1y return+19.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $123 against $127 in the S&P 500.2
Parkshore Wealth Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Dimensional Etf TrustCUSIP 25434V708 | $105.3M | 30.2% | +5.2% |
| DFCFDimensional Etf Trust | $37.9M | 10.9% | +22.6% |
| AVUVAmerican Centy Etf Tr | $24.9M | 7.1% | +3.2% |
| DFAIDimensional Etf Trust | $23.1M | 6.6% | +11.4% |
| Dimensional Etf TrustCUSIP 25434V831 | $15.5M | 4.5% | +12.0% |
| DFSDDimensional Etf Trust | $15.3M | 4.4% | +12.7% |
| DFSBDimensional Etf Trust | $12.3M | 3.5% | +9.0% |
| AAPLApple Inc | $11.1M | 3.2% | |
| AVUSAmerican Centy Etf Tr | $11.0M | 3.2% | |
| AVDVAmerican Centy Etf Tr | $10.8M | 3.1% | +7.0% |
| DFAEDimensional Etf Trust | $10.1M | 2.9% | +2.5% |
| Dimensional Etf TrustCUSIP 25434V609 | $7.5M | 2.1% | −4.3% |
| DFGRDimensional Etf Trust | $5.6M | 1.6% | −7.6% |
| TSLATesla Inc | $4.5M | 1.3% | +24.2% |
| AMZNAmazon Com Inc | $4.4M | 1.3% | |
| DFAWDimensional Etf Trust | $4.2M | 1.2% | +26.9% |
| AXPAmerican Express Co | $3.2M | 0.9% | |
| AVESAmerican Centy Etf Tr | $3.2M | 0.9% | −6.1% |
| DFEVDimensional Etf Trust | $2.6M | 0.7% | +22.7% |
| DFAUDimensional Etf Trust | $2.3M | 0.7% | |
| LMTLockheed Martin Corp | $2.2M | 0.6% | −2.6% |
| AVLVAmerican Centy Etf Tr | $2.1M | 0.6% | −2.3% |
| MSIMotorola Solutions Inc | $1.9M | 0.6% | |
| DFICDimensional Etf Trust | $1.8M | 0.5% | |
| PGProcter & Gamble Co | $1.5M | 0.4% | −2.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MPCMarathon Pete Corp | December 31, 2024 | +83.3% | $775K |
| DFAEDimensional Etf Trust | December 31, 2024 | +58.5% | $10.1M |
| AVDVAmerican Centy Etf Tr | December 31, 2024 | +58.3% | $10.8M |
| DISVDimensional Etf Trust | December 31, 2024 | +51.0% | $710K |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $1.3M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $1.0M |
| AVESAmerican Centy Etf Tr | December 31, 2024 | +42.0% | $3.2M |
| DFAIDimensional Etf Trust | December 31, 2024 | +41.3% | $23.1M |
| AVLVAmerican Centy Etf Tr | December 31, 2024 | +36.6% | $2.1M |
| DFEVDimensional Etf Trust | September 30, 2025 | +33.8% | $2.6M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −0.2% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +6.9% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Parkshore Wealth Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2024251&type=13F-HR&dateb=&owner=include&count=40CIK 2024251
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2024251/000117266126003140/Filed August 7, 2026 · accession 0001172661-26-003140