Parkshore Wealth Management, Inc.
All 13F Filings
- Location
- Granite Bay, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 393,578
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 69 | 393,578 | 13F-HR | Parkshore Wealth Management, Inc. |
| Q2 2026 | 8/7/2026 | 72 | 348,170 | 13F-HR | Parkshore Wealth Management, Inc. |
| Q1 2026 | 5/13/2026 | 69 | 299,132 | 13F-HR | Parkshore Wealth Management, Inc. |
| 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 | 53.02 K | 13.5% | 13.06 K | 0 | 13.06 K |
| ETFs | 340.6 K | 86.5% | 32.35 K | 0 | 32.35 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
393,578
Holdings
69
QoQ value change ($000)
45,408
(13.0%)
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.