Sign In
test

Daniel Andersen

Parkshore Wealth Management, Inc.

Assets Managed
$299.132M
Holdings
69
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
12.3%(2Q avg: 10.43%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Parkshore Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Parkshore Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 299.132M in assets, with a quarterly growth rate of 12.3% and a 2-quarter average growth rate of 10.43%. The portfolio is managed by Daniel Andersen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 15.44%
29.3%
$87.639M
2.255M shares@ $38.87 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 29.31%
10.34%
$30.923M
732,420 shares@ $42.23 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 5.69%
7.14%
$21.332M
193,102 shares@ $110.48 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 35.44%
6.54%
$19.554M
501,887 shares@ $38.97 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 23.43%
4.57%
$13.648M
285,037 shares@ $47.88 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 22.67%
4.09%
$12.219M
332,395 shares@ $36.76 avg price
DFSB
Dim Glb Sustain Fix Inc Etf
Recent Activity
Increased 22.39%
3.75%
$11.199M
216,430 shares@ $51.75 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.16%
3.26%
$9.739M
38,373 shares@ $253.79 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 10.77%
3.26%
$9.737M
97,505 shares@ $99.87 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -1.38%
3.18%
$9.484M
85,301 shares@ $111.19 avg price

1-10 of 69