DOSSIER · 13F-HR · Q3 2026

Parkshore Wealth Management, Inc.

$394M in tracked AUM across 69 positions as of Q3 2026.

PW
CIK 0002024251 · last filed Sep 30, 2026
Total AUM
$394M
as of Q3 2026
Holdings
69
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Parkshore Wealth Management, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$115M2.6M29.2%
02
DFCF
DIMENSIONAL ETF TRUST
$48M1.2M12.3%
03
DFSD
DIMENSIONAL ETF TRUST
$29M629K7.4%
04
DFAI
DIMENSIONAL ETF TRUST
$29M702K7.4%
05
AVUV
AMERICAN CENTY ETF TR
$26M218K6.5%
06
DUHP
DFA INVT DIMENSIONS GROUP IN
$21M499K5.3%
07
DFAE
DIMENSIONAL ETF TRUST
$14M354K3.5%
08
DFSB
DIMENSIONAL ETF TRUST
$13M259K3.3%
09
AVDV
AMERICAN CENTY ETF TR
$13M117K3.2%
10
AVUS
AMERICAN CENTY ETF TR
$11M84K2.7%

Filing history

2026Q3Sep 30
$394M▲ 13.0%
69 positionsView →
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 positionsLocked
2025Q2Jun 30
$205M▲ 19.0%
64 positionsLocked
2025Q1Mar 31
$172M▲ 3.5%
62 positionsLocked
2024Q4Dec 31
$166M—
67 positionsLocked