Parkshore Wealth Management, Inc. - Portfolio overview

Parkshore Wealth Management, Inc. has 71 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 29.25%
2. DFCF - DIMENSIONAL ETF TRUST, 10.32%
3. AVUV - AMERICAN CENTY ETF TR, 7.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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