account_balance

Investment manager · 13F filer · SEC CIK 2024251

Parkshore Wealth Management, Inc.

Reported value$394Mas of Sep 30, 2026
Positions69 2 new, 5 sold out
Top 10 weight80.9%DFAC alone is 29%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 29.2% Added +9%
DFCF Dimensional ETF Trust 12.3% Added +34%
DFSD Dimensional ETF Trust 7.4% Added +96%
DFAI Dimensional ETF Trust 7.4% Added +26%
AVUV American Centy ETF Tr 6.5% Added +9%
DUHP Dfa Invt Dimensions Group In 5.3% Added +34%
DFAE Dimensional ETF Trust 3.5% Added +41%
DFSB Dimensional ETF Trust 3.3% Added +10%
AVDV American Centy ETF Tr 3.2% Added +12%
AVUS American Centy ETF Tr 2.7% Trimmed −2%
DFAT Dimensional ETF Trust 1.8% Held
DFGR Dimensional ETF Trust 1.4% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • SPCX $4.63M
  • GDX $206K
arrow_upwardAdded
  • DFSD +96%
  • DFEV +95%
  • DFAE +41%
  • DUHP +34%
arrow_downwardTrimmed
  • AAPL −64%
  • AVES −19%
  • AVLV −7%
  • PG −4%
remove_circleSold out
  • MPC $775K
  • IBM $259K
  • PWZ $218K
  • VIOO $216K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist