13F Insight
DOSSIER · 13F-HR · Q1 2026

Parkshore Wealth Management, Inc.

Parkshore Wealth's pension fund based in Greenwich, CT — $299M in tracked AUM across 69 positions as of Q1 2026.

PW
Parkshore Wealth·Greenwich, CT·Pension Fund
CIK 0002024251 · last filed Mar 31, 2026
Total AUM
$299M
▲ 15.3%
vs prior
Holdings
69
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Parkshore Wealth Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$88M2.3M29.3%
02
DFCF
DIMENSIONAL ETF TRUST
$31M732K10.3%
03
AVUV
AMERICAN CENTY ETF TR
$21M193K7.1%
04
DFAI
DIMENSIONAL ETF TRUST
$20M502K6.5%
05
DFSD
DIMENSIONAL ETF TRUST
$14M285K4.6%
06
DUHP
DIMENSIONAL ETF TRUST
$12M332K4.1%
07
DFSB
DIMENSIONAL ETF TRUST
$11M216K3.7%
08
AAPL
APPLE INC
$10M38K3.3%
09
AVDV
AMERICAN CENTY ETF TR
$10M98K3.3%
10
AVUS
AMERICAN CENTY ETF TR
$9M85K3.2%

Filing history

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