Parkshore Wealth Management, Inc. Top Holdings and 13F Report (2026) About Parkshore Wealth Management, Inc.Investment ActivityParkshore Wealth Management, Inc. has $348.17 million in total holdings as of June 30, 2026.Parkshore Wealth Management, Inc. owns shares of 72 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.03% of the portfolio was purchased this quarter.About 1.39% of the portfolio was sold this quarter.This quarter, Parkshore Wealth Management, Inc. has purchased 69 new stocks and bought additional shares in 32 stocks.Parkshore Wealth Management, Inc. sold shares of 26 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $105,272,326Dimensional Core Fixed Income ETF $37,907,452Avantis U.S. Small Cap Value ETF $24,856,506Dimensional International Core Equity Market ETF $23,058,308Dimensional US High Profitability ETF $15,532,048 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $603,565 Holding921932828 - Vanguard S&P Small-Cap 600 ETF $216,020 Holding855244109 - Starbucks $206,312 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 165,648 shares (about $6.99M)Dimensional U.S. Core Equity 2 ETF 117,881 shares (about $5.23M)Dimensional International Core Equity Market ETF 57,102 shares (about $2.36M)Dimensional Short-Duration Fixed Income ETF 36,096 shares (about $1.72M)Dimensional US High Profitability ETF 39,808 shares (about $1.66M) Largest Sales this Quarter Direxion Daily Small Cap Bull 3X Shares 17,554 shares (about $1.32M)Intel 4,440 shares (about $619.96K)Dimensional California Municipal Bond ETF 10,489 shares (about $526.36K)Dimensional Global Real Estate ETF 15,957 shares (about $462.27K)Dimensional U.S. Targeted Value ETF 4,781 shares (about $334.19K) 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$105,272,326$5,229,202 â–²5.2%2,373,13630.2%ETFDFCFDimensional Core Fixed Income ETF$37,907,452$6,992,002 â–²22.6%898,06810.9%ETFAVUVAvantis U.S. Small Cap Value ETF$24,856,506$765,151 â–²3.2%199,2357.1%ETFDFAIDimensional International Core Equity Market ETF$23,058,308$2,355,459 â–²11.4%558,9896.6%ETFDUHPDimensional US High Profitability ETF$15,532,048$1,661,190 â–²12.0%372,2034.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$15,334,106$1,723,585 â–²12.7%321,1334.4%ETFDFSBDimensional Global Sustainability Fixed Income ETF$12,288,267$1,010,100 â–²9.0%235,8143.5%ETFAAPLApple$11,113,176$9,549 â–²0.1%38,4063.2%TechnologyAVUSAvantis U.S. Equity ETF$10,981,326$55,971 â–²0.5%85,7383.2%ETFAVDVAvantis International Small Cap Value ETF$10,756,098$708,163 â–²7.0%104,3773.1%ETFDFAEDimensional Emerging Core Equity Market ETF$10,131,190$246,125 â–²2.5%251,9572.9%ETFDFATDimensional U.S. Targeted Value ETF$7,480,005$334,192 â–¼-4.3%107,0102.1%ETFDFGRDimensional Global Real Estate ETF$5,649,813$462,274 â–¼-7.6%195,0231.6%ETFTSLATesla$4,470,557$870,642 â–²24.2%10,6291.3%Consumer DiscretionaryAMZNAmazon.com$4,436,9370.0%18,6161.3%Consumer DiscretionaryDIMENSIONAL ETF TRUST$4,194,056$889,247 â–²26.9%50,6591.2%WORLD EQUITY ETFAXPAmerican Express$3,242,043$1,691 â–²0.1%9,5850.9%FinanceAVESAvantis Emerging Markets Value ETF$3,156,278$203,885 â–¼-6.1%48,1140.9%ETFDFEVDimensional Emerging Markets Value ETF$2,593,977$479,277 â–²22.7%60,7960.7%ETFDFAUDimensional US Core Equity Market ETF$2,285,221$17,730 â–¼-0.8%44,2100.7%ETFLMTLockheed Martin$2,178,755$57,564 â–¼-2.6%4,2770.6%IndustrialsAVLVAvantis