DOSSIER · 13F-HR · Q2 2026

Parkshore Wealth Management, Inc.

$348M in tracked AUM across 72 positions as of Q2 2026.

PW
CIK 0002024251 · last filed Jun 30, 2026
Total AUM
$348M
as of Q2 2026
Holdings
72
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Parkshore Wealth Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$105M2.4M30.2%
02
DFCF
DIMENSIONAL ETF TRUST
$38M898K10.9%
03
AVUV
AMERICAN CENTY ETF TR
$25M199K7.1%
04
DFAI
DIMENSIONAL ETF TRUST
$23M559K6.6%
05
DUHP
DIMENSIONAL ETF TRUST
$16M372K4.5%
06
DFSD
DIMENSIONAL ETF TRUST
$15M321K4.4%
07
DFSB
DIMENSIONAL ETF TRUST
$12M236K3.5%
08
AAPL
APPLE INC
$11M38K3.2%
09
AVUS
AMERICAN CENTY ETF TR
$11M86K3.2%
10
AVDV
AMERICAN CENTY ETF TR
$11M104K3.1%

Filing history

2026Q2Jun 30
$348M 16.4%
72 positionsView →
2026Q1Mar 31
$299M 12.3%
69 positionsView →
2025Q4Dec 31
$266M 8.6%
69 positionsView →
2025Q3Sep 30
$245M 19.9%
68 positionsView →
2025Q2Jun 30
$205M 19.0%
64 positionsLocked
2025Q1Mar 31
$172M 3.5%
62 positionsLocked
2024Q4Dec 31
$166M
67 positionsLocked