Sponsored

The Analysis of Parkshore Wealth Management, Inc.'s Holdings & P&L

Currently, Parkshore Wealth Management, Inc. holds 72 types of securities in its portfolio with a total value $348.2M. In the most recent quarter, they have increased their positions in DFCF (+165.6K shares, valued at $7.0M), DFAC (+117.9K shares, valued at $5.2M), DFAI (+57.1K shares, valued at $2.4M); decreased their positions in TNA (-17.6K shares, valued at $1.3M), INTC (-4.4K shares, valued at $620.0K), DFCA (-10.5K shares, valued at $526.4K); initiated new positions in AMD (+1.0K shares, valued at $603.6K), VIOO (+1.6K shares, valued at $216.0K), SBUX (+2.0K shares, valued at $206.3K).

1M P&L

-1.5M-0.43%

3M P&L

+1.4M+0.39%

HY P&L

+9.6M+2.86%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A306.4M

88.9%

2Consumer Electronics11.1M

3.2%

3Auto Manufacturers4.5M

1.3%

Top Industries by Stock Count

1N/A43 stocks

66.2%

2Semiconductors3 stocks

4.6%

3Aerospace & Defense2 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.4M shares5.23%2026-06-302026-08-07

DFCF DIMENSIONAL ETF TRUST898.1K shares22.62%2026-06-302026-08-07

AVUV AMERICAN CENTY ETF TR199.2K shares3.18%2026-06-302026-08-07

DFAI DIMENSIONAL ETF TRUST559.0K shares11.38%2026-06-302026-08-07

DUHP DIMENSIONAL ETF TRUST372.2K shares11.98%2026-06-302026-08-07

DFSD DIMENSIONAL ETF TRUST321.1K shares12.66%2026-06-302026-08-07

DFSB DIMENSIONAL ETF TRUST235.8K shares8.96%2026-06-302026-08-07

AAPL APPLE INC38.4K shares0.09%2026-06-302026-08-07

Sponsored

AVUS AMERICAN CENTY ETF TR85.7K shares0.51%2026-06-302026-08-07

AVDV AMERICAN CENTY ETF TR104.4K shares7.05%2026-06-302026-08-07

DFAE DIMENSIONAL ETF TRUST252.0K shares2.49%2026-06-302026-08-07

DFAT DIMENSIONAL ETF TRUST107.0K shares-4.28%2026-06-302026-08-07

DFGR DIMENSIONAL ETF TRUST195.0K shares-7.56%2026-06-302026-08-07

TSLA TESLA INC10.6K shares24.19%2026-06-302026-08-07

AMZN AMAZON COM INC18.6K shares0.00%2026-06-302026-08-07

DFAW DIMENSIONAL ETF TRUST50.7K shares26.91%2026-06-302026-08-07

Sponsored

AXP AMERICAN EXPRESS CO9.6K shares0.05%2026-06-302026-08-07

AVES AMERICAN CENTY ETF TR48.1K shares-6.07%2026-06-302026-08-07

DFEV DIMENSIONAL ETF TRUST60.8K shares22.66%2026-06-302026-08-07

DFAU DIMENSIONAL ETF TRUST44.2K shares-0.77%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP4.3K shares-2.57%2026-06-302026-08-07

AVLV AMERICAN CENTY ETF TR23.1K shares-2.33%2026-06-302026-08-07

MSI MOTOROLA SOLUTIONS INC4.6K shares0.28%2026-06-302026-08-07

DFIC DIMENSIONAL ETF TRUST49.6K shares0.87%2026-06-302026-08-07

Sponsored

PG PROCTER & GAMBLE CO10.0K shares-2.85%2026-06-302026-08-07

NVDA NVIDIA CORPORATION6.7K shares1.33%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares0.00%2026-06-302026-08-07

CDZI CADIZ INC263.8K shares0.00%2026-06-302026-08-07

QQQ INVESCO QQQ TR1.4K shares-3.28%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS2.3K shares-0.98%2026-06-302026-08-07

INTC INTEL CORP5.7K shares-43.67%2026-06-302026-08-07

BAC BANK OF AMER CORP13.8K shares0.47%2026-06-302026-08-07

Sponsored

MPC MARATHON PETE CORP3.0K shares0.03%2026-06-302026-08-07

AMERIPRISE FINL INC AMERIPRISE FINL INC1.6K shares0.00%2026-06-302026-08-07

DFLV DIMENSIONAL ETF TRUST18.2K shares-3.95%2026-06-302026-08-07

DISV DIMENSIONAL ETF TRUST17.7K shares-0.20%2026-06-302026-08-07

IWS ISHARES TR4.0K shares-24.16%2026-06-302026-08-07

MSFT MICROSOFT CORP1.7K shares0.99%2026-06-302026-08-07

AVRE AMERICAN CENTY ETF TR13.6K shares-14.21%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T833 shares0.24%2026-06-302026-08-07

