Institutional filer · SEC 13F · Q1 2025
Parkshore Wealth Management, Inc.
The reported 13F portfolio of Parkshore Wealth Management, Inc. (CIK 2024251) - top holdings, how concentrated the book is, and what changed last quarter.
- $172.0M
- Reported book
- 62
- Positions
- #230
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Parkshore Wealth Management, Inc. ranks #230 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2025 the reported book is $172.0M across 62 positions, a moderately concentrated portfolio.
- $172.0M
- reported 13F value
- 62
- disclosed positions
- 27.5%
- in DIMENSIONAL ETF TRUST
- #230
- of 360 filers
Top-5 share 49.8% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Parkshore Wealth Management, Inc. ranks #230 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Parkshore Wealth Management, Inc. sits by disclosed position count
Parkshore Wealth Management, Inc. reports 62 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Parkshore Wealth Management, Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
62 242nd of 360 higher than 118 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Parkshore Wealth Management, Inc. reports $0.17B across 62 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2024251 · Q1 2025 $172M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #230/360
- POS-FOCUS 62 names
- CONC-HEAVY 50% top-5
- LEAD-DOM 27.5% DIMENSIONAL ETF TRUST
- PHOTO-FINISH Anderson Financial S…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2025
Photo-finish peer on reported book: Anderson Financial Strategies, LLC
Read with: Ownership concentration guide - Parkshore Wealth Management, Inc.'s top-five positions weigh 50% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Parkshore Wealth Management, Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$172.0M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $47.3M | 27.5% |
| 2 | DIMENSIONAL ETF TRUST | $13.2M | 7.7% |
| 3 | DIMENSIONAL ETF TRUST | $10.0M | 5.8% |
| 4 | APPLE INC | $8.8M | 5.1% |
| 5 | AMERICAN CENTY ETF TR | $6.5M | 3.8% |
| 6 | AMERICAN CENTY ETF TR | $6.3M | 3.7% |
| 7 | DIMENSIONAL ETF TRUST | $6.0M | 3.5% |
| 8 | AMERICAN CENTY ETF TR | $5.8M | 3.4% |
| 9 | DIMENSIONAL ETF TRUST | $5.5M | 3.2% |
| 10 | DIMENSIONAL ETF TRUST | $5.1M | 2.9% |
| 11 | DIMENSIONAL ETF TRUST | $4.8M | 2.8% |
| 12 | DIMENSIONAL ETF TRUST | $4.6M | 2.7% |
| 13 | DIMENSIONAL ETF TRUST | $3.6M | 2.1% |
| 14 | AMAZON COM INC | $3.6M | 2.1% |
| 15 | AMERICAN CENTY ETF TR | $3.1M | 1.8% |
| 16 | AMERICAN CENTY ETF TR | $3.0M | 1.8% |
| 17 | AMERICAN EXPRESS CO | $2.6M | 1.5% |
| 18 | TESLA INC | $2.3M | 1.4% |
| 19 | MOTOROLA SOLUTIONS INC | $2.0M | 1.2% |
| 20 | DIMENSIONAL ETF TRUST | $1.9M | 1.1% |
| 21 | PROCTER AND GAMBLE CO | $1.9M | 1.1% |
| 22 | AMERICAN CENTY ETF TR | $1.8M | 1.1% |
| 23 | LOCKHEED MARTIN CORP | $1.8M | 1.0% |
| 24 | DIMENSIONAL ETF TRUST | $1.7M | 1.0% |
| 25 | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.7% |
Latest Quarter Trades · Q1 2025
New positions (62)
Frequently Asked Questions
- How big is Parkshore Wealth Management, Inc.'s 13F portfolio?
- Parkshore Wealth Management, Inc. reports $172.0M of long US-equity positions across 62 securities as of Q1 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Parkshore Wealth Management, Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Parkshore Wealth Management, Inc. ranks #230 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Parkshore Wealth Management, Inc.'s largest position?
- Parkshore Wealth Management, Inc.'s largest reported position is DIMENSIONAL ETF TRUST at $47.3M, about 27.5% of its reported book as of Q1 2025.
- What did Parkshore Wealth Management, Inc. trade last quarter?
- In its Q1 2025 filing, Parkshore Wealth Management, Inc. opened 62 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Parkshore Wealth Management, Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($172.0M here).
Similar holding count
Nearest filers by number of disclosed positions (62 here).
Using this filing
- The rankings sort every tracked filer the same way Parkshore Wealth Management, Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Anderson Financial Strategies, LLC reported the nearest book value ($172.3M) this quarter, a useful scale comparison for Parkshore Wealth Management, Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.