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Parkshore Wealth Management - Q1 2026 13F Filings

PA

Parkshore Wealth Management, Inc.

CIK: 0002024251
Address: California Granite Bay 5940 Granite Lake Dr
$299.13 M
Portfolio Value
69
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. DFAC Dimensional Us Core Equity 2 Etf
+$11.72 M
2. DFCF Dimensional Core Fixed Income Etf
+$7.01 M
3. DFAI Dimensional International Core Equity Market Etf
+$5.12 M
4. DFSD Dimensional Short-Duration Fixed Income Etf
+$2.59 M
5. DUHP Dimensional Us High Profitability Etf
+$2.26 M

Top Sells

Q1 2026
1. DFGR Dimensional Global Real Estate Etf
−$2.07 M
2. AVRE Avantis Real Estate Etf
−$499,900.23
3. SCHZ Schwab Us Aggregate Bond Etf
−$226,837
4. SCHC Schwab International Small-Cap Equity Etf
−$217,835
5. AVUS Avantis Us Equity Etf
−$133,083.19

Asset Allocation

Stocks/ETFs
+12.29%
$299.13 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Parkshore Wealth Management Q1 2026 Filing Summary

Parkshore Wealth Management, Inc. filed its 13F report for Q1 2026 on May 13, 2026. The portfolio totaled 299.13 M reflecting a +12.29% change from the prior quarter, spanning 69 assets. The top 10 holdings comprised 75.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 2 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Parkshore Wealth Management’s Q1 2026 Filing

Parkshore Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 05/13/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Parkshore Wealth Management reported a managed portfolio value of 299.13 M, consisting of 69 individual positions.

This page displays the raw filing documents. To see which stocks Parkshore Wealth Management bought or sold during Q1 2026, please visit Parkshore Wealth Management's Portfolio Analysis page.