Parkshore Wealth Management, Inc. Portfolio Holdings

Parkshore Wealth Management, Inc.

  • $205 Billion
  • Q2 2025

Parkshore Wealth Management, Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $205 Billion distributed in 64 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 $62.1B, Dimensional ETF Tr Core Fxd In with a value of $15.4B, American Centy ETF Tr Avantis with a value of $9.13B, Dimensional ETF Tr with a value of $8.7B, and Dimensional ETF Trust with a value of $8.35B.

Examining the 13F form we can see an increase of $32.6B in the current position value, from $172B to 205B.

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 $205 Billion
ETFs: $150 Billion
Technology: $12.5 Billion
Consumer Cyclical: $6.8 Billion
Financial Services: $6.02 Billion
Industrials: $2.16 Billion
Consumer Defensive: $2.04 Billion
Energy: $1.11 Billion
Utilities: $764 Million
Other: $617 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $205 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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