Parkshore Wealth Management, Inc. holds a focused book of 72 reported positions worth $348.2M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Dimensional US Target Value. Their largest long position is Dimensional US Core Equity 2 at 30% of the reported non-option book.
Parkshore Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Parkshore Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Pandowealth. LLC | 8 / 72 | $115.8M |
| Prospect Hill Management, LLC | 8 / 72 | $234.6M |
| 9823 Capital, L.P. | 8 / 72 | $125.7M |
| Hoffman, Alan N Investment Management | 7 / 72 | $140.4M |
| XP Advisory US, Inc. | 14 / 72 | $148.3M |
| Verisail Partners, LLC | 11 / 72 | $218.5M |
| Red Lighthouse Investment Management, LLC | 33 / 72 | $271.6M |
| Stuart Investment Advisors, Inc. | 9 / 72 | $198.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Parkshore Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $105.3M | 2.37M | 30.2% | ▲+5.2% Added · +118K sh | |
| 2 | Dimensional ETF Trust CORE FIXE IN ETF | $37.9M | 898.1K | 10.9% | ▲+23% Added · +166K sh | |
| 3 | American Centy ETF TR US SML CP VALU | $24.9M | 199.2K | 7.1% | ▲+3.2% Added · +6K sh | |
| 4 | Dimensional ETF Trust INTL CORE EQT MK | $23.1M | 559.0K | 6.6% | ▲+11% Added · +57K sh | |
| 5 | Dimensional ETF Trust US HIGH PROF ETF | $15.5M | 372.2K | 4.5% | ▲+12% Added · +40K sh | |
| 6 | Dimensional ETF Trust SHOR DUR FIX ETF | $15.3M | 321.1K | 4.4% | ▲+13% Added · +36K sh | |
| 7 | Dimensional ETF Trust GLOBAL SUSTAINA | $12.3M | 235.8K | 3.5% | ▲+8.9% Added · +19K sh | |
| 8 | Apple Inc COM | $11.1M | 38.4K | 3.2% | ▲+0.1% Added · +33 sh | |
| 9 | American Centy ETF TR US EQT ETF | $11.0M | 85.7K | 3.2% | ▲+0.5% Added · +437 sh | |
| 10 | American Centy ETF TR INTL SMCP VLU | $10.8M | 104.4K | 3.1% | ▲+7.0% Added · +7K sh | |
| 11 | Dimensional ETF Trust EMGR CRE EQT MNG | $10.1M | 252.0K | 2.9% | ▲+2.5% Added · +6K sh | |
| 12 | Dimensional ETF Trust US TARGETED VLU | $7.5M | 107.0K | 2.1% | ▼−4.3% Reduced · −5K sh | |
| 13 | Dimensional ETF Trust GLOBAL REAL EST | $5.6M | 195.0K | 1.6% | ▼−7.6% Reduced · −16K sh | |
| 14 | Tesla Inc COM | $4.5M | 10.6K | 1.3% | ▲+24% Added · +2K sh | |
| 15 | Amazon Com Inc COM | $4.4M | 18.6K | 1.3% | —Held | |
| 16 | Dimensional ETF Trust WORLD EQUITY ETF | $4.2M | 50.7K | 1.2% | ▲+27% Added · +11K sh | |
| 17 | American Express Co COM | $3.2M | 9.6K | 0.9% | ▲+0.1% Added · +5 sh | |
| 18 | American Centy ETF TR EMERGING MKT VAL | $3.2M | 48.1K | 0.9% | ▼−6.1% Reduced · −3K sh | |
| 19 | Dimensional ETF Trust EMERGING MKTS VA | $2.6M | 60.8K | 0.7% | ▲+23% Added · +11K sh | |
