13F Filings History of Parkshore Wealth Management, Inc.

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$245M
Signature - Title
Daniel Andersen - Senior Advisor
Location
Granite Bay, CA
Summary
This page shows a list of all the recent 13F filings made by Parkshore Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Parkshore Wealth Management, Inc. reported 68 stock holdings with total value $245M as of Q3 2025. Top holdings included DFAC, DFCF, AVUV, DFAI, and DFGR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 68 $245M +$30.7M -$5.29M +$25.4M DFAC, DFCF, AVUV, DFAI, DFGR 13F-HR 11/13/2025, 06:43 PM
Q2 2025 64 $205M +$28.6M -$7.74M +$20.9M DFAC, DFCF, AVUS, DFAI, DFGR 13F-HR 7/14/2025, 01:19 PM
Q1 2025 62 $172M +$16.1M -$3.83M +$12.3M DFAC, DFCF, DFAI, AAPL, AVUS 13F-HR 5/29/2025, 02:00 PM
Q4 2024 67 $166M $0 $0 DFAC, DFCF, AAPL, DFAI, AVUS 13F-HR 2/14/2025, 03:34 PM