13F Filings History of Parkshore Wealth Management, Inc.

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$266,381,228
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 69 stock holdings with total value $266,381,228 as of Q4 2025. Top holdings included DFAC, DFCF, AVUV, DFAI, and DFSD.

Notify me when Parkshore Wealth Management, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 69 $266,381,228 +$20,205,135 -$3,594,280 +$16,610,855 DFAC, DFCF, AVUV, DFAI, DFSD 13F-HR 06 Feb 2026, 17:57
Q3 2025 68 $245,377,906 +$30,698,470 -$5,292,061 +$25,406,409 DFAC, DFCF, AVUV, DFAI, DFGR 13F-HR 13 Nov 2025, 18:43
Q2 2025 64 $204,606,240 +$28,607,516 -$7,741,930 +$20,865,586 DFAC, DFCF, AVUS, DFAI, DFGR 13F-HR 14 Jul 2025, 13:19
Q1 2025 62 $171,997,730 +$16,105,991 -$3,829,121 +$12,276,870 DFAC, DFCF, DFAI, AAPL, AVUS 13F-HR 29 May 2025, 14:00
Q4 2024 67 $166,252,536 $0 $0 $0 DFAC, DFCF, AAPL, DFAI, AVUS 13F-HR 14 Feb 2025, 15:34