Parkshore Wealth Management, Inc. 13F Holdings · Q2 2026
Parkshore Wealth Management, Inc. reported 72 securities worth $348.17M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (30.24%), DFCF (10.89%), AVUV (7.14%). Among its top 25 positions this quarter: 17 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $105.3M | 30.24% | 2.4M | Added |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $37.9M | 10.89% | 898,068 | Added |
| 3 | AVUV | AMERICAN CENTY ETF TR | $24.9M | 7.14% | 199,235 | Added |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $23.1M | 6.62% | 558,989 | Added |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $15.5M | 4.46% | 372,203 | Added |
| 6 | DFSD | DIMENSIONAL ETF TRUST | $15.3M | 4.40% | 321,133 | Added |
| 7 | DFSB | DIMENSIONAL ETF TRUST | $12.3M | 3.53% | 235,814 | Added |
| 8 | AAPL | APPLE INC | $11.1M | 3.19% | 38,406 | Added |
| 9 | AVUS | AMERICAN CENTY ETF TR | $11.0M | 3.15% | 85,738 | Added |
| 10 | AVDV | AMERICAN CENTY ETF TR | $10.8M | 3.09% | 104,377 | Added |
| 11 | DFAE | DIMENSIONAL ETF TRUST | $10.1M | 2.91% | 251,957 | Added |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $7.5M | 2.15% | 107,010 | Trimmed |
| 13 | DFGR | DIMENSIONAL ETF TRUST | $5.6M | 1.62% | 195,023 | Trimmed |
| 14 | TSLA | TESLA INC | $4.5M | 1.28% | 10,629 | Added |
| 15 | AMZN | AMAZON COM INC | $4.4M | 1.27% | 18,616 | Hold |
| 16 | DFAW | DIMENSIONAL ETF TRUST | $4.2M | 1.20% | 50,659 | Added |
| 17 | AXP | AMERICAN EXPRESS CO | $3.2M | 0.93% | 9,585 | Added |
| 18 | AVES | AMERICAN CENTY ETF TR | $3.2M | 0.91% | 48,114 | Trimmed |
| 19 | DFEV | DIMENSIONAL ETF TRUST | $2.6M | 0.75% | 60,796 | Added |
| 20 | DFAU | DIMENSIONAL ETF TRUST | $2.3M | 0.66% | 44,210 | Trimmed |
| 21 | LMT | LOCKHEED MARTIN CORP | $2.2M | 0.63% | 4,277 | Trimmed |
| 22 | AVLV | AMERICAN CENTY ETF TR | $2.1M | 0.60% | 23,084 | Trimmed |
| 23 | MSI | MOTOROLA SOLUTIONS INC | $1.9M | 0.55% | 4,627 | Added |
| 24 | DFIC | DIMENSIONAL ETF TRUST | $1.8M | 0.53% | 49,601 | Added |
| 25 | PG | PROCTER & GAMBLE CO | $1.5M | 0.42% | 9,975 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR