Parkshore Wealth Management, Inc. Portfolio Holdings

Parkshore Wealth Management, Inc.

  • $172 Billion
  • Q1 2025

Parkshore Wealth Management, Inc. has filed its 13F form on May 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $172 Billion distributed in 62 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 $47.3B, Dimensional ETF Tr Core Fxd In with a value of $13.2B, Dimensional ETF Tr with a value of $9.97B, Apple Inc. with a value of $8.76B, and American Centy ETF Tr Avantis with a value of $6.5B.

Examining the 13F form we can see an increase of $5.75B in the current position value, from $166B to 172B.

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 $172 Billion
ETFs: $124 Billion
Technology: $12.8 Billion
Consumer Cyclical: $5.9 Billion
Financial Services: $5.43 Billion
Consumer Defensive: $2.5 Billion
Industrials: $2.08 Billion
Energy: $1.13 Billion
Utilities: $749 Million
Other: $289 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.3 Billion 27.52% of portfolio
1,435,007
Q1 2025 Added 15.17%
$0
$13.2 Billion 7.65% of portfolio
312,894
Q1 2025 Added 11.31%
$0
$9.97 Billion 5.8% of portfolio
319,302
Q1 2025 Added 17.86%
$3.19T
$8.76 Billion 5.09% of portfolio
39,434
Q1 2025 Added 0.07%
$0
$6.5 Billion 3.78% of portfolio
70,397
Q1 2025 Reduced 3.59%
$0
$6.33 Billion 3.68% of portfolio
72,664
Q1 2025 Added 11.25%
Dimensional ETF Trust
-
$6 Billion 3.49% of portfolio
-
Q1 2025 Added 15.86%
$0
$5.79 Billion 3.36% of portfolio
82,955
Q1 2025 Added 4.04%
$0
$5.46 Billion 3.17% of portfolio
164,647
Q1 2025 Added 18.61%
$0
$5.06 Billion 2.94% of portfolio
106,478
Q1 2025 Added 37.89%
$0
$4.8 Billion 2.79% of portfolio
93,269
Q1 2025 Reduced 1.84%
-
$4.61 Billion 2.68% of portfolio
-
Q1 2025 Added 51.97%
$0
$3.6 Billion 2.09% of portfolio
138,887
Q1 2025 Added 22.89%
$2.2T
$3.57 Billion 2.08% of portfolio
18,782
Q1 2025 Reduced 0.05%
$0
$3.07 Billion 1.79% of portfolio
65,200
Q1 2025 Reduced 8.58%
$0
$3.02 Billion 1.75% of portfolio
70,103
Q1 2025 Reduced 4.84%
$1.04T
$2.33 Billion 1.36% of portfolio
8,994
Q1 2025 Reduced 0.26%
$68B
$2.01 Billion 1.17% of portfolio
4,600
Q1 2025 Reduced 0.5%
$0
$1.94 Billion 1.13% of portfolio
50,535
Q1 2025 Reduced 0.39%
$381B
$1.91 Billion 1.11% of portfolio
11,217
Q1 2025 Added 0.36%
$0
$1.84 Billion 1.07% of portfolio
28,222
Q1 2025 Added 1.34%
$122B
$1.75 Billion 1.02% of portfolio
3,928
Q1 2025 Added 0.49%
Dimensional ETF Trust
-
$1.66 Billion 0.96% of portfolio
-
Q1 2025 Added 16.96%
$648B
$1.27 Billion 0.74% of portfolio
2,383
Q1 2025 Added 0.04%
$0
$1.1 Billion 0.64% of portfolio
5,870
Q1 2025 Added 0.22%
$0
$1.02 Billion 0.59% of portfolio
2,824
Q1 2025 Added 0.04%
$0
$824 Million 0.48% of portfolio
6,544
Q1 2025 Added 0.02%
$0
$776 Million 0.45% of portfolio
1,388
Q1 2025 Reduced 0.93%
$361B
$766 Million 0.45% of portfolio
7,071
Q1 2025 Added 1.01%
$54.7B
$775 Million 0.45% of portfolio
1,600
Q1 2025 Added 0.25%
$163M
$749 Million 0.44% of portfolio
255,618
Q1 2025 Added 3.3%
$0
$717 Million 0.42% of portfolio
1,529
Q1 2025 Added 0.33%
$3.57T
$706 Million 0.41% of portfolio
1,881
Q1 2025 Reduced 2.03%
$356B
$563 Million 0.33% of portfolio
13,501
Q1 2025 Added 0.05%
$0
$565 Million 0.33% of portfolio
1,100
Q1 2025 Added 70.28%
$0
$537 Million 0.31% of portfolio
20,506
Q1 2025 Added 0.03%
$0
$516 Million 0.3% of portfolio
17,646
Q1 2025 Added 7.39%
Dimensional ETF Trust
-
$494 Million 0.29% of portfolio
-
Q1 2025 Reduced 1.88%
$0
$478 Million 0.28% of portfolio
1,870
Q1 2025 Reduced 0.11%
$0
$490 Million 0.28% of portfolio
20,528
Q1 2025 Reduced 0.2%
$0
$472 Million 0.27% of portfolio
1,274
Q1 2025 Added 0.08%
$286B
$452 Million 0.26% of portfolio
2,701
Q1 2025 Added 0.6%
$83.2B
$437 Million 0.25% of portfolio
3,000
Q1 2025 Reduced 2.28%
$0
$407 Million 0.24% of portfolio
3,460
Q4 2024 New
$18.5B
$362 Million 0.21% of portfolio
4,400
Q4 2024 New
$0
$336 Million 0.2% of portfolio
11,538
Q1 2025 Added 0.11%
$0
$321 Million 0.19% of portfolio
16,243
Q1 2025 Reduced 6.85%
$0
$334 Million 0.19% of portfolio
5,046
Q1 2025 Added 1.96%
$258B
$321 Million 0.19% of portfolio
1,602
Q1 2025 Reduced 6.53%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $172 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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