Parkshore Wealth Management, Inc. Portfolio Holdings

Parkshore Wealth Management, Inc.

  • $245 Billion
  • Q3 2025

Parkshore Wealth Management, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $245 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $70.7B, Dimensional ETF Tr Core Fxd In with a value of $19.9B, American Centy ETF Tr Avantis with a value of $17.6B, Dimensional ETF Tr with a value of $11B, and Dimensional ETF Trust with a value of $10.6B.

Examining the 13F form we can see an increase of $40.8B in the current position value, from $205B to 245B.

Parkshore Wealth Management, Inc. is based out at Granite Bay, CA

Below you can find more details about Parkshore Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $245 Billion
ETFs: $183 Billion
Technology: $14.7 Billion
Consumer Cyclical: $7.84 Billion
Financial Services: $6.12 Billion
Industrials: $2.53 Billion
Consumer Defensive: $1.56 Billion
Energy: $1.24 Billion
Utilities: $1.21 Billion
Other: $637 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$70.7 Billion 28.8% of portfolio
1,832,199
Q3 2025 Added 5.76%
$0
$19.9 Billion 8.12% of portfolio
465,807
Q3 2025 Added 27.55%
$0
$17.6 Billion 7.17% of portfolio
176,711
Q3 2025 Added 131.27%
$0
$11 Billion 4.47% of portfolio
301,856
Q3 2025 Added 19.94%
Dimensional ETF Trust
-
$10.6 Billion 4.31% of portfolio
-
Q3 2025 Added 24.49%
$4.38T
$9.75 Billion 3.98% of portfolio
38,307
Q3 2025 Reduced 1.96%
$0
$9.51 Billion 3.88% of portfolio
87,525
Q3 2025 Reduced 3.39%
$0
$9.45 Billion 3.85% of portfolio
196,117
Q3 2025 Added 26.34%
$0
$8.79 Billion 3.58% of portfolio
232,747
Q3 2025 Added 17.06%
-
$8.51 Billion 3.47% of portfolio
-
Q3 2025 Added 24.36%
$0
$6.88 Billion 2.8% of portfolio
77,279
Q3 2025 Added 12.17%
$0
$6.56 Billion 2.67% of portfolio
112,642
Q3 2025 Reduced 0.4%
$0
$5.56 Billion 2.26% of portfolio
176,240
Q3 2025 Added 16.67%
$2.39T
$4.05 Billion 1.65% of portfolio
18,467
Q3 2025 Reduced 1.44%
$1.28T
$3.79 Billion 1.54% of portfolio
8,511
Q3 2025 Added 0.38%
$267B
$3.17 Billion 1.29% of portfolio
9,541
Q3 2025 Added 0.23%
Dimensional ETF Trust
-
$2.24 Billion 0.91% of portfolio
-
Q3 2025 Added 10.88%
$63.4B
$2.1 Billion 0.86% of portfolio
4,600
Q1 2025 Reduced 0.5%
$0
$2.08 Billion 0.85% of portfolio
45,461
Q3 2025 Reduced 3.81%
$122B
$1.98 Billion 0.81% of portfolio
3,963
Q3 2025 Added 0.43%
$0
$1.71 Billion 0.7% of portfolio
23,675
Q3 2025 Reduced 4.32%
$0
$1.72 Billion 0.7% of portfolio
38,583
Q3 2025 Reduced 34.26%
$350B
$1.56 Billion 0.63% of portfolio
10,138
Q3 2025 Reduced 9.96%
$0
$1.45 Billion 0.59% of portfolio
44,220
Q3 2025 Added 6.51%
$474B
$1.36 Billion 0.56% of portfolio
7,301
Q3 2025 Added 3.37%
$259M
$1.21 Billion 0.49% of portfolio
255,618
Q1 2025 Added 3.3%
$662B
$1.12 Billion 0.46% of portfolio
2,229
Q3 2025 Reduced 7.2%
$0
$881 Million 0.36% of portfolio
1,468
Q2 2025 Reduced 3.99%
Dimensional ETF Trust
-
$882 Million 0.36% of portfolio
-
Q2 2025 New
$3.8T
$848 Million 0.35% of portfolio
1,637
Q3 2025 Reduced 11.32%
$0
$824 Million 0.34% of portfolio
18,222
Q3 2025 Reduced 60.86%
$0
$787 Million 0.32% of portfolio
1,681
Q3 2025 Reduced 38.63%
$48.9B
$791 Million 0.32% of portfolio
1,610
Q3 2025 Added 0.31%
$0
$791 Million 0.32% of portfolio
5,665
Q3 2025 Added 0.04%
$422B
$697 Million 0.28% of portfolio
13,512
Q3 2025 Added 0.04%
$0
$673 Million 0.27% of portfolio
18,852
Q3 2025 Added 0.18%
$99.7B
$578 Million 0.24% of portfolio
3,000
Q1 2025 Reduced 2.28%
$0
$568 Million 0.23% of portfolio
19,170
Q3 2025 Added 0.05%
$0
$564 Million 0.23% of portfolio
2,769
Q3 2025 Reduced 51.75%
$0
$574 Million 0.23% of portfolio
17,985
Q3 2025 New
$0
$541 Million 0.22% of portfolio
1,690
Q2 2025 Reduced 9.63%
Dimensional ETF Trust
-
$539 Million 0.22% of portfolio
-
Q3 2025 Reduced 0.35%
$0
$550 Million 0.22% of portfolio
825
Q2 2025 Reduced 40.56%
$309B
$433 Million 0.18% of portfolio
2,787
Q3 2025 Added 2.05%
$0
$408 Million 0.17% of portfolio
667
Q3 2025 Reduced 40.07%
$0
$424 Million 0.17% of portfolio
2,976
Q2 2025 Reduced 13.99%
$495B
$372 Million 0.15% of portfolio
310
Q4 2024 New
$146B
$375 Million 0.15% of portfolio
11,173
Q3 2025 Reduced 10.19%
$0
$343 Million 0.14% of portfolio
4,609
Q3 2025 Added 8.81%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $245 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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