Parkshore Wealth Management, Inc. Top Holdings and 13F Report (2026) About Parkshore Wealth Management, Inc.Investment ActivityParkshore Wealth Management, Inc. has $299.13 million in total holdings as of March 31, 2026.Parkshore Wealth Management, Inc. owns shares of 69 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 12.40% of the portfolio was purchased this quarter.About 1.23% of the portfolio was sold this quarter.This quarter, Parkshore Wealth Management, Inc. has purchased 69 new stocks and bought additional shares in 36 stocks.Parkshore Wealth Management, Inc. sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $87,639,221Dimensional Core Fixed Income ETF $30,922,792Avantis U.S. Small Cap Value ETF $21,332,020Dimensional International Core Equity Market ETF $19,553,537Dimensional Short-Duration Fixed Income ETF $13,647,564 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $753,700 Holding921909768 - Vanguard Total International Stock ETF $284,642 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 301,502 shares (about $11.72M)Dimensional Core Fixed Income ETF 165,978 shares (about $7.01M)Dimensional International Core Equity Market ETF 131,302 shares (about $5.12M)Dimensional Short-Duration Fixed Income ETF 54,092 shares (about $2.59M)Dimensional US High Profitability ETF 61,420 shares (about $2.26M) Largest Sales this Quarter Dimensional Global Real Estate ETF 77,954 shares (about $2.07M)Avantis Real Estate ETF 11,356 shares (about $499.90K)Avantis U.S. Equity ETF 1,197 shares (about $133.08K)Schwab U.S. Mid-Cap ETF 1,992 shares (about $61.67K)iShares Russell 1000 Value ETF 286 shares (about $61.11K) 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$87,639,221$11,716,369 â–²15.4%2,255,25529.3%ETFDFCFDimensional Core Fixed Income ETF$30,922,792$7,007,596 â–²29.3%732,42010.3%ETFAVUVAvantis U.S. Small Cap Value ETF$21,332,020$1,146,791 â–²5.7%193,1027.1%ETFDFAIDimensional International Core Equity Market ETF$19,553,537$5,115,531 â–²35.4%501,8876.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$13,647,564$2,589,924 â–²23.4%285,0374.6%ETFDUHPDimensional US High Profitability ETF$12,218,834$2,257,798 â–²22.7%332,3954.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$11,198,704$2,048,085 â–²22.4%216,4303.7%ETFAAPLApple$9,738,630$16,242 â–¼-0.2%38,3733.3%Computer and TechnologyAVDVAvantis International Small Cap Value ETF$9,736,892$946,078 â–²10.8%97,5053.3%ETFAVUSAvantis U.S. Equity ETF$9,483,817$133,083 â–¼-1.4%85,3013.2%ETFDFAEDimensional Emerging Core Equity Market ETF$8,324,020$1,593,623 â–²23.7%245,8362.8%ETFDFATDimensional U.S. Targeted Value ETF$6,981,323$19,859 â–²0.3%111,7912.3%ETFDFGRDimensional Global Real Estate ETF$5,607,847$2,072,017 â–¼-27.0%210,9801.9%ETFAMZNAmazon.com$3,877,154$1,874 â–²0.0%18,6161.3%Retail/WholesaleTSLATesla$3,181,8080.0%8,5591.1%Auto/Tires/TrucksAVESAvantis Emerging Markets Value ETF$3,072,305$10,856 â–¼-0.4%51,2221.0%ETFDIMENSIONAL ETF TRUST$2,945,174$271,808 â–²10.2%39,9181.0%WORLD EQUITY ETFAXPAmerican Express$2,897,682$6,654 â–²0.2%9,5801.0%FinanceLMTLockheed Martin$2,653,153$4,835 â–²0.2%4,3900.9%AerospaceDFAUDimensional US Core Equity Market ETF$2,010,223$8,031 â–¼-0.4%44,5530.7%ETFMSIMotorola Solutions$2,002,406$6,076 â–²0.3%4,6140.7%Computer and TechnologyAVLVAvantis U.S. Large Cap Value ETF$1,905,119$10,479 â–¼-0.5%23,6340.6%ETFDFEVDimensional