IE
Insider Edges

PARKSHORE WEALTH MANAGEMENT, INC. 13F portfolio summary

PARKSHORE WEALTH MANAGEMENT, INC. of PARKSHORE WEALTH MANAGEMENT, INC. has 69 current stock holdings with a reported portfolio value of $299.1M. The portfolio 1 year return is +16.61%. Top holdings include QQQ (0.00%), SPY (0.00%), DFAC (29.43%), DFCF (10.38%), AVUV (7.16%).

Back to investors

PARKSHORE WEALTH MANAGEMENT, INC.

PARKSHORE WEALTH MANAGEMENT, INC.
Latest filing: 2026-03-31

PARKSHORE WEALTH MANAGEMENT, INC. runs PARKSHORE WEALTH MANAGEMENT, INC. and currently holds 69 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $299.13M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. PARKSHORE WEALTH MANAGEMENT, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, PARKSHORE WEALTH MANAGEMENT, INC.'s portfolio at PARKSHORE WEALTH MANAGEMENT, INC. has delivered returns of +16.61%. Their 3-year annualized return is +12.03%. Looking at the 5-year horizon, PARKSHORE WEALTH MANAGEMENT, INC. has achieved +12.03% annualized returns at PARKSHORE WEALTH MANAGEMENT, INC..

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.61%
#0/1000
3 Year
+12.03%
#0/1000
5 Year
+12.03%
#0/1000

Portfolio Value

$299.13M

Alpha Score

11.7

#0 of 1000

Holdings

69

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change