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CIK: 0002024251
Total reported value
$348.2M
$348.2M
64 檔
29.8%
In Q2 2025, Parkshore Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $348.2M, distributed across 64 disclosed stock positions.
During Q2 2025, 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 | 30.35% | +0.94% | +20.72% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 7.54% | +0.55% | +16.72% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.46% | -0.02% | +28.69% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 4.25% | +0.08% | -21.18% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.08% | -0.25% | +36.11% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.92% | -0.07% | -0.92% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 3.64% | -0.16% | +45.79% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.46% | +0.38% | +20.76% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.40% | +0.01% | +5.15% | |
| 10 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 3.29% | -0.21% | +43.39% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 2.98% | -0.18% | +21.25% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.67% | -0.17% | -16.95% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.14% | +0.13% | +8.76% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | -0.03% | -0.24% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.48% | -0.04% | +0.24% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.32% | +0.22% | -5.73% | |
| 17 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.31% | -0.12% | -23.08% | |
| 18 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.27% | -0.04% | -16.28% | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.98% | -0.01% | -6.47% | |
| 20 | MSI | Motorola Solutions Inc | Stock-Tech | 0.95% | -0.12% | — | |
| 21 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.92% | +0.22% | +3.74% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.89% | -0.26% | +0.46% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | -0.08% | +0.37% | |
| 24 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.82% | -0.04% | -12.32% | |
| 25 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.76% | -0.21% | +163.83% | |
| 26 | DFIC | Dimensional International Co | ETF-Other | 0.63% | -0.05% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.03% | +0.80% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.57% | -0.07% | -3.01% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | — | -0.11% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.54% | -0.04% | -2.23% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.02% | -1.86% | |
| 32 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.43% | -0.20% | — | |
| 33 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.42% | -0.03% | +0.31% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.01% | -3.99% | |
| 35 | CDZI | Cadiz Inc | Stock-Other | 0.37% | -0.11% | — | |
| 36 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.37% | -0.07% | -13.46% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.31% | +0.01% | +0.04% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | — | +1.18% | |
| 39 | DISV | Dimensional International Sm | ETF-Other | 0.30% | -0.03% | +63.10% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.26% | -0.02% | -6.56% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | — | -40.56% | |
| 42 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.25% | -0.02% | +1.68% | |
| 43 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.24% | -0.03% | — | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.24% | -0.02% | -9.63% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.20% | -0.04% | — | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.20% | -0.05% | -13.99% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.11% | +1.11% | |
| 48 | GE | General Electric | Stock-Industrials | 0.16% | +0.01% | -19.79% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.15% | -0.02% | +0.06% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | -0.01% | — |
According to official SEC Form 13F filings, Parkshore Wealth Management, Inc. reported a total U.S. public equity portfolio value of $348.2M across 64 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFCF, AVUS) accounted for 29.8% of total reported equity market value during Q2 2025.
During Q2 2025, Parkshore Wealth Management, Inc.'s top holdings by market value included DFAC (30.4%)、DFCF (7.5%)、AVUS (4.5%). The largest single position, DFAC, represented 30.4% of total portfolio value.
In Q2 2025, 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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