Parkshore Wealth Management, Inc. Top Holdings and 13F Report (2025) About Parkshore Wealth Management, Inc.Investment ActivityParkshore Wealth Management, Inc. has $172.00 million in total holdings as of March 31, 2025.Parkshore Wealth Management, Inc. owns shares of 62 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 9.36% of the portfolio was purchased this quarter.About 2.23% of the portfolio was sold this quarter.This quarter, Parkshore Wealth Management, Inc. has purchased 67 new stocks and bought additional shares in 35 stocks.Parkshore Wealth Management, Inc. sold shares of 21 stocks and completely divested from 6 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $47,340,880Dimensional Core Fixed Income ETF $13,160,316Dimensional International Core Equity Market ETF $9,971,797Apple $8,759,541Avantis U.S. Equity ETF $6,503,288 Largest New Holdings this Quarter 459200101 - International Business Machines $223,105 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 189,009 shares (about $6.24M)Dimensional Global Sustainability Fixed Income ETF 30,635 shares (about $1.58M)Dimensional International Core Equity Market ETF 48,385 shares (about $1.51M)Dimensional Short-Duration Fixed Income ETF 29,261 shares (about $1.39M)Dimensional Core Fixed Income ETF 31,799 shares (about $1.34M) Largest Sales this Quarter Avantis Emerging Markets Value ETF 6,118 shares (about $288.52K)Avantis U.S. Equity ETF 2,619 shares (about $241.94K)Vanguard Total Bond Market ETF 3,255 shares (about $239.08K)Avantis Real Estate ETF 3,569 shares (about $153.50K)Dimensional U.S. Targeted Value ETF 1,750 shares (about $90.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofParkshore Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$47,340,880$6,235,407 ▲15.2%1,435,00727.5%ETFDFCFDimensional Core Fixed Income ETF$13,160,316$1,337,465 ▲11.3%312,8947.7%ETFDFAIDimensional International Core Equity Market ETF$9,971,797$1,511,063 ▲17.9%319,3025.8%ETFAAPLApple$8,759,541$5,998 ▲0.1%39,4345.1%Computer and TechnologyAVUSAvantis U.S. Equity ETF$6,503,288$241,944 ▼-3.6%70,3973.8%ETFAVUVAvantis U.S. Small Cap Value ETF$6,334,110$640,611 ▲11.3%72,6643.7%ETFDFGRDimensional Global Real Estate ETF$6,001,584$821,517 ▲15.9%228,5453.5%ETFAVDVAvantis International Small Cap Value ETF$5,785,307$224,843 ▲4.0%82,9553.4%ETFDUHPDimensional US High Profitability ETF$5,456,393$856,303 ▲18.6%164,6473.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$5,059,818$1,390,478 ▲37.9%106,4782.9%ETFDFATDimensional U.S. Targeted Value ETF$4,802,416$90,107 ▼-1.8%93,2692.8%ETFDFSBDimensional Global Sustainability Fixed Income ETF$4,613,732$1,577,703 ▲52.0%89,5872.7%ETFDFAEDimensional Emerging Core Equity Market ETF$3,595,780$669,722 ▲22.9%138,8872.1%ETFAMZNAmazon.com$3,573,463$1,903 ▼-0.1%18,7822.1%Retail/WholesaleAVESAvantis Emerging Markets Value ETF$3,074,823$288,524 ▼-8.6%65,2001.8%ETFAVREAvantis Real Estate ETF$3,015,112$153,502 ▼-4.8%70,1031.8%ETFAXPAmerican Express$2,554,997$4,574 ▲0.2%9,4961.5%FinanceTSLATesla$2,330,885$5,961 ▼-0.3%8,9941.4%Auto/Tires/TrucksMSIMotorola Solutions$2,013,926$10,070 ▼-0.5%4,6001.2%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$1,942,566$7,688 ▼-0.4%50,5351.1%ETFPGProcter & Gamble$1,911,602$6,817 ▲0.4%11,2171.1%Consumer StaplesAVLVAvantis U.S. Large Cap Value ETF$1,840,343$24,258 ▲1.3%28,2221.1%ETFLMTLockheed Martin$1,754,612$8,487 ▲0.5%3,9281.0%AerospaceDIMENSIONAL ETF TRUST$1,657,459$240,343 ▲17.0%27,0471.0%WORLD EQUITY ETFBRK.BBerkshire Hathaway$1,269,138$533 ▲0.0%2,3830.7%FinanceIWDiShares Russell 1000 Value ETF$1,104,527$2,446 ▲0.2%5,8700.6%ETFIWFiShares Russell 1000 Growth ETF$1,019,824$361 ▲0.0%2,8240.6%ETFIWSiShares Russell Mid-Cap Value ETF$824,359$126 ▲0.0%6,5440.5%ETFSPYSPDR S&P 500 ETF Trust$776,215$7,270 ▼-0.9%1,3880.5%FinanceAMPAmeriprise Financial$774,796$1,937 ▲0.3%1,6000.5%FinanceNVDANVIDIA$766,326$7,695 ▲1.0%7,0710.4%Computer and TechnologyCDZICadiz$748,961$23,950 ▲3.3%255,6180.4%Consumer StaplesQQQInvesco QQQ$717,010$2,345 ▲0.3%1,5290.4%FinanceMSFTMicrosoft$706,204$14,642 ▼-2.0%1,8810.4%Computer and TechnologyVOOVanguard S&P 500 ETF$565,443$233,374 ▲70.3%1,1000.3%ETFBACBank of America$563,390$292 ▲0.1%13,5010.3%FinanceSCHMSchwab U.S. Mid-Cap ETF$537,254$183 ▲0.0%20,5060.3%ETFTNADirexion Daily Small Cap Bull 3X Shares$516,320$35,522 ▲7.4%17,6460.3%ETFDFLVDimensional US Large Cap Value ETF$493,895$9,446 ▼-1.9%16,1560.3%ETFPWZInvesco California AMT-Free Municipal Bond ETF$489,593$1,002 ▼-0.2%20,5280.3%ETFIWOiShares Russell 2000 Growth ETF$477,883$511 ▼-0.1%1,8700.3%ETFVUGVanguard Growth ETF$472,324$371 ▲0.1%1,2740.3%ETFCVXChevron$451,897$2,677 ▲0.6%2,7010.3%EnergyMPCMarathon Petroleum$437,070$10,198 ▼-2.3%3,0000.3%EnergyIWPiShares Russell Mid-Cap Growth ETF$406,5220.0%3,4600.2%ETFMKCMcCormick & Company, Incorporated$362,1640.0%4,4000.2%Consumer StaplesDISVDimensional International Small Cap Value ETF$335,989$379 ▲0.1%11,5380.2%ETFAVDEAvantis International Equity ETF$334,398$6,428 ▲2.0%5,0460.2%ETFSCHFSchwab International Equity ETF$321,287$23,637 ▼-6.9%16,2430.2%ETFGEGE Aerospace$320,637$22,417 ▼-6.5%1,6020.2%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$315,772$99 ▲0.0%3,1920.2%FinanceBNDVanguard Total Bond Market ETF$310,986$239,079 ▼-43.5%4,2340.2%ETFNFLXNetflix$289,0840.0%3100.2%Consumer DiscretionaryINTCIntel$284,807$977 ▼-0.3%12,5410.2%Computer and TechnologyJPMJPMorgan Chase & Co.$267,622$11,774 ▼-4.2%1,0910.2%FinanceSCHZSchwab U.S. Aggregate Bond ETF$267,498$23 ▼0.0%11,5500.2%ETFSCHASchwab US Small-Cap ETF$258,572$94 ▲0.0%11,0360.2%ETFSCHESchwab Emerging Markets Equity ETF$252,202$18,140 ▼-6.7%9,1480.1%ETFXOMExxon Mobil$239,6020.0%2,0150.1%EnergyCOSTCostco Wholesale$226,7330.0%2400.1%Retail/WholesaleIBMInternational Business Machines$223,105$223,105 ▲New Holding8970.1%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$213,571$8,485 ▲4.1%3,5490.1%ETFVTIVanguard Total Stock Market ETF$0$1,194,597 ▼-100.0%00.0%ETFVXUSVanguard Total International Stock ETF$0$527,247 ▼-100.0%00.0%ETFBNDXVanguard Total International Bond ETF$0$296,311 ▼-100.0%00.0%ETFSCHCSchwab International Small-Cap Equity ETF$0$239,555 ▼-100.0%00.0%ETFGOOGAlphabet$0$207,230 ▼-100.0%00.0%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$0$205,366 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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