Parkshore Wealth Management, Inc.

Est. AUM

$299.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$87.6M	2255255	29.30%	SOLE
2	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$30.9M	732420	10.34%	SOLE
3	AMERICAN CENTY ETF TR	US SML CP VALU	$21.3M	193102	7.13%	SOLE
4	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$19.6M	501887	6.54%	SOLE
5	DIMENSIONAL ETF TRUST	SHORT DURATION F	$13.6M	285037	4.56%	SOLE
6	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$12.2M	332395	4.08%	SOLE
7	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$11.2M	216430	3.74%	SOLE
8	APPLE INC	COM	$9.7M	38373	3.26%	SOLE
9	AMERICAN CENTY ETF TR	INTL SMCP VLU	$9.7M	97505	3.26%	SOLE
10	AMERICAN CENTY ETF TR	US EQT ETF	$9.5M	85301	3.17%	SOLE
11	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$8.3M	245836	2.78%	SOLE
12	DIMENSIONAL ETF TRUST	US TARGETED VLU	$7.0M	111791	2.33%	SOLE
13	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$5.6M	210980	1.87%	SOLE
14	AMAZON COM INC	COM	$3.9M	18616	1.30%	SOLE
15	TESLA INC	COM	$3.2M	8559	1.06%	SOLE
16	AMERICAN CENTY ETF TR	EMERGING MKT VAL	$3.1M	51222	1.03%	SOLE
17	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$2.9M	39918	0.98%	SOLE
18	AMERICAN EXPRESS CO	COM	$2.9M	9580	0.97%	SOLE
19	LOCKHEED MARTIN CORP	COM	$2.7M	4390	0.89%	SOLE
20	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$2.0M	44553	0.67%	SOLE
21	MOTOROLA SOLUTIONS INC	COM NEW	$2.0M	4614	0.67%	SOLE
22	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$1.9M	23634	0.64%	SOLE
23	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$1.8M	49563	0.59%	SOLE
24	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.7M	49175	0.58%	SOLE
25	PROCTER & GAMBLE CO	COM	$1.5M	10268	0.50%	SOLE
26	CADIZ INC	COM NEW	$1.3M	263830	0.43%	SOLE
27	NVIDIA CORPORATION	COM	$1.2M	6613	0.39%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	2268	0.36%	SOLE
29	DIREXION SHARES ETF TRUST	DAILY SMALL CAP	$1.1M	24411	0.36%	SOLE
30	DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$1.1M	21515	0.36%	SOLE
31	INVESCO QQQ TR	UNIT SER 1	$826K	1432	0.28%	SOLE
32	ISHARES TR	RUS MDCP VAL ETF	$770K	5281	0.26%	SOLE
33	VANGUARD INDEX FDS	TOTAL STK MKT	$754K	2349	0.25%	SOLE
34	MARATHON PETE CORP	COM	$740K	3030	0.25%	SOLE
35	ISHARES TR	RUS 1000 GRW ETF	$718K	1683	0.24%	SOLE
36	AMERIPRISE FINL INC	COM	$718K	1616	0.24%	SOLE
37	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$699K	17726	0.23%	SOLE
38	AMERICAN CENTY ETF TR	REAL ESTATE ETF	$698K	15864	0.23%	SOLE
39	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$678K	18989	0.23%	SOLE
40	BANK AMERICA CORP	COM	$671K	13754	0.22%	SOLE
41	MICROSOFT CORP	COM	$636K	1717	0.21%	SOLE
42	CHEVRON CORPORATION	COM	$566K	2736	0.19%	SOLE
43	STATE STR SPDR S&P 500 ETF T	TR UNIT	$540K	831	0.18%	SOLE
44	SCHWAB STRATEGIC TR	US MID-CAP ETF	$534K	17260	0.18%	SOLE
45	ISHARES TR	RUS 1000 VAL ETF	$533K	2496	0.18%	SOLE
46	ISHARES TR	RUS 2000 GRW ETF	$529K	1686	0.18%	SOLE
47	INTEL CORP	COM	$449K	10166	0.15%	SOLE
48	VANGUARD INDEX FDS	S&P 500 ETF SHS	$426K	712	0.14%	SOLE
49	ISHARES TR	RUS MD CP GR ETF	$382K	2981	0.13%	SOLE
50	EXXON MOBIL CORP	COM	$356K	2100	0.12%	SOLE

1–50 of 69

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.