Sponsored

AMD ADVANCED MICRO DEVICES INC1.0K sharesnew addition2026-06-302026-08-07

IWF ISHARES TR4.6K shares176.05%2026-06-302026-08-07

SCHM SCHWAB STRATEGIC TR15.1K shares-12.78%2026-06-302026-08-07

DFCA DIMENSIONAL ETF TRUST11.0K shares-48.75%2026-06-302026-08-07

IWO ISHARES TR1.4K shares-18.15%2026-06-302026-08-07

TNA DIREXION SHARES ETF TRUST6.9K shares-71.91%2026-06-302026-08-07

VOO VANGUARD INDEX FDS719 shares0.98%2026-06-302026-08-07

IWD ISHARES TR2.0K shares-20.55%2026-06-302026-08-07

Sponsored

GE GE AEROSPACE1.1K shares0.09%2026-06-302026-08-07

GEV GE VERNOVA INC332 shares0.00%2026-06-302026-08-07

GOOG ALPHABET INC1.1K shares0.00%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.2K shares0.00%2026-06-302026-08-07

BND VANGUARD BD INDEX FDS4.8K shares1.44%2026-06-302026-08-07

SCHA SCHWAB STRATEGIC TR9.7K shares-1.81%2026-06-302026-08-07

VXUS VANGUARD STAR FDS3.7K shares0.00%2026-06-302026-08-07

IYW ISHARES TR1.2K shares0.00%2026-06-302026-08-07

Sponsored

GLD SPDR GOLD TR807 shares0.00%2026-06-302026-08-07

NETFLIX INC. NETFLIX INC.4.1K shares13.81%2026-06-302026-08-07

ISHARES TR ISHARES TR3.0K shares-3.06%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP2.1K shares0.29%2026-06-302026-08-07

