Data as of Q4 2025 (Dec 31, 2025)

Parkshore Wealth Management, Inc.

•CIK: 2024251•Filing: Q4 2025

**Parkshore Wealth Management, Inc.** manages $266M across a diversified portfolio of 69 positions. The strategy exhibits significant conviction in specific sectors, highlighted by the top holding in DFAC at $77.3M. Notable allocations include substantial positions in DFCF ($24.1M) and AVUV ($18.6M). This concentrated exposure suggests a focused, high-conviction approach to generating alpha.

Total AUM
$266.4M
QoQ Performance
+8.6%
Positions
35
Top 10 Concentration
72.5%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFCF
AVUV
DFAI
DFAC29.0%
DFCF9.1%
AVUV7.0%
DFAI5.3%
DFSD4.2%
AAPL3.9%
DUHP3.9%
AVUS3.6%

📈 Biggest Buys

DFAC
DIMENSIONAL ETF TRUST
+6.6%
29.0% of portfolio
DFCF
DIMENSIONAL ETF TRUST
+21.6%
9.1% of portfolio
DFAI
DIMENSIONAL ETF TRUST
+22.8%
5.3% of portfolio
DFSD
DIMENSIONAL ETF TRUST
+17.8%
4.2% of portfolio
DUHP
DIMENSIONAL ETF TRUST
+16.4%
3.9% of portfolio

📉 Biggest Sells

DFGR
DIMENSIONAL ETF TRUST
-25.4%
2.9% of portfolio
AVRE
AMERICAN CENTY ETF TR
-29.5%
0.4% of portfolio
NVDA
NVIDIA CORPORATION
-15.8%
0.4% of portfolio
AVUS
AMERICAN CENTY ETF TR
-1.2%
3.6% of portfolio
DFAT
DIMENSIONAL ETF TRUST
-1.0%
2.5% of portfolio

Sector Breakdown

Other88.0%
Technology5.0%
Consumer3.1%
Financial2.2%
Industrial0.9%
ETF0.4%
Energy0.3%
Communication0.1%

Changes from Q3 2025

NEW1 new position
↑50 increased
↓13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

DFAC29.0%
DIMENSIONAL ETF TRUST
$77.3M
DFCF9.1%
DIMENSIONAL ETF TRUST
$24.1M
AVUV7.0%
AMERICAN CENTY ETF TR
$18.6M
DFAI5.3%
DIMENSIONAL ETF TRUST
$14.1M
DFSD4.2%
DIMENSIONAL ETF TRUST
$11.1M

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