdings
- Locationgranite bay, CA
- Num holdings
64
- Value ($000)
$204,606
- Date Filed07/14/2025
- Form type13F-HR
- CIK0002024251
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $62.09M | 30 % | 1,732,376 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $15.43M | 8 % | 365,203 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $9.13M | 5 % | 90,592 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $8.70M | 4 % | 251,675 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $8.35M | 4 % | 311,070 | ||
AAPL APPLE INC | COM | 037833100 | $8.02M | 4 % | 39,073 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $7.45M | 4 % | 155,234 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $7.07M | 4 % | 198,828 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $6.96M | 3 % | 76,409 | ||
DFSB DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | $6.74M | 3 % | 128,462 |
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