Parkshore Wealth Management, Inc.

Q3 2025 13F Holdings

  • Location
    granite bay, CA
  • Num holdings

    68

  • Value ($000)

    $245,378

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0002024251
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$70.67M
29 %

1,832,199

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$19.92M
8 %

465,807

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$17.59M
7 %

176,711

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$10.97M
5 %

301,856

D
DFGR

DIMENSIONAL ETF TRUST

GLOBAL REAL EST
25434V658
$10.58M
4 %

387,241

A
AAPL

APPLE INC

COM
037833100
$9.75M
4 %

38,307

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$9.51M
4 %

87,525

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$9.45M
4 %

196,117

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$8.79M
4 %

232,747

D
DFSB

DIMENSIONAL ETF TRUST

GLOBAL SUSTAINA
25434V674
$8.51M
4 %

159,752

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