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Parkshore Wealth Management, Inc.

Q1 2026 13F Holdings

  • Location
    granite bay, CA
  • Num holdings

    69

  • Value ($000)

    $299,132

  • Date Filed
    05/13/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$87.64M
29 %

2,255,255

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$30.92M
10 %

732,420

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$21.33M
7 %

193,102

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$19.55M
7 %

501,887

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$13.65M
5 %

285,037

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$12.22M
4 %

332,395

D
DFSB

DIMENSIONAL ETF TRUST

GLOBAL SUSTAINA
25434V674
$11.2M
4 %

216,430

A
AAPL

APPLE INC

COM
037833100
$9.74M
3 %

38,373

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$9.74M
3 %

97,505

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$9.48M
3 %

85,301

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