Institutions / Parkshore Wealth Management, Inc.
Parkshore Wealth Management, Inc.
CIK 2024251 · Institution · as of Jun 30, 2026
Portfolio value
$348.17M
Positions
72
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$348.17M+30.7%Positions
72+4.3%Top holdings
Jun 30, 2026View all 72 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $105.27M | 30.2% |
| Dimensional ETF Trust | $37.91M | 10.9% |
| American Centy ETF Tr | $24.86M | 7.1% |
| Dimensional ETF Trust | $23.06M | 6.6% |
| Dimensional ETF Trust | $15.53M | 4.5% |
| Dimensional ETF Trust | $15.33M | 4.4% |
| Dimensional ETF Trust | $12.29M | 3.5% |
| Apple Inc. | $11.11M | 3.2% |
| American Centy ETF Tr | $10.98M | 3.2% |
| American Centy ETF Tr | $10.76M | 3.1% |
| Dimensional ETF Trust | $10.13M | 2.9% |
| Dimensional ETF Trust | $7.48M | 2.1% |
| Dimensional ETF Trust | $5.65M | 1.6% |
| Tesla Inc | $4.47M | 1.3% |
| Amazon.com Inc | $4.44M | 1.3% |
| Dimensional ETF Trust | $4.19M | 1.2% |
| American Express Co | $3.24M | 0.9% |
| American Century ETF Trust | $3.16M | 0.9% |
| Dimensional ETF Trust | $2.59M | 0.7% |
| Dimensional ETF Trust | $2.29M | 0.7% |
| Lockheed Martin Corp | $2.18M | 0.6% |
| American Centy ETF Tr | $2.11M | 0.6% |
| Motorola Solutions, Inc. | $1.92M | 0.6% |
| Dimensional ETF Trust | $1.85M | 0.5% |
| PROCTER & GAMBLE Co | $1.46M | 0.4% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 25434V708 | $18.60M | +419K +21.47% | 2,373,136 30.24% of portfolio | medium |
| Q2 2026 as of | Add | 25434V872 | $14.00M | +332K +58.55% | 898,068 10.89% of portfolio | medium |
| Q2 2026 as of | Add | 25434V203 | $7.77M | +188K +50.84% | 558,989 6.62% of portfolio | medium |
| Q2 2026 as of | Add | 25434V864 | $4.31M | +90K +39.05% | 321,133 4.40% of portfolio | low |
| Q2 2026 as of | Add | 25434V831 | $4.22M | +101K +37.36% | 372,203 4.46% of portfolio | low |
| Q2 2026 as of | Add | 25434V674 | $3.07M | +59K +33.34% | 235,814 3.53% of portfolio | low |
| Q2 2026 as of | Trim | 25434V658 | $-2.72M | -94K -32.50% | 195,023 1.62% of portfolio | low |
| Q2 2026 as of | Add | 25434V302 | $2.14M | +53K +26.76% | 251,957 2.91% of portfolio | low |
| Q2 2026 as of | Add | 025072877 | $2.06M | +17K +9.04% | 199,235 7.14% of portfolio | low |
| Q2 2026 as of | Add | 025072802 | $1.68M | +16K +18.57% | 104,377 3.09% of portfolio | low |