| 20 | Dimensional ETF Trust US CORE EQT MKT | $2.3M | 44.2K | 0.7% | ▼−0.8% Reduced · −343 sh | |
| 21 | Lockheed Martin Corp COM | $2.2M | 4.3K | 0.6% | ▼−2.6% Reduced · −113 sh | |
| 22 | American Centy ETF TR US LARGE CAP VLU | $2.1M | 23.1K | 0.6% | ▼−2.3% Reduced · −550 sh | |
| 23 | Motorola Solutions Inc COM NEW | $1.9M | 4.6K | 0.6% | ▲+0.3% Added · +13 sh | |
| 24 | Dimensional ETF Trust INTL CORE EQUITY | $1.8M | 49.6K | 0.5% | ▲+0.9% Added · +426 sh | |
| 25 | Procter & Gamble Co COM | $1.5M | 10.0K | 0.4% | ▼−2.9% Reduced · −293 sh | |
| 26 | Nvidia Corporation COM | $1.3M | 6.7K | 0.4% | ▲+1.3% Added · +88 sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $1.1M | 2.3K | 0.3% | —Held | |
| 28 | Cadiz Inc COM NEW | $1.1M | 263.8K | 0.3% | —Held | |
| 29 | Invesco QQQ TR UNIT SER 1 | $1.0M | 1.4K | 0.3% | ▼−3.3% Reduced · −47 sh | |
| 30 | Vanguard Index FDS TOTAL STK MKT | $861K | 2.3K | 0.2% | ▼−1.0% Reduced · −23 sh | |
| 31 | Intel Corp COM | $800K | 5.7K | 0.2% | ▼−44% Reduced · −4K sh | |
| 32 | Bank Of Amer Corp COM | $787K | 13.8K | 0.2% | ▲+0.5% Added · +64 sh | |
| 33 | Marathon Pete Corp COM | $775K | 3.0K | 0.2% | ▲~0% Added · +1 sh | |
| 34 | Ameriprise Finl Inc COM | $741K | 1.6K | 0.2% | —Held | |
| 35 | Dimensional ETF Trust US LARG VALU ETF | $721K | 18.2K | 0.2% | ▼−3.9% Reduced · −750 sh | |
| 36 | Dimensional ETF Trust INTL SMALL CAP V | $710K | 17.7K | 0.2% | ▼−0.2% Reduced · −36 sh | |
| 37 | Ishares TR RUS MDCP VAL ETF | $659K | 4.0K | 0.2% | ▼−24% Reduced · −1K sh | |
| 38 | Microsoft Corp COM | $647K | 1.7K | 0.2% | ▲+1.0% Added · +17 sh | |
| 39 | American Centy ETF TR REAL ESTATE ETF | $645K | 13.6K | 0.2% | ▼−14% Reduced · −2K sh | |
| 40 | State STR SPDR S&P 500 ETF T TR UNIT | $622K | 833 | 0.2% | ▲+0.2% Added · +2 sh | |
| 41 | Advanced Micro Devices Inc COM | $604K | 1.0K | 0.2% | ▲New New position | |
| 42 | Ishares TR RUS 1000 GRW ETF | $577K | 4.6K | 0.2% | ▲+176% Added · +3K sh | |
| 43 | Schwab Strategic TR US MID-CAP ETF | $555K | 15.1K | 0.2% | ▼−13% Reduced · −2K sh | |
| 44 | Dimensional ETF Trust CALIF MUN BD ETF | $553K | 11.0K | 0.2% | ▼−49% Reduced · −10K sh | |
| 45 | Ishares TR RUS 2000 GRW ETF | $544K | 1.4K | 0.2% | ▼−18% Reduced · −306 sh | |
| 46 | Direxion Shares ETF Trust DAILY SMALL CAP | $515K | 6.9K | 0.1% | ▼−72% Reduced · −18K sh | |
| 47 | Vanguard Index FDS S&P 500 ETF SHS | $494K | 719 | 0.1% | ▲+1.0% Added · +7 sh | |
| 48 | Ishares TR RUS 1000 VAL ETF | $481K | 2.0K | 0.1% | ▼−21% Reduced · −513 sh | |
| 49 | Ge Aerospace COM NEW | $424K | 1.1K | 0.1% | ▲+0.1% Added · +1 sh | |
| 50 | Ge Vernova Inc COM | $390K | 332 | 0.1% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.