Parkshore Wealth Management
Parkshore Wealth Management reported 69 stocks worth $394M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are Dimensional ETF Trust (29.2%), DFCF (12.3%) and DFSD (7.4%). Compared with Q2 2026, the fund opened new positions in DUHP, SPCX and XOM, added to DFCF, DFSD and DFAI, trimmed AVUS, AAPL and AVES and sold out of MPC, XOM and IBM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $115M | 29.2% | 2.6M | +214K (+9%) | 8 of 8 | |
| 2 |  DFCF Dimensional Core Fixed | $48.3M | 12.3% | 1.2M | +306K (+34%) | 8 of 8 | |
| 3 |  DFSD Dimensional Shrt Drt Fxd | $29.2M | 7.4% | 629K | +308K (+96%) | 8 of 8 | |
| 4 |  DFAI Dimensional Intern Core | $29.1M | 7.4% | 702K | +143K (+26%) | 8 of 8 | |
| 5 |  AVUV American Centy ETF TR | $25.6M | 6.5% | 218K | +18K (+9%) | 8 of 8 | |
| 6 |  DUHP Dfa Invt Dimensions Group in | $20.9M | 5.3% | 499K | New position | 1 of 8 | |
| 7 |  DFAE Dimensional Emerg Core | $13.9M | 3.5% | 354K | +102K (+41%) | 8 of 8 | |
| 8 |  DFSB Dimensional ETF Trust | $12.9M | 3.3% | 259K | +24K (+10%) | 8 of 8 | |
| 9 |  AVDV Avantis International Small Cap Value ETF | $12.8M | 3.3% | 117K | +12K (+12%) | 8 of 8 | |
| 10 |  AVUS Avantis U.s. Equity ETF | $10.8M | 2.7% | 84K | −1,746 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $15.5M | 372K |
 MPC Marathon Petroleum | $775K | 3,031 |
 XOM Exxon Mobil Corp | $288K | 2,106 |
 IBM Ibm Corp | $259K | 921 |
 PWZ Invesco Exch Traded FD TR II | $218K | 8,896 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Parkshore Wealth Management 13F FAQ
What does Parkshore Wealth Management own?
Parkshore Wealth Management reported 69 stocks worth $394M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are Dimensional ETF Trust (29.2%), DFCF (12.3%) and DFSD (7.4%). The table above lists every position in the filing (the top 10 without an account).
What did Parkshore Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 21 added to, 25 trimmed and 7 sold out. New positions include DUHP, SPCX and XOM. It sold all of MPC, XOM and IBM.
When will Parkshore Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Parkshore Wealth Management's portfolio worth?
The Q3 2026 filing reports $394M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.