CVX CHEVRON CORPORATION1.7K shares-36.70%2026-06-302026-08-07

CSX CSX CORP5.8K shares-0.12%2026-06-302026-08-07

IWP ISHARES TR1.8K shares-38.78%2026-06-302026-08-07

SUSA ISHARES TR1.7K shares0.00%2026-06-302026-08-07

Sponsored

IBM INTERNATIONAL BUSINESS MACHS921 shares0.44%2026-06-302026-08-07

SCHE SCHWAB STRATEGIC TR6.8K shares-16.91%2026-06-302026-08-07

IJK ISHARES TR2.1K shares0.05%2026-06-302026-08-07

SCHF SCHWAB STRATEGIC TR8.7K shares-27.96%2026-06-302026-08-07

AVDE AMERICAN CENTY ETF TR2.5K shares0.81%2026-06-302026-08-07

PWZ INVESCO EXCH TRADED FD TR II8.9K shares0.95%2026-06-302026-08-07

VIOO VANGUARD ADMIRAL FDS INC1.6K sharesnew addition2026-06-302026-08-07

SBUX STARBUCKS CORP2.0K sharesnew addition2026-06-302026-08-07

Sponsored

DFAC

DIMENSIONAL ETF TRUST

5.23%

Shares2.4M

Event2026-06-30

Filed2026-08-07

DFCF

DIMENSIONAL ETF TRUST

22.62%

Shares898.1K

Event2026-06-30

Filed2026-08-07

AVUV

AMERICAN CENTY ETF TR

3.18%

Shares199.2K

Event2026-06-30

Filed2026-08-07

DFAI

DIMENSIONAL ETF TRUST

11.38%

Shares559.0K

Event2026-06-30

Filed2026-08-07

DUHP

DIMENSIONAL ETF TRUST

11.98%

Shares372.2K

Event2026-06-30

Filed2026-08-07

DFSD

DIMENSIONAL ETF TRUST

12.66%

Shares321.1K

Event2026-06-30

Filed2026-08-07

DFSB

DIMENSIONAL ETF TRUST

8.96%

Shares235.8K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

0.09%

Shares38.4K

Event2026-06-30

Filed2026-08-07

AVUS

AMERICAN CENTY ETF TR

0.51%

Shares85.7K

Event2026-06-30

Filed2026-08-07

AVDV

AMERICAN CENTY ETF TR

7.05%

Shares104.4K

Event2026-06-30

Filed2026-08-07

DFAE

DIMENSIONAL ETF TRUST

2.49%

Shares252.0K

Event2026-06-30

Filed2026-08-07

DFAT

DIMENSIONAL ETF TRUST

-4.28%

Shares107.0K

Event2026-06-30

Filed2026-08-07

DFGR

DIMENSIONAL ETF TRUST

-7.56%

Shares195.0K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

24.19%

Shares10.6K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

0.00%

Shares18.6K

Event2026-06-30

Filed2026-08-07

DFAW

DIMENSIONAL ETF TRUST

26.91%

Shares50.7K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

0.05%

Shares9.6K

Event2026-06-30

Filed2026-08-07

AVES

AMERICAN CENTY ETF TR

-6.07%

Shares48.1K

Event2026-06-30

Filed2026-08-07

DFEV

DIMENSIONAL ETF TRUST

22.66%

Shares60.8K

Event2026-06-30

Filed2026-08-07

DFAU

DIMENSIONAL ETF TRUST

-0.77%

Shares44.2K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

-2.57%

Shares4.3K

Event2026-06-30

Filed2026-08-07

AVLV

AMERICAN CENTY ETF TR

-2.33%

Shares23.1K

Event2026-06-30

Filed2026-08-07

MSI

MOTOROLA SOLUTIONS INC

0.28%

Shares4.6K

Event2026-06-30

Filed2026-08-07

DFIC

DIMENSIONAL ETF TRUST

0.87%

Shares49.6K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

-2.85%

Shares10.0K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

1.33%

Shares6.7K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

CDZI

CADIZ INC

0.00%

Shares263.8K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

-3.28%

Shares1.4K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

-0.98%

Shares2.3K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

-43.67%

Shares5.7K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

0.47%

Shares13.8K

Event2026-06-30

Filed2026-08-07

MPC

MARATHON PETE CORP

0.03%

Shares3.0K

Event2026-06-30

Filed2026-08-07

AMERIPRISE FINL INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

DFLV

DIMENSIONAL ETF TRUST

-3.95%

Shares18.2K

Event2026-06-30

Filed2026-08-07

DISV

DIMENSIONAL ETF TRUST

-0.20%

Shares17.7K

Event2026-06-30

Filed2026-08-07

IWS

ISHARES TR

-24.16%

Shares4.0K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

0.99%

Shares1.7K

Event2026-06-30

Filed2026-08-07

AVRE

AMERICAN CENTY ETF TR

-14.21%

Shares13.6K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

0.24%

Shares833

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

176.05%

Shares4.6K

Event2026-06-30

Filed2026-08-07

SCHM

SCHWAB STRATEGIC TR

-12.78%

Shares15.1K

Event2026-06-30

Filed2026-08-07

DFCA

DIMENSIONAL ETF TRUST

-48.75%

Shares11.0K

Event2026-06-30

Filed2026-08-07

IWO

ISHARES TR

-18.15%

Shares1.4K

Event2026-06-30

Filed2026-08-07

TNA

DIREXION SHARES ETF TRUST

-71.91%

Shares6.9K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

0.98%

Shares719

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

-20.55%

Shares2.0K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

0.09%

Shares1.1K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

0.00%

Shares332

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

BND

VANGUARD BD INDEX FDS

1.44%

Shares4.8K

Event2026-06-30

Filed2026-08-07

SCHA

SCHWAB STRATEGIC TR

-1.81%

Shares9.7K

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD STAR FDS

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-07

IYW

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

0.00%

Shares807

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

13.81%

Shares4.1K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-3.06%

Shares3.0K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

0.29%

Shares2.1K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

-36.70%

Shares1.7K

Event2026-06-30

Filed2026-08-07

CSX

CSX CORP

-0.12%

Shares5.8K

Event2026-06-30

Filed2026-08-07

IWP

ISHARES TR

-38.78%

Shares1.8K

Event2026-06-30

Filed2026-08-07

SUSA

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

0.44%

Shares921

Event2026-06-30

Filed2026-08-07

SCHE

SCHWAB STRATEGIC TR

-16.91%

Shares6.8K

Event2026-06-30

Filed2026-08-07

IJK

ISHARES TR

0.05%

Shares2.1K

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB STRATEGIC TR

-27.96%

Shares8.7K

Event2026-06-30

Filed2026-08-07

AVDE

AMERICAN CENTY ETF TR

0.81%

Shares2.5K

Event2026-06-30

Filed2026-08-07

PWZ

INVESCO EXCH TRADED FD TR II

0.95%

Shares8.9K

Event2026-06-30

Filed2026-08-07

VIOO

VANGUARD ADMIRAL FDS INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

New

Shares2.0K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available