DOSSIER · 13F-HR · Q1 2026

Parkshore Wealth Management, Inc.

$299M in tracked AUM across 69 positions as of Q1 2026.

PW
CIK 0002024251 · last filed Mar 31, 2026
Total AUM
$299M
as of Q1 2026
Holdings
69
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · 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

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