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CIK: 0002024251
Total reported value
$348.2M
$348.2M
69 檔
49.7%
According to the latest 13F quarterly dataset, Parkshore Wealth Management, Inc. managed an equity portfolio of $348.2M at the end of Q1 2026, spanning 69 distinct U.S. exchange-listed positions.
In Q1 2026, Parkshore Wealth Management, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 36 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 | 29.30% | +0.94% | +15.43% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 10.34% | +0.55% | +29.30% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.13% | +0.01% | +5.68% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 6.54% | +0.08% | +35.43% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 4.56% | -0.16% | +23.42% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.08% | +0.38% | +22.67% | |
| 7 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 3.74% | -0.21% | +22.38% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.26% | -0.07% | -0.17% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.26% | -0.17% | +10.76% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.17% | -0.02% | -1.38% | |
| 11 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.78% | +0.13% | +23.68% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 2.33% | -0.18% | +0.29% | |
| 13 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.87% | -0.25% | -26.98% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | -0.03% | +0.05% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.06% | +0.22% | — | |
| 16 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 1.03% | -0.12% | -0.35% | |
| 17 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.98% | +0.22% | +10.17% | |
| 18 | AXP | American Express Co | Stock-Financials | 0.97% | -0.04% | +0.23% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.89% | -0.26% | +0.18% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.67% | -0.01% | -0.40% | |
| 21 | MSI | Motorola Solutions Inc | Stock-Tech | 0.67% | -0.12% | +0.30% | |
| 22 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.64% | -0.04% | -0.55% | |
| 23 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.59% | +0.15% | +49.94% | |
| 24 | DFIC | Dimensional International Co | ETF-Other | 0.58% | -0.05% | +0.05% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.08% | +0.77% | |
| 26 | CDZI | Cadiz Inc | Stock-Other | 0.43% | -0.11% | +3.21% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | — | +7.58% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.03% | — | |
| 29 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.36% | -0.21% | +37.33% | |
| 30 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.36% | -0.20% | +12.13% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.01% | -2.58% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.26% | -0.07% | -7.17% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | — | — | |
| 34 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.25% | -0.03% | +0.46% | |
| 35 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.24% | -0.03% | — | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | -0.07% | — | |
| 37 | DISV | Dimensional International Sm | ETF-Other | 0.23% | -0.03% | -5.09% | |
| 38 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.23% | -0.04% | -41.72% | |
| 39 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.23% | -0.02% | +8.89% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.22% | +0.01% | +1.30% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.02% | +4.44% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.11% | +0.96% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | — | +0.73% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.18% | -0.02% | -10.35% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.18% | -0.04% | -10.28% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.18% | -0.02% | -0.47% | |
| 47 | INTC | Intel CORP | Stock-Tech | 0.15% | +0.08% | -5.66% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | — | +6.43% | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.13% | -0.05% | +0.03% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.04% | +3.30% |
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 Q1 2026.
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 49.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
VTI
市值: $753.7K
Top Position Liquidated / Trimmed
SCHZ
前期市值: $226.8K
During Q1 2026, Parkshore Wealth Management, Inc.'s top holdings by market value included DFAC (29.3%)、DFCF (10.3%)、AVUV (7.1%). The largest single position, DFAC, represented 29.3% of total portfolio value.
In Q1 2026, Parkshore Wealth Management, Inc. made 65 total portfolio adjustments, initiating 2 new buys, adding to 36 positions, trimming 25 holdings, and fully liquidating 2 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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