Parkshore Wealth Management, Inc.
CIK: 0002024251SEC EDGAR →
Portfolio Value
$266.4M
Holdings
69
As of
Q4 2025
New Positions
6
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,953,753 | $77.3M | 29.04% |
| 2 | DIMENSIONAL ETF TRUST | 566,442 | $24.1M | 9.05% |
| 3 | AMERICAN CENTY ETF TR | 182,721 | $18.6M | 6.99% |
| 4 | DIMENSIONAL ETF TRUST | 370,585 | $14.1M | 5.30% |
| 5 | DIMENSIONAL ETF TRUST | 230,945 | $11.1M | 4.16% |
| 6 | APPLE INC | 38,437 | $10.4M | 3.92% |
| 7 | DIMENSIONAL ETF TRUST | 270,975 | $10.3M | 3.87% |
| 8 | AMERICAN CENTY ETF TR | 86,498 | $9.7M | 3.63% |
| 9 | DIMENSIONAL ETF TRUST | 176,848 | $9.2M | 3.44% |
| 10 | AMERICAN CENTY ETF TR | 88,031 | $8.3M | 3.11% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $232.6M | 87.3% |
| Technology | 6 | $14.8M | 5.6% |
| Consumer Cyclical | 2 | $8.1M | 3.1% |
| Unknown | 4 | $3.2M | 1.2% |
| Industrials | 3 | $2.7M | 1.0% |
| Utilities | 2 | $1.7M | 0.6% |
| Consumer Defensive | 1 | $1.5M | 0.5% |
| Energy | 3 | $1.1M | 0.4% |
| Communication Services | 2 | $634K | 0.2% |