Parkshore Wealth Management, Inc.
Q3 2025 13F Holdings
- Locationgranite bay, CA
- Num holdings
68
- Value ($000)
$245,378
- Date Filed11/13/2025
- Form type13F-HR
- CIK0002024251
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $70.67 M | 29 % | 1,832,199 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $19.92 M | 8 % | 465,807 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $17.59 M | 7 % | 176,711 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $10.97 M | 5 % | 301,856 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $10.58 M | 4 % | 387,241 | ||
AAPL APPLE INC | COM | 037833100 | $9.75 M | 4 % | 38,307 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $9.51 M | 4 % | 87,525 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $9.45 M | 4 % | 196,117 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $8.79 M | 4 % | 232,747 | ||
DFSB DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | $8.51 M | 4 % | 159,752 |
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