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
$316 Million 0.18% of portfolio
3,192
Q1 2025 Added 0.03%
$0
$311 Million 0.18% of portfolio
4,234
Q1 2025 Reduced 43.46%
$545B
$289 Million 0.17% of portfolio
310
Q4 2024 New
$85.2B
$285 Million 0.17% of portfolio
12,541
Q1 2025 Reduced 0.34%
$793B
$268 Million 0.16% of portfolio
1,091
Q1 2025 Reduced 4.21%
$0
$267 Million 0.16% of portfolio
11,550
Q1 2025 Reduced 0.01%
$0
$259 Million 0.15% of portfolio
11,036
Q1 2025 Added 0.04%
$0
$252 Million 0.15% of portfolio
9,148
Q1 2025 Reduced 6.71%
$469B
$240 Million 0.14% of portfolio
2,015
Q4 2024 New
$436B
$227 Million 0.13% of portfolio
240
Q4 2024 New
$253B
$223 Million 0.13% of portfolio
897
Q1 2025 New
$0
$214 Million 0.12% of portfolio
3,549
Q1 2025 Added 4.14%

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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