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Parkshore Wealth Management - Q4 2025 13F Filings

PA

Parkshore Wealth Management, Inc.

CIK: 0002024251
Address: California Granite Bay 5940 Granite Lake Dr
$266.38 M
Portfolio Value
69
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFAC Dimensional Us Core Equity 2 Etf
+$4.81 M
2. DFCF Dimensional Core Fixed Income Etf
+$4.28 M
3. DFAI Dimensional International Core Equity Market Etf
+$2.62 M
4. DFSD Dimensional Short-Duration Fixed Income Etf
+$1.67 M
5. DUHP Dimensional Us High Profitability Etf
+$1.45 M

Top Sells

Q4 2025
1. DFGR Dimensional Global Real Estate Etf
−$2.6 M
2. AVRE Avantis Real Estate Etf
−$494,626.97
3. NVDA Nvidia Corporation
−$215,230.29
4. AVUS Avantis Us Equity Etf
−$114,797.53
5. DFAT Dimensional Us Targeted Value Etf
−$69,602.39

Asset Allocation

Stocks/ETFs
+8.56%
$266.38 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Parkshore Wealth Management Q4 2025 Filing Summary

Parkshore Wealth Management, Inc. filed its 13F report for Q4 2025 on February 06, 2026. The portfolio totaled 266.38 M reflecting a +8.56% change from the prior quarter, spanning 69 assets. The top 10 holdings comprised 72.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 0 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 Q4 2025 Filing

Parkshore Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 02/06/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Parkshore Wealth Management reported a managed portfolio value of 266.38 M, consisting of 69 individual positions.

This page displays the raw filing documents. To see which stocks Parkshore Wealth Management bought or sold during Q4 2025, please visit Parkshore Wealth Management's Portfolio Analysis page.