Parkshore Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Parkshore Wealth Management, Inc. disclosed 72 stock positions valued at approximately $348.17M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 72
- Portfolio Value
- $348.17M
Holdings by Sector
Parkshore Wealth Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 30.24% | 2,373,136 | +117,881 | +5.23% | $105,272,326 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 10.89% | 898,068 | +165,648 | +22.62% | $37,907,452 |
| AMERICAN CENTY ETF TR | AVUV | Other | 7.14% | 199,235 | +6,133 | +3.18% | $24,856,506 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 6.62% | 558,989 | +57,102 | +11.38% | $23,058,308 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 4.46% | 372,203 | +39,808 | +11.98% | $15,532,048 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 4.40% | 321,133 | +36,096 | +12.66% | $15,334,106 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 3.53% | 235,814 | +19,384 | +8.96% | $12,288,267 |
| APPLE INC | AAPL | Technology | 3.19% | 38,406 | +33 | +0.09% | $11,113,176 |
| AMERICAN CENTY ETF TR | AVUS | Other | 3.15% | 85,738 | +437 | +0.51% | $10,981,326 |
| AMERICAN CENTY ETF TR | AVDV | Other | 3.09% | 104,377 | +6,872 | +7.05% | $10,756,098 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 2.91% | 251,957 | +6,121 | +2.49% | $10,131,190 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 2.15% | 107,010 | -4,781 | -4.28% | $7,480,005 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.62% | 195,023 | -15,957 | -7.56% | $5,649,813 |
| TESLA INC | TSLA | Consumer Cyclical | 1.28% | 10,629 | +2,070 | +24.19% | $4,470,557 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.27% | 18,616 | - | - | $4,436,937 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 1.20% | 50,659 | +10,741 | +26.91% | $4,194,056 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.93% | 9,585 | +5 | +0.05% | $3,242,043 |
| AMERICAN CENTY ETF TR | AVES | Other | 0.91% | 48,114 | -3,108 | -6.07% | $3,156,278 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.75% | 60,796 | +11,233 | +22.66% | $2,593,977 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.66% | 44,210 | -343 | -0.77% | $2,285,221 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.63% | 4,277 | -113 | -2.57% | $2,178,755 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.60% | 23,084 | -550 | -2.33% | $2,105,486 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.55% | 4,627 | +13 | +0.28% | $1,921,475 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.53% | 49,601 | +426 | +0.87% | $1,848,147 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.42% | 9,975 | -293 | -2.85% | $1,462,750 |
| NVIDIA CORPORATION | NVDA | Technology | 0.39% | 6,701 | +88 | +1.33% | $1,340,868 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.33% | 2,268 | - | - | $1,134,885 |
| CADIZ INC | CDZI | Utilities | 0.32% | 263,830 | - | - | $1,102,809 |
| INVESCO QQQ TR | QQQ | Other | 0.29% | 1,385 | -47 | -3.28% | $1,020,277 |
| VANGUARD INDEX FDS | VTI | Other | 0.25% | 2,326 | -23 | -0.98% | $860,759 |
Showing 30 of 72 holdings in the latest reporting period.