U.S. Large Cap Value ETF$2,105,486$50,165 â–¼-2.3%23,0840.6%ETFMSIMotorola Solutions$1,921,475$5,399 â–²0.3%4,6270.6%TechnologyDFICDimensional International Core Equity 2 ETF$1,848,147$15,873 â–²0.9%49,6010.5%ETFPGProcter & Gamble$1,462,750$42,966 â–¼-2.9%9,9750.4%Consumer StaplesNVDANVIDIA$1,340,868$17,609 â–²1.3%6,7010.4%TechnologyBRK.BBerkshire Hathaway$1,134,8850.0%2,2680.3%FinanceCDZICadiz$1,102,8090.0%263,8300.3%UtilitiesQQQInvesco QQQ$1,020,277$34,623 â–¼-3.3%1,3850.3%ETFVTIVanguard Total Stock Market ETF$860,759$8,511 â–¼-1.0%2,3260.2%ETFINTCIntel$799,527$619,962 â–¼-43.7%5,7260.2%TechnologyBACBank of America$787,366$3,647 â–²0.5%13,8180.2%FinanceMPCMarathon Petroleum$774,934$256 â–²0.0%3,0310.2%EnergyAMPAmeriprise Financial$741,4600.0%1,6160.2%FinanceDFLVDimensional US Large Cap Value ETF$721,160$29,655 â–¼-3.9%18,2390.2%ETFDISVDimensional International Small Cap Value ETF$709,918$1,445 â–¼-0.2%17,6900.2%ETFIWSiShares Russell Mid-Cap Value ETF$659,240$210,035 â–¼-24.2%4,0050.2%ETFMSFTMicrosoft$646,657$6,340 â–²1.0%1,7340.2%TechnologyAVREAvantis Real Estate ETF$644,781$106,840 â–¼-14.2%13,6090.2%ETFSPYSPDR S&P 500 ETF Trust$621,811$1,493 â–²0.2%8330.2%ETFAMDAdvanced Micro Devices$603,565$603,565 â–²New Holding1,0390.2%TechnologyIWFiShares Russell 1000 Growth ETF$576,861$367,895 â–²176.1%4,6460.2%ETFSCHMSchwab U.S. Mid-Cap ETF$555,092$81,300 â–¼-12.8%15,0550.2%ETFDFCADimensional California Municipal Bond ETF$553,308$526,360 â–¼-48.8%11,0260.2%ETFIWOiShares Russell 2000 Growth ETF$543,779$120,577 â–¼-18.1%1,3800.2%ETFTNADirexion Daily Small Cap Bull 3X Shares$515,007$1,318,424 â–¼-71.9%6,8570.1%ETFVOOVanguard S&P 500 ETF$493,935$4,809 â–²1.0%7190.1%ETFIWDiShares Russell 1000 Value ETF$480,642$124,342 â–¼-20.6%1,9830.1%ETFGEGE Aerospace$424,295$374 â–²0.1%1,1350.1%IndustrialsGE VERNOVA INC$390,1490.0%3320.1%COMGOOGAlphabet$385,9990.0%1,0920.1%Communication ServicesJPMJPMorgan Chase & Co.$383,7300.0%1,1720.1%FinanceBNDVanguard Total Bond Market ETF$355,747$5,065 â–²1.4%4,8460.1%ETFSCHASchwab US Small-Cap ETF$349,843$6,431 â–¼-1.8%9,6830.1%ETFVXUSVanguard Total International Stock ETF$315,5760.0%3,6910.1%ETFIYWiShares U.S. Technology ETF$303,7700.0%1,2040.1%ETFGLDSPDR Gold Shares$297,2830.0%8070.1%ETFNFLXNetflix$294,168$35,700 â–²13.8%4,1200.1%Communication ServicesAGGiShares Core U.S. Aggregate Bond ETF$292,016$9,206 â–¼-3.1%2,9500.1%ETFXOMExxonMobil$287,937$820 â–²0.3%2,1060.1%EnergyCVXChevron$287,054$166,399 â–¼-36.7%1,7320.1%EnergyCSXCSX$277,845$333 â–¼-0.1%5,8460.1%IndustrialsIWPiShares Russell Mid-Cap Growth ETF$267,205$169,254 â–¼-38.8%1,8250.1%ETFSUSAiShares MSCI USA ESG Select ETF$260,4960.0%1,6880.1%ETFIBMInternational Business Machines$258,978$1,125 â–²0.4%9210.1%TechnologySCHESchwab Emerging Markets Equity ETF$244,910$49,860 â–¼-16.9%6,7540.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$244,074$118 â–²0.0%2,0770.1%ETFSCHFSchwab International Equity ETF$240,860$93,463 â–¼-28.0%8,6950.1%ETFAVDEAvantis International Equity ETF$222,815$1,784 â–²0.8%2,4980.1%ETFPWZInvesco California AMT-Free Municipal Bond ETF$218,031$2,059 â–²1.0%8,8960.1%ETFVIOOVanguard S&P Small-Cap 600 ETF$216,020$216,020 â–²New Holding1,5710.1%ETFSBUXStarbucks$206,312$206,312 â–²New Holding2,0190.1%Consumer DiscretionaryShowing largest 100 holdings. 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