Parkshore Wealth Management, Inc. Top Holdings and 13F Report (2025) About Parkshore Wealth Management, Inc.Investment ActivityParkshore Wealth Management, Inc. has $166.25 million in total holdings as of December 31, 2024.Parkshore Wealth Management, Inc. owns shares of 67 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $43,099,059Dimensional Core Fixed Income ETF $11,600,787Apple $9,868,399Dimensional International Core Equity Market ETF $7,910,762Avantis U.S. Equity ETF $7,077,482 Sector AllocationMap of 500 Largest Holdings ofParkshore Wealth Management, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$43,099,0591,245,99825.9%ETFDFCFDimensional Core Fixed Income ETF$11,600,787281,0957.0%ETFAAPLApple$9,868,39939,4075.9%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$7,910,762270,9174.8%ETFAVUSAvantis U.S. Equity ETF$7,077,48273,0164.3%ETFAVUVAvantis U.S. Small Cap Value ETF$6,304,89865,3153.8%ETFDFATDimensional U.S. Targeted Value ETF$5,288,74895,0193.2%ETFAVDVAvantis International Small Cap Value ETF$5,188,90079,7313.1%ETFDFGRDimensional Global Real Estate ETF$5,038,051197,2613.0%ETFDUHPDimensional US High Profitability ETF$4,690,321138,8082.8%ETFAMZNAmazon.com$4,122,77718,7922.5%Retail/WholesaleTSLATesla$3,641,4259,0172.2%Auto/Tires/TrucksDFSDDimensional Short-Duration Fixed Income ETF$3,619,92077,2172.2%ETFAVESAvantis Emerging Markets Value ETF$3,294,88071,3182.0%ETFAVREAvantis Real Estate ETF$3,088,31073,6721.9%ETFDFSBDimensional Global Sustainability Fixed Income ETF$3,003,02458,9521.8%ETFDFAEDimensional Emerging Core Equity Market ETF$2,867,285113,0191.7%ETFAXPAmerican Express$2,813,2729,4791.7%FinanceMSIMotorola Solutions$2,136,8894,6231.3%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$2,054,27050,7351.2%ETFLMTLockheed Martin$1,899,6963,9091.1%AerospacePGProcter & Gamble$1,873,78711,1771.1%Consumer StaplesAVLVAvantis U.S. Large Cap Value ETF$1,859,56227,8501.1%ETFDIMENSIONAL ETF TRUST$1,444,36623,1250.9%WORLD EQUITY ETFCDZICadiz$1,286,709247,4440.8%Consumer StaplesVTIVanguard Total Stock Market ETF$1,194,5974,1220.7%ETFIWFiShares Russell 1000 Growth ETF$1,133,7032,8230.7%ETFIWDiShares Russell 1000 Value ETF$1,084,2315,8570.7%ETFBRK.BBerkshire Hathaway$1,079,7132,3820.6%FinanceNVDANVIDIA$939,9947,0000.6%Computer and TechnologyAMPAmeriprise Financial$849,7581,5960.5%FinanceIWSiShares Russell Mid-Cap Value ETF$846,2726,5430.5%ETFSPYSPDR S&P 500 ETF Trust$821,3321,4010.5%FinanceMSFTMicrosoft$809,1951,9200.5%Computer and TechnologyQQQInvesco QQQ$779,1481,5240.5%FinanceTNADirexion Daily Small Cap Bull 3X Shares$688,16916,4320.4%ETFBACBank of America$593,07613,4940.4%FinanceSCHMSchwab U.S. Mid-Cap ETF$568,02720,4990.3%ETFIWOiShares Russell 2000 Growth ETF$538,7991,8720.3%ETFBNDVanguard Total Bond Market ETF$538,5237,4890.3%ETFVXUSVanguard Total International Stock ETF$527,2478,9470.3%ETFVUGVanguard Growth ETF$522,3911,2730.3%ETFPWZInvesco California AMT-Free Municipal Bond ETF$508,07920,5700.3%ETFDFLVDimensional US Large Cap Value ETF$494,43416,4650.3%ETFIWPiShares Russell Mid-Cap Growth ETF$438,5553,4600.3%ETFMPCMarathon Petroleum$428,2653,0700.3%Oils/EnergyCVXChevron$388,8462,6850.2%Oils/EnergyVOOVanguard S&P 500 ETF$348,0796460.2%ETFMKCMcCormick & Company, Incorporated$335,4564,4000.2%Consumer StaplesSCHFSchwab International Equity ETF$322,60317,4380.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$309,2083,1910.2%FinanceDISVDimensional International Small Cap Value ETF$306,22811,5250.2%ETFAVDEAvantis International Equity ETF$303,7204,9490.2%ETFBNDXVanguard Total International Bond ETF$296,3116,0410.2%ETFGEGeneral Electric$285,9181,7140.2%TransportationSCHASchwab US Small-Cap ETF$285,28811,0320.2%ETFNFLXNetflix$276,3093100.2%Consumer DiscretionaryJPMJPMorgan Chase & Co.$273,0301,1390.2%FinanceSCHZSchwab U.S. Aggregate Bond ETF$262,20811,5510.2%ETFSCHESchwab Emerging Markets Equity ETF$261,1269,8060.2%ETFINTCIntel$252,31012,5840.2%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$239,5556,9780.1%ETFCOSTCostco Wholesale$219,5212400.1%Retail/WholesaleXOMExxon Mobil$216,7542,0150.1%Oils/EnergyGOOGAlphabet$207,2301,0880.1%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$205,3661,6890.1%ETFAVEMAvantis Emerging Markets Equity ETF$200,3833,4080.1%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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