Institutional Fund
Parkshore Wealth Management, Inc.
Granite Bay, CACIK 20242515 filings on record
Portfolio Value
$299.13M
Q1 2026
Holdings
69
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+12.3%
from $266.38M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust29.3%
- Dimensional ETF Trust10.3%
- American Centy ETF Tr7.1%
- Dimensional ETF Trust6.5%
- Dimensional ETF Trust4.6%
- Dimensional ETF Trust4.1%
- Other38.0%
Portfolio Holdings
69 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.26M | $87.64M | 29.3% | +301.5K | Added |
| 2 | Dimensional ETF Trust | 732.4K | $30.92M | 10.3% | +166.0K | Added |
| 3 | American Centy ETF Tr | 193.1K | $21.33M | 7.1% | +10.4K | Added |
| 4 | Dimensional ETF Trust | 501.9K | $19.55M | 6.5% | +131.3K | Added |
| 5 | Dimensional ETF Trust | 285.0K | $13.65M | 4.6% | +54.1K | Added |
| 6 | Dimensional ETF Trust | 332.4K | $12.22M | 4.1% | +61.4K | Added |
| 7 | Dimensional ETF Trust | 216.4K | $11.20M | 3.7% | +39.6K | Added |
| 8 | Apple Inc | 38.4K | $9.74M | 3.3% | −64 | Reduced |
| 9 | American Centy ETF Tr | 97.5K | $9.74M | 3.3% | +9.5K | Added |
| 10 | American Centy ETF Tr | 85.3K | $9.48M | 3.2% | −1.2K | Reduced |
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