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CIK: 0002024251
Total reported value
$348.2M
$348.2M
67 檔
22.8%
According to the latest 13F quarterly dataset, Parkshore Wealth Management, Inc. managed an equity portfolio of $348.2M at the end of Q4 2024, spanning 67 distinct U.S. exchange-listed positions.
During Q4 2024, Parkshore Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.92% | +0.94% | — | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.98% | +0.55% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.94% | -0.07% | — | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 4.76% | +0.08% | — | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.26% | -0.02% | — | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.79% | +0.01% | — | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 3.18% | -0.18% | — | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.12% | -0.17% | — | |
| 9 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.03% | -0.25% | — | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.82% | +0.38% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.48% | -0.03% | — | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.19% | +0.22% | — | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 2.18% | -0.16% | — | |
| 14 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.98% | -0.12% | — | |
| 15 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.86% | -0.04% | — | |
| 16 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 1.81% | -0.21% | — | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.72% | +0.13% | — | |
| 18 | AXP | American Express Co | Stock-Financials | 1.69% | -0.04% | — | |
| 19 | MSI | Motorola Solutions Inc | Stock-Tech | 1.29% | -0.12% | — | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.24% | -0.01% | — | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.14% | -0.26% | — | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.13% | -0.08% | — | |
| 23 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.12% | -0.04% | — | |
| 24 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.87% | +0.22% | — | |
| 25 | CDZI | Cadiz Inc | Stock-Other | 0.77% | -0.11% | — | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | — | — | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.68% | -0.07% | — | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.65% | -0.04% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.03% | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | — | — | |
| 31 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.51% | -0.03% | — | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.51% | -0.07% | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | — | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.02% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.01% | — | |
| 36 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.41% | -0.21% | — | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | +0.01% | — | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.34% | -0.02% | — | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.32% | -0.02% | — | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.32% | -0.02% | — | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.32% | -0.01% | — | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | — | — | |
| 43 | PWZ | Invesco California Amt-free | ETF-Other | 0.31% | -0.01% | — | |
| 44 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.30% | -0.02% | — | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.26% | -0.05% | — | |
| 46 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.26% | -0.03% | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.11% | — | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | — | |
| 49 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.20% | — | — | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.19% | -0.03% | — |
According to official SEC Form 13F filings, Parkshore Wealth Management, Inc. reported a total U.S. public equity portfolio value of $348.2M across 67 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFCF, AAPL) accounted for 22.8% of total reported equity market value during Q4 2024.
During Q4 2024, Parkshore Wealth Management, Inc.'s top holdings by market value included DFAC (25.9%)、DFCF (7.0%)、AAPL (5.9%). The largest single position, DFAC, represented 25.9% of total portfolio value.
In Q4 2024, Parkshore Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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