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CIK: 0002024251
Total reported value
$348.2M
$348.2M
69 檔
41.7%
As reported in its official Q4 2025 Form 13F filing, Parkshore Wealth Management, Inc.'s tracked investment portfolio stood at $348.2M with 69 total positions.
In Q4 2025, Parkshore Wealth Management, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 29.04% | +0.94% | +6.63% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 9.05% | +0.55% | +21.60% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.00% | +0.01% | +3.40% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 5.30% | +0.08% | +22.77% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 4.16% | -0.16% | +17.76% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.92% | -0.07% | +0.34% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.87% | +0.38% | +16.42% | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.63% | -0.02% | -1.17% | |
| 9 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 3.44% | -0.21% | +10.70% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.11% | -0.17% | +13.91% | |
| 11 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.87% | -0.25% | -25.39% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 2.49% | -0.18% | -1.04% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.43% | +0.13% | +12.78% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | -0.03% | +0.76% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.44% | +0.22% | +0.56% | |
| 16 | AXP | American Express Co | Stock-Financials | 1.33% | -0.04% | +0.18% | |
| 17 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.13% | -0.12% | -0.16% | |
| 18 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.01% | +0.22% | +16.46% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.80% | -0.26% | +10.57% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.79% | -0.01% | -1.61% | |
| 21 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.68% | -0.04% | +0.38% | |
| 22 | MSI | Motorola Solutions Inc | Stock-Tech | 0.66% | -0.12% | — | |
| 23 | DFIC | Dimensional International Co | ETF-Other | 0.64% | -0.05% | +11.15% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.08% | +0.51% | |
| 25 | CDZI | Cadiz Inc | Stock-Other | 0.54% | -0.11% | — | |
| 26 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.44% | -0.04% | -29.45% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | — | -15.81% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.03% | +1.75% | |
| 29 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.42% | +0.15% | +83.79% | |
| 30 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.36% | -0.20% | +8.38% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | +0.01% | +0.14% | |
| 32 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.30% | -0.21% | -2.45% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.30% | -0.07% | +0.42% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | -0.07% | +0.12% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.02% | +0.43% | |
| 36 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.30% | -0.03% | +0.37% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.28% | +0.01% | +0.49% | |
| 38 | DISV | Dimensional International Sm | ETF-Other | 0.27% | -0.03% | -0.93% | |
| 39 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.22% | -0.02% | +6.52% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | -0.04% | +0.47% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.22% | -0.02% | +0.43% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | — | — | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.21% | -0.02% | +0.24% | |
| 44 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.18% | -0.03% | +0.53% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | +0.30% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.11% | -2.76% | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.15% | -0.02% | +20.39% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.15% | -0.05% | +0.13% | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.15% | +0.08% | -3.55% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | -0.01% | +6.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | +0.9% | +21.60% | Add |
