Parkshore Wealth Management, Inc.
All 13F Filings
- Location
- Granite Bay, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 266,381
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 69 | 266,381 | 13F-HR | Parkshore Wealth Management, Inc. |
| Q3 2025 | 11/14/2025 | 68 | 245,378 | 13F-HR | Parkshore Wealth Management, Inc. |
| Q2 2025 | 7/14/2025 | 64 | 204,606 | 13F-HR | Parkshore Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 246 K | 92.3% | 20.56 K | 0 | 20.56 K |
| ETFs | 20.39 K | 7.7% | 450 | 0 | 450 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
266,381
Holdings
69
QoQ value change ($000)
21,003
(8.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.