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PARKSHORE WEALTH MANAGEMENT, INC.
PARKSHORE WEALTH MANAGEMENT, INC.
Latest filing: 2026-06-30
PARKSHORE WEALTH MANAGEMENT, INC. runs PARKSHORE WEALTH MANAGEMENT, INC. and currently holds 72 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $348.17M. Their top holdings are DFAC, DFCF, AVUV, DFAI, DUHP. The top five represent 59.3% of reported portfolio weight. PARKSHORE WEALTH MANAGEMENT, INC. ranks #895 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PARKSHORE WEALTH MANAGEMENT, INC. initiated 3 new positions. They added to 31 existing positions. They trimmed 25 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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72 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 30.24% | $36.07 | $45.61 | +26.45% | Added +5.23% |
 DFCF DIMENSIONAL ETF TRUST | 10.89% | $42.02 | $41.48 | -1.29% | Added +22.62% |
 AVUV AMERICAN CENTY ETF TR | 7.14% | $99.35 | $126.43 | +27.26% | Added +3.18% |
 DFAI DIMENSIONAL ETF TRUST | 6.62% | $34.60 | $43.33 | +25.23% | Added +11.38% |
 DUHP DIMENSIONAL ETF TRUST | 4.46% | $36.04 | $42.39 | +17.62% | Added +11.98% |
 DFSD DIMENSIONAL ETF TRUST | 4.40% | $47.66 | $47.31 | -0.73% | Added +12.66% |
 AAPL APPLE INC | 3.19% | $250.51 | $309.35 | +23.49% | Added +0.09% |
 AVUS AMERICAN CENTY ETF TR | 3.15% | $97.95 | $130.54 | +33.27% | Added +0.51% |
 AVDV AMERICAN CENTY ETF TR | 3.09% | $75.76 | $111.97 | +47.80% | Added +7.05% |
 DFAE DIMENSIONAL ETF TRUST | 2.91% | $28.80 | $39.48 | +37.08% | Added +2.49% |
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