| 2 | DFAI | Dimensional International Co | +0.8% | +22.77% | Add |
| 3 | DFSD | Dimensional Short Duration | +0.3% | +17.76% | Add |
| 4 | AVDV | Avantis Intl S/c Value ETF | +0.3% | +13.91% | Add |
| 5 | DUHP | Dimensional US High Profi Et | +0.3% | +16.42% | Add |
| 6 | DFAC | Dimensional US Core Equity 2 | +0.2% | +6.63% | Add |
| 7 | DFEV | Dimensional Emrg Mrkt Val | +0.2% | +83.79% | Add |
| 8 | DFAE | Dimensional Emerging Core Eq | +0.2% | +12.78% | Add |
| 9 | DFAW | Dimensional World Eqty ETF | +0.1% | +16.46% | Add |
| 10 | DFIC | Dimensional International Co | +0.1% | +11.15% | Add |
| 11 | CDZI | Cadiz Inc | +0.1% | — | Unchanged |
| 12 | AXP | American Express Co | 0% | +0.18% | Add |
| 13 | GOOG | Alphabet Inc-cl C | 0% | +0.09% | Add |
| 14 | BND | Vanguard Total Bond Market | 0% | +20.39% | Add |
| 15 | DFCA | Dimensional Calfornia Mb ETF | — | +8.38% | Add |
| 16 | DFLV | Dim US Large Cap Value ETF | — | +6.52% | Add |
| 17 | BAC | Bank Of America CORP | — | +0.49% | Add |
| 18 | DISV | Dimensional International Sm | — | -0.93% | Trim |
| 19 | GLD | Spdr Gold Shares | — | — | Unchanged |
| 20 | JPM | Jpmorgan Chase & Co | — | +6.97% | Add |
| 21 | INTC | Intel CORP | — | -3.55% | Trim |
| 22 | SCHF | Schwab Intl Equity ETF | — | +2.86% | Add |
| 23 | XOM | Exxon Mobil CORP | — | +0.54% | Add |
| 24 | IBM | Intl Business Machines CORP | — | +0.44% | Add |
| 25 | LMT | Lockheed Martin CORP | 0% | +10.57% | Add |
| 26 | IWD | Ishares Russell 1000 Value E | 0% | +0.47% | Add |
| 27 | AVLV | Avantis US Large Cap Value | 0% | +0.38% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.14% | Add |
| 29 | CVX | Chevron CORP | 0% | -2.76% | Trim |
| 30 | IWP | Ishares Russell Mid-cap Grow | 0% | +0.13% | Add |
| 31 | DFSB | Dim Glb Sustain Fix Inc ETF | 0% | +10.70% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.75% | Add |
| 33 | AMZN | Amazon.com Inc | 0% | +0.76% | Add |
| 34 | NFLX | Netflix Inc | 0% | +906.45% | Add |
| 35 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | 0% | -2.45% | Trim |
| 36 | MSFT | Microsoft CORP | -0.1% | +0.43% | Add |
| 37 | AAPL | Apple Inc | -0.1% | +0.34% | Add |
| 38 | MPC | Marathon Petroleum CORP | -0.1% | +0.53% | Add |
| 39 | DFAU | Dimensional US Core Equity M | -0.1% | -1.61% | Trim |
| 40 | AVES | Avantis Emerging Markets Val | -0.1% | -0.16% | Trim |
| 41 | PG | Procter & Gamble Co/the | -0.1% | +0.51% | Add |
| 42 | TSLA | Tesla Inc | -0.1% | +0.56% | Add |
| 43 | NVDA | Nvidia CORP | -0.1% | -15.81% | Trim |
| 44 | AVUV | Avantis US Small Cap Value | -0.2% | +3.40% | Add |
| 45 | DFAT | Dimensional US Target Value | -0.2% | -1.04% | Trim |
| 46 | MSI | Motorola Solutions Inc | -0.2% | — | Unchanged |
| 47 | AVUS | Avantis U.s. Equity ETF | -0.3% | -1.17% | Trim |
| 48 | AVRE | Avantis Real Estate ETF | -0.3% | -29.45% | Trim |
| 49 | DFGR | Dim Global Real Estate ETF | -1.4% | -25.39% | Trim |
| 50 | AVDE | Avantis International Equity | — | NEW | New buy |
According to official SEC Form 13F filings, Parkshore Wealth Management, Inc. reported a total U.S. public equity portfolio value of $348.2M across 69 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFCF, AVUV) accounted for 41.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVDE
市值: $203.8K
Top Position Liquidated / Trimmed
DFGR
前期市值: $10.6M
During Q4 2025, Parkshore Wealth Management, Inc.'s top holdings by market value included DFAC (29.0%)、DFCF (9.1%)、AVUV (7.0%). The largest single position, DFAC, represented 29.0% of total portfolio value.
In Q4 2025, Parkshore Wealth Management, Inc. made 47 total portfolio adjustments, initiating 1 new buys, adding to 35 positions, trimming 11 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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