Parkshore Wealth Management, Inc.: 13F holdings
CIK 20242512026Q2
| Positions | 72 |
|---|
| Reported value | $348.2m |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 72 (+3 vs prior quarter) |
|---|
| Reported value | $348.2m (+16.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 2,373,136 | $105.3m | 30.2% |
| DFCF DIMENSIONAL ETF TRUST | 898,068 | $37.9m | 10.9% |
| AVUV AMERICAN CENTY ETF TR | 199,235 | $24.9m | 7.1% |
| DFAI DIMENSIONAL ETF TRUST | 558,989 | $23.1m | 6.6% |
| DIMENSIONAL ETF TRUST | 372,203 | $15.5m | 4.5% |
| DFSD DIMENSIONAL ETF TRUST | 321,133 | $15.3m | 4.4% |
| DFSB DIMENSIONAL ETF TRUST | 235,814 | $12.3m | 3.5% |
| AAPL APPLE INC | 38,406 | $11.1m | 3.2% |
| AVUS AMERICAN CENTY ETF TR | 85,738 | $11.0m | 3.2% |
| AVDV AMERICAN CENTY ETF TR | 104,377 | $10.8m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2024251")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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