Parkshore Wealth Management, Inc. Top Holdings and 13F Report (2025) About Parkshore Wealth Management, Inc.Investment ActivityParkshore Wealth Management, Inc. has $204.61 million in total holdings as of June 30, 2025.Parkshore Wealth Management, Inc. owns shares of 64 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 13.98% of the portfolio was purchased this quarter.About 3.78% of the portfolio was sold this quarter.This quarter, Parkshore Wealth Management, Inc. has purchased 62 new stocks and bought additional shares in 27 stocks.Parkshore Wealth Management, Inc. sold shares of 27 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $62,088,353Dimensional Core Fixed Income ETF $15,433,497Avantis U.S. Equity ETF $9,133,510Dimensional International Core Equity Market ETF $8,700,417Dimensional Global Real Estate ETF $8,345,999 Largest New Holdings this Quarter 25434V799 - Dimensional International Core Equity 2 ETF $1,290,732 Holding25434V633 - Dimensional California Municipal Bond ETF $872,453 Holding464288802 - iShares MSCI USA ESG Select ETF $215,087 Holding464287721 - iShares U.S. Technology ETF $208,617 Holding02079K107 - Alphabet $202,274 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 297,369 shares (about $10.66M)Dimensional Short-Duration Fixed Income ETF 48,756 shares (about $2.34M)Dimensional Global Real Estate ETF 82,525 shares (about $2.21M)Dimensional Core Fixed Income ETF 52,309 shares (about $2.21M)Dimensional Global Sustainability Fixed Income ETF 38,875 shares (about $2.04M) Largest Sales this Quarter Dimensional International Core Equity Market ETF 67,627 shares (about $2.34M)Avantis International Small Cap Value ETF 14,058 shares (about $1.11M)Avantis Emerging Markets Value ETF 15,051 shares (about $805.90K)Avantis Real Estate ETF 11,414 shares (about $504.04K)SPDR S&P 500 ETF Trust 563 shares (about $347.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofParkshore Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$62,088,353$10,657,704 ▲20.7%1,732,37630.3%ETFDFCFDimensional Core Fixed Income ETF$15,433,497$2,210,581 ▲16.7%365,2037.5%ETFAVUSAvantis U.S. Equity ETF$9,133,510$2,036,065 ▲28.7%90,5924.5%ETFDFAIDimensional International Core Equity Market ETF$8,700,417$2,337,869 ▼-21.2%251,6754.3%ETFDFGRDimensional Global Real Estate ETF$8,345,999$2,214,143 ▲36.1%311,0704.1%ETFAAPLApple$8,016,562$74,066 ▼-0.9%39,0733.9%Computer and TechnologyDFSDDimensional Short-Duration Fixed Income ETF$7,452,770$2,340,771 ▲45.8%155,2343.6%ETFDUHPDimensional US High Profitability ETF$7,070,309$1,215,474 ▲20.8%198,8283.5%ETFAVUVAvantis U.S. Small Cap Value ETF$6,960,839$341,168 ▲5.2%76,4093.4%ETFDFSBDimensional Global Sustainability Fixed Income ETF$6,735,260$2,038,215 ▲43.4%128,4623.3%ETFDFATDimensional U.S. Targeted Value ETF$6,102,301$1,069,490 ▲21.3%113,0893.0%ETFAVDVAvantis International Small Cap Value ETF$5,462,181$1,114,524 ▼-16.9%68,8972.7%ETFDFAEDimensional Emerging Core Equity Market ETF$4,373,008$352,234 ▲8.8%151,0542.1%ETFAMZNAmazon.com$4,110,710$9,873 ▼-0.2%18,7372.0%Retail/WholesaleAXPAmerican Express$3,036,367$7,337 ▲0.2%9,5191.5%FinanceTSLATesla$2,693,439$163,595 ▼-5.7%8,4791.3%Auto/Tires/TrucksAVESAvantis Emerging Markets Value ETF$2,685,217$805,902 ▼-23.1%50,1491.3%ETFAVREAvantis Real Estate ETF$2,591,700$504,041 ▼-16.3%58,6891.3%ETFDFAUDimensional US Core Equity Market ETF$2,002,101$138,559 ▼-6.5%47,2641.0%ETFMSIMotorola Solutions$1,934,1160.0%4,6000.9%Computer and TechnologyDIMENSIONAL ETF TRUST$1,882,208$67,885 ▲3.7%28,0590.9%WORLD EQUITY ETFLMTLockheed Martin$1,827,487$8,336 ▲0.5%3,9460.9%AerospacePGProcter & Gamble$1,793,848$6,692 ▲0.4%11,2590.9%Consumer StaplesAVLVAvantis U.S. Large Cap Value ETF$1,687,761$237,231 ▼-12.3%24,7440.8%ETFTNADirexion Daily Small Cap Bull 3X Shares$1,561,460$969,611 ▲163.8%46,5550.8%ETFDFICDimensional International Core Equity 2 ETF$1,290,732$1,290,732 ▲New Holding41,5160.6%ETFBRK.BBerkshire Hathaway$1,166,820$9,230 ▲0.8%2,4020.6%FinanceIWFiShares Russell 1000 Growth ETF$1,163,065$36,094 ▼-3.0%2,7390.6%ETFNVDANVIDIA$1,115,921$1,264 ▼-0.1%7,0630.5%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,114,717$25,445 ▼-2.2%5,7390.5%ETFMSFTMicrosoft$918,346$17,412 ▼-1.9%1,8460.4%Computer and TechnologyDFCADimensional California Municipal Bond ETF$872,453$872,453 ▲New Holding17,7040.4%ETFAMPAmeriprise Financial$856,821$2,669 ▲0.3%1,6050.4%FinanceQQQInvesco QQQ$809,866$33,652 ▼-4.0%1,4680.4%FinanceCDZICadiz$764,2980.0%255,6180.4%Consumer StaplesIWSiShares Russell Mid-Cap Value ETF$748,343$116,421 ▼-13.5%5,6630.4%ETFBACBank of America$639,130$284 ▲0.0%13,5070.3%FinanceVOOVanguard S&P 500 ETF$632,374$7,386 ▲1.2%1,1130.3%ETFDISVDimensional International Small Cap Value ETF$619,316$239,591 ▲63.1%18,8180.3%ETFSCHMSchwab U.S. Mid-Cap ETF$537,463$37,727 ▼-6.6%19,1610.3%ETFSPYSPDR S&P 500 ETF Trust$509,850$347,934 ▼-40.6%8250.2%FinanceDFLVDimensional US Large Cap Value ETF$509,600$8,437 ▲1.7%16,4280.2%ETFMPCMarathon Petroleum$498,3300.0%3,0000.2%EnergyIWOiShares Russell 2000 Growth ETF$483,188$51,464 ▼-9.6%1,6900.2%ETFNFLXNetflix$415,1300.0%3100.2%Consumer DiscretionaryIWPiShares Russell Mid-Cap Growth ETF$412,730$67,124 ▼-14.0%2,9760.2%ETFCVXChevron$391,051$4,296 ▲1.1%2,7310.2%EnergyGEGE Aerospace$330,794$81,604 ▼-19.8%1,2850.2%AerospaceAGGiShares Core U.S. Aggregate Bond ETF$316,850$198 ▲0.1%3,1940.2%FinanceJPMJPMorgan Chase & Co.$316,2920.0%1,0910.2%FinanceBNDVanguard Total Bond Market ETF$311,874$147 ▲0.0%4,2360.2%ETFSCHFSchwab International Equity ETF$285,097$73,882 ▼-20.6%12,9000.1%ETFINTCIntel$278,679$2,240 ▼-0.8%12,4410.1%Computer and TechnologyIBMInternational Business Machines$265,737$1,180 ▲0.4%9010.1%Computer and TechnologyPWZInvesco California AMT-Free Municipal Bond ETF$260,708$218,416 ▼-45.6%11,1700.1%ETFSCHASchwab US Small-Cap ETF$259,587$19,633 ▼-7.0%10,2600.1%ETFAVDEAvantis International Equity ETF$258,517$114,938 ▼-30.8%3,4930.1%ETFSCHESchwab Emerging Markets Equity ETF$248,587$27,125 ▼-9.8%8,2480.1%ETFCOSTCostco Wholesale$246,397$8,906 ▲3.8%2490.1%Retail/WholesaleSCHZSchwab U.S. Aggregate Bond ETF$232,588$35,836 ▼-13.4%10,0080.1%ETFXOMExxon Mobil$217,591$323 ▲0.1%2,0180.1%EnergySUSAiShares MSCI USA ESG Select ETF$215,087$215,087 ▲New Holding1,6970.1%ETFIYWiShares U.S. Technology ETF$208,617$208,617 ▲New Holding1,2040.1%ManufacturingGOOGAlphabet$202,274$202,274 ▲New Holding1,1400.1%Computer and TechnologyVUGVanguard Growth ETF$0$472,324 ▼-100.0%00.0%ETFMKCMcCormick & Company, Incorporated$0$362,164 ▼-100.0%00.0%Consumer StaplesAVEMAvantis Emerging Markets Equity ETF$0$213,571 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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