Emerging Markets Value ETF$1,773,348$590,651 â–²49.9%49,5630.6%ETFDFICDimensional International Core Equity 2 ETF$1,747,195$888 â–²0.1%49,1750.6%ETFPGProcter & Gamble$1,483,104$11,266 â–²0.8%10,2680.5%Consumer StaplesCDZICadiz$1,295,405$40,321 â–²3.2%263,8300.4%Consumer StaplesNVDANVIDIA$1,153,353$81,274 â–²7.6%6,6130.4%Computer and TechnologyBRK.BBerkshire Hathaway$1,086,8260.0%2,2680.4%FinanceTNADirexion Daily Small Cap Bull 3X Shares$1,077,273$292,807 â–²37.3%24,4110.4%ETFDFCADimensional California Municipal Bond ETF$1,072,543$116,053 â–²12.1%21,5150.4%ETFQQQInvesco QQQ$826,291$21,927 â–¼-2.6%1,4320.3%FinanceIWSiShares Russell Mid-Cap Value ETF$769,686$59,464 â–¼-7.2%5,2810.3%ETFVTIVanguard Total Stock Market ETF$753,700$753,700 â–²New Holding2,3490.3%ETFMPCMarathon Petroleum$739,788$3,418 â–²0.5%3,0300.2%EnergyAMPAmeriprise Financial$718,2510.0%1,6160.2%FinanceIWFiShares Russell 1000 Growth ETF$717,6130.0%1,6830.2%ETFDISVDimensional International Small Cap Value ETF$699,130$37,508 â–¼-5.1%17,7260.2%ETFAVREAvantis Real Estate ETF$698,346$499,900 â–¼-41.7%15,8640.2%ETFDFLVDimensional US Large Cap Value ETF$678,100$55,386 â–²8.9%18,9890.2%ETFBACBank of America$670,504$8,580 â–²1.3%13,7540.2%FinanceMSFTMicrosoft$635,585$27,023 â–²4.4%1,7170.2%Computer and TechnologyCVXChevron$566,022$5,379 â–²1.0%2,7360.2%EnergySPYSPDR S&P 500 ETF Trust$540,159$3,900 â–²0.7%8310.2%FinanceSCHMSchwab U.S. Mid-Cap ETF$534,380$61,674 â–¼-10.3%17,2600.2%ETFIWDiShares Russell 1000 Value ETF$533,330$61,111 â–¼-10.3%2,4960.2%ETFIWOiShares Russell 2000 Growth ETF$529,140$2,511 â–¼-0.5%1,6860.2%ETFINTCIntel$448,627$26,919 â–¼-5.7%10,1660.1%Computer and TechnologyVOOVanguard S&P 500 ETF$425,595$25,703 â–²6.4%7120.1%ETFIWPiShares Russell Mid-Cap Growth ETF$381,871$128 â–²0.0%2,9810.1%ETFXOMExxonMobil$356,221$11,365 â–²3.3%2,1000.1%EnergyBNDVanguard Total Bond Market ETF$351,774$56,849 â–¼-13.9%4,7770.1%ETFNFLXNetflix$348,063$48,075 â–²16.0%3,6200.1%Consumer DiscretionaryGLDSPDR Gold Shares$347,2440.0%8070.1%FinanceJPMJPMorgan Chase & Co.$344,845$1,471 â–²0.4%1,1720.1%FinanceGEGE Aerospace$321,695$11,064 â–¼-3.3%1,1340.1%AerospaceGOOGAlphabet$313,196$287 â–²0.1%1,0920.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$302,105$17,374 â–¼-5.4%3,0430.1%FinanceSCHFSchwab International Equity ETF$298,720$28,513 â–¼-8.7%12,0690.1%ETFGE VERNOVA INC$289,747$5,236 â–¼-1.8%3320.1%COMSCHASchwab US Small-Cap ETF$286,756$13,086 â–¼-4.4%9,8610.1%ETFVXUSVanguard Total International Stock ETF$284,642$284,642 â–²New Holding3,6910.1%ETFSCHESchwab Emerging Markets Equity ETF$267,840$8,896 â–¼-3.2%8,1290.1%ETFCSXCSX$240,278$205 â–¼-0.1%5,8530.1%TransportationSUSAiShares MSCI USA ESG Select ETF$223,017$1,718 â–¼-0.8%1,6880.1%ETFIBMInternational Business Machines$222,177$1,696 â–²0.8%9170.1%Computer and TechnologyIYWiShares U.S. Technology ETF$218,4910.0%1,2040.1%ManufacturingPWZInvesco California AMT-Free Municipal Bond ETF$210,342$57,932 â–¼-21.6%8,8120.1%ETFAVDEAvantis International Equity ETF$210,231$170 â–²0.1%2,4780.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$208,933$11,272 â–¼-5.1%2,0760.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$0$226,837 â–¼-100.0%00.0%ETFSCHCSchwab International Small-Cap Equity ETF$0$217,835 â–¼-